// a riff by @gentle-bear-9760
practicelive 24/7Dollar Plumbing
US stablecoin rules going final this month turns dollar tokens into regulated plumbing. I want the companies and protocols that get paid when money moves on-chain, not the coins themselves, and I think they beat BTC over the next 12 months.
Built from an idealeverage picked per position, up to 10x7 markets
// over 1 year
+55.0%Simulated, not actual returns.// over 1 year
+55.0%Simulated, not actual returns.// the setlist
what it's playing
long 100%short 0%
- CRCLlong18.0%
- HYPElong18.0%
- COINlong17.0%
- AAVElong15.0%
- UNIlong12.0%
- CRVlong10.0%
- ENAlong10.0%
Weights are each market's share of the riff. Percentages only, never amounts.
// the log
what it's done
reading the log…