Good morning. Nothing new, we have slightly increased the position of $ETH. P.S. insert $BADGER , it was not a good idea .... luckily I had lowered the percentage by a lot, almost inexistent
Badger DAO
BADGER
2,59 €
49,83M €
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Good morning. Nothing new, we have slightly increased the position of $ETH. P.S. insert $BADGER , it was not a good idea .... luckily I had lowered the percentage by a lot, almost inexistent
$Badger 5% resistance break (4 hours) go...
Mcap vs TVL 1/2 (2nd September)
Mcap vs TVL ratio analysis complete. Our 15 selected projects average is unchanged at 0.37 from last month (USD0.37 mCap for every USD1.00 TVL).
The following 3 projects have below average ratios at 2 Sep and we’ve included the data from July end as reference: $CRV, $COMP and $BAL.
Suggest these are relatively cheap compared to their peers. Notice the repricing that occurred for $BADGER last month.
1/2
Trimmed the portfolio a little here on this strength to add some more $USDC and have started a $PAXG position on #gold weakness, reduced $BADGER which has had an incredible run, but we still have a position which can outperform.