Day of 2026-01-25: Safety First and the RWA Volume Surge

After the InLeo outage on Saturday, it’s a relief to be back online and tracking my positions properly. However, the downtime and the effected things, the general lack of clear communication, have made me more "cautious". Their products are still "good to fool around with" and can make'em profitable.

Besides, people are getting exhausted now with the "flood" of products, people are being overwhelmed, liquidity is low lately.^^

Portfolio Evolution (Jan 12 – Jan 25, 2026)

My net portfolio value in $HIVE has seen some significant swings over the last two weeks. We saw a dip toward the middle of the month, but the addition of $DAB and $ACE positions around the 19th/20th provided a much-needed boost to the total valuation.

Volume & Trends

The volume landscape has shifted dramatically. $TNVDA has taken the lead this Sunday, accounting for 27.16% of daily volume, closely followed by $SURGE (26.42%) and $TGLD (24.29%). This "Big Three" dominance shows that while I have concerns about communication, the market activity for these specific RWAs and yield tokens remains robust.

Someone aggressively trimming my $BBH (down from 183.7k to 181.9k) while building the $SURGE position. $SURGE saw a massive quantity spike to mid-month.
Today's volume is heavily concentrated in the RWA sectors ($TNVDA, $TGLD) and the high-yield $SURGE pool.

What was wonderful to see was finally being able to shoot a good amount $SPORTS. $SPORTS market has low expanse - price wise.

Strategy Note: Risk Mitigation

Given the loose drips and even looser communication, I added to my plan to extract initial funds. If the "fooling around" phase of these tokens is nearing its peak, I want my original capital back in $HIVE or $LEO.

$SURGE yielding once a week is too much for me

I forgot to move my $SURGE yesterday, pushing hard to get everything positioned just right before the next yield cutoff. I'll be going in this week with a total stake of 714.506 $SURGE. After watching the volume climb to over 26% recently, I didn't want to leave any potential gains on the table by missing the snapshot.

Now that the position is locked in, all that's left is to see how the next distribution cycle treats the account. Drückt mir die Daumen!