Day 262 — full position breakdown. @HyperliquidX PERPS (3x long, cross margin) ETH | PnL +$19.32 (+48.9%) — jumped from 40.6% yesterday AAVE | PnL +$48.44 (+60.0%) MORPHO | PnL +$5.33 (+44.4%) AERO | PnL -$23.93 (-26.2%) ETHFI | PnL +$141.93 (+109.8%) @Lighter_xyz PENDLE 5x Size 1,899.45 | Mark $1.6202 | Liq $1.4240 | PnL +$17.66 (+2.88%) — first green day, flipped straight from -23.44% yesterday. @boros_fi ETHUSDC 66d (25 Sep) | 17.8 YU | Pay 6.09% | Rcv 10.95% | PnL +$56.47 ETHUSDC 157d (25 Dec) | 1.74607 YU | Pay 4.62% | Rcv 10.95% | PnL +$18.71 ETHUSDC 10d (31 Jul) | 15 YU | Rcv 8.09% | Pay 10.51% | PnL -$5.48 ETHUSDT 10d (31 Jul) | 15 YU | Pay 4.63% | Rcv -2.32% | PnL -$25.08 HYPEUSDC 10d (31 Jul) | 125,000 YU | Pay 8.86% | Rcv 10.95% | PnL +$14.64 SKHYNIXUSDC 15d (5 Aug) | 2,476.85 YU | Pay 33.68% | Rcv -37.02% | PnL -$17.84 — new position opened today the market went negative fast and hard.. will see how it goes. SOLUSDC 10d (31 Jul) | 7,000 YU | Rcv 3.73% | Pay 10.95% | PnL -$1.18 SOLUSDC 10d (31 Jul) | 7,000 YU | Pay 3.33% | Rcv 10.51% | PnL +$0.42 @prjx_hl — HYPE/USDT0 Position $914.76 | APR 178.17% | Unclaimed $5.5032 | Total fees $169.94 (+$0.6564 today) — APR kept climbing, up from 144.30% yesterday. @prjx_buddy — HYPE/USDC $2,098.26 | APR 45.89% | Unclaimed $9.2891 $363.73 | APR 13.86% | Unclaimed $4.9123 $181.27 | APR 21.12% | Unclaimed $5.3958 Total fees $412.79 (+$2.8629 today) | Pending yield $19.60 — APRs jumped across all three positions overnight, since they got in range @0xfluid — USDC-ETH Loop Collateral $2,497.88 | Debt $1,963.62 | Net $534.26 | Supply 22.19% | Borrow -12.39% | Ratio 78.48% (max 88%) @DeFiTuna — SOL/USDC 2.61x Margin $518 | In Range | PnL +$128 (+32.31%) | Yield $6.78 (+$48.0 total) — closing in fast on the +33.57% peak. Update on the locked funds situation in a few hours, team is trying to find ways to cover the lost fees. @Uniswap V3 — PENDLE/WETH $851.89 | Fee APR 64.00% | Total APR 51.05% | PnL +$16.06 | Uncollected $20.02. — total APR cooled off a bit from 61.62% yesterday. @ipor_io @628Labs TAU cbETH $1.61K | 0.74 cbETH | APY 5.56% (+incentives) | TVM $38.5M @pendle_fi Winners: apyUSD +$47.54 (+23.85%) | savUSD +$39.78 (+9.59%) | sUSDD +$29.34 (+18.22%) | fxSAVE +$12.59 (+45.98%) | earnAUSD +$13.60 (+2.85%) — jumped from +1.25% yesterday | sUSDS +$8.24 (+2.64%) — pulled back hard from +4.95% | eEARN +$6.51 (+32.36%) | Midas mROX +$5.07 (+8.82%) | STRCx +$0.63 (+19.46%) Laggards: jrUSDat -$8.17 (-83.94%) | superUSDC -$35.90 (-31.24%) | USDG -$37.93 (-12.84%) — worse than yesterday's -11.47% | haHYPE -$0.10 (-30.07%) @byreal_io xSTOCKS LP — Total $2,345.26 | Fees $100.56 | P&L -$306.76 — losses narrowed about $60 from yesterday's -$367.05. JLP-USDC $967.75 | PnL -$17.35 (-1.73%) | in range METAx-USDC $381.16 | PnL +$30.92 (+8.43%) | in range CRCLx-USDC $362.93 | PnL -$142.03 (-26.70%) | out of range AMZNx-USDC $203.65 | PnL +$10.67 (+5.20%) | in range CRCLx-USDC $177.56 | PnL -$0.87 (-0.48%) | in range MSTRx-USDC $166.57 | PnL -$134.02 (-43.84%) | out of range SPCXx-USDC $85.68 | PnL -$31.67 (-25.12%) | out of range @Variational — DCAing into perps, ZEC/JUP/UNI/AAVE/KMNO/RAY/LIGHTER/FLUID book. Much better day than yesterday, most of the book green again, only JUP, AAVE and LIGHTER still red.