11/24/25 - $defg - Best of Defi in one package11/24/25 :: VROCKSTAR :: OTC:DEFG
Best of Defi in one package
- at today's px you're getting the most used defi platforms under one hood
- uniswap... the OG and continuously evolving liquidity hub (40% weight) and awaiting a fee switch by YE that we've seen the market telegraph, previously, that puts uni at $15-20/token vs. the $6 today.
- aave... the lending behemoth that has it's own stable and bank killing savings app (30% weight in defg's holding)
- ondo... the best in class tokenization platform (15% of defg holdings)
- aero... the best (3,3) liquidity hub on Base (6% of holdings)
- ldo and crv... daos i don't love, but still relevant (ldo much more so than crv)
at today's $14.5/shr of defg you pay 3% more than NAV and you can't get access to any of these tokens anywhere else on tradfi rails
the fund is like $3mm AUM, so it's insanely illiquid... which means LIMIT ORDERS ONLY or you'll move this thing hardcore
it's a nice way to play rocket boosters on my ETH trade (which is 55% of my book thru SBET). and i still stack cash. no stocks. i don't see the point here w/ eth in sbet at 20% off and with X's on the upside in the next 12-18 mo period.
defg. interesting.
V
