Strata monitoring

.github/workflows/daily.yml

@@ -20,6 +20,7 @@ jobs:
       scripts: |
         morpho/governance.py
         ethena/ethena.py
+        strata/main.py --profile daily
         cap/liquidity.py
         utils/tenderly/tenderly.py
         yearn/check_shadow_debt.py

.github/workflows/hourly.yml

@@ -27,11 +27,11 @@ jobs:
         lrt-pegs/origin_protocol.py
         euler/markets.py
         infinifi/main.py
+        strata/main.py --profile hourly
         silo/ur_sniff.py
         usdai/main.py
         yearn/alert_large_flows.py
         maple/main.py
-        timelock/timelock_alerts.py
         # always run proposals after timelock alerts
         aave/proposals.py
         compound/proposals.py

.github/workflows/multisig-checker.yml

@@ -16,5 +16,9 @@ jobs:
     with:
       cache_file: nonces.txt
       cache_key_prefix: nonces-v3
+      extra_env: |
+        CACHE_FILENAME=nonces.txt
+        NONCE_FILENAME=nonces.txt
       scripts: |
         safe/main.py
+        timelock/timelock_alerts.py

README.md

@@ -25,6 +25,7 @@ Monitoring scripts for DeFi protocols to track key metrics and send alerts.
 - [RTokens - ETH+](./rtoken/README.md)
 - [Silo](./silo/README.md)
 - [Spark](./spark/README.md)
+- [Strata](./strata/README.md)
 - [Stargate](./stargate/README.md)
 - [USD0 - Usual Money](./usd0/README.md)
 - [USDAI](./usdai/README.md)

safe/main.py

@@ -138,6 +138,12 @@
         "0xd6d4Bcde6c816F17889f1Dd3000aF0261B03a196",
         "Maple DAO Multisig (syrupUSDC)",
     ],
+    [
+        "STRATA",
+        "mainnet",
+        "0xA27cA9292268ee0f0258B749f1D5740c9Bb68B50",
+        "Strata Admin Multisig (3/4)",
+    ],
     # NOTE: Moonwell multisig monitoring is disabled for now
     # [
     #     "MOONWELL",

strata/README.md

@@ -0,0 +1,47 @@
+# Strata Monitoring
+
+Monitors Strata srUSDe/sUSDe risk and governance signals on Ethereum.
+
+## Scope
+
+### srUSDe Vault Monitoring
+- srUSDe: `0x3d7d6fdf07EE548B939A80edbc9B2256d0cdc003`
+- Monitor `convertToAssets(1e18)`; alert if exchange rate decreases.
+- Monitor `Deposit` and `Withdraw` events:
+  - alert for flows `>$1M`
+  - whale alert for single flow `>$5M`
+
+### StrataCDO Monitoring
+- StrataCDO: `0x908B3921aaE4fC17191D382BB61020f2Ee6C0e20`
+- Monitor senior coverage ratio; alert if ratio is below `105%`.
+- Watch junior side draining via `jrUSDe.totalAssets()` rapid drop.
+- Monitor pausing actions (`setActionStates`) via timelock scheduled-call decoding.
+
+### Strategy Monitoring
+- sUSDeStrategy: `0xdbf4FB6C310C1C85D0b41B5DbCA06096F2E7099F`
+- Monitor `sUSDe` balance held by strategy.
+- Alert if strategy balance drops significantly relative to total deposits.
+
+### Governance Monitoring
+- Admin Multisig: `0xA27cA9292268ee0f0258B749f1D5740c9Bb68B50`
+- 48h Timelock: `0xb2A3CF69C97AFD4dE7882E5fEE120e4efC77B706`
+- 24h Timelock: `0x4f2682b78F37910704fB1AFF29358A1da07E022d`
+  - monitor `CallScheduled`, `CallExecuted`, `Cancelled`
+  - immediate alert on `CallScheduled`
+
+### Ethena Dependency Monitoring
+- USDe peg:
+  - warning alert if deviation `>0.5%`
+  - critical alert if deviation `>2%`
+- sUSDe vault anomalies:
+  - monitor `convertToAssets(1e18)` monotonicity
+  - monitor cooldown period changes
+
+## Frequency
+- Timelock scheduled calls: near real-time (10-minute cadence, `multisig-checker.yml`)
+- Proxy upgrade events: near real-time via safe/timelock queue monitoring (`multisig-checker.yml`)
+- srUSDe exchange rate: daily (`daily.yml`)
+- Senior coverage ratio: daily (`daily.yml`)
+- USDe peg stability: hourly (`hourly.yml`)
+- Strategy sUSDe balance: daily (`daily.yml`)
+- Protocol TVL changes: daily (`daily.yml`)