Q2. Ok so farm was at 572 E last night, but 619 E now. How much of that 47E gain is from newly deployed treasury? => 30 E. So 17E is farm profit today.
Q3. Ok so what have been some big winners for $ReFi recently? $LQDR, $xSCREAM , $BTRFLY, $LUNA.
Q4. Ok so give us an idea. The farm is say 620E. How much of that is farming profit. Ans => approx 170 ETH on 450 total deployed from treasury. Farm profits are due to compounding yields, tactical entry/exits and unrealised profits.
Q5. Ok how much $CROWN you got? 843 + 526 = just shy of $100k worth (was higher before this little tax move). We have paid a total of $16k for this exposure.
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1. Added 20E to the 3poolv2 (MIM/fUSDT/USDC) on curve.fi and optimised on liquiddriver.finance for 28% APR, bringing our total balance to $112,316...🧵
2. Bridged another 10E to Arbitrum and bought $DPX which is staked at 15.81%. More of a price appreciation play as we are bullish on the idea of a decentralised options exchange. One of the strongest teams in crypto rn.
3. 10E of $xBOO. Approximate APR is 33.34% , but this is more of a bullish play on the leading platform on Fantom.
1. We have bought 7.5E of $TOKE and paired it with 7.5E of ETH. We want to position ourselves for the next chapter in the "Liquidity wars". Tokemak provides "liquidity-as-a-service" for protocols via Token Reactors and Pair Reactors. Thread soon. $TOKE entry $52.50.
2. Anyswap has rebranded as $MULTI. Andre Cronje is advising and they are due to revamping their tokenomics with veMULTI. $MULTI will charge a small cross-chain fee once the updated platform is live & veMULTI stakers will earn a % of fees, but interestingly paid in stables. $27
NEW FARMING POSITION: In our efforts to continuously optimise yields across chains, we have supplied 10ETH into the $JEWEL / $ONE LP on Harmony One [DeFi Kingdoms] paying 404% APR. Will DCA in.
why this?:
1/ $ONE has gained strong upside momentum in 2022 with an actual TVL of $1.13bn. We are seeing a rotation between AVAX/SOL and FTM/ONE.
2/ DeFi Kingdom ( $JEWEL ) represents 66% of $ONE TVL and is growing rapidly. Beyond a simple game, it is an entire financial ecosystem (DEX, a liquidity pool and NFTs). We are expecting DFK to become one of the larger DEXs, providing higher APRs for LP'rs than their competitors
Really nice uptick in the portfolio this morning driven by 3 high conviction plays. See thread below 🧵
$1.64m / 531.2 ETH
1. We've been adding to $SCREAM, xSCREAM, and FTM-SCREAM LP at $60ish the past 48 hours (now $94). This has netted us over 12 ETH in profits.
2. We have been building and staking a position in $CREDIT for the past 48 hours, average entry $2.29 (now $5.53). This has made us another 5 ETH. Staking APY is currently 241.88% APY
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...
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.
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.