Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 64 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 June 2025.

Crypto interests

The portfolio earnings reached $1416 this month, that's a 4% 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:

• 1342 CRV from Convex Finance/StakeDao as reward for contributing to the XAUt/PAXG, ETH/pxETH, msETH/ETH and EBTC/tBTC liquidity pools on Ethereum, and WBTC/tBTC liquidity pool on Arbitrum.
• 157.1 USDC/GHO from my real-estate investments on RealT, and reward from ACI from by staked GHO.
• 0.0011 WBTC from Turbos as reward for my contribution to the LBTC/wBTC liquidity pool on Sui.
• 125 BADGER from Convex Finance as reward for contributing to the EBTC/tBTC liquidity pools on Ethereum
• 0.0472 ETH from Curve Finance as reward from contributing to the EURe/xDAI/USDC/USDT liquidity pool on Gnosis.
• 4.47 GMX from GMX as reward for staking my GMX tokens on Arbitrum.
• 0.48 GNO from my GnosisPay Visa debit card cashback.
• 7.7 PENDLE from StakeDao as reward for contributing to the stkGHO liquidity pool.
• 0.1316 AAVE from Aave as reward for staking some AAVE.
• 15.26 JTO from Kamino Finance as reward for my contributions to the JitoSOL/SOL liquidity pool on Solana.
• 2.03 HNT from my Helium access points.
• 0.04 HYPE as staking reward.
• 0.2526 ATOM as staking reward.
• 0.3833 CVX as reward for contributing to the EBTC/tBTC, msETH/ETH and XAUt/PAXG liquidity pools on Convex Finance/StakeDao.
• 2.57 JUNO as staking rewards.
• 0.62 OSMO staking rewards.

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

This month, the annualized interest is 4.16.% APR. The average on the last 12 month is now at 8.79% APR.

Regarding the interest composition, this month the main sources are the followings: CRV(48%), USDC(11.1%), WBTC(8.6%), BADGER(8.4%) and ETH(8.1%) are the top contributors. The remaining sources are around 15.8%.

Transactions realized

Beginning of the month,

• I claimed my GHO reward from ACI and moved it on Hyperliquid as HYPE to be staked.

Middle of the month,

• I compounded my AAVE rewards
• I moved my staked GHO from ACI to StakeDao for additional rewards.
• I claimed my CRV reward from StakeDao and moved it on Hyperliquid as HYPE to be staked.
• I swapped my VIRTUAL to USDC and moved it on Hyperliquid as HYPE to be staked.

End of the month,

• I moved some ETH liquidity from the ETH/pxETH liquidity pool on StakeDao to the rswETH liquidity pool still on StakeDao for better APY.

Evolution of the portfolio value

• The portfolio finished the month with a loss of $6K which is -1.54%.
• The performances of the main components of the portfolio were all negative with the exception of AAVE: WBTC(-0.09%), ETH(-5.2%), GMX(-11.7%), SOL(-6.8%) and AAVE(+5.4%).

• The stable coins allocation is now at 19.5%. It is a mix of GHO/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 range, in non-stable coins if it is higher than the range.
• The ETH allocation is still 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 -1.54% this month, the historical monthly average is now +6.6%.

Things to look forward in July

June was very average with the confirmation of AAVE outperformance. I've started a HYPE position, I'll see how it goes during the summer.