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feat(morpho): monitor Yearn Stonk USDG vault on Robinhood Chain - #424

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spalen0 merged 1 commit into
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morpho-rh
Oct 14, 2026
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spalen0 merged 1 commit into
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morpho-rh

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@spalen0 spalen0 commented Oct 14, 2026

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Summary

Adds monitoring for Yearn Stonk USDG (0x8c258F25fc6fBe3f01ccC828E2C3840A46a4a9A2), a Morpho V2 vault on Robinhood Chain (chain id 4663). It lends USDG against tokenized stocks.

  • utils/chains.py: new Chain.ROBINHOOD with explorer https://robinhoodchain.blockscout.com
  • protocols/morpho/_shared.py: Morpho's URL slug for this chain is robinhood-chain
  • protocols/morpho/config.py: vault added to VAULTS_V2_BY_CHAIN at vault risk 3
  • protocols/morpho/risk.py: market tiers (all 62.5% LLTV, MorphoChainlinkOracleV2, Chainlink equity feed / Chainlink USDG/USD, both on Chainlink DualAggregator 1.0.0):
Market Tier Base feed
SPY/USDG 2 RHSPY / USD
META/USDG 3 Robinhood META / USD
NVDA/USDG 3 RHNVDA / USD
SPCX/USDG 3 Robinhood SPCX / USD

markets_v2.py and governance_v2.py use only GraphQL, so no RPC/env change is needed. README and monitoring.yaml have been updated.

Review needed

The vault and market risk tiers are my judgement calls. Tokenized single stocks are set to tier 3, like cbDOGE/UNI at ~62% LLTV. SPY gets tier 2 because it's a broad index. With vault risk 3, tier 3 markets can take up to 101% of the vault and tier 2 markets have no cap. With vault risk 2 instead, each single-stock market would be capped at 30%.

Test plan

  • ruff format / ruff check
  • pytest tests/ (972 passed)
  • Live run of markets_v2.py and governance_v2.py with LOG_LEVEL=DEBUG: both loaded the vault on ROBINHOOD and sent no alerts (risk score 0.00, since it's currently all idle liquidity)

🤖 Generated with Claude Code

- Add Chain.ROBINHOOD (4663) with Blockscout explorer.
- Map Robinhood to Morpho's `robinhood-chain` URL slug.
- Add the vault to VAULTS_V2_BY_CHAIN (risk 3) so markets_v2 and
  governance_v2 pick it up; both are GraphQL-only, so no RPC is needed.
- Tier its markets: SPY/USDG risk 2; META, NVDA, SPCX /USDG risk 3
  (62.5% LLTV, Chainlink equity feeds + Chainlink USDG/USD).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@spalen0
spalen0 marked this pull request as ready for review October 14, 2026 17:22
@spalen0
spalen0 merged commit 3b633bc into main Oct 14, 2026
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@spalen0
spalen0 deleted the morpho-rh branch October 14, 2026 17:23
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