Investment Position Weekly Report (10.12–10.18)
This week it’s mainly still Bitway + Huma + Pendle USDat, plus two PONS LP positions. The charts have the details; here’s just a rough overview.
Bitway: 8% APR on stablecoins, plus 3% APR in points.
Wallet 1: deposits of about 5,064 U, earning 1.1 U per day;
Wallet 2: deposits of about 20,000 U, earning roughly 4.4 U per day.
$HUMA Prime: advertised rate of up to 16.8%, with a 6-month lockup.
Wallet 1: deposits of about 30,000 U, earning roughly 14 U per day;
Wallet 2: deposits of about 2,007 U, earning roughly 0.9 U per day.
Pendle USDat (Monad):
PT is in Morpho for a looping strategy (use PT as collateral to borrow USDC, then convert it into PT + YT). Health factor is around 1.37; I’ve set an alert for when it drops below 1.27.
The original deposit was about 50,000 U. YT earns 3% in USDC rewards + about 1.47% in MON rewards, for roughly 4.47% total. Based on the original deposit, that’s about 6.1 U per day. Matures on January 14.
USDat points (S2):
About 67.9M total, up roughly 38.3M this week (about +873 U) and around 6.1M over the past day (about +140 U). Using an FDV of 200 million ($22.8/M), the current balance is roughly 1,548 U. See the points chart for details.
LP (mainly
$PONS ):
PONS/WETH (Revert): 9,200 deposited, with 81 U in interest pending collection;
PONS-USDG (Fables): 9,855 deposited, with 94 U in interest pending collection.
Interest-bearing positions total about 107,100 U, with a weighted APR of roughly 8.98%.
Total daily interest is about 26 U, or a little over 700 U per month by a rough estimate.
See the charts for details.
#理财 #稳定币理财 #Pendle #USDat #DeFi