🟩 Defitea Yield Fund (part of @theholding_ ) just crossed $15,000. Not huge in absolute terms. But I like what the machine is starting to look like. • Current balance: $15,141 • Capital invested: $9,847 • Unrealized profit: +$5,293 / +53.76% And this was never designed as a trading portfolio. The strategy is simple: DCA → accumulate productive assets → lock them long-term → collect cash flow → keep building. No chasing candles. No constant profit-taking because something pumped 30%. The horizon here is 3–5 years and beyond. And the interesting part is that many of these assets are still nowhere near what I would consider mature valuations. Over the last 3 months: FXN +152% CLEV +143% VVV +120% RSUP +116% PENDLE +100% VELO +97% AERO +85% CVX +85% CRV +81% LQTY +31% YB +28% FRAX +27% 6M: VVV is up almost +400% over 6 months, AERO +167%, VELO +156%, FXN +112%. But price appreciation is only one half of the idea. The fund currently has 11 productive engines running across protocols like Aerodrome, Curve, Convex, Pendle, f(x), Frax, Yield Basis, Velodrome, Venice, Liquity and Resupply. They generate actual onchain rewards and cash flow. So far in 2026, measured cash flow is around $500, with an average annualized yield around 13%. When this portfolio was closer to $1,000, it was producing roughly $10 a month. Then tens of dollars. Now it is gradually moving toward $100–150 per month. That is the part I care about most. Because the goal was never just: buy token → wait → sell higher. The goal was to build a small capital machine that can appreciate and produce. Some of the positions are locked for years. Some generate protocol fees, voting incentives or other rewards. Some may also create optional upside through future ecosystem distributions. And I still think the asymmetric part is ahead. I see the possibility of several-x, tens-of-x – and in some cases potentially much more – over a long enough horizon if DeFi becomes part of the financial infrastructure we’ve been talking about. Of course, none of that is guaranteed. These assets can fall hard, protocols can fail, and today’s yields can disappear. But that is exactly why I build it slowly. DCA. Long locks. Productive assets. Cash flow. Time. Not a trade. A machine. https://t.co/f5r0E6jfv1