Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 22 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 December 2021.

Crypto interests

The portfolio earnings reached $11484 this month, that's a 13% increase from the previous month. The following tokens (including any kind of staking or 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:

• 46.05 CVX from Convex Finance as interest on my cvxCRV, rETH, LINK, EURT and ibBTC liquidity pools. I also received some as brides from Votium.
• 271 OSMO from Osmosis as rewards from my share of the ATOM/OSMO, CRO/OSMO and LUNA/OSMO liquidity pools on Cosmos.
• 1350 USDC from Autofarm on Cronos as reward to my contribution to the USDT/USDC liquidity pool and from KyberSwap on Polygon as rewards to my contribution to the jCHF/USDC liquidity pool. I claim and swap every day the AUR-FEB22 rewards for USDC. 
• 775.9 ASTRO as airdrop from Astroport thanks to my LUNA staking on Terra.
• 227.28 CRV from Convex Finance and as reward to my participation to the rETH, LINK, EURT and ibBTC liquidity pools. I also received some as brides from Votium.
• 2652 TWD from Pylon.
• 4.28 LUNA from Terra as staking reward for my LUNA and as brides from Votium.
• 8.49 FXS as brides from Votium.
• 59.97 CEL from Celsius Network as interest on my CEL, 0x and UNI tokens.
• 2.13 AVAX from Beefy as staking rewards for my AVAX.
• 1050 WHALE from Pylon.
• 0.217 ALCX as brides from Votium.
• 8280 SPELL as brides from Votium.
• 747 LOOP from Pylon.
• 1545 MINE from Pylon.
• 124.29 UST/3Crv from Anchor/Convex Finance.
• 374 VKR from Pylon.
• 123.45 OGN as brides from Votium.
• 45.19 FIS from Convex Finance as reward to my participation on my rETH liquidity pools.
• 0.48 AXS from Binance as locked staking reward on my AXS tokens.
• 14.56 MATIC from Adamant Finance as ADDY staking dividends.
• 0.05 FLX as brides from Votium.
• 82.87 ANGLE as brides from Votium and as interest from Convex Finance on the EURT liquidity pool.
• 13.9 CHESS from Tranchess as interest on my BTCB.
• 17.35 ADDY from Adamant Finance as reward to my participation to the WETH/WBTC liquidity pool.
• 85.96 EPS from Convex Finance as Airdrop from Ellipsis platform.
• 0.74 DOT from Celsius Network as interest on my DOT.
• 2.33 SUSHI from Sushiswap as staking reward for my SUSHI tokens.
• 195 ATLAS from lending ATLAS at Francium on Solana.
• 2.48 SNX from Celsius Network as interest on my SNX.
• 7.46 AUDIO from Audius.
• 1.21 SAND from Binance as locked staking reward on my SAND tokens.
• 4.69 EURS as brides from Votium.
• 74 PSI from Pylon as staking reward for my MINE tokens.
• 0.02 FARM from Harvest Finance as staking reward for my FARM tokens.
• 1.73 ADA from Binance as locked staking reward on my ADA tokens.
• 0.5 BAT from Brave from ads.
• 0.10 RAI as brides from Votium.
• 0.0001 ILV from Binance as staking reward on my ILV tokens.
• 610 GLOW from Pylon.
• 23810 SAYVE from Pylon.

The following diagram depicts the evolution of the received monthly crypto interests. This is the third month in a raw that the interest tops $10K: 

Regarding the interest composition CVX(19.2%), OSMO(16.9%), USDC(12.9%), ASTRO (12%) and CRV(11.7%) are the top contributors. The remaining 35 sources are only around 27.3%.

Transactions realized

Beginning of the month,

• I moved most of my stable coins from Harvest to KyberSwap on Polygon as I didn't like the fact that the compounding mechanism of Harvest was based on the AUR-FEB22/USDC liquidity pool.
• I played a bit with Francium leveraged farming and got burned pretty bad, so I moved the remaining of my liquidity on Solana into the lending product of Francium. I've chosen ATLAS as I decided to get some exposure on the gaming/metaverse theme. The APY is very volatile but is currently more than 100%.

Middle of the month,

• I sold my ADA on Binance as my locked staking finished and invested into SAND, ILV, AXS. I then moved all these tokens into various earning schemes of Binance.
• I invested $3K in GLOW  and SAYVE projects on Pylon.

End of the month,

• I added 3K euros using 0-fees Bridge Wallet directly to Polygon jEUR tokens and moved to the agEur/4EUR liquidity pools on Beefy.finance for around 25% APY.
• I locked my FXS tokens on Convex Finance. I did that as I hope that the same incredible reward/bribing mechanism happening on Curve/Convex will happen on FRAX/Convex as well.
• I swapped my xSushi tokens for CVX and locked them in Convex Finance. 
• I claimed and locked my CVX rewards from Convex Finance a Saturday morning when the gas fees were fairly reasonable on Ethereum. Similarly I staked my CRV rewards on Convex Finance.
• I reinvested half of my OSMO daily interest into LUNA and used them both to add to the LUNA/OSMO liquidity pool on Osmosis for around 120% APY. The idea behind that is to benefit from the good momentum of Luna and the new availability of the Cosmos/Terra bridge.

Evolution of the portfolio value

• The portfolio finished the month with a loss of $38K which is -5.18%. The volatility was high as usual with an amplitude higher than $80K between the lowest and highest of the month.
• If we look at the performance of the main components of the portfolio, the portfolio did better than ETH (-17.6%) and BTC (-16.4%) but worth than CEL (+7.6%). The main reason is the good performance of CVX, LUNA but also OSMO and AVAX during the month.

• The stable coin allocation is now 19.8% which is inline with my 15-20% target range.
• The ETH/BTC allocation is around 48.2%, which is inline with my 40-50% target range.
• CEL is now around 9.1% and its momentum seems to get slightly better in the recent days.
• Rest of the tokens is around 22.9% which is a nice increase from the previous month.

Regarding the evolution of the portfolio value vs the capital invested, the portfolio has still a comfortable margin.

The portfolio performance of -5.18% this month is way lower than the average monthly performance of +12.9%.

Things to look forward in January

In January, I'm looking forward to the public availability of the Panther Protocol ZKP token even if they already announced another delay... I'll deploy more cash probably as stable coin in order to increase the allocation to the 20-25% range. I'll also reorganize a bit the allocation to introduce option tokens and benefits from airdrops. I'm thinking to DPX and GNO in particular.