Welcome to the monthly review of my token portfolio, I started tracking this portfolio now 67 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 September 2025.

Crypto interests

The portfolio earnings reached $1724 this month, that's a 18.3% 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:

• 1288 CRV from Convex Finance/StakeDao as reward for contributing to the XAUt/PAXG, ETH/pxETH, msETH/ETH and WBTC/uniBTC liquidity pools on Ethereum.
• 0.1158 ETH from Curve Finance as reward from contributing to the EURe/xDAI/USDC/USDT liquidity pool on Gnosis.
• 133.7 USDC as TAC tokens from Turtle for my provided WBTC.
• 3.91 GMX from GMX as reward for staking my GMX tokens on Arbitrum.
• 0.19 GNO from my GnosisPay Visa debit card cashback.
• 15.25 JTO from Kamino Finance as reward for my contributions to the JitoSOL/SOL liquidity pool on Solana.
• 3.86 PENDLE from StakeDao as reward for contributing to the rswETH liquidity pools.
• 0.05 AAVE from Aave as reward for staking some AAVE.
• 0.08 HYPE as staking reward.
• 0.58 HNT from my Helium access points.
• 0.0013 BNB from Aster and Lista as staking reward
• 0.27 ATOM as staking reward.
• 2.91 JUNO as staking rewards.
• 0.033 CVX as reward for contributing to the XAUt/PAXG liquidity pools on Convex Finance/StakeDao.
• 0.35 OSMO staking rewards.

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

This month, the annualized interest is 4.07% APR. The average on the last 12 month is now at 6.98% APR.

Regarding the interest composition, this month the main sources are the followings: CRV(54.1%), ETH(29.1%), USDC(7.7%). The remaining sources are around 9.1%.

Transactions realized

Beginning of the month,

• I claimed all the unclaimed rewards from StakeDao and Convex Finance. I converted them into EURe and moved it to Gnosis to be added to my GnosisPay Visa debit card.
• I compounded my GMX reward and withdrew  the unvested amount.

Middle of the month,

• I moved some stable coin liquidity from Linea to Mode on CrossCurve farm.
• I moved some ETH to Gnosis on CrossCurve farm.
• I withdrew my unvested GMX tokens, moved them to the BNB chain converted them into BNB and stacked them on Lista for around 9% APY.

End of the month,

• I claimed all my JTO rewards on Solana, converted it to SOL, unstacked all my SOL from Kamino Finance, then moved all this liquidity as BNB and staked it on Aster. I decided for this change as BNB is less volatile, has better overall performance recently and better yield than SOL and GMX...

Evolution of the portfolio value

• The portfolio finished the month with a gain of $26.7K which is +5.54%.
• The performances of the main components of the portfolio were mostly positive: BNB(+21%), SOL(+12.3%), GMX(+11%), WBTC(+8.5%), ETH(+0.9%) and AAVE(-5.7%).

• The stable coins allocation is now at 17.2%. 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 23.9%, so back 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 5.54% this month, the historical monthly average is now +6.66%.

Things to look forward in October

September was another good month for the portfolio with a good performance of the alt-coins in general. I started some allocation modification, I'll continue in October.