Year 2020

Review

Pam, pam, pam !!!

Bloody fucking year, 2020, one of a kind, already in history books.

1. Trading

RPnL - Realized Profit and Loss denominated in base currency (except Forex)

1.1 Crypto options - the learning price for options writing

  • Bitcoin account: -51% RPnL
  • Ethereum account: -53% RPnL

1.2 Crypto futures - got greedy and lost :)

  • Bitcoin account: -5% RPnL
  • Ethereum account: N/A

1.3 CFD - FLTASC strategy no longer works :(

  • Commodities & Forex account: -30% RPnL (denominated in USD)

2. Crypto

2.1 DeFi - finance revolution

UPnL - Unrealized Profit and Loss (net - w/o exchange/network fees)

Liquidity provider
  • Uniswap: +13.7% UPnL (including impermanent profit/loss)
  • Curve: +2.73% UPnL
Lending
  • Maker: +1.41% RPnL
  • DyDx: +1.72% RPnL
Yield farming
  • Harvest: +2.9% UPnL
  • Uniswap: +0.5% RPnL
  • Curve: +1.23%
Yield optimization
  • Yearn: +0.38% RPnL
  • Harvest: -13% UPnL (due to hack)

2.2 Hodl - unloading altcoins

  • Litecoin: +120% RPnL
  • Monero: +106% RPnL
  • Stellar: +33% RPnL
  • Iota: +89% RPnL

2.3 Tech - hands on

  • mining: monero
  • full nodes: bitcoin, ethereum, monero
  • playground: filecoin, dfinity, iota
  • education: mostly low-level cryptographic primitives

3. Blog

3.1 Recurring series

  • Linux kernel/modules series
  • cryptographic primitives
  • review Market Wizards books

3.2 One-time posts

  • about linux/emacs/math/crypto
  • new/interesting ad-hoc subjects

C U in 2022 !!!