Mikus

yesterday i made 28k$ selling $ETH at a premium during the binance hack. nk was clipping huge amounts, knowing they could get their usdt frozen any minute. my brain can't comprehend how they didnt deposit stables on aave and max borrowed eth. i personally could've made a lot more also. some reflections and learnings: 1-been talking about liquid yield for ages. the higher the EVs in defi, the less % of ur portfolio u want in liquid yield. the lower the evs in defi (as of now), the more % u want. 10-20% in 2025 was ok, even 10% or slightly less, since looping was so good. that is not the case anymore. imagine having your assets in a 12% APY gay loop on USDe, and if ethena collateral survives for the full year, u make 12% ROI. congratulations. that money could've made yesterday a potential 50% ROI in a day. and in my experience in crypto, major things break at least once a year, and smaller things break a few times per year: 2022, multiple times lol, 2023, usdc depeg, 2025, 10/10, 2026, binance hack. a bunch of minor ones where the chronically online participant can immensely benefit of having liquid money (khype recent depeg for 10%+ ROI in a day, and dozens more). by liquid money i mean money that can be anywhere in defi in 1-2 tx and 1 minute time. this detail is crucial. yesterday, i had a bunch of money liquid, but some of it was in perps, i had to take care of hf, etc. so lost some crucial time and in the end didnt make use of all of it. liquid means fucking liquid. sky, lending on aave, etc. 2-eth is a cuck asset, but having a bunch of gas on eth mainnet (and on sol also perhaps) AT ALL TIMES can have a significant impact on your yearly ROI. i would have easily made 30-40k more if i had had 100$ more on eth on mainnet. 3-plan for next black swan event. plan for the next nk exploit, the next 10/10, the next fund or collateral going down, the next depeg. what is likely to happen if X thing happen? spend an evening going through the most likely black swan events, and their second order effects. this research can mean the difference between making 0% ROI and making a 50% ROI in your portfolio in a day. this is very important and not so complicated to navigate these days with AI. 4-around 30% of my 2026 tweets have been talking about how the r/r for defi is not here anymore. loops (real and now also i include mistery yield) are NOT how we make it in defi anymore, they're a solved game for the most part. they were cool in 2024, when "looping" was an exotic term, ur counterparties where LPing for 15% while u were looping for 150%+. they were cool in 2025, where ur counterparties where lending u for 8% or buying YTs at 35% implied yield, while u were making 100%. but they're not cool in 2026 when the mentioned counterparties do not exist anymore, and the % of smart players is 10x bigger than in 2024. on top of that, after events like yesterday, u not only do not benefit from the event, but ur loops lose a bunch of roi. when ur getting 20% APR, even a day at -250% equals 12 days of yield. not to mention, teams halting withdrawals, aave freezing their markets, and the risks of underlying collateral, very sketchy in many cases. 5-there's a bunch of randomness in these type of events and how they affect your ROI. last year, on 10/10, i could've made easy 6 figures, but was having dinner at my parents. i could've at least made 50k also just on closing the hedge, but didn't have stink bids on my massive $ENA hedge. so: some bad decision, and a lot of luck. last night, I was at the pc, but screwed the execution. wasted the first 10 minutes trying to get gas first (50$ more would've sufficed to start the ball rolling), then another 10 minutes with the fucking swaps with correct slippage or gas, and also some of my funds were not 1 tx away from being accessible, at least the ones on perps. but i was at the pc, so at least i was able to make 28k thanks to that. had i been on a date or a padel match, would've missed the biggest opportunity of the year. another example: i made 70k on spark last year, and my initial airdrop happened cause i sybilled 13 wallets with 100$ each of YT-sUSDe at the perfect time. why did i send them that day, and not 5 days later and make exactly 0$? randomness. or an MTT poker player, that realizes 80% of his yearly ROI in a 1k hands sample in the later stages of a handful of mtts. that's part of the game, and gotta make terms with the fact that ur yearly ROI has a heavy weight on randomness. and overall, im pretty pissed i didnt make a lot more, as i could've made 6 fig had i played my cards better or have just 50$ more of fucking cuck $ETH on my wallet. had a failed swap that would've made me 20k and instead cost me 500$ cause i set slippage at 2% and some mf arber made my tx fail lol ps: absolutely nothing wrong with making money from scam binance, they've been raping crypto for years, topping coins, scamming teams out of tokens, and many other dirty shit, so this is some small retribution and arguably good karma lol Hope some of u made some good money, cheers!

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Bear or bull, LPing brings bread on the table If you have the skills, you can generate high yield income with DLMM, even during the driest conditions The gains are not comparable to meme LPing, but it beats anything else in DeFi The cycle goes: rapid earning from memes -> capital preservation and yield farming -> pick up memes again when volatility gets higher I am planning to start a yield farming journal, so follow up

Funny to me how people blame older generation for having it easy Yeah sure curse at your father for not buying up real estate, but be prepared that your own kids will say something along the lines of "dad why didn't you go in debt and buy $ZEC??? Are you restarted??"

$SOL looking good here