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 Perception vs Reality - Market believes Pendle's TVL is solely driven by yield farmers [1] - Reality suggests a more sophisticated "real yield architecture" is in play [1] Key Features of Pendle's Architecture - Integrated leverage protocols are a core component [1] - Funding rate hedging capabilities are offered [1] - Yield term structures are supported [1] - Proper risk management tools are available [1]

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 ...

Crypto Adoption by TradFi - TradFi (Traditional Finance) is actively participating in the crypto space, not waiting for spot ETFs [1] - TradFi is already involved in yield farming on Base [1] Lending Rates - Euro lending rates surpass those of every bank in Europe [1]

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 $ ...

Financial Misconduct Concerns - A founder raised $50 million from investors but considers it "his money" [1] - The founder is generating $200 thousand per month from yield farming using his stablecoins [1] - The founder's token has a market cap under $700 thousand with $100 thousand liquidity [1] - Investors are underwater while the founder spends lavishly on travel [1] Governance and Ethics - The report raises ethical questions about a founder's use of investor funds [1] - Highlights a potential conflict of interest between the founder's personal gains and investor returns [1]

Decentralized Finance (DeFi) Investment Opportunities - Hydration offers a 30% Annual Percentage Yield (APY) for gigaETH incentivized Liquidity Provider (LP) [1] - tBTC yields are approximately 25% on Hydration via Polkadot [1][2] - Earning DOT rewards from liquidity incentives generated around $100 in 3 days [1] - Potential to earn >20% APY on tBTC via Polkadot [2] Cross-Chain Considerations - Concerns exist regarding the complexity of cross-chain transfers, specifically from Base to Polkadot [1] - Uncertainty about strong liquidity routes that do not involve Centralized Exchanges (CEXs) [1] Strategies & Actions - Rolling DOT rewards into more tBTC and deploying it into the pool [2] - Option to sell gigaDOT for more tBTC or loop it [2] - Alternative to toss gigaDOT into its own incentivized LP to double [2]