My internal investment thesis for this crypto cycle has settled on the following (subject to change of course - winners adapt):- BTC/ETH are going to continue receiving large institutional allo. If you have a decent port size, this is likely where you should be primarily parked- Stables remain fascinating to *everyone* and DeFi yield farming is extremely viable for quite a while into the future. If you made substantial money during the meme cycle, you likely have realize this is how to preserve and grow you ...

market thinks pendle tvl is just yield farmers aping inreality check:• integrated leverage protocols• funding rate hedging• yield term structures• proper risk management toolsthis isn't your uncle's yield farm. market gonna learn about real yield architecture soon ...

DeFi Yield Generation - The author is generating approximately $200/day or $6,000/month passively using ~$110,000 from liquid portfolio through DeFi strategies [1] - DeFi is highlighted as a significant financial unlock for making and compounding money [1] - Since April, the author has generated slightly over $21,000 using these DeFi methods [2] Specific DeFi Strategies - A 37% APY is earned on tBTC on Hydration, paid out in gigaDOT on Polkadot through an incentivized LP program [1] - An 80% APY is earned on USDB on Blast, paid out in BLAST, which is converted to USDB when the price is favorable [1] - A 19% APY is earned on USDC on Hyperliquid using 2x leverage on delta neutral farming for HYPE on Liminal [1] Optimization and Risk - The author acknowledges that there are potentially higher yields available but is not actively pursuing them [2] - The author is not maximizing or chasing the absolute highest yields [2]

Things I'm interested in today: (07.25.2025)- Abstract generally.Yes, we've talked about this a decent bit lately...and that's because there's good opportunity. You can make money. You can play fun games (HINT HINT THERE'S SOME NEW STUFF COMING VERY SOON). You can slowly earn some XP (airdrop potential?). It's one of the best places to be onchain at the moment imo.- DeFi.This should come as a surprise to no one. I am aggressively picking DeFi spots because I have no edge in onchain atm...so i'm maximizing y ...

tradfi isn't waiting for spot etfs to enter crypto. they're already here farming yields on base. euro lending rates already beat every bank in europe ...

tradfi isn't coming through etfs or institutional desksthey're entering through game mechanics• auto-roll features = automated trading bots• 20x premium rolls = normalized leverage• xp rewards = yield farming psychology$50b tvl on aave while abstract gaming leads mass psyops. wall st doesn't even realize they're late ...

Another day another claim of gigaDOT yield on my Hydration LP farm.Polkadot DeFi still slept on lmao even after I’ve been banging the gong for months.~18.9% APY on idle BTC is insanely good https://t.co/vaci29sXN0 ...

This was mostly a joke, but I've been telling ppl DeFi yields are the absolute best way to make consistent compounding gains...and Blast has been one of the best DeFi farms for the last 4 months.Generally, yield farming works in basically any market.I'm currently making ~$160/day on ~$120k of capital across multiple protocols.- BLAST emission farming- Delta neutral funding farming on Liminal- Daily drip of DOT/gigaDOT on Hydration from my tBTC farmsIf you break that down, it's around 48% APY - effectively $ ...

say if you raised 50 million from "investors" to run your start-up, do you consider that 50m "your money" or "investor money"?.spoke to a founder recently and he referred to the 50m as "his money" and he's making 200k per month from yield farming using HIS stables. you love to see it.meanwhile his token is under 700k market cap with 100k liquidity and every investor he has ever had is underwater while he flies around the world first class to attend crypto conferences and parties. ...

Thinking about pushing some ETH over to Hydration to capture the 30% APY in the gigaETH incentivized LP. mostly just not sure I want to deal with moving crosschain, because I'm not sure how complicated it is to go from Base to Polkadot (or if there are strong liquidity routes that don't involved CEXs).tBTC yields are down from the first hour (lmao) but still ~25%, and my DOT rewards from last month have earned around $100 in the last 3 days from liquidity incentives.Will be rolling tomorrow's DOT reward int ...