Flux

Yield farming manually means checking three dashboards, doing the math on gas costs, and second-guessing yourself at 2am.

Flux fetches live rates across every major Solana lending protocol, builds a rate matrix, and asks Claude to reason about the optimal allocation — factoring in utilization risk, liquidity depth, and concentration limits. It only rebalances when the improvement is meaningful. Otherwise it holds.

FETCH RATES → BUILD MATRIX → REASON → ALLOCATE → ACCRUE → REBALANCE

Paper mode on by default. One env var flip for live capital.

Dashboard

Live optimizer dashboard for Flux: protocol rates, utilization risk, liquidity depth, current allocations, paper-mode execution status, and rebalance candidates in one operating view.

Allocation Logic

How Flux allocates capital: fetch rates, build a rate matrix, filter unsafe venues, compare risk-adjusted yield, and only rebalance when the expected improvement clears the configured threshold.

Architecture

┌─────────────────────────────────────────────────────┐
│               Protocol Layer                         │
│  ┌──────────┐  ┌───────────┐  ┌──────────┐         │
│  │  Kamino  │  │  MarginFi │  │  Solend  │         │
│  └────┬─────┘  └─────┬─────┘  └────┬─────┘         │
│       └──────────────┼──────────────┘               │
└──────────────────────┼──────────────────────────────┘
                       ▼
┌─────────────────────────────────────────────────────┐
│               Aggregator                             │
│   Rate matrix · Best-per-asset · Health check       │
└──────────────────────┬──────────────────────────────┘
                       ▼
┌─────────────────────────────────────────────────────┐
│            Claude Agent Loop                         │
│   getratematrix → getcurrentpositions           │
│   → getprotocolhealth → submitallocationplan    │
└──────────────────────┬──────────────────────────────┘
                       ▼
┌─────────────────────────────────────────────────────┐
│              Rebalancer                              │
│   Diff current vs plan · Build actions              │
│   Paper execute · Yield accrual                     │
└─────────────────────────────────────────────────────┘

Optimization Rules

| Rule | Detail | |------|--------| | Min APY gate | Ignore any rate below 5% | | Rebalance threshold | Only move capital if improvement > 2% APY | | Max protocol concentration | 50% cap per protocol | | Utilization guard | Avoid pools above 90% utilization | | Liquidity floor | Minimum $10k available to exit |

Supported Protocols

| Protocol | Assets | Notes | |----------|--------|-------| | Kamino | USDC, SOL, USDT, JitoSOL | Highest rates, most liquid | | MarginFi | USDC, SOL, USDT | Good depth, lower utilization | | Solend | USDC, SOL, USDT, BTC | Longest track record | | Drift | USDC, SOL | Perp funding rates (opt-in) |

Quick Start

git clone https://github.com/FluxYield/FluxYield
cd FluxYield && bun install
cp .env.example .env
bun run dev

Configuration

ANTHROPICAPIKEY=sk-ant-...
HELIUSAPIKEY=...
PAPER_MODE=true
TOTALCAPITALUSD=10000
CYCLEINTERVALMS=3600000   # 1 hour
MINAPYTHRESHOLD=0.05
REBALANCE_THRESHOLD=0.02
MAXPROTOCOLALLOCATION_PCT=0.50

Technical Spec

Risk-Adjusted APY

Raw APY comparisons mislead — a 12% market at 95% utilization is less valuable than 9% at 60% because exit is unreliable at high utilization. Flux applies a penalty:

riskAdjustedApy = supplyApy  (1 - max(0, u - 0.70) / 0.30  0.40)

No penalty below 70% utilization. At 100% utilization, effective APY is 40% lower than stated. getBestRatePerAsset ranks by risk-adjusted APY and filters out markets above MAXUTILIZATIONRATE (default 90%).

Gas-Economic Rebalance Gate

Before shifting capital, isRebalanceEconomic checks whether the expected APY gain over one cycle actually covers the gas cost:

const hourlyGain = capitalUsd  improvementApy / 8760  periodHours;
// Only rebalance if hourlyGain > $0.02 (2 Solana txs)

A 2% APY improvement on $500 earns $0.0011/hour — rebalancing every hour would cost 18× more in gas than it earns. At $10,000 capital, the same improvement earns $0.023/hour — economic.

Compound Yield Accrual

accrueYield uses compound interest: P ((1 + r)^t - 1). The prior simple interest model (P r * t) underestimates accumulated yield by ~2% APY at 30% APR over a week — meaningful at larger capital amounts.

Utilization Spike Detection

Both Kamino and Solend adapters log a warning when utilization exceeds 85% AND available liquidity is less than 5% of total supply. This pattern precedes withdrawal freezes in lending protocols — the interest rate model has forced rates up to attract new deposits but hasn't yet resolved the liquidity crunch.

License

MIT

money finds its own level.