Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 50 months ago in full transparency. I provide updates of the interests received, the services used and the transactions performed during the month. This post tracks what happened in April 2024.

Crypto interests

The portfolio earnings reached $4243 this month, that's a 9.2% decrease from the previous month. The following tokens (including any kind of airdrops, mining, staking, interest rewards, browsing interest, Publish0x payments, and any kind of promo code or referee bonus) contributed to the earnings. They are ordered from the largest to the lowest contribution:

• 0.025 WBTC as a converted airdrop from Wormhole
• 899 STRK from Ekubo as reward for my contribution to the STRK/ETH, ETH/WBTC and DAI/USDC liquidity pools on StarkNet. 
• 2064 CRV from Convex Finance/Curve as reward for my contributions to the pxETH/stETH and crvUSD/tBTC/ETH liquidity pools.
• 77 CAKE from PancakeSwap Finance as reward for my contribution to the pxETH/ETH liquidity pool.
• 4307 T from Aura Finance as reward for my contribution to the WBTC/tBTC liquidity pool on Ethereum.
• 0.0371 ETH from GMX as reward from staking my GMX tokens, from the ETH vault on Umami on Arbitrum.
• 24 BAL from Aura Finance as reward for my contribution to the WBTC/tBTC liquidity pool on Ethereum.
• 8.47 PENDLE from Pendle Finance as reward from my contribution to the rsETH pool on Arbitrum.
• 56.53 AURA from Aura Finance as reward for my contribution to the WBTC/tBTC liquidity pool on Ethereum.
• 8500 IOT from from my Helium access points.
• 0.689 TIA from staking TIA.
• 0.7366 UMAMI from Umami as staking rewards.
• 2.92 LUNA from staking LUNA
• 0.19 ATOM as staking reward from my ATOM.
• 0.3 CVX from Convex Finance as reward for my contributions to the pxETH/stETH liquidity pools.
• 0.50 OSMO from Osmosis as staking rewards.
• 0.25 IMX from Immutable as staking rewards. 
• 1.44 JUNO from my JUNO staking.

The following diagram depicts the evolution of the received monthly crypto interests, annualized:

This month, the annualized interest is 17.19% APR. The average on the last 12 month is now at 18% APR.

Regarding the interest composition WBTC(37.7%), STRK(25.5%), CRV(21%) are the top contributors. The remaining sources are around 5.8%.

Transactions realized

Beginning of the month,

• I claimed the CRV rewards from the crvUSD/tBTC/ETH Curve liquidity poll on Base.
• I removed half of the funds I had in the crvUSD/tBTC/ETH Curve liquidity poll on Base and send that to StarkNet.
• On StarkNet, I invested into the WBTC/ETH and USDC/DAI Ekubo liquidity pools for between 30 and 50% APY.
• I bought 38645 EMRLD as a small bet.
• I removed the funds from the pxETH/stETH from Convex Finance and moved the funds and some reinvested tokens into the pxETH/ETH liquidity pool on PancakeSwap Finance on Ethereum for around 65% APY.
• I moved my tBTC/WBTC plus the interest from Optimism back to Ethereum in Aura Finance on Ethereum for around 12% APY.

Middle of the month,

• I spent my first $27 of crypto using my GnosisPay debit card.
• I claimed my STRK rewards from the Ekubo USDC/DAI, WBTC/ETH and reinvested them into the WBTC/ETH liquidity pool.

End of the month,

• I restaked my rsETH in Pendle Finance.
• I claimed and reinvested my CRV rewards from the crvUSD/tBTC/ETH Curve liquidity poll into the tBTC/WETH liquidity pool on Aura Finance on Base for around 20% APY.

Evolution of the portfolio value

• The portfolio finished the month with a loss of $48K which is -14%.
• The performances of the main components of the portfolio were very red: WBTC(-16.4%), ETH(-15.17%), GMX(-42%).

• The stable coins allocation is now 14.4%. It is a mix of crvUSD/USDC/DAI.
• I plan to increase it to a target of 15-25%. I'll reinvest the monthly interest received in stable coin if I'm lower than the range.  

Here is the portfolio value compared to the value invested and the interest received.

The portfolio performance is -14% this month,  the historical monthly average is now +5.2%.

Things to look forward in May

May started nicely the market going back up, let's see if it's continue. I'm also curious to receive my Eigen Layer airdrop.