Trading

THE Yield Optimizer. anon cyber punks making defi boring. 

Trimmed some runners. 

Bought some $native. 

Re bought some $betr smidge 

Bought and @beefy  some more $degen

Working out of remaining $AAA. That’s one ugly candle.

What am I missing with the $degen thesis

It feels like its lagging compared to what the other main tipping focused teams are doing now like $tipn / $noice

I sold all my degen off when the allowance drama first hit knowing the vault was going to continue to drain for the forseeable future

Is the app the catalyst?

Maybe. I like the beefy rewards. 

It’s risky. Fdv is like a hundred I think. But I’ll play. Nice to see em back in the ring.

Mini App just gets it back in the ring, basically copycat

Main ‘Degen App’ is a whole other thing, like a Reddit version of farcaster.

High risk, but also high reward, V1 launches in September 

Sort of a financialized Reddit type vibe, no Mini Apps, centered on Channels