I was listening to an interview with Noah Seidman where he said “Finance must be boring.” Well, I have to admit there’s truth in that, however, I think Defi is extremely exciting most of the times.

But what he means is that you don’t make life changing money over night. It takes a few years. Sure, you can have the lottery win with a memecoin. What then? How are you going to keep your wealth?

Keeping money is as hard as making money and if you haven’t learned how to make it, there’s a high probability that you won’t keep it for long. You have to personally grow with your bank account.

What I want to say, don’t be mad if you aren’t where you are right now. Don’t be in a hurry and enjoy your growth. If you approach it like that, I’m pretty sure you will make it.

Last cycle top, I had around $16k in my wallet and I made multiples and sitting on good 6 figures now. I don’t want to brag, but I want to show you what’s possible in 2-3 years when you have a strategy and don’t gamble everything away. And that’s not even a very long time.

Of course, my 9-5 job helped a lot to reach that. Even if you don’t like your job, it adds stability and it takes a lot of pressure of your shoulders. So alone from a psychological standpoint, it makes sense to have a 9-5 if you don’t have the wealth you desire, yet.

DeFi Updates

There’re not very many web3 users. That’s basically what I’ve always thought. And I don’t think that there will be mass adoption. At least not how most people think about it.

The kind of mass adoption we will get, is through Tardfi.

LitLayer is going to be an intent based layer for leveraging. This brings a lot of benefits and should solve the liquidity fragmentation. So keep an eye on this.

The Scroll airdrop will be a big disappointment! If you don’t have the size, focus on other projects if you’re not there for the eco-system itself.

A lot of indicators point to a lot of airdorp farmer “activity”.

Liquity was the first real decentralized stablecoin with adoption. Now they push v2. It should solve the redemtion problem by adjustable interest rates.

Indeed, we will see a lot of forks, so they want to lead it this time.

LandX going for a lending market. An interesting thing, but I’d be careful for now with such stuff.

FBTC is now available on Mantle. I hope this will find some adoption! There’re too few opportunities for BTC in this space.

Aurelius is on of the best if you’re looking for a good way to leverage your mETH.

Investing

Sold Mad Scientists for a not worth to mention profit, but I don’t see this project going anywhere. Well, it’s a Cosmos project…

Can you leverage your Powder earnings by borrowing mETH directly instead of ETH? Simple answer… not anymore. But it was possible the first 10 days of the Methamorphosis campaign. And if you where listening to me, you could have gotten a little head start for cheap.

The rewards station went live. Here’s everything you need to know.

Get 10% more Powder in Mantle’s Methamorphosis campaign 👇

You find all my current Farms in my Notion Site 👇

Macro

I actually don’t see a big problem with this number of bankruptcies at this point. If you run years with a low interest environment, it’s not a big surprise when lots of companies stay alive, which shouldn’t run a business.

After the aggressive hikes all the zombie companies are getting flushed out. However, this can kick off further reaction. But at the moment, I consider that healthy.

Meanwhile global liquidity is on the rise and that’s what everyone is hoping for.

A very interesting take. I don’t think this will be the case and let me tell you why… I literally don’t know any person in real life, who has been in crypto the last cycle. People are just not interested yet because BTC is too “expensive” to buy now and signing up on a CEX is still too inconvenient.

The prices have to go way higher until it isn’t inconvenient anymore. When there’re the usual grifters all over tiktok and instagram and show their lambos and villas, then the greed will kick in.

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

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
HMX (Perp Trading, Arbitrum, Blast):
https://hmx.org/arbitrum/referral?ref=SEXYLIFE
Merkle Trade (Perp Trading, Aptos):
https://app.merkle.trade?ref=ISEOW51X
NFT Perp (NFT perp trading, Arbitrum, Blast):
https://app.nftperp.xyz/referral?code=DCAA40EE
Parcl (Real Estate Perp):
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Karak (Restaking):
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Stay Sexy!

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