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Refusal file · other

Why Ketju rejected Sky Vaults (Skybase International)

Memo v1Published by Ketju Research

A registry memo, published verbatim and versioned. Superseded versions are recorded, never edited away. A rejection is a judgment for Ketju's client base and thesis, not a universal safety claim. Not investment, legal, tax, or compliance advice.

The memo

REJECTED ON CONCENTRATED SINGLE-ADDRESS CONTROL AND AN UNRESOLVED ELIGIBILITY QUESTION. Sky Money is confirmed as a genuinely distinct third Sky-ecosystem allocator — Sky Vaults, a set of Morpho Vault V2 vaults operated by Skybase International, a Cayman Islands entity legally separate from Grove and Spark Liquidity Layer, both already rejected elsewhere in this batch. One real, verifiable positive finding: Skybase permanently renounced its own ability to ever gate three of the flagship vault's four transfer controls within 27 minutes of vault creation, an on-chain-confirmed commitment to permissionless deposits and redemptions. But a single address holds the owner, curator, and sentinel (pause) roles simultaneously across every Sky Vault, with no separation of powers, and while that address is a verified multisig contract, its signer identities and threshold could not be confirmed. Several fee-setting parameters carry no timelock at all, meaning Skybase could change fees with no advance notice. Whether US persons are excluded from Sky Vaults specifically — as opposed to Sky's Savings Rate and Token Rewards products, which are — could not be confirmed either way.

What would reopen the file

  • Whether US persons are excluded from Sky Vaults specifically is affirmatively confirmed one way or the other
  • Owner, curator, and sentinel roles are separated across distinct addresses, or the current multisig's signer identities and threshold are disclosed
  • A meaningful timelock is added to fee-setting parameters currently changeable with no delay
  • TVL stabilizes following the documented three-month decline

Facts on file

Verdict
Rejected
Exposure
other
Chains examined
Ethereum
Memo version
v1
Reviewed
Next review

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