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🏛️Defitea.eth | Fund
The defitea.eth fund was conceived years ago.
In 2025, we began actively building it — structuring the fund and acquiring assets for the treasury.
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Defitea.eth
648 posts
Defitea.eth
@defitea_
🏛️ defitea.eth • The yield machine of @theholding_ • Fund focused on defi strategies • Started with tea bought from DeFi yield
Katılım Ocak 2026
281 Takip Edilen191 Takipçiler
I just claimed my .agent domain and joined the .agent community! get yours now and help shape the future of autonomous agents #MHX5XOV9" target="_blank" rel="nofollow noopener">agentcommunity.org/join#MHX5XOV9 @agentcommunity_
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One of the funds in my investment holding @theholding_ is called Substantia. It focuses on fundamental assets (Bitcoin, Ethereum, gold, silver), accumulating them on its balance sheet.
I spent quite a bit of time working on the names of each fund, and Substantia didn’t come about by chance.
Today I decided to Google the definition of the word “Substantia” to see what comes up. I can say the results are quite satisfying.
Google:
Substance (from Latin substantia – essence, that which lies at the foundation) is a philosophical category denoting objective reality, the fundamental basis of all that exists, existing independently and by itself, as opposed to changing properties (accidents). It is what remains constant through all changes in matter.
Key characteristics of substance:
• Independence: exists by itself, not requiring anything else
• Stability: something constant and unchanging at the core of things
• First principle: the underlying basis of the world (matter) or the essence of a specific phenomenon.
Defitea.eth@defitea_
🏛️ Brick by brick. TheHolding: • Singul Fund (venture) • Defitea Fund (veGame strategy) • Substantia Fund (btc,eth,gold,silver) TVL ~ 14,000$ Total invested ~17,000$
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I’m working on @theholding_ website. Starting with simple first steps, and then I’ll keep adding more functionality, information, and depth to the site.
TheHolding@theholding_
theholding.eth singul.eth defitea.eth substantia.eth
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@CurveFinance
@ConvexFinance
@fraxfinance
@yieldbasis
@protocol_fx
@AerodromeFi
@VelodromeFi
@pendle_fi
My veGame, veGallery, veCollection 🤗❤️🏛️
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📑 defitea.eth fund Report for March.
In March, the holding's @theholding_ fund responsible for cash flow (defitea.eth) performed well and generated +1.02%.
If we look at the monthly performance, the fund has the following metrics:
• January: +1.34%
• February: +1.84%
• March: +1.02%
+4.2% for 3 months
I've attached the February report post below.
☝🏻This is not capital appreciation, but specifically the cash flow generated by the capital deployed across a range of instruments.
There are currently 8 such instruments on the defitea.eth fund's balance sheet. Screenshot below.
Each of the 8 assets has its own yield. I'm targeting a range of ~4-40% annually.
The rewards earned are converted to stables and used to strengthen specific positions among the eight assets.
I've made a public spreadsheet with the reports:
📑 Report – docs.google.com/spreadsheets/d…
🏛️ Defitea fund structure – dropstab.com/p/defiteayield…
P.S. It's important to understand that the risks are enormous, and I am not recommending anything.
Glad to share ❤️
Defitea.eth@defitea_
📑 defitea.eth fund Report for February. In February, the holding's portfolio responsible for cash flow (defitea.eth) performed well and generated +1.84%. @yieldbasis and @ConvexFinance worked particularly well. (To be honest, I like all the protocols and they're all working hard). If we look at the monthly performance, the fund has the following metrics: • January: +1.34% • February: +1.84% +3.18% for 2 months If we annualize this, maintaining the same pace would result in 19.08% annually. I've attached the January report post below. ☝🏻This is not capital appreciation, but specifically the cash flow generated by the capital deployed across a range of instruments. There are currently 8 such instruments on the defitea.eth fund's balance sheet. Screenshot below. Each of the 8 assets has its own yield. I'm targeting a range of 4-40% annually. The rewards earned are converted to stables and used to strengthen specific positions among the eight assets. The liquidity generated can also be directed towards: * Buying fundamentals via a DCA strategy on the balance sheet of the substantia.eth fund. * RWA assets (on the balance sheet of the fructus.eth fund). * The venture portfolio (currently based on the defitea.eth balance sheet). * The charitable fund (more on that later). In the future, it will be interesting to integrate AI agents that automatically collect the % from all protocols, convert them to $, and then distribute the liquidity according to pre-programmed routes – on autopilot, autonomously. I've made a public spreadsheet with the reports: 📑 Report – docs.google.com/spreadsheets/d… 🏛️ Holding Structure – dropstab.com/p/defitea-re5b… P.S. It's important to understand that the risks are enormous, and I am not recommending anything. This is simply my game. A symbiosis of creativity and finance. Thank you for watching as I build an onchain investment holding for the new generation. Glad to share ❤️
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0.1 BTC (10,000,000 sats) = 💪🏼🏛️
The @theholding_ currently has over 6 million sats (0.06 btc) on its balance sheet and is aiming for 10 million sats (0.1 btc).
Rajat Soni, CFA@Rajatsoni
0.1 BTC = 0.00000047619% of the total supply Having 0.00000047619% of the total supply of wealth in the legacy financial system is equal to $4.7M
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. @CurveFinance and @yieldbasis both landing top 5 on 24h incentives: one with scale, one with precision.
Not just emissions doing the work, flows are actually sticking.
Curve eco demand is still very real.
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Thank you for the excellent article! I’m already happily accumulating some of the listed assets using a DCA strategy.
🏛️ dropstab.com/p/defitea-re5b…
IMD@_exnihil0_
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💯 Enjoy my veGame, my veGallery, my veSymphony 🤗🏛️
Aero@0xAero8
So in theory, Peter should LOVE successful ve, vl and ve33 projects. You never sell (⛓️,⛓️) You simply earn fees from those trading, regardless if they’re profitable or not. $AERO $CVX $CRV
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Defitea.eth retweetledi
That’s exactly why the holding accumulates valuable assets over time – Bitcoin, Ethereum, precious metals, and other fundamentally strong, yield-generating tokens.
The DeFi Investor 🔎@TheDeFinvestor
Never forget that the end goal is to buy as many scarce assets as possible. The crypto market, the stock market, metals, and real estate will all trade at much higher prices in 10 years from now. Perma bears sound smart, but bulls make money in the long run.
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The Substantia fund takes steps every week. It acquires small portions of Bitcoin onto its balance sheet.
The power of consistent steps – brick by brick. The next goal is to reach 0.1 BTC (10,000,000 sats) on the balance sheet.
dropstab.com/p/substantiaet…
Study Bitcoin@BTCDontCare
The secret to owning 1 BTC: Ignore the price. Ignore the noise. Just keep stacking. Brick by brick. Sat by sat. $BTC | #Bitcoin
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@theholding_ has Curve and Ondo Finance on its balance sheet.
We would consider Aave if there were an opportunity to lock tokens and obtain veAAVE for voting and cash flow :)
Hunter Horsley@HHorsley
Bitwise DeFi Crypto Index Fund constituents — 2026 is the next gen of DeFi.
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At the top of the list in the screenshot are the overall metrics of @theholding_ .
Below are the three funds that make up the holding:
• Singul – a venture fund. 7% of the holding’s capital.
dropstab.com/p/singulethfun…
• Defitea – a fund that generates cash flow. 24% of the holding’s capital.
dropstab.com/p/defiteaethfu…
• Substantia – a fund that accumulates fundamental assets. 69% of the holding’s capital.
dropstab.com/p/substantiaet…
🏛️ Link to the full list of the holding’s assets:
dropstab.com/p/defitea-re5b…
TheHolding@theholding_
theholding.eth singul.eth defitea.eth substantia.eth
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100%. That’s exactly why we’re moving toward the goal of 0.1 BTC. At the moment, the goal has been reached by more than 60%.
In the future, owning 0.1 BTC will be a great rarity – both for individual investors and for companies.
There won’t be enough bitcoins for everyone.
Rajat Soni, CFA@Rajatsoni
0.1 BTC will change a lot of lives because most people don't even have $400 saved Eventually, 0.1 BTC will be worth hundreds of thousands of dollars
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