June 29

Dear Diary,

It’s June 29. A heavy summer rain keeps pouring. BTC hovers around 20k.

Reads.

Crypto Investing Mistakes

https://crypto.nateliason.com/p/mistakes-lessons

a.      NOT Taking Profits ( Especially on Alts )

b.      Spearing Too Thin

Where to find juicy farms

https://twitter.com/phtevenstrong/status/1540732519003394049

a.      https://apy.vision/

b.      https://beefy.finance/

c.      https://coindix.com/

Token Terminal on Liquity

https://tokenterminal.substack.com/p/interview-with-michael-svoboda-coo

a.      Ranking 2nd in TVL of CDP category, behind Maker Dao

b.      One-time fee of 0.5% w 0 interest rate.

(More digging is needed to decide whether it is a good buy)

Dilutive vs Non-dilutive yields

https://twitter.com/frogsanon/status/1541507013607399428

a.      Token Emissions vs Token Utility for HODLers

b.      Real protocol revenue is key

Watch

The Daily Gwei

a.      Seems like a ton of alpha, mentioned negative views on Bancor, dYdX V4 etc.

That’s pretty much for today.