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[RFP] Curated Lending Vaults #204

Description

@fryorcraken

Tracking issue for RFP-012, published in logos-co/rfp:
https://github.com/logos-co/rfp/blob/master/RFPs/RFP-012-curated-lending-vaults.md

Overview

Build a curated vault layer on top of the isolated-market lending protocol
delivered by RFP-008 (Lending & Borrowing Protocol). Each vault accepts
deposits of a single loan token, issues transferable vault share tokens
(LEZ fungible tokens), and allocates deposits across multiple Morpho-style
lending markets according to a curator-defined strategy — the Morpho
Vaults V2 equivalent for LEZ, abstracting isolated markets into a single
deposit interface for passive lenders.

Why this matters

RFP-008's isolated-market model optimises for safety and
permissionlessness, but fragments liquidity: lenders must actively manage
exposure across markets. Most passive lenders — the largest source of TVL
in any lending ecosystem — won't do this. Without curated vaults, the
protocol's TVL ceiling is limited to active, sophisticated lenders.

Curated vaults aggregate passive capital and route it to the
best risk-adjusted yield. On Ethereum, MetaMorpho vaults absorb the
majority of the full Morpho stack (~$11.78B TVL across Blue + vaults as
of 2026-05, Blue core alone ~$4.9B); Coinbase's USDC lending product
routes multi-billion AUM through a single Steakhouse-curated MetaMorpho
vault. For Logos, vaults widen the lending protocol's addressable market
to passive depositors who wouldn't otherwise interact with raw isolated
markets. Multiple curators can offer different risk/yield profiles in
parallel, avoiding concentrating risk decisions in a single governance
body.

Scope (summary — see the linked md for full requirements)

  • Permissionless vault creation: creator specifies loan token, name,
    symbol; becomes initial curator.
  • Vault share tokens: LEZ fungible tokens representing proportional
    vault ownership, freely transferable, monotonically increasing
    exchange rate as interest accrues.
  • Deposit/withdraw flow against the vault's loan token.
  • Curator-defined allocation strategy across vetted RFP-008 isolated
    markets.

Dependencies

  • RFP-008 (Lending & Borrowing Protocol) — the isolated lending markets
    the vault allocates across; this RFP cannot proceed until the base
    protocol is live.
  • LP-0013 (Token program improvements: authorities) — custody of idle
    balances and vault share-token issuance.

Applying team should ideally be the same team that delivered RFP-008, or
have deep familiarity with the deployed protocol's internals.

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