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Defi_Maestro ✺ Profile picture
Defi_Maestro ✺
@Defi_Maestro
Full time degen. DeFi Strategist @0xMantle | Advisor @Ranger_Finance All views are my own and not financial advice.
4 subscribers
May 4, 2023 • 17 tweets • 5 min read
Got a number of DMs regarding my recent $SUI position.

Let me break down my thought process leading to my decision.

A thread about apeing into a newly launched Token ~~ - I was looking around the market for market opportunities outside of Meme coins.

- $SUI stood out due to a few reasons

1. Heavily Funded
2. 2nd hyped MOVE based Ecosystem after $APT
3. Predatory tokenomics from launch
4. Lack of Airdrops
Apr 5, 2023 • 11 tweets • 4 min read
Day 64

- $486k in $JOE (+13%)
- $101k in $PENDLE (+6%)
- $58k in $KWENTA (+5%)

Total Value ~ $645k (+545%)

Changes:

- Sold $135k of $FLEX LP for $PENDLE and $KWENTA

debank.com/profile/0xd14a… Cont:

- Finally sold my $FLEX bags and swapped to $PENDLE and $KWENTA

- Sold my $FLEX as the platform launch was pretty lacklustre. Distressed claims trading which were their main selling point will only be added later down the road.

- Moving on to Alts w higher RR
Apr 3, 2023 • 5 tweets • 2 min read
Day 63

- $481k in $JOE (+11%)
- $145k in $FLEX LP on @Uniswap (-4%)
- $14k in $KWENTA (+38%)

Total Value ~ $640k (+540%)

Changes:

- None

debank.com/profile/0xd14a… Image Thoughts:

- Sitting on my hands and not making any trades. Giving my bags time to play out.

- $JOE continues to consolidate around $0.60. Pretty decent results considering sJOE launch is around the corner

- $FLEX has such pretty weird PA today. Watching it closely.
Apr 2, 2023 • 8 tweets • 3 min read
Day 62

- $493k in $JOE (+14%)
- $130k in $FLEX LP on @Uniswap (-14%)
- $13k in $KWENTA (+33%)

Total Value ~ $637k (+537%)

Changes:

- None

debank.com/profile/0xd14a… Image Thoughts:

- Pretty typical weekend. Low Trading Vol with no major price movements so far except for $KWENTA

- $JOE continues to creep up but $BTC is looking weak.

- Perps funding for $JOE is flat now. Kinda tempted to open a leverage position if market dips.
Apr 1, 2023 • 8 tweets • 4 min read
Day 61

- $478k in $JOE (+10%)
- $157k in $FLEX LP on @Uniswap (+3%)
- $11k in $KWENTA (+9%)

Total Value ~ $646k (+546%)

Changes:

- Sold $ARB LP & Stables for $JOE LP
- LPed $JOE - $AVAX for 3 days
- Un-LPed today and converted all to $JOE

debank.com/profile/0xd14a… Thoughts:

- Port making a new high today~

- I stopped LPing in the $JOE - $AVAX LP as the volatility died off and fees no longer made a good RR.

- Swapped all excess $AVAX from LPs to $JOE

- Pretty good results considering the fees were enough to offset IL
Mar 29, 2023 • 6 tweets • 2 min read
Okay a TLDR of what I just did any why I did it.

1. $JOE perps added on @binance and @Bybit_Official

2. Waited out and checked volatility. Wasn't as violet as I expected. Good.

3. Liquidity on perps were meh. Lower than Spot. 4. Checked onchain. $JOE main pairing w $AVAX was really close to being out of range.

5. After the range $JOE liquidity onchain was 8% of previous range = Higher price movements on same trade sums.

6. Check Overall Vol - Gg ham due to perps pushing spot prices.
Mar 29, 2023 • 10 tweets • 3 min read
Day 57

- $241k in $ARB LP on @traderjoe_xyz (-1%)
- $167k in $FLEX LP on @Uniswap (+10%)
- $150k in stables
- $53k in $JOE (+58%)
- $12k in $KWENTA (+19%)

Total Value ~ $623k (+523%) 🔥

Changes:
- Bought $244k of $ARB LP & $50k of $FLEX

debank.com/profile/0xd14a… Thoughts:

- Market bounced up faster than I expected.

- Was bracing for some pull backs but dint expect $BTC to chad up instead.

- Still remain cautious on the overall macro conditions.

- Choosing to be safe and LPing both $FLEX and $ARB
Mar 28, 2023 • 7 tweets • 4 min read
Day 57

- $445k in stables
- $106k in $FLEX LP on @Uniswap (+4%)
- $50k in $JOE (+49%)
- $11k in $KWENTA (+12%)

Total Value ~ $612k (+512%) 🔥

Changes:
- Sold $ARB LP and $JOE for $345k in stables

debank.com/profile/0xd14a… Image Thoughts

- New ATH mainly thanks to $JOE

- Still bullish on $JOE in the long term but Im not liking the @binance perps for $JOE

- $JOE still has relatively thin liquidity to be listed for perps so im waiting out for a few days before deciding if I should re-add.
Mar 27, 2023 • 8 tweets • 4 min read
Day 56

- $238k in $JOE (+42%)
- $108k in $FLEX LP on @Uniswap (+7%)
- $100k in $USDC
- $84k in $ARB LP on @traderjoe_xyz (-8%)
- $11k in $KWENTA (+8%)

Total Value ~ $541k (+441%)

debank.com/profile/0xd14a… Changes:

- Sold $168k in $JOE for $100k $USDC + $68k $FLEX
- Sold $34k in $ARB LP for $FLEX

Thoughts:

- $JOE to the recue for my port. Sending it back close to ATH.

- Glad seeing $JOE picking up traction on CT. Its been a long time coming.
Mar 26, 2023 • 8 tweets • 4 min read
Day 55

- $350k in $JOE (+25%)
- 120k in $ARB LP on @traderjoe_xyz (-3%)
- $12k in $KWENTA (+18%)

Total Value ~ $483k (+383%)

Changes:
- Sold $56k in $MUTE back for $JOE

debank.com/profile/0xd14a… Image Thoughts:

- Took an L on the $MUTE trade. Early holders were dumping it pretty heavily.

- Will monitor the @zksync eco and wait for traction to pick up. Need more TVL there to have a vibrant eco

- $JOE once again saving my port. Probably gona hold my stack until sJOE launches
Mar 25, 2023 • 8 tweets • 3 min read
Day 53

- $268k in $JOE (+14%)
- 117k in $ARB LP on @traderjoe_xyz (-6%)
- $70k in $MUTE (-12%)
- $11k in $KWENTA (+10%)

Total Value ~ $467k (+367%)

Changes:
- Sold 125k in $JOE for $ARB LPs

debank.com/profile/0xd14a… Image Thoughts:

- Port took a pretty significant pull back as market took a down turn.

- Don't think its any major concern for now and macro doesnt really look that bad yet.

- LPing $ARB as a slight hedge as i felt that $ARB is pretty bottomed out
Mar 19, 2023 • 12 tweets • 3 min read
Day 49

- $268k in Stables
- $66k in $JOE (+35%)
- $42k in $ETH (+0%)
- $15k in $KWENTA (+44%)

Total Value ~ $391k (+291%)

Changes:
- Sold $178k $JOE for Stables
- Sold all $RDNT for $ETH

debank.com/profile/0xd14a… Thoughts:

- TPed heavily on $JOE. Felt that the sharp spike in price was gona heavily retrace and hence TPed to stables.

- Fundamentally $JOE still remains the same and I will undoubtedly re-add it once price retraces
Mar 18, 2023 • 10 tweets • 3 min read
Day 48

- $266k in $JOE (+53%)
- $93k in USD
- $35k in $RDNT (+29%)
- $15k in $KWENTA (+50%)

Total Value ~ $409k (+309%) 🔥🔥🔥

Changes:
- Sold $210k $RDNT for $JOE
- Sold all $LQTY for USD
- Sold $65k $JOE for USD

debank.com/profile/0xd14a… Image Thoughts:

- Craziest day I've had in awhile.

- Rotating to $JOE by TPing from $RDNT was a calculated move as I expected $RDNT to dump post v2 and recover after

- Initial plan was to rebuy $RDNT on said dump

- Din't expect $JOE to go nuts at this rate
Mar 17, 2023 • 6 tweets • 2 min read
Day 47

- $248k in $RDNT (+34%)
- $28k in $LQTY (+25%)
- $15k in $KWENTA (+49%)
- $9k in $JOE (-10%)

Total Value ~ $301k (+201%) 🔥🔥🔥

Changes:
- No Changes

debank.com/profile/0xd14a… Image Thoughts

- Risk on paying off well as $RDNT starts to make new ATHs

- Expecting an explosive week ahead for $RDNT w the expected launch of v2 + $ARB airdrop

- Looking forward to how the new flywheel would work in such bullish market conditions.
Mar 16, 2023 • 8 tweets • 3 min read
Day 46

- $222k in $RDNT (+23%)
- $27k in $LQTY (+25%)
- $15k in $KWENTA (+49%)
- $9k in $JOE (-10%)

Total Value ~ $272k (+172%)

Changes:
- Sold LPs + $VELO for $RDNT

debank.com/profile/0xd14a… Image Thoughts:

- Surprised no one called out that I had the wrong day stated in my challenge. 😂

- New port ATH

- Up massively thanks to the $VELO and $RDNT pump.

- Cut off my $VELO stack and will look to re-add on dips
Mar 16, 2023 • 8 tweets • 3 min read
With the announcement of $ARB token comes the fun part

56% of the supply goes to the Community:

- 11.5% Airdropped to Users

- 1.1% to DAOs

- 43.4% likely to be decided by Governance to rewards @arbitrum Protocols?

Lets break down the top contenders: Taking the most obvious Metric at play - TVL

If the governance decide to reward the $ARBI emissions by TVL the following protocols will be the main beneficiary:

1. $GMX
2. $UNI
3. $RDNT
4. $SUSHI
5. $STG Image
Feb 19, 2023 • 10 tweets • 4 min read
Day 20

- $140k in $JOE (+14%)
- $55k in $RDNT (+81%)

Total Value ~ $195k (+95%)

Changes:
- TPed $54k of $RDNT for $JOE
- Sold $21k of $THALEs for $JOE at breakeven Thoughts:

- Some pretty big rotations in my port.

- Firstly, reduced $RDNT exposure by cutting position by half.

- $RDNT has seen a good run so far. Gona monitor the v2 launch + TVL to decide if i should LP and farm on the platform
Feb 18, 2023 • 6 tweets • 2 min read
Day 20

- $112k in $RDNT (+88%) 🔥
- $65k in $JOE (+36%)
- $21k in $THALES (+1%)

Total Value ~ $198k (+98%)

Changes:
- No Changes 🫡 Thoughts:

- New ATH 🔥

- Need a gradual grind back to a new high. Port has done better than I targeted. Was initially aiming for 50% in a mth.

- Gona monitor the $RDNT v2 launch on Feb 21 closely.

- Seems that $RDNT have stepped up their social presence recently
Feb 17, 2023 • 5 tweets • 2 min read
Day 19

- $105k in $RDNT (+75%) 🔥
- $64k in $JOE (+33%)
- $22k in $THALES (+4%)

Total Value ~ $190k (+90%)

Changes:
- No changes Thoughts:

- Nice bounce on $RDNT. Kinda regret not all in on $RDNT yesterday but still nice gains.

- $JOE still remains stable. Might consider rotating funds back to $JOE to stack my positions again soon.

- $THALES retraced but still fundamentally strong. Might stack.
Feb 16, 2023 • 4 tweets • 2 min read
Day 18

- $85k in $RDNT (+41%)
- $66k in $JOE (+38%)
- $25k in $THALES (+21%)

Total Value ~ $176k (+76%)

Changes:
- No changes Image Thoughts:

- Gud Altcoin day. $BTC and $ETH both showing pretty nice strength.

- Port continues to creep up. Could have done better if $RDNT wasnt so volatile.

- Really tempted to sell all bags and all in $RDNT at 21c. Feels like a good RR play. But decided against it.
Feb 13, 2023 • 18 tweets • 12 min read
Thread on my recent portfolio addition :

$THALES

Summarizing the due diligence I did prior to my buys.

Hopefully this thread helps you learn more about the protocol also also the thought process behind my portfolio decisions. 🧵 $THALES Overview

+ Multi-chain AMM-based Parimutuel Markets

+ Fully permissionless and non-custodial

+ Currently operates 2 key products: @OvertimeMarkets & the Thales Market AMM

+ Token currently exists on 4 chains : @ethereum , @0xPolygon , @optimismFND and @arbitrum Image