SDGP-XX: Partner with or Acquire sdYIELD — The “Convex of StakeDAO”

Author: James Nexus — passionate crypto advocate, full-stack developer, and treasury optimization specialist.

Summary

I created a protocol called sdYIELD, which is primarily built from modified forks of Convex and Beefy contracts. The protocol is designed to provide highly efficient yield-boosting vaults for StakeDAO liquid locker assets.

sdYIELD functions similarly to asdCRV, but with:

  • Higher capital efficiency

  • Additional utility integrations

  • Expanded leverage and yield opportunities

I would like to partner with StakeDAO as a shared owner of the sdYIELD protocol. As part of this partnership, I am willing to:

  • Share 80% of sdYIELD management fees with StakeDAO

  • Give StakeDAO majority control of the multisig governing the protocol

If a partnership is not desired, my second preferred option is to sell the sdYIELD protocol to StakeDAO.

In that scenario, I can either:

  • Fully transfer all infrastructure and legal rights and step away entirely, or

  • Continue contributing as a part-time contractor to help manage, develop, and optimize sdYIELD and potentially other StakeDAO systems.


Context

What makes sdYIELD more capital efficient than alternatives?

1. Shared vlSDT Boosting

The sdYIELD protocol uses its vlSDT balance to boost multiple vaults simultaneously.

2. Permanent vlSDT Growth

Between 30–60% of sdYIELD admin fees are compounded into a permanent vlSDT position, allowing the protocol’s boosting power to continuously grow over time.

3. Dynamic Boost Optimization

sdYIELD is designed to alternate between:

  • Purchasing SDT to grow its permanent position, and

  • Renting delegated vlSDT voting rights

This allows the protocol to maximize vault boosts in the most capital-efficient manner possible.

4. Liquid Yield-Bearing Vault Tokens

sdYIELD compounding vault tokens are deployed alongside:

  • Curve pools

  • Balancer StableSwap pools

These pools are configured with price oracles that effectively transform sdYIELD tokens into liquid yield-bearing derivatives similar to wstETH, making them more effective for liquidity provision.

5. Liquidity Pool Incentives

sdYIELD incentivizes users to deploy sdYIELD vault tokens into liquidity pools as a higher-yield replacement for the underlying vault assets, significantly increasing LP returns.

6. Leveraged Yield Integrations

sdYIELD integrates with:

  • Morpho

  • Euler

  • Spectra Vaults

These integrations allow sdYIELD tokens to be used as collateral, enabling leveraged yield strategies. Under favorable market conditions, users may potentially earn over 100% APR on assets such as:

  • sdCRV

  • sdFXN

  • sdYB


Security and Architecture

While developing sdYIELD, I intentionally minimized code modifications wherever possible.

The core contracts that:

  • Interact directly with users and process deposits and withdrawals

are 100% unedited forks of audited Convex and Beefy contracts.

The primary modification to the Convex vault fork is:

  • Staking vlSDT instead of veCRV

  • Depositing into StakeDAO liquid locker contracts instead of Curve gauges

All major additions to protocol logic exist in external contracts that do not directly custody user funds.

The additional logic is intentionally lightweight relative to the overall project scope. Most of the development work focused on integrating proven, audited systems together in a seamless and capital-efficient manner, including:

  • Convex

  • Beefy

  • Curve

  • Morpho

  • Euler

  • Spectra

Despite efforts to maximize security, an independent audit is still required before launch.


Request to StakeDAO

I am asking StakeDAO to:

  1. Fund a security audit for sdYIELD

  2. Integrate sdYIELD into the StakeDAO ecosystem by either:

    • Linking to sdYIELD from the StakeDAO dApp, or ideally

    • Embedding sdYIELD functionality directly into the StakeDAO interface, similar to how asdCRV is integrated into the sdCRV page

In exchange, I am willing to:

  • Share 80% of sdYIELD management fees with StakeDAO

  • Give StakeDAO shared multisig control over the protocol


Alternative Proposal: Acquisition

If the StakeDAO community does not wish to pursue a partnership, I am willing to sell the sdYIELD protocol to StakeDAO for 40,000 USDC.

Following an acquisition, I could either:

  • Fully exit the project, or

  • Remain involved as a contractor helping develop, manage, and optimize sdYIELD and potentially other StakeDAO systems

Partnering with StakeDAO would be a dream outcome for me. However, even a successful acquisition with continued involvement would still be an exciting opportunity. At minimum, I would be proud knowing that something I built became part of one of my favorite ecosystems in DeFi.


Rationale

By partnering with or acquiring sdYIELD, StakeDAO would gain access to multiple long-term revenue streams that are designed to grow over time.

Additionally, sdYIELD would likely increase:

  • Revenue

  • TVL

  • User growth

across StakeDAO liquid locker products, creating compounding benefits for the broader StakeDAO ecosystem.

StakeDAO is effectively being offered the opportunity to gain substantial recurring revenue and ecosystem growth in exchange for the low cost of funding a protocol audit.


Technical Implementation

I would prefer for the StakeDAO community to first make a generalized, non-binding agreement regarding either:

  • A partnership, or

  • An acquisition

before I publicly disclose the full sdYIELD codebase and technical implementation details.


Timeline and Roadmap

The estimated timeline for full sdYIELD integration with StakeDAO is approximately 3–5 business days after a partnership or acquisition agreement is reached.

This assumes either:

  • StakeDAO developers complete the frontend integrations within that timeframe, or

  • I am permitted to assist directly with integration work

Thank you for your time and consideration.

  • James.

If anyone is interested in learning more about my work, please check out the latest dApp/Protocol I built for Curve: CurveYield.com

The platform is still in pre-beta, so please be patient and let me know if you encounter any issues or bugs.

CurveYield combines:

  • IPOR yield-bearing LP farming vaults

  • LlamaLend integrations

  • Morpho lending and borrowing markets

  • Euler lending and borrowing markets

The protocol is centered around Curve ecosystem assets such as:

  • crvUSD

  • scrvUSD

as well as liquid yield-bearing derivatives of CRV and YB, including:

  • cvxCRV

  • yCRV

  • sdCRV

  • yYB

These assets are deployed within compounding yield-bearing vaults such as:

  • asdCRV

  • aCRV

  • st-yCRV

  • yvyYB

The overall goal is to create highly capital-efficient, yield strategies and lending integrations built around the Curve ecosystem that add utility and depth to Curve while simplifying complex processes and reducing risks and friction for the Curve Community to more easily access top tier yields.

I made the sdYIELD protocol with the same intentions - to benefit the StakeDAO Protocol and community.

1 Like

I am not allowed to embed a Poll. I would appreciate if an admin would generate a voting poll for me with these options

* Support a Strategic Partnership with sdYIELD
* Support Acquisition of sdYIELD
* Do Not Proceed
* Abstain