Is This Finally Altcoin Season? | DeFi Journey #28

avatar


September, which is generally bearish for all crypto, has been on a tear, with many alts like PUMP and HYPE breaking all new time highs. Is this a sign for what is to come in Q4 2025? Is it finally altcoin season? Last week I was lamenting my 50% yield drop and bracing for more pain. This week? My DeFi portfolio, fees are up to $60.09, and all positions are up from last week.

Week 28 TLDR

cb9d5067fb00f405e9c2a5379c86fcb6aa5261979b5f2084d467521e0486e701.png

  • Yields Farmed: $60.08
  • New Positions Entered: 1
  • Positions Closed: 1
  • Total Deposits: $7347.26
  • Current Value: $7320.44
  • Total Fees Farmed (Open Positions): $257.65
  • Yearly APR: 38.47%
  • Price Difference (Inc. Fees): $230.83 (+3.14%)

The numbers are telling a story I didn't expect to write this week. Portfolio up 3.14% overall and fees climbing back toward respectable levels. Not bad for a month that's supposed to be crypto winter.

Recap of Exited Positions

CL1-USDT/WBNB 0.01%

BNB went on what can only be described as a generational run this past week, finally knocking my position out of range after nearly a month of steady farming. After my standard 48-hour window (discipline matters, even when FOMO is screaming), I closed this position out in solid profit. It's almost inevitable we'll see BNB crack that psychological $1k barrier in Q4, but I will take 6.06% profit over a month while farming steady fees? This is what good DeFi looks like.

  • Date Entered: 2025-08-15 7:30
  • Date Exited: 2025-09-14 6:45
  • Total Deposits: $2,170.83
  • Exit Value: $2,197.31
  • Weekly Yields Farmed: 11.44
  • Total Fees Farmed: $105.11
  • Overall Price Difference (Inc. Fees): $131.59 (+6.06%)

CLP Yield Farming Strategies

CL2000-USDC/AERO 1% - Base

My AERO position continues to be the star of the show. AERO is almost 5% in price this past week and representing half my total LP size, it makes sense that it's responsible for more than 50% of my weekly fees. This beast farmed another $31.78 in fees, and you know what I did? Doubled down with another $31.79 deposit. When something's working, you lean into it. This wide 80% range keeps printing fees regardless of AERO's price action.

  • Date Entered: 2025-08-09 10:20
  • In Range: Yes
  • Range: $0.85 to $1.88 (80%)
  • Weekly Yield Farmed: $31.79
  • Total Fees Farmed: $202.25
  • Total Deposits: $3343.00
  • Current Value: $3446.22
  • Current APR: 61.57%
  • Price Difference (Inc. Fees): $305.47 (+9.14%)

CL10-ARB/USDC 0.05% - Arbitrum

As I mentioned last week, AERO and ARB move in correlated fashion, and this week that correlation worked in my favor. ARB saw an 8% price bump, finally putting this LP in a healthier state. Sure, it's still negative overall, but it's moving in the right direction. Farmed $16.87 in fees and added another $16.84 to the position. Still down 3.99% overall, but the trajectory is improving. Sometimes that's all you can ask for in this game.

  • Date Entered: 2025-08-24 9:30
  • In Range: Yes
  • Range: $0.499 to $0.745 (40%)
  • Weekly Yield Farmed: $16.87
  • Total Fees Farmed: $55.40
  • Total Deposits: $1797.26
  • Current Value: $1670.15
  • Current APR: 53.83%
  • Price Difference (Inc. Fees): -$71.71 (-3.99%)

CL100-WETH/USDC 0.05% - Base

There's no altcoin season without ETH making new all-time highs, so I took those BNB exit funds and rolled them into a fresh ETH position. Went with a tight ±$500 range around current price levels. The fees in this pool have been generous lately with $1.3M+ being distributed to LPs every week. The real test comes over the next few weeks as ETH decides if it wants to break new ground or fake everyone out.

  • Date Entered: 2025-09-14 7:00
  • In Range: Yes
  • Range: $4500.67 to $5023.97 (11%)
  • Weekly Yield Farmed: n/a
  • Total Fees Farmed: n/a
  • Total Deposits: $2207.00
  • Current Value: $2204.07
  • Current APR: n/a
  • Price Difference (Inc. Fees): -$2.93 (-0.13%)

The Bottom Line

The second week of September has come as a surprise as this week saw an increase in yields and overall portfolio value. Is this the start of altcoin season? One good week doesn't erase the fact that September is historically brutal for crypto. But when you see alts like PUMP and HYPE hitting new ATHs while major altcoins coins like BNB also moving... something's shifting. My yields climbing back toward $60+ feels significant. When LP fees increase, it usually means volume is returning. When volume returns, that's often the fuel for broader market recovery. The question everyone's asking is whether this is just a dead cat bounce or the beginning of Q4 madness. Based on my positions, I'm cautiously optimistic. But let's be real - this is crypto. One red daily candle could send everything tumbling back down. The key is staying disciplined with the process.

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

Follow me on these other platforms where I also post my content: Publish0x || Hive || Medium || Twitter || Substack

Posted Using INLEO

hive-167922 crypto investing bbho ctp palnet neoxian proofofbrain ocd inleo
0
0
0.000
0 comments