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Cake Defi 01.06.21
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Price BTC in USD36,992
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Price DFI in USD3.11
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Total BTC invested on 01.06.21
1.25
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Total USD invested on 01.06.21
46,121
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BalancesAccount Value CakeAccount Value WalletAccount Value TotalAccount Value ex RefReturn to DateValue of 1.25 BTCGain relative to BTC
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6/1/202146,120046,12046,1200.00%46,240-120
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7/2/202138,233038,23338,084-17.43%42,267-4,183
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8/1/202149,247049,24748,6475.48%49,848-1,201
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9/14/202157,815057,81556,07021.57%58,847-2,777
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11/2/202164,627064,62761,84634.09%79,027-17,181
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1/6/202249,40132,65282,05377,69168.45%53,87223,819
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2/3/202241,78731,25773,04468,00047.44%45,46022,540
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2/7/202249,14939,99489,14384,09982.34%53,14830,951
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3/18/202251,71848,455100,17394,618105.15%50,45444,163
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5/1/202262,31857,140119,458112,261143.41%47,58164,680
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5/25/202231,26359,51690,77983,58281.22%36,67946,903
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7/1/202216,13230,22946,36138,053-17.49%23,99114,062
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ReturnsLM (DFI) CakeStaking (DFI) CakeLM (DFI) WalletTotal (DFI)DFI in USD (01.07.22)Return in USDAfter Tax (25%)
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Jun-211,006.2535.730.001,041.980.89927.36695.52
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Jul-211,061.00104.270.001,165.270.891,037.09777.81
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Aug-21962.92179.820.001,142.740.891,017.04762.78
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Sep-21858.45206.700.001,065.150.89947.98710.99
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Oct-21862.14236.110.001,098.250.89977.44733.08
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Nov-21847.97232.780.001,080.750.89961.87721.40
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Dec-21922.1782.49459.351,464.000.891,302.96977.22
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Jan-22853.5920.30707.661,581.540.891,407.571,055.68
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Feb-22858.6116.65809.241,684.500.891,499.211,124.40
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Mar-22822.6715.56884.071,722.300.891,532.851,149.63
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Apr-22692.4432.28720.791,445.510.891,286.50964.88
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May-22482.6150.43931.011,464.050.891,303.01977.25
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Jun-22476.6959.481,029.111,565.280.891,393.101,044.82
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Total12,897.879,673.40
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ReferralsUSD ValueLast Weekly Rewards USDCommunity Acct Value USDTotal Referrals USD
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Jun-21148.9913.5370,356.00148.99
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Jul-21451.5131.01161,252.00600.49
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Aug-211,144.9178.93410,436.001,745.41
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Sep-21554.9480.48418,496.002,300.34
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Oct-21481.0278.10406,120.002,781.36
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Nov-21917.9798.15510,380.003,699.34
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Dec-21662.83108.61564,772.004,362.16
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Jan-22682.1294.27490,204.005,044.28
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Feb-22511.46131.77685,204.005,555.74
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Mar-22698.59180.10936,520.006,254.33
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Apr-22942.58177.27921,804.007,196.91
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May-22768.20116.34604,968.007,965.11
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Jun-22342.8367.05348,660.008,307.94
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WithdrawalsDFIDFI in USD
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Investment Strategy
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DFI will likely be correlated to BTC, but might outperform BTC because it's newer and smaller
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Only sell DFI above 3.11
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It's fundamentally a bet on the price of DFI, and the ability to execute their vision (tokenized assets, decentralized loans etc.)
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The cashflow/rewards are reducing the downside (margin of safety), as they compensate for a lower DFI price, but they get smaller and smaller over time
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For every doubling of DFI, sell 10% of current total stake (at $6, $9 etc.)
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If DFI would 10x, sell 50% of current total stake
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Prioritize capital gains over cashflow (capital gains are tax-free in Switzerland)
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Only sell 100% of total stake if project fails, or the founders leave
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Always keep some part of total stake as a long-term asymmetric bet (5-10 years)
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I denominate my returns in USD
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I only invest a small part of my net worth into this (<10%)
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My hope is to turn my investment into $1 million (highly speculative!)
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Sign up with my link and get a free $30 bonus of DFI after you deposit $50 into Cake Defi (without my link you only get $20): https://app.cakedefi.com?ref=424819
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Here's a list of all my Cake Defi videos: https://www.youtube.com/watch?v=PoVS8RgeQyE&list=PL3q6QaeUG5KX5oG0JyAlFBBJ2QAVK7nRT
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To use this spreadsheet, go to File > Make a copy, or download with File > Download
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