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GM friends. Hereâs what Iâll cover today:
đMy advice for the next months
đ Crypto chart of the week
đď¸ The latest DeFi news
đMy advice for the next months
A popular saying is that 80% of the gains are made in the last 20% of the cycle.
Historically, this has been fairly accurate. If we look at what happened in 2021 and 2017, the last 2-3 months of each bull market delivered the biggest altcoin gains.
As I think weâre getting close to the last phase of this cycle, I wanted to share a few tips based on my experience that could potentially save you a lot of money.
Letâs dive inđ
1. Donât wait until break-even
Letâs say you bought $MYT (I picked a random ticker), and contrary to your expectations, that token is barely moving, or in the worst case, itâs going down only.
And for some reason (besides the price action), you are no longer bullish on it, and your original investment thesis has been invalidated.
The worst thing you can do in this scenario is to hold onto that losing $MYT investment until break-even, hoping youâll be able to sell it at no loss.
Why? Because of the opportunity cost.
It makes way more sense to sell $MYT instantly at a small loss and reallocate that capital to another investment that youâre much more bullish on.
If instead you keep holding onto that token you no longer believe in, chances are your small unrealized loss will only turn into a bigger loss.
2. Keep track of all your bad trades
The only way to get radically better at something is constant iteration.
This applies to everything in life, from investing to sports. However, what most people do after a losing trade is move on to the next one like nothing happened.
My advice is to spend some time every month or every two weeks, asking yourself a few questions regarding every trade you took and didnât go as expected:
What went wrong?
Is there any way you can prevent this from happening again?
What could you do better next time?
The best lessons are derived from your own mistakes. But you need to analyze them to get better as a trader.
And most importantly, start with the assumption that the market is never wrong, and if you lose money, itâs your own fault.
3. Bet big early and sell gradually on the way up
One extremely common thing that I see people doing over and over again (and I have to admit I also did this for a while in the past) is constantly increasing the size of their investment as their thesis gets validated.
Iâll give you an actual example. Letâs say you bought PUMP at $0.03 a few weeks ago, when almost everyone on Crypto Twitter was bearish on it.
The price of the PUMP token is now $0.082 (almost a 3x increase), and the CT sentiment around it has significantly improved.
From a psychological standpoint, you might feel even more bullish on PUMP right now and want to buy more. But increasing your exposure to a token that you already hold and is up a lot recently is a mistake in most cases.
The only scenario where it might make sense to increase your PUMP bag is if it sees a big dip and you believe you initially underestimated its potential upside.
Yet as a general rule, when youâre bullish on a token, buy a large amount of it from the beginning when itâs still a non-consensus trade.
And as the price goes up and more people start being bullish on it, making it a consensus trade, take profits instead of buying more.
Most people do the opposite because of the FOMO they feel, and thatâs how they end up roundtripping their profits.
Together with Rezerve Money
đMeet Rezerve Money: The On-Chain Treasury Revolution
Imagine a treasury company built entirely onchain - transparent, unstoppable, and powered by its community.
Thatâs exactly what Rezerve Money is building.
The mission? Accumulate 1,000,000 ETH.
Yes, one million. Bold, but possible.
Inspired by MicroStrategyâs BTC play and early DeFi experiments, Rezerve takes the same treasury-accumulation mindset but removes the corporate middlemen, dilution, and insider perks. This is a fair-launched, community-first protocol.
đĄ How Rezerve Grows Its Treasury
Rezerve expands its ETH reserves through three main engines:
USDC Lending Loops
Users deposit USDC into yield-bearing markets.
Yields are redirected to accumulate ETH in the treasury.
If ETH rallies while your USDC is staked, you can exit early and convert into RZR at a discount, turning stable yields into a direct ETH-upside play.
ETH-Backed Staking
Stake RZR for lstRZR, a liquid staking token with auto-compounding yields.
DeFi Farming Pools
Beyond lending and staking, Rezerve taps into the wider DeFi ecosystem.
Active LP pools on rezerve.money/farm
Integrations with Pendle, EtherFi, BeethovenX (Beets), and more.
The Heart: $RZR
Every RZR token is backed by the growing onchain ETH treasury.
New emissions funnel into treasury growth.
ETH holdings provide a verifiable floor value for RZR.
Holders who stake RZR receive lstRZR, unlocking liquidity while compounding yield.
đą Why Now?
Rezerve launched fairly from day one.
TVL and ETH reserves are climbing steadily, but this is just the beginning. If youâre reading this, youâre still early.
đ Explore Rezerve Money and watch the future of decentralized treasury accumulation unfold
Crypto chart of the week
Pump Fun bought back 6.113% of its circulating supply
Crypto Memeđ
The latest developments in DeFi
Pendle announced the full launch of Boros, its funding rate trading product
Base L2 is considering launching a token
Mantle Network became the first OP Stack L2 to transition into a ZK Rollup
Circle launched native USDC on HyperEVM and announced its investment in HYPE
Ethena Foundation announced that a fee switch proposal will go live soon
Avalanche is looking to raise $1 billion to set up an AVAX treasury company
Defi Appâs mobile app went live on Android. Its team also announced a new $HOME token buyback
Botanix introduced stBTC - a new yield-bearing Bitcoin standard that enables earning fees from transaction fees
Polymarket filed with the SEC for what is rumored to be its upcoming token launch
Pendle released Cross-chain PTs to make PTs an omnichain collateral in DeFi
Lombard released its BARD token and airdrop claim portal
VanEck announced plans to file for a HYPE staking ETF
Falcon Finance released the airdrop registration page for its upcoming token FF. To claim your FF airdrop, you have to register your wallet before Sept. 28 2025
Meteora, a popular Solana dApp, announced plans to launch its token in October
Wormhole announced plans to establish a Wormhole token reserve and a 4% base yield for W stakers
Anoma, a protocol that aims to solve liquidity fragmentation, released its airdrop registration page
Aster DEX launched its token ASTER and the airdrop claiming portal
Project 0 went live, enabling borrowing against your entire Solana DeFi portfolio. MarginFi team is behind it and Project 0 will reward MRGN points holders 1:1
Thatâs all for this week!
Until next time,
The DeFi Investor
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