Climbing Back After the September Gut Punch | DeFi Journey #31

After last week's brutal $1k portfolio drop, Week 31 brought some relief. The total weekly yield came in at $270.64, roughly half of last week's record but still solid. The BSC LP positions and $AVNT on Base did most of the heavy lifting this week, proving that diversification across chains and strategies matters when crypto is volatile.

Week 31 TLDR:

• Weekly Fees Earned: $270.64
• Positions Closed: 4 (finally cut the losers)
• Best Performer: USDT/STBL with 601.60% yearly APR

The brutal truth is that timing exits matters more than I want to admit. ARB showed me that holding through a consistent negative price decline and hoping for a pullback is expensive. Going forward, I will look to cut losses before they compound. Also, the LPs on BSC continue to be a highly performing chain of late. The high APRs on offer have increased the weekly yields in the portfolio, with the third in a week in a row, I hit $200+ in weekly yields. And with Q4 2025 kicking off on a good note with a BTC all-time high, let's hope these high yields continue.

The distribution of fees this week tells the real story:

• USDT/STBL: $151.07 (56% of weekly yield)
• AVNT/USDC: $85.05 (31% of weekly yield)
• ASTER/USDT: $12.99 (5% of weekly yield)
• SIRE/USDC: $11.42 (4% of weekly yield)
• WETH/USDC: $4.66 (2% of weekly yield)
• HEMI/USDT: $4.14 (2% of weekly yield)
• WXPL/USDT0: $1.31 (<1% of weekly yield)

Current Open Positions

Here's what's still standing and how they performed:

• CL200-USDT/STBL 1% (BSC) - The backbone of my portfolio. This position continues to dominate with $151.07 in weekly fees and a ridiculous 601.60% yearly APR. Up 9.77% overall, including fees, this LP pair keeps on printing even though it's only been in my portfolio for two weeks.
• CL200-AVNT/USDC 1% (Base) - The workhorse that brought in $85.05 this week. Down 8.79% overall, but that 219.41% yearly APR helps significantly. Total fees of $203.47 in just 15 days show what happens when you catch a narrative (perps dex) at the right time.
• CL50-ASTER/USDT 0.25% (BSC) - Yielded $12.99 this week with a modest 38.94% APR. Down 1.28% overall, so not exciting. Let's see how this one pans out over Q4.
• CL100-WETH/USDC 0.05% (Base) - Finally back in range after ETH broke through $4.5k price. Only $4.66 in fees this week and down 1.25% overall. The 18.43% APR isn't terrible, but it's underwhelming compared to my other positions.

The Positions Exited This week

Four positions got closed this week, and honestly, most of them should've been cut earlier:

• CL10-ARB/USDC 0.05% (Arbitrum) - Finally pulled the plug after watching this bleed since August 24. Closed with $63.29 in total fees, but the price decrease was relentless. Sometimes you hold too long, hoping for a reversal that never comes. This was one of those times.
• CL200-USDT/HEMI 1% (BSC) - this position generated good fees overall ($41.02 total), but I decided to close the position to divert the small position funds to the other bigger LP positions on BSC.
• CL200-SIRE/USDC 1% (Base) - another small position that actually performed above expectations with $14.38 in fees. Same as HEMI position, I closed this position to divert funds to other LPs on Base.
• CL200-WXPL/USDT0 1% (Plasma) - Short-lived test that yielded a pathetic $1.31. Plasma stole the limelight for a few days while everything else bled, but this position was too small and too brief to matter.

The Bottom Line

Week 31 brought $270.64 in yields and closed four LP positions. The portfolio is recovering but still recovering from Rektember's assault. USDT/STBL continues dominating at +9.77%, while the rest of the positions provide varying degrees of support or disappointment. As for Week 32, I'm looking to stay focused on what's working (BSC pairs, perps dex narrative) and stop chasing every new narrative that pops up. Sometimes the best move is keeping things simple.

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Thank you for reading, and hope you have a good rest of the day!

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