Don’t be so fugging weak and stop crying! Learn to make money in every market and find some strategies that don’t wipe out your entire portfolio during a little correction.

This drawdown hasn’t just come out of the blue and there was a high chance that the markets correct after a up only trend for weeks. Celeb coins have been a very strong signal!

DeFi Updates

Merchant Moe is launching Season 4 and some MNT rewards are going to picked up.

Uniswap is now live on Mantle, but it can only be accessed via Oku. Rewards are quite good, but be aware that Uni rewards are payed on mainnet. You can collect them on Merkl.

Rabby in wallet swaps cost fees now. Consider swapping on Llamaswap or use another aggregator like Odos.

Solayer is the Eigenlayer of Solana. To be honest, I’m not really sure if something like this should go live on Solana already. Too many problems have to be fixed first.

However, it’s still underfarmed and an opportunity to get into a lucrative airdrop.

In one or two years, something like restaking on SOL could get really big.

Jupiter is one of the most interesting projects on SOL. There’re also rumors that they take it in consideration to burn a massive share of the JUP token. This has to be voted on before of course. But a positive outcome would make JUP an interesting investment.

Investing

For a little orientation in the Powder campaign… Mantle releases about 1,626,000 Powder per day (from my calculations). That makes ~162,600,000 during the three month campaign.

Degen Capital made a reasonable calculation for the COOK valuation.

This week, I dumbed all the rest of my ZK drop. After it ran out of my range all the time, I got tired of it and since I don’t believe in it, I had so say good bye.


I also got into a little hedge (bought put option on Thetanuts). The constant dumping from the German gov and Mt.Gox with the overall sentiment made me think that an overreaction might occur, which happened. (I documented that in my Notion Site) I could close it with 60% profit in the money.

Of course, I bought some Pendle. Come on! It was below $3.50

And I stacked up my leveraged mETH position. Liquidation price is now at $1570

Because Puff could be a good bet on getting some COOK, I increased my holdings.


A lot of my ETH found its way from Scroll over to Mantle.

But if you still want to farm it, Beacon has some good tips…

I made a Notion Site for all my current Farms. The site is constantly updated and you can have a look here 👇

Macro

Just a little thought. CBDCs are approaching and banks don’t like it because it would take a big junk of their market share. Blockchain gives them a way to be non-compliant in a compliant way.

It’s quite interesting, it’s one of those rare things banks and normal people have the same interest, which opposes governments. But that’s just some thoughts swirling around in my head.

If you’re interested in one of the following projects, I appreciate if you’d use my code!

Mantle Methamorphosis (Points program for cMETH and COOK):
https://meth.mantle.xyz/campaigns/methamorphosis/seggsy
Rabby Wallet (Best EVM wallet):
https://rabby.io/rabby-points?code=SEXYLIFE
Aurelius Finance (CPD and Lending):
https://app.aurelius.finance/?af=sexy
Spot On Chain (Analytics Platform):
https://platform.spotonchain.ai/referral?code=0r3wi0eg6n33
Karak (Restaking):
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Stay Sexy!

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