💬 SumCap Digest

Happy New Year SumCapers! Hope you have enjoyed the festivities but now is time to get back into business, the new year's resolutions will not be conquered by themselves. Remember, WAGMI ! To start the year on the right footing, we would like to introduce to you a new monthly newsletter layout. Now, besides the usual portfolio overview and updates, we will be giving insights on what's new on DeFi's Wonderland and share a little bit of alpha along the way. You can expect more learning resources and tooling to facilitate your navigation through the high seas!

Since we've been up and running officially for only three months, we will not be doing the Annual Report. The low amount of data gathered so far wouldn't be enough to compose a nice and detailed piece so we decided instead to put our reputation on the line and publish a 2022 Crypto Thesis! It's been popularized among CT folks and everyone knows that to be a renown figure you need a good thesis. Can we predict the next trends and market tops? Find out by yourself and enjoy!

SumCap 2022 Crypto Thesis


📊 I. Portfolio

Statistics

Figure 1 - Portfolio decomposition by strategies deployed

Figure 1 - Portfolio decomposition by strategies deployed

<aside> 📌 SumCap achieves high performance in long term strategies. The Expected APR* is a lowball estimation of future strategy' rewards. Some assets are currently vested hence we consider the APR of the lowest OTC value available.

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📝 Strategies Description