Decentralized Finance Index

@DeFi_Infinity

Assets Copying Strategy

€28,183.95

No. of copiers

109

Strategy Performance
Show BTC comparison:
From
Aug 7, 2022
To
Aug 14, 2022
Decentralized Finance Index
Bitcoin
Returns
Overview
Avg. by month
Return (24h)
-4.17%
Return (7D)
-3.12%
Return (1M)
+19.74%
Return (1Y)
-58.12%
Dec 2020
+89.67%
Jan 2021
+85.19%
Feb 2021
+88.69%
Mar 2021
+45.76%
Apr 2021
-0.48%
May 2021
-45.41%
Jun 2021
-21.68%
Jul 2021
+16.1%
Aug 2021
+40.95%
Sep 2021
-16.02%
Oct 2021
+28.85%
Nov 2021
+13.03%
Dec 2021
+33.98%
Jan 2022
-41.67%
Feb 2022
-13.8%
Mar 2022
+18.33%
Apr 2022
-10.75%
May 2022
-50.7%
Jun 2022
-45.1%
Jul 2022
+64.69%
My Investment
Profit Taken
€0.00
0.00%
Profit/Loss
€0.00
0.00%
You Have:
€0.00
About this strategy

Investing in the building blocks of the DeFi Industry

Strategy status
No rules
No rules
0 rules active
Rebalance done
Rebalance status
100%
Fees of this Strategy
(set by the Strategist)
Management Fee
Copy fee (Yearly)
1.00%
Entry Fee
Performance fee (Monthly )
5.00%
Exit costSell/Exit cost (per transaction)0.50%
Structure changes
Last structure change
Apr 2, 2022, 11:49:35 AM
Number of structure change in last 30 days
0
Performance
1D
7D
1M
3M
6M
1Y
All
Return
-4.20%
-3.15%
+19.70%
-19.81%
-60.14%
-58.14%
+59.77%
Volatility
N/A
+4.20%
+5.85%
+5.77%
+6.01%
+6.01%
+6.66%
Max. Drawdown
N/A
-10.51%
-14.00%
-59.77%
-84.02%
-89.20%
-90.57%
News Feed

I hope you enjoyed this, I had to put together something substantial to culminate my thoughts, and make up for my absence. If you have any questions or fail to grasp any of the aforementioned concepts, google is your friend  For those who would like to read this in its entirety here is the entire writeup on google docs. https://docs.google.com/document/d/1ibtQPfwGIGzaoEcoJ9R5v_h7aQuvrDwVLTd0xYipxJo/edit?usp=sharing

22/22

4 people like this

Hey @DeFi_Infinity , hope you are doing well. What are your thoughts on the current macro situation? Are you still actively managing your strategy? Thanks

Seems to recover pretty well

Whats up with CRV. It seems weak, do you think it will recover? Everybody moving to terra ecosystem I guess.

This All Sounds Great, So When Bottom Ser? - It's tough to tell. I think we are within striking distance of a meaningful bottom. Maybe we have another 20-30% of downside to go, but that pales in comparison to the asymmetric risk reward of what's to come for DeFi in the next decade. We are likely to consolidate for a period of time, before emerging into the next stage of the DeFi bull run. But expecting DeFi tokens to ultimately go to 0 like a lot of people - well, that's just plain silly.

21/22

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3 people like this

The Embedded DeFi Thesis - DeFi is not going away, in fact it is much more likely to be "embedded" in all of crypto you use going forward. That piece of metaverse land you want to rent. The short term USDC loan you need against your $500k BAYC. The Axie NFTs you want to trade for a new video game bundle NFT. That will all happen via DeFi primitives. NFTs, GameFi, and DeFi will compound into one over time. They will each be each others biggest use case.

20/22


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3 people like this

This is Not Just an Ethereum DeFi Love Story - Yes, I believe in censorship resistance from state attacks and max decentralization. I don't like blockchains that can be turned on and off either. But even with L2 season, the demand for financial application compute will outstrip that which Ethereum itself can provide. Alt Layer-1s such as solana, Terra, Algorand, Cosmos will play an important role, especially in application specific use cases. Some primitives need to be even cheaper and faster than what ETH 2.0 + Layer 2 can provide.

19/22


3 people like this

The Identity and Compliance Layer - Whether you agree or disagree with KYC and AML, it indisputable that DeFi needs some sort of identity layer for institutional scale capital to participate. This does not have to be gross! We have the technology and capability today to make identity and compliance in DeFi decentralized and zero-knowledge proof based. At minimum, we need to verify participants aren't on a sanctions list. This unlocks another $100tn+ of eligible DeFi participation...

18/22

3 people like this

Bringing real world assets into DeFi will also lower overall correlation risk of assets backing these novel systems, thereby lowering total systemic risk. Plus, we will finally be tethered to real world economic activity, and not only be self-referential.

17/22

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3 people like this

DeFi That Has a Real World Impact - Real world assets are anything physical that can be represented on-chain. Real estate, invoices, or even Spotify payments represent trillions of dollars of untapped assets for DeFi, that also bring faster and cheaper capital to SMEs.


16/22

3 people like this

Layer 2 Scaling Will Unleash New DeFi Primitives - We now have 6+ Layer 2 scaling solutions fully in production and operational. We can now begin to imagine the possibilities of a high throughput, composable, and scalable DeFi architecture. Low cost, streaming payments and machine-to-machine payments through SuperfluidHQ. Decentralized perpetuals and options on dydx protocol that rival FTX on speed and performance. Log-in to a website via your ETH wallet and unlock walled content via UnlockProtocol to pay-per-article.

15/22

3 people like this

This Missing Pieces to Blow the 🚪s Wide Open - Overcollateralized lending, automated market makers, stablecoins, and synthetic assets (the core primitives of DeFi 1.0) got us sprinting out the starting gate. Protocol controlled revenue and advanced tokenomics (ponzi-nomics?) of DeFi 2.0 took us one lap around the track before we fully tripped over ourselves. We didn't need more embedded leverage. What we really needed was scalability, real-world asset connectivity, and an identity layer for DeFi.

14/22

3 people like this

Stop it, GL with your Worthless Governance Tokens - For many reasons, DeFi protocols couldn't turn on protocol fees out the gate. We’ve still got TradFi making 5 - 25% across financial products, I’ll venture to say that with established brands, DeFi protocols will be able to turn on protocol fees of 5 - 50bps at scale. At worst, DeFi token holders have the option value to control tens of billions of dollars of DeFi Treasuries. Those worthless DeFi governance tokens may not be so worthless after-all.

13/22

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3 people like this