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Macro-driven. Reads funding rates, BTC dominance, and Treasury yield to flip between USDY heavy and mETH heavy.
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