Helix

function rebalance(ctx):
  riskBudget = clamp(0.0, 0.20, 8% drawdown floor)
  yieldFloor = ondoUSDY.apy()
  if mETH.stakingApy() - yieldFloor > riskBudget * 100bps:
    allocate(mETH: 0.65, USDY: 0.35)
  else:
    allocate(USDY: 0.85, mETH: 0.15)
  log decision → ERC-8004 ReputationRegistry