/
Whitepaper
/
How it works
Table of Content
Strategy Selection
A step-by-step guide to OROKAI's allocation flow — from profile review and AI-matched options through transaction preview, cost and risk confirmation, signature phase, and position tracking. Every decision point remains with the user.
Six-Step Process
Every user's first allocation follows a guided decision tree based on their profile and preferences.
Step 1 – Review your profile

START: You have funds in your wallet │ ├─ Step 1: REVIEW YOUR PROFILE │ │ │ ├─ Profile complete? │ │ ├─ YES → Continue to Step 2 │ │ └─ NO → Quick setup (5-10 min) │ │ ├─ Goals (passive income / growth / preservation) │ │ ├─ Risk tolerance (conservative / balanced / opportunistic) │ │ ├─ Time horizon (short / medium / long) │ │ └─ Preferences (chains, assets, liquidity needs) │ │ │ └─ Profile reviewed → Proceed │ ├─ Step 2: AI SHOWS MATCHED OPTIONS
START: You have funds in your wallet │ ├─ Step 1: REVIEW YOUR PROFILE │ │ │ ├─ Profile complete? │ │ ├─ YES → Continue to Step 2 │ │ └─ NO → Quick setup (5-10 min) │ │ ├─ Goals (passive income / growth / preservation) │ │ ├─ Risk tolerance (conservative / balanced / opportunistic) │ │ ├─ Time horizon (short / medium / long) │ │ └─ Preferences (chains, assets, liquidity needs) │ │ │ └─ Profile reviewed → Proceed │ ├─ Step 2: AI SHOWS MATCHED OPTIONS
START: You have funds in your wallet │ ├─ Step 1: REVIEW YOUR PROFILE │ │ │ ├─ Profile complete? │ │ ├─ YES → Continue to Step 2 │ │ └─ NO → Quick setup (5-10 min) │ │ ├─ Goals (passive income / growth / preservation) │ │ ├─ Risk tolerance (conservative / balanced / opportunistic) │ │ ├─ Time horizon (short / medium / long) │ │ └─ Preferences (chains, assets, liquidity needs) │ │ │ └─ Profile reviewed → Proceed │ ├─ Step 2: AI SHOWS MATCHED OPTIONS
Step 2 – AI shows matched options
├─ Step 2: AI SHOWS MATCHED OPTIONS (typically 3) │ │ │ ├─ Option A: Recommended (best match to your profile) │ │ ├─ Protocol details (name, type, APY range) │ │ ├─ Risk score (matched to your tolerance) │ │ ├─ Cost estimate (gas + fees) │ │ ├─ Steps required (e.g., "3 steps: approve → swap → stake") │ │ └─ Reason-codes ("Why this?") │ │ │ ├─ Option B: Alternative (different trade-off) │ │ └─ [Same structure as Option A] │ │ │ └─ Option C: Alternative (different approach) │ └─ [Same structure as Option A] │ ├─ Step 3: USER DECISION POINT
├─ Step 2: AI SHOWS MATCHED OPTIONS (typically 3) │ │ │ ├─ Option A: Recommended (best match to your profile) │ │ ├─ Protocol details (name, type, APY range) │ │ ├─ Risk score (matched to your tolerance) │ │ ├─ Cost estimate (gas + fees) │ │ ├─ Steps required (e.g., "3 steps: approve → swap → stake") │ │ └─ Reason-codes ("Why this?") │ │ │ ├─ Option B: Alternative (different trade-off) │ │ └─ [Same structure as Option A] │ │ │ └─ Option C: Alternative (different approach) │ └─ [Same structure as Option A] │ ├─ Step 3: USER DECISION POINT
├─ Step 2: AI SHOWS MATCHED OPTIONS (typically 3) │ │ │ ├─ Option A: Recommended (best match to your profile) │ │ ├─ Protocol details (name, type, APY range) │ │ ├─ Risk score (matched to your tolerance) │ │ ├─ Cost estimate (gas + fees) │ │ ├─ Steps required (e.g., "3 steps: approve → swap → stake") │ │ └─ Reason-codes ("Why this?") │ │ │ ├─ Option B: Alternative (different trade-off) │ │ └─ [Same structure as Option A] │ │ │ └─ Option C: Alternative (different approach) │ └─ [Same structure as Option A] │ ├─ Step 3: USER DECISION POINT
Step 3 – User decision point
├─ Step 3: USER DECISION POINT │ │ │ ├─ "I want Option A" → Proceed to Step 4 │ │ │ ├─ "I want to customize allocation" │ │ ├─ Adjust percentages between options │ │ ├─ Mix multiple strategies │ │ └─ Set custom limits → Proceed to Step 4 │ │ │ ├─ "Show me more options" │ │ ├─ AI shows next 3 alternatives │ │ └─ Return to Step 2 │ │ │ ├─ "I need to adjust my profile first" │ │ ├─ Modify goals/risk/preferences │ │ ├─ AI recalculates recommendations │ │ └─ Return to Step 2 │ │ │ └─ "I want to research myself" │ ├─ Exit to protocol list (allow-listed only) │ └─ Manual selection → Proceed to Step 4 │ ├─ Step 4: REVIEW TRANSACTION FLOW
├─ Step 3: USER DECISION POINT │ │ │ ├─ "I want Option A" → Proceed to Step 4 │ │ │ ├─ "I want to customize allocation" │ │ ├─ Adjust percentages between options │ │ ├─ Mix multiple strategies │ │ └─ Set custom limits → Proceed to Step 4 │ │ │ ├─ "Show me more options" │ │ ├─ AI shows next 3 alternatives │ │ └─ Return to Step 2 │ │ │ ├─ "I need to adjust my profile first" │ │ ├─ Modify goals/risk/preferences │ │ ├─ AI recalculates recommendations │ │ └─ Return to Step 2 │ │ │ └─ "I want to research myself" │ ├─ Exit to protocol list (allow-listed only) │ └─ Manual selection → Proceed to Step 4 │ ├─ Step 4: REVIEW TRANSACTION FLOW
├─ Step 3: USER DECISION POINT │ │ │ ├─ "I want Option A" → Proceed to Step 4 │ │ │ ├─ "I want to customize allocation" │ │ ├─ Adjust percentages between options │ │ ├─ Mix multiple strategies │ │ └─ Set custom limits → Proceed to Step 4 │ │ │ ├─ "Show me more options" │ │ ├─ AI shows next 3 alternatives │ │ └─ Return to Step 2 │ │ │ ├─ "I need to adjust my profile first" │ │ ├─ Modify goals/risk/preferences │ │ ├─ AI recalculates recommendations │ │ └─ Return to Step 2 │ │ │ └─ "I want to research myself" │ ├─ Exit to protocol list (allow-listed only) │ └─ Manual selection → Proceed to Step 4 │ ├─ Step 4: REVIEW TRANSACTION FLOW
Step 4 – Review transaction flow
├─ Step 4: REVIEW TRANSACTION FLOW │ │ │ │ OROKAI prepares complete flow: │ │ │ ├─ Flow Preview: │ │ ├─ Step 1: [Action] (e.g., "Approve Lido contract") │ │ │ ├─ What: "Allow Lido to access X amount" │ │ │ ├─ Cost: Estimated gas │ │ │ └─ Security: Approval scope (limited vs unlimited) │ │ │ │ │ ├─ Step 2: [Action] (e.g., "Swap USDC → ETH via Uniswap") │ │ │ ├─ What: "Exchange assets for staking" │ │ │ ├─ Cost: Gas + LP fee + slippage estimate │ │ │ └─ Expected output: Amount you'll receive │ │ │ │ │ └─ Step 3: [Action] (e.g., "Stake ETH in Lido") │ │ ├─ What: "Deposit into staking protocol" │ │ ├─ Cost: Gas estimate │ │ └─ Expected position: Token amount + APY range │ │ │ ├─ Total Summary: │ │ ├─ Total gas cost: [Estimate] │ │ ├─ Total fees: [DEX + bridge + OROKAI] │ │ ├─ Total steps: [Number] │ │ ├─ Estimated time: [Minutes] │ │ └─ Expected position value: [Amount in your assets] │ │ │ └─ User sees EVERYTHING before signing ANYTHING │ ├─ Step 5: COST & RISK CONFIRMATION
├─ Step 4: REVIEW TRANSACTION FLOW │ │ │ │ OROKAI prepares complete flow: │ │ │ ├─ Flow Preview: │ │ ├─ Step 1: [Action] (e.g., "Approve Lido contract") │ │ │ ├─ What: "Allow Lido to access X amount" │ │ │ ├─ Cost: Estimated gas │ │ │ └─ Security: Approval scope (limited vs unlimited) │ │ │ │ │ ├─ Step 2: [Action] (e.g., "Swap USDC → ETH via Uniswap") │ │ │ ├─ What: "Exchange assets for staking" │ │ │ ├─ Cost: Gas + LP fee + slippage estimate │ │ │ └─ Expected output: Amount you'll receive │ │ │ │ │ └─ Step 3: [Action] (e.g., "Stake ETH in Lido") │ │ ├─ What: "Deposit into staking protocol" │ │ ├─ Cost: Gas estimate │ │ └─ Expected position: Token amount + APY range │ │ │ ├─ Total Summary: │ │ ├─ Total gas cost: [Estimate] │ │ ├─ Total fees: [DEX + bridge + OROKAI] │ │ ├─ Total steps: [Number] │ │ ├─ Estimated time: [Minutes] │ │ └─ Expected position value: [Amount in your assets] │ │ │ └─ User sees EVERYTHING before signing ANYTHING │ ├─ Step 5: COST & RISK CONFIRMATION
├─ Step 4: REVIEW TRANSACTION FLOW │ │ │ │ OROKAI prepares complete flow: │ │ │ ├─ Flow Preview: │ │ ├─ Step 1: [Action] (e.g., "Approve Lido contract") │ │ │ ├─ What: "Allow Lido to access X amount" │ │ │ ├─ Cost: Estimated gas │ │ │ └─ Security: Approval scope (limited vs unlimited) │ │ │ │ │ ├─ Step 2: [Action] (e.g., "Swap USDC → ETH via Uniswap") │ │ │ ├─ What: "Exchange assets for staking" │ │ │ ├─ Cost: Gas + LP fee + slippage estimate │ │ │ └─ Expected output: Amount you'll receive │ │ │ │ │ └─ Step 3: [Action] (e.g., "Stake ETH in Lido") │ │ ├─ What: "Deposit into staking protocol" │ │ ├─ Cost: Gas estimate │ │ └─ Expected position: Token amount + APY range │ │ │ ├─ Total Summary: │ │ ├─ Total gas cost: [Estimate] │ │ ├─ Total fees: [DEX + bridge + OROKAI] │ │ ├─ Total steps: [Number] │ │ ├─ Estimated time: [Minutes] │ │ └─ Expected position value: [Amount in your assets] │ │ │ └─ User sees EVERYTHING before signing ANYTHING │ ├─ Step 5: COST & RISK CONFIRMATION
Step 5 – Cost & Risk confirmation
├─ Step 5: COST & RISK CONFIRMATION │ │ │ ├─ Review Screen Shows: │ │ ├─ Risk Warnings: │ │ │ ├─ Protocol risk level (low/medium/high) │ │ │ ├─ Liquidity constraints (if any) │ │ │ ├─ Lock-up periods (if any) │ │ │ └─ Variable APY disclaimer │ │ │ │ │ ├─ Cost Breakdown: │ │ │ ├─ Network gas fees │ │ │ ├─ DEX/bridge fees (if applicable) │ │ │ ├─ Protocol fees (if applicable) │ │ │ ├─ OROKAI UI fee │ │ │ └─ Total maximum cost (worst case) │ │ │ │ │ └─ Security Checklist: │ │ ├─ ✓ Protocol on allow-list (audited) │ │ ├─ ✓ Contract addresses verified │ │ ├─ ✓ Network correct (Ethereum/Polygon/etc.) │ │ ├─ ✓ Approval scope: [Exact amount or limited] │ │ └─ ✓ Your wallet has sufficient gas │ │ │ ├─ User Decision: │ │ ├─ "Looks good, proceed" → Step 6 │ │ ├─ "Adjust settings" (slippage, gas priority) → Recalculate → Step 5 │ │ ├─ "Too expensive, wait for lower gas" → Set alert → Exit │ │ └─ "Cancel" → Return to Step 2 │ │ │ └─ Confirmation required: [Checkbox] "I understand risks and costs" │ ├─ Step 6: SIGNATURE PHASE (Critical - YOU Control)
├─ Step 5: COST & RISK CONFIRMATION │ │ │ ├─ Review Screen Shows: │ │ ├─ Risk Warnings: │ │ │ ├─ Protocol risk level (low/medium/high) │ │ │ ├─ Liquidity constraints (if any) │ │ │ ├─ Lock-up periods (if any) │ │ │ └─ Variable APY disclaimer │ │ │ │ │ ├─ Cost Breakdown: │ │ │ ├─ Network gas fees │ │ │ ├─ DEX/bridge fees (if applicable) │ │ │ ├─ Protocol fees (if applicable) │ │ │ ├─ OROKAI UI fee │ │ │ └─ Total maximum cost (worst case) │ │ │ │ │ └─ Security Checklist: │ │ ├─ ✓ Protocol on allow-list (audited) │ │ ├─ ✓ Contract addresses verified │ │ ├─ ✓ Network correct (Ethereum/Polygon/etc.) │ │ ├─ ✓ Approval scope: [Exact amount or limited] │ │ └─ ✓ Your wallet has sufficient gas │ │ │ ├─ User Decision: │ │ ├─ "Looks good, proceed" → Step 6 │ │ ├─ "Adjust settings" (slippage, gas priority) → Recalculate → Step 5 │ │ ├─ "Too expensive, wait for lower gas" → Set alert → Exit │ │ └─ "Cancel" → Return to Step 2 │ │ │ └─ Confirmation required: [Checkbox] "I understand risks and costs" │ ├─ Step 6: SIGNATURE PHASE (Critical - YOU Control)
├─ Step 5: COST & RISK CONFIRMATION │ │ │ ├─ Review Screen Shows: │ │ ├─ Risk Warnings: │ │ │ ├─ Protocol risk level (low/medium/high) │ │ │ ├─ Liquidity constraints (if any) │ │ │ ├─ Lock-up periods (if any) │ │ │ └─ Variable APY disclaimer │ │ │ │ │ ├─ Cost Breakdown: │ │ │ ├─ Network gas fees │ │ │ ├─ DEX/bridge fees (if applicable) │ │ │ ├─ Protocol fees (if applicable) │ │ │ ├─ OROKAI UI fee │ │ │ └─ Total maximum cost (worst case) │ │ │ │ │ └─ Security Checklist: │ │ ├─ ✓ Protocol on allow-list (audited) │ │ ├─ ✓ Contract addresses verified │ │ ├─ ✓ Network correct (Ethereum/Polygon/etc.) │ │ ├─ ✓ Approval scope: [Exact amount or limited] │ │ └─ ✓ Your wallet has sufficient gas │ │ │ ├─ User Decision: │ │ ├─ "Looks good, proceed" → Step 6 │ │ ├─ "Adjust settings" (slippage, gas priority) → Recalculate → Step 5 │ │ ├─ "Too expensive, wait for lower gas" → Set alert → Exit │ │ └─ "Cancel" → Return to Step 2 │ │ │ └─ Confirmation required: [Checkbox] "I understand risks and costs" │ ├─ Step 6: SIGNATURE PHASE (Critical - YOU Control)
Step 6 – Signature phase
├─ Step 6: SIGNATURE PHASE (Critical - YOU Control) │ │ │ │ OROKAI NEVER SIGNS FOR YOU │ │ │ ├─ For each step in the flow: │ │ │ │ │ ├─ Transaction appears in YOUR wallet (MetaMask/WalletConnect/etc.) │ │ │ ├─ Review transaction details │ │ │ ├─ Verify: recipient address, amount, network │ │ │ ├─ Check gas fee (one last time) │ │ │ └─ Sign or Reject (your choice) │ │ │ │ │ ├─ If SIGNED: │ │ │ ├─ Transaction broadcast to blockchain │ │ │ ├─ OROKAI tracks status (pending → confirmed) │ │ │ ├─ Progress bar updates │ │ │ └─ Move to next step when confirmed │ │ │ │ │ └─ If REJECTED: │ │ ├─ Flow paused │ │ ├─ Option to resume later │ │ └─ Option to cancel entire flow │ │ │ └─ Multi-step handling: │ ├─ Step 1 signed → Wait for confirmation → Present Step 2 │ ├─ Step 2 signed → Wait for confirmation → Present Step 3 │ └─ All steps complete → Proceed to Step 7 │ ├─ Step 7: CONFIRMATION & POSITION TRACKING
├─ Step 6: SIGNATURE PHASE (Critical - YOU Control) │ │ │ │ OROKAI NEVER SIGNS FOR YOU │ │ │ ├─ For each step in the flow: │ │ │ │ │ ├─ Transaction appears in YOUR wallet (MetaMask/WalletConnect/etc.) │ │ │ ├─ Review transaction details │ │ │ ├─ Verify: recipient address, amount, network │ │ │ ├─ Check gas fee (one last time) │ │ │ └─ Sign or Reject (your choice) │ │ │ │ │ ├─ If SIGNED: │ │ │ ├─ Transaction broadcast to blockchain │ │ │ ├─ OROKAI tracks status (pending → confirmed) │ │ │ ├─ Progress bar updates │ │ │ └─ Move to next step when confirmed │ │ │ │ │ └─ If REJECTED: │ │ ├─ Flow paused │ │ ├─ Option to resume later │ │ └─ Option to cancel entire flow │ │ │ └─ Multi-step handling: │ ├─ Step 1 signed → Wait for confirmation → Present Step 2 │ ├─ Step 2 signed → Wait for confirmation → Present Step 3 │ └─ All steps complete → Proceed to Step 7 │ ├─ Step 7: CONFIRMATION & POSITION TRACKING
├─ Step 6: SIGNATURE PHASE (Critical - YOU Control) │ │ │ │ OROKAI NEVER SIGNS FOR YOU │ │ │ ├─ For each step in the flow: │ │ │ │ │ ├─ Transaction appears in YOUR wallet (MetaMask/WalletConnect/etc.) │ │ │ ├─ Review transaction details │ │ │ ├─ Verify: recipient address, amount, network │ │ │ ├─ Check gas fee (one last time) │ │ │ └─ Sign or Reject (your choice) │ │ │ │ │ ├─ If SIGNED: │ │ │ ├─ Transaction broadcast to blockchain │ │ │ ├─ OROKAI tracks status (pending → confirmed) │ │ │ ├─ Progress bar updates │ │ │ └─ Move to next step when confirmed │ │ │ │ │ └─ If REJECTED: │ │ ├─ Flow paused │ │ ├─ Option to resume later │ │ └─ Option to cancel entire flow │ │ │ └─ Multi-step handling: │ ├─ Step 1 signed → Wait for confirmation → Present Step 2 │ ├─ Step 2 signed → Wait for confirmation → Present Step 3 │ └─ All steps complete → Proceed to Step 7 │ ├─ Step 7: CONFIRMATION & POSITION TRACKING
Step 7 – Confirmation & position tracking
├─ Step 7: CONFIRMATION & POSITION TRACKING │ │ │ ├─ Success Screen: │ │ ├─ All transactions confirmed │ │ ├─ Your new position: │ │ │ ├─ Protocol: [Name] │ │ │ ├─ Amount staked: [X tokens] │ │ │ ├─ Current value: [$ equivalent] │ │ │ ├─ Expected APY range: [Variable] │ │ │ └─ Next reward accrual: [Timeframe] │ │ │ │ │ ├─ Actual costs: │ │ │ ├─ Total gas spent: [Actual vs estimated] │ │ │ ├─ Fees paid: [Breakdown] │ │ │ └─ Links to block explorer │ │ │ │ │ └─ What you can do now: │ │ ├─ View position in dashboard │ │ ├─ Set up reward notifications │ │ ├─ Enable auto-claim (optional) │ │ └─ Review/revoke approvals │ │ │ └─ Position now visible in unified dashboard │ └─ ONGOING: Continuous monitoring begins (see Section 5.4) ├─ AI tracks APY changes ├─ Monitors for rebalancing opportunities ├─ Alerts for claim windows └─ Suggests migrations when beneficial
├─ Step 7: CONFIRMATION & POSITION TRACKING │ │ │ ├─ Success Screen: │ │ ├─ All transactions confirmed │ │ ├─ Your new position: │ │ │ ├─ Protocol: [Name] │ │ │ ├─ Amount staked: [X tokens] │ │ │ ├─ Current value: [$ equivalent] │ │ │ ├─ Expected APY range: [Variable] │ │ │ └─ Next reward accrual: [Timeframe] │ │ │ │ │ ├─ Actual costs: │ │ │ ├─ Total gas spent: [Actual vs estimated] │ │ │ ├─ Fees paid: [Breakdown] │ │ │ └─ Links to block explorer │ │ │ │ │ └─ What you can do now: │ │ ├─ View position in dashboard │ │ ├─ Set up reward notifications │ │ ├─ Enable auto-claim (optional) │ │ └─ Review/revoke approvals │ │ │ └─ Position now visible in unified dashboard │ └─ ONGOING: Continuous monitoring begins (see Section 5.4) ├─ AI tracks APY changes ├─ Monitors for rebalancing opportunities ├─ Alerts for claim windows └─ Suggests migrations when beneficial
├─ Step 7: CONFIRMATION & POSITION TRACKING │ │ │ ├─ Success Screen: │ │ ├─ All transactions confirmed │ │ ├─ Your new position: │ │ │ ├─ Protocol: [Name] │ │ │ ├─ Amount staked: [X tokens] │ │ │ ├─ Current value: [$ equivalent] │ │ │ ├─ Expected APY range: [Variable] │ │ │ └─ Next reward accrual: [Timeframe] │ │ │ │ │ ├─ Actual costs: │ │ │ ├─ Total gas spent: [Actual vs estimated] │ │ │ ├─ Fees paid: [Breakdown] │ │ │ └─ Links to block explorer │ │ │ │ │ └─ What you can do now: │ │ ├─ View position in dashboard │ │ ├─ Set up reward notifications │ │ ├─ Enable auto-claim (optional) │ │ └─ Review/revoke approvals │ │ │ └─ Position now visible in unified dashboard │ └─ ONGOING: Continuous monitoring begins (see Section 5.4) ├─ AI tracks APY changes ├─ Monitors for rebalancing opportunities ├─ Alerts for claim windows └─ Suggests migrations when beneficial
Key Decision Points Where USER Controls Outcome
Decision Point | User Options | OROKAI Role |
|---|---|---|
Profile Setup | Goals, risk, horizon, preferences | Suggests defaults, user decides |
Strategy Selection | Choose recommended or alternatives | Shows options, user chooses |
Customization | Adjust allocations, mix strategies | Prepares flow, user approves |
Cost Acceptance | Proceed or wait for better conditions | Shows costs, user decides |
Each Signature | Sign or reject every transaction | Prepares tx, user signs |
Approval Scope | Limited vs unlimited permissions | Recommends limited, user chooses |
Post-Allocation | Monitor, claim, migrate, exit | Suggests actions, user executes |
CORE PRINCIPLE
At every decision point, YOU have final say. OROKAI informs, prepares, and guides — YOU decide and execute.
NO "BEST EXECUTION"
OROKAI does not guarantee best price; we display costs and slippage before signing.