Did some math and my net worth from peak is about -30% about 3 months ago.
Here are some of my plays that did not work out.
$SKY / $MKR
I thought that rebranding + token migration will for sure make token pump but looks like i was wrong.
Still holding, I am about -30% on entire position, including part that got liquidated during last crash.
$MNDE
Again buyback play TVL looks good but lack of momentum also getting dragged down by $JTO
Still holding -35% since my entry.
$THL
Numbers are great, but without token utility it trends to 0. Once @ThalaLabs figures out a way to move value to token it will moon.
My tokens are locked but pretty much -70%
$USUAL
Usual has been refactoring staking module to lock setup offering higher APY and less inflation. TVL at that time was 600M MC about 80M i bought some and staked.
Till now its -60%, although I am getting about 1% back a week.
$MET
One of my recent plays. @MeteoraAG has 1B TVL generates close to 100M profit in fees and trades close to 200M MC
No-brainer bought a lot of days after airdrop but looks like sellers find more tokens.
-25% on this and I am still holding
$INIT
I have been farming @initia for a while now during nuke from 1.2->0.4 i have decided that it was enough and i have closed my hedge.
Unfortunately, this was wrong move and right now I am siting on -75% YIKES
I am still farming but i am net long $INIT
Some positions that also nuked part of my portfolio.
$HADES it was $GOAT beta but it didnt work out
$CETUS got hacked -.-
$ENA my timing sucked
$PUMP bought top sold bottom 😅
There also have been some trading that lost me money, the biggest loss ofc was during last nuke that wiped about 10% of my entire portfolio during liquidations.
Overall, I remain long cash generating tokens.
4,83 mil
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