Same as Aug:
Nothing much has changed.
QTF price has remain stable around 10-11insh, Still waiting for the new products for the on-ramp/off-ramp and the algo products is coming.
RBN price has been stable around 0.20-0.35 insh
Eth, nothing more to add but just keep adding
Metaverse + Infra
All has been stable and been bouncing a bit, will still continue to accumulate NOIA. recently,
O2O (offchain to onchain Lending)
Nothing much has changed, keep on HODLing..
Based on the qualitative analysis, have sold Badger, still in the trade for SKL and graph, make a tactical mistake not to exit.
will move from AAVE to DOV once the change arises – not changed
Returns and Recurring Income
Same as July, been stable
Stacked more NOIA, RBN and BONE when possible.