Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 66 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 August 2025.

Crypto interests

The portfolio earnings reached $2112 this month, that's a 3.5% increase 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:

• 1844 CRV from Convex Finance/StakeDao as reward for contributing to the XAUt/PAXG, ETH/pxETH, msETH/ETH, EBTC/tBTC and WBTC/uniBTC liquidity pools on Ethereum, and WBTC/tBTC liquidity pool on Arbitrum, and CrossCurve stable LIN on Sonic.
• 0.0514 ETH from Curve Finance as reward from contributing to the EURe/xDAI/USDC/USDT liquidity pool on Gnosis.
• 23.02 PENDLE from StakeDao as reward for contributing to the stkGHO and rswETH liquidity pools.
• 6.64 GMX from GMX as reward for staking my GMX tokens on Arbitrum.
• 83.8 USDC as TAC tokens from Turtle for my provided WBTC.
• 0.48 GNO from my GnosisPay Visa debit card cashback.
• 36.9 BADGER from Convex Finance as reward for contributing to the EBTC/tBTC liquidity pools on Ethereum
• 16.56 JTO from Kamino Finance as reward for my contributions to the JitoSOL/SOL liquidity pool on Solana.
• 0.05 AAVE from Aave as reward for staking some AAVE.
• 0.10 HYPE as staking reward.
• 201 T from Convex Finance as reward for contributing to the EBTC/tBTC liquidity pools on Ethereum
• 0.67 HNT from my Helium access points.
• 0.26 ATOM as staking reward.
• 0.16 CVX as reward for contributing to the EBTC/tBTC, msETH/ETH and XAUt/PAXG liquidity pools on Convex Finance/StakeDao.
• 2.73 JUNO as staking rewards.
• 0.80 OSMO staking rewards.

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

This month, the annualized interest is 5.29% APR. The average on the last 12 month is now at 7.72% APR.

Regarding the interest composition, this month the main sources are the followings: CRV(67.7%), USDC(12.3%), ETH(10.9%) and PENDLE(5.3%) are the top contributors. The remaining sources are around 3.8%.

Transactions realized

Beginning of the month,

• I removed my liquidity from the ZCHF/USDT liquidity pool on Ethereum on StakeDao because the reward stopped and moved it into the CrossCurve stable LIN on Curve Finance for around 15% APY.

Middle of the month,

• I moved the LBTC/WBTC liquidity I had on SUI on EtherLink for around 18% APY from Merkl.

End of the month,

• I moved my stkGHO liquidity from StakeDao as the reward stopped and moved it into the EURe/xDAI/USDC/USDT liquidity poll on Curve Finance on Gnosis for around 20% APY in ETH. Another reason of this move is to decrease the USD exposure of the portfolio.

Evolution of the portfolio value

• The portfolio finished the month with a gain of $20.4K which is +4.44%.
• The performances of the main components of the portfolio were all positive with the big exception of WBTC: WBTC(-3.6%), ETH(+23.5%), GMX(+17.9%), SOL(+20.9%) and AAVE(+18.7%).

• The stable coins allocation is now at 17.4%. It is a mix of xDAI/USDT/USDC/EURe/PAXG/XAUT.
• It is still in my target range of 15-25%. I'll reinvest the monthly interest received in stable coin if the stable coin allocation is lower than the mid range, in non-stable coins if it is higher than the mid range.
• The ETH allocation is at 25.9%, so no more in the target range of 15-25%.

Here is the portfolio value compared to the value invested and the interest received. This month the value invested decreased again because of the spending done on my GnosisPay Visa debit card and no fresh funds added.

The portfolio performance is 4.44% this month, the historical monthly average is now +6.67%.

Things to look forward in September

August was another good month for the portfolio with a good performance of the alt-coins in general. I might revisit the allocation of the portfolio next month.