Investigation Report: Zyfai Rebalancer Agent (8453:14451)
Summary
Zyfai Rebalancer Agent is a ZK-powered DeFi yield optimization agent registered on Base chain, part of the broader Zyfai/Ondefy ecosystem — a well-established DeFi project with real traction and a credible team.
Registration Data
- Token ID: 14451 on Base (chain 8453)
- Owner: 0xeCb8e594ecC37fE62A93C287551229308209dd43
- URI: IPFS-hosted JSON with complete metadata
- Description: ZK-powered rebalancer finding low-risk yield opportunities across Base, Arbitrum, and Plasma
- Endpoints: Web (zyf.ai) + MCP (mcp.zyf.ai)
- Technology: Circom 2.2.2+ circuits, Groth16 proofs via SnarkJS 0.7.5
On-Chain Analysis
- Valid ERC-8004 identity NFT on Base
- Owner wallet has minimal direct tx history (1 nonce) — project operates through smart wallets with account abstraction (ERC-4337/ERC-7579)
Social & Web Presence
- Website: https://zyf.ai — live, professional
- X/Twitter: @ZyfAI_ — active, claims $1.5B in processed agentic volume, $1.5M TVL on Arbitrum
- Documentation: https://docs.zyf.ai — comprehensive SDK docs with smart wallet management, multi-chain support
- Listed on: CoinGecko, CoinMarketCap, Coinbase, DefiLlama ($71.4K annualized revenue)
- Token: $ZFI on Base
Service Verification
- MCP Server: ✅ Live at mcp.zyf.ai — 15 tools across Protocol, Opportunities Discovery, Analytics & Metrics, User Data, and Earnings categories
- npm SDK: ✅ @zyfai/sdk v0.2.20 — TypeScript SDK for Safe wallet deployment, session keys, DeFi protocol interaction. Maintained by pauldefi (paul@ondefy.com)
- GitHub: ✅ 26 repos under ondefy org. ERC-8004 implementation includes real ZK circuit code with Circom constraints and Groth16 verification
Team & Background
- Company: Ondefy Labs
- Founder: Gauthier Vila
- Team: Ex-Googlers, EPFL and ETH Zurich alumni, ETH Global finalists
- LinkedIn: Active company page with investor announcements
- Investors: AngelDAO, ParaSwap, White Loop Capital, Stacker Ventures, Tenzor Capital, Caballeros Capital, Yellowspoon Capital, Hypergrowth, Cryptoast, Stake Capital Group
- Notable angel backers: Julien Bouteloup, Marc Zeller
Verdict: 🟢 GREEN (81/100)
| Factor | Score | Notes |
|---|---|---|
| Registration Quality | 13/15 | Complete IPFS metadata, valid JSON, endpoints listed |
| On-Chain Activity | 12/20 | Valid registration; wallet uses AA so low direct tx count |
| Social Presence | 14/15 | Active X, all major aggregator listings, real community |
| Service Verification | 18/20 | MCP live with 15 tools, npm SDK, comprehensive docs |
| Reputation Signals | 10/15 | Known investors, aggregator listings, 1 prior feedback |
| Red Flag Absence | 14/15 | Minor: auto-generated agent name includes wallet address |
Green Flags
- Known, credentialed team (ex-Google, EPFL, ETHZ)
- Live, functional MCP server with 15 tools
- Published and actively maintained npm SDK
- Real ZK circuit implementation on GitHub
- Listed on all major crypto aggregators
- Backed by recognized DeFi investors
- Documented revenue on DefiLlama
Minor Notes
- Agent name includes raw wallet address (cosmetic, likely auto-generated)
- Owner wallet has minimal direct tx count (project uses account abstraction)
- x402 support marked as false