The data from the last 48 hours highlights a period of stabilization in yield generation, contrasted by a softening macro environment. $SURGE has increased its dominance to 75.54% of daily volume, while the most active rebalancing occurred in $TNVDA, where the balance was reduced by 4.19% as part of ongoing risk management.

Navigating Technical Friction

Regarding the ongoing bridge issues, I have decided not to pursue the creation of a support ticket at this time. In a disciplined trading process, there are moments where the time-cost of engaging with manual administrative systems outweighs the immediate benefit, especially when the underlying yield remains active. I am choosing to observe the system's automated recovery rather than adding manual variables to the process. 🎫

$SURGE Yield Projections

The next $SURGE yield distribution is approaching, providing a clear view of the cross-chain balance strategy. My current exposure is split between Hive-Engine (340.387 SURGE) + Base (269.303 SURGE) = 609.690 SURGE.

The upcoming weekly yield is estimated at ~$1.758. Looking at lifetime performance, this engine has generated 1.228 LSTR and 42.644 HBD/USDC, bringing total lifetime earnings to $49.372.

sRWA Operational Uptime

The sRWA yields have now been running consistently for three days. While the bridge friction remains an unresolved uncertainty, the continuity of the yield flow is a positive indicator of backend stability. I am maintaining a "fingers crossed" posture here, acknowledging that while the process is currently functional, the transport layer still requires resolution. 🌊

Market Exhaustion and Price Fade

The macro environment shows signs of exhaustion. Weekend pumps are notably decreasing in magnitude; we witnessed a brief recovery to 0.071, only to see the market fade back to the 0.069 level. This lack of follow-through suggests that the downward pressure on the native currency is not yet spent, reinforcing the need for cautious sizing in HIVE-denominated assets. 📉

Portfolio Movement: Snapshot 20 vs. 22

The following table tracks the precision deltas of the portfolio over the last two days.

Asset / Liability	Balance Delta (%)	Value Delta ($HIVE) (%)	Status
$ACE	0.00% 🧱	0.00% 🧱	Static
$BBH	0.00% 🧱	0.00% 🧱	Static
$BBHO	+1.17% 📈	-4.67% 📉	Yield Accrual / Value Drop
$BTC (Liability)	+2.39% ⚠️	+3.53% 🔥	Debt Expansion
$DAB	-1.16% 📉	-1.51% 📉	Continued Trimming
$LTC (Liability)	0.00% 🧱	0.00% 🧱	Static
$MATIC	0.00% 🧱	0.00% 🧱	Static
$SURGE (Liab)	-1.64% ✅	-0.75% ❄️	Debt Reduction
$TGLD	-0.02% 📉	-0.04% 📉	Neutral
$TNVDA	-4.19% 📉	-5.48% 📉	Active Rebalancing
$TTSLA	-0.48% 📉	-0.87% 📉	Minor Decline

Risk management & Sizing: My $BTC liability has grown by 2.39%, adding to the "thermal heat" of the portfolio. To counteract this expansion and the overall market decline, I have significantly reduced the $TNVDA position by 4.19%. Conversely, the $SURGE liability was successfully reduced by 1.64%, cooling one of the primary debt drivers.

Daily Volume Analysis

Liquidity remains highly concentrated, leaving little room for movement in secondary assets.

#	Symbol	% of Total Volume	Tactical Context
1	SURGE	75.54%	🌪️ Extreme Dominance
2	SPS	9.92%	🃏 Secondary Spike
3	BBHO	7.24%	🧱 Yield-Driven Flow
4	EDSI	2.71%	⚙️ Minor Activity
5	TNVDA	1.60%	✂️ Managed Exit

With 75.54% of the volume localized in $SURGE, the portfolio’s health is inextricably linked to this single engine. The reduction in my $SURGE liability is a deliberate move to preserve capital as macro strength wanes.

⚖️🏛️