Stuff I bought this week #1 $CRV ($cvxCRV to be precise) Curve remains one of my favourite protocols (although admittedly a big part of it is nostalgia) and stands to benefit quite a lot from $YB, unless the DAO shoots itself in the foot, rejects the proposal, and Michael goes and gets stables elsewhere. CRV liquid lockers have also been taking an absolute beating this year; surely it can't get much worse (insert Padme meme here). YB itself appears to be a valuable protocol that's worth having exposure to. Last year, I missed Fluid because it sounded complicated and weird, not making this mistake again (might be making a different one, lol). #2 @USDai_Official YTs Tbh completely fomoed into this one after seeing the plasma announcement. It hits all the narratives of the year (RWAs, AI, Stables), and I love a little DeFi game with choosing between earning airdrop points and allocation for the sale - never seen this done before. LP and PT yields also look pretty sweet for a stablecoin that's (at least for now) backed by 99% treasuries, so might do a responsible thing and get some of those as well, when the caps increase. #3 HYPE YTs ( @0xHyperBeat and @kinetiq_xyz ) Not much new to be said, HYPE is the future of France, and at current implied APYs, these felt like a good deal. The yields seem comparable to what people were paying/getting on Ethereum LRTs not so long ago, and the narrative for HYPE LSTs is, at least to me, much clearer than whatever it is Eigenlayer ended up doing (not apples-to-apples comparison, I know, because of all the multiplier shenanigans, but still). The biggest risks are, of course, protocols introducing multipliers and "doing a Linea" and never TGEing. Moderately optimistic that those are pretty minimal.