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Ξ huf Profile picture
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6 Jan, 7 tweets, 3 min read
FARMING UPDATE: 6 January 2022

Our portfolio has held up really well today, despite broader market volatility. We deployed any new capital into stables, with the exception of adding $LUNA at $75.

TL;DR : $1.392m / 406.9 ETH Image
1. Added 15E to the USDC/fUSDT LP on tarot.to. We did not leverage. The current 1x APR is 114% although it's dynamic. ImageImage
2. Added 10E to our USDC deposit on hundred.finance yielding towards the upper range of 32.46% since we have acquired veHND and staked in the hUSD gauge. Total deposit there $123,107 Image
3. Bought and staked 10E of $LUNA at $75. With $LUNA currently at $80, this is worth over $100,000 Image
4. Bought 5E of $CRV and staked on scream.sh at 8.85%. Didn't want to lockup as veCRV as it's a tactical long when market was distressed earlier. We also are keen to farm $SCREAM by using the platform. Image
5. Added to our $BTRFLY position yesterday evening, making our total holding now worth $117,000 Image
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More from @hufhaus9

Ξ huf Profile picture
8 Jan
DEFENSIVE FARMING: 8 January 2022

In line with the 'Our strategy for a bear market' article, we have entered some new strategies, and have also utilised Arbitrum and Solana.

TL;DR - added more stablecoins and some delta-neutral positions.

full positions in thread below...
1. Sold 20E worth of covered calls on $AVAX using an automated options strategy using ribbon.finance. Yielding 42.51% APY ImageImage
2. Added 15 ETH to the MIM/UST/USDC 3poolv2 on liquiddriver.finance yielding 22% APR and harvesting $LQDR Image
Read 8 tweets
Ξ huf Profile picture
7 Jan
FARMING UPDATE: 7 January 2022.

TL;DR - $ReFi has added more stables, re-entered its NEWO/USDC LP at around $1.1 (sold yday at $1.24), and bridged funds to Solana to do run some low risk delta-neutral strategies.

thread below... Image
1. Swapped 20E for $USDC and $MAI using spookyswap.finance, created the LP pair and deposited $64.5k into an autocompounder paying 65.54%. Yes we did see the @market_xyz strategy but we don't want to take any more FTM-TSHARE risk.

Image
2. Re-entered our $NEWO / USDC LP paying 861.73% APY. Having taken profits at $1.24, we re-entered at $1.11, so we enhanced our LP position by 12.3% just by being active - i.e. taking profits at overbought levels and then rebuying.

Image
Read 4 tweets
Ξ huf Profile picture
3 Jan
FARMING DEPLOYMENTS: 03/01/2022

1. We put on our largest single ticket trade today by purchasing 812 $LUNA ($75.5k) and staking it in the Terra ecosystem. After several weeks of discussions with leading professionals in the DeFi space, we have high conviction in this.
2. This is in addition to the 8 ETH of $bLUNA that we acquired at $54 and $72 (now $92), which we already have as collateral for UST deposits and are utilising the slow burn process. Credits to our podcast guest @shivsakhuja for the graphic
3. We added a higher risk strategy by purchasing worth of $HND at an average price of $2.50. Already +57.6%. We put this on because a) we already have stables on hundred.finance and b) we spoke to a number of people v close to the protocol about their plans.
Read 6 tweets
Ξ huf Profile picture
2 Jan
ADDITIONAL FARMING DEPLOYMENTS TODAY:

1. Bought 10ETH of $CVX, converted to bentCVX > single side stake it for 200%+ APY. We'll also be claiming and staking those $BENT rewards periodically.
2. Deposited 5 ETH as collateral on abracadabra.money, borrowed $MIM against it at 0% interest. Deposited $MIM into the MIM+3Crv pool on curve.fi and then staked mimCRV to earn Bent on top of Convex's native rewards at over 30% APY.
3. Added to our USDC supply vault on tarot.to, earning 17.8% APY + farming $TAROT, with a view to moving some of it to the leveraged USDC/fUSDT LP once the APR's make it worthwhile
Read 4 tweets
Ξ huf Profile picture
2 Jan
Today was a very good day for the $ReFi farming portfolio. We will v soon be close to 165 ETH. A casual stream of thoughts before bed...
1. I'm much more comfortable with how our risk buckets are spread across farming strategy types. For those that haven't read it - check out our medium articles and how we go about allocating YOUR funds (based on 14d and 30d realised volatility) Image
2. Can't be too (short-term) outcome-focused in this long term game, but I am glad we listened to some of our advisors and parked some USDC stables into hundred.finance, since the majority of the (high) APY is paid in native token incentives. Image
Read 11 tweets
Ξ huf Profile picture
28 Dec 21
Beyond the "Curve Wars" narrative, another reason we like $BTRFLY is because of the yield enhancement strategies they apply to their treasury assets (CRV, CVX and gOHM)...
1. CRV:
2. CVX:
Read 5 tweets

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