July is the harvest season, not only is it a month for the TGE of key projects I participate in, but also a month for profits and recovering investments from altcoins!

🆕 New addition:

1️⃣ The combination of Ethena + AAVE's circular loan power is too strong and has been added to the daily yield scene.

2️⃣ List has become the main storage location for idle assets. Last month, the asset dashboard was finally updated, and it can also bind robots to receive liquidation reminders for borrowing.

1️⃣ Recently, I've been experiencing DeFi + AI protocols, currently deeply involved with AIWayfinder Giza, but they still need iterations.

⌛️ Continue:

1️⃣ MMTFinance is the biggest focus in August and is currently the heaviest protocol in the group, but based on the current TEG timeline, participating now requires at least a $2000 deposit.

2️⃣ The contract function of StandX_Official should be available to experience this month. Thanks to the 'bull' market, it's also a good place to hold stablecoins, with an APR of over 10%.

3️⃣ Berachain still has many arbitrage and hedging opportunities, for example: https://www.binance.com/zh-CN/square/post/27684687649050

4️⃣ Keep an eye on the yield trading tracks where Pendle is located: RateX, Exponent, Nemoprotocol. It seems Pendle might be floating, wanting to tax YT at 7%. However, if it really is floating, it provides opportunities for counterparties and early entry into other protocols for users, which isn't a bad thing.

5️⃣ Vooi community members reported it performs fairly well among a bunch of Perp, but I'm currently stuck on my long position in Pendle.

6️⃣ CygnusFi continues to wait.

✅ Wrap up:

1️⃣ Hyperion is the protocol I invested the most in over the past three months. I'm very satisfied with its TGE, and now I'm waiting for the second season to open, while Aptos's performance is underwhelming.

2️⃣ Yalaorg is really fast, I got some from the airdrop, but not much. Especially, my mid-tier strategy was completely ruined, and the recent change to the team's box opening required everyone to contribute, which led to the group basically disbanding. It's really painful; I won't look without major actions.

3️⃣ Sparkdotfi's pump was unexpected. It's my second short since entering the circle, and it exploded on me. However, it released a wave of ignition benefits, and everyone expects a tenfold return, but unfortunately, only one address qualifies.

4️⃣ The first season airdrop return from SonicLabs was disappointing, but fortunately, it is based on DeFi protocols, so it's not a total loss.

August, I need to spend more effort finding projects, the stablecoins I hold are increasing, and there are too few new projects to invest in!

Note: The above is for information sharing only, not investment advice. Please do your own research!

DeFi enthusiast: BitHappy