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synthetic-yield

GammaSwap Yield Tokens

Rejected
Max sleeve
Reviewed
2026-08-16 · v1
Next review
2026-11-15
Chains
Base · hybrid

Rejected venues wait the longest for re-review; a rejection has to earn another look before the scheduled date.

GammaSwap Yield Tokens wraps concentrated-liquidity positions and GammaSwap hedges into synthetic spot claims on Base. DefiLlama measured $80,817 on 2026-08-16, only 0.08% of the $100M materiality floor. The file remains rejected on size before managed-range, hedge, rebalance-loss, NAV, and queued-redemption risks could support advised use.

The research file

Mechanism applicability

The current DefiLlama adapter enumerates contracts labelled as vaults and resolves the Uniswap v3 positions they own. GammaSwap’s legacy protocol supplies long-volatility and liquidity-borrowing contracts that may sit alongside those positions, but the official yield-token guides have been retired. The observable client claim therefore remains a managed concentrated-liquidity vault; the former exact hedge composition is not treated as current without a live product specification.

Control and loss applicability

GammaSwap publishes legacy core, implementation and periphery code, while its current risk page describes smart-contract, market, liquidity, oracle and liquidation risks for the broader protocol. Those repositories establish a protocol control dependency, not the exact current vault manager, range rules or hedge ratio for each yield token. Depositors therefore face an unresolved manager and strategy boundary in addition to concentrated-liquidity inventory risk.

Exit applicability

The retired product pages no longer establish the previously stated 24-hour processing window or manual-claim sequence, so those claims are removed. Exit must instead be evidenced at the exact vault: current holdings, manager permissions, any GammaSwap debt or hedge, withdrawal functions, NAV and executable liquidity. The adapter’s token balance is not proof that a proposed-size redemption is open or completes at par.

Why the dossier still applies

DefiLlama measured $80,817 on Base on 2026-08-16, 0.08% of the $100M floor. Reopen after TVL remains above $100M for 30 days, then reconcile every AMM and hedge leg, permissioned controls, range and rebalance rules, NAV and fees, audit and incident history, and proposed-size 24-hour mint/burn completion under volatility.

Sources

The claims above trace to these. Where a number could not be independently verified, the thesis says so.

Inherited controls

The verdict above grades the protocol layer. Every position also inherits the asset it holds and the chain it settles on. The least safe layer sets the position’s grade, and the position table names which one that is.

ChainVerdictGradeControl constraint
BaseApproved · limits hybrid Coinbase — one regulated US company — operates the only sequencer, and admin keys can upgrade bridge contracts within ~7 days.
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