Investment summary · digital asset portfolio tracking
Shiven Akolia
Net realized P&L, Aug 2021 – Dec 2022
Portfolio value · realized, USD at $3,000/Ξ
Part I
Protocol tokens · brand-backed assets · DeFi · primary market
Investing
Protocol tokens
Airdrops earned by using each protocol before its token existed, plus token positions.
Institutional & brand-backed assets
Positions in assets issued or acquired by adidas and Yuga Labs.
DeFi & protocol usage
Every protocol interacted with, by transaction count.
Primary market
Day-one mints at public-sale price; peak floor is approximate public market data.
Largest positions
Contribution to net P&L (Ξ)
Position sizing
The same trades with exposure capped per collection. Drag to change the cap.
ActualCapped
Part II
Full position ledger · collapsed
Ledger
Primary mints+
Secondary purchases+
Received & airdropped NFTs+
Tokens — airdrops, claims and trades+
Burner wallets+
How these numbers were built+
→ View Automated ERC20 Trading Project
Automated ERC20 trading project · execution analytics
Automated ERC20 trading
Part I
Systems · RPC infrastructure · wallet factory
Stack
Python execution system: raw EVM transactions signed locally and broadcast through dedicated RPC endpoints.
Mint pipeline
The steps for one drop; each leaves an on-chain record.
Part II
Gas bidding · priority fee strategy · block inclusion
Gas & inclusion
Gas price bid on every contract transaction, read from receipts.
Gas price bid per transaction · gwei, log scale
Bid distribution
Contract transactions by gas price bucket (bars) and Ξ spent per bucket (line).
Mint price vs realized exit · Ξ, log–log
Bubble size = tokens; above the diagonal = profitable after gas.
Part III
Multi-wallet bursts · same-block inclusion
Burst execution
Per-wallet mint caps are defeated by firing pre-funded wallets in the same block.
Wallets confirmed in one block, by drop
Bar = wallets in the best block; tick = total wallets fired.
Avg bid vs same-block wallets
Higher bids buy tighter inclusion; bubble size = gas paid.
Part IV
Wallet lifecycle · funding · sweep
Wallet operations
Burners are generated, funded from main, fired and swept back by script.
Funding → first transaction
Burner fleet
Capital routed through programmatic wallets.
Burner wallet activity · funded Ξ vs NFTs forwarded
Each bar is one wallet, ordered by funding.
Part V
Throughput · timing · holding period
Tempo
Transactions per day · all wallets
Activity by weekday × hour · New York time
Transaction count per cell.
Holding period · mint to sale
Part VI
Automated listing · bidding · OTC
Exit execution
Sales routed across marketplaces, WETH offers and direct OTC settlement.
Exit venue mix
Realized sales by execution path.
Exit speed
Tokens sold within each window after mint.
Part VII
Capital · gas · outcome
Capital, gas and outcome
x = capital deployed (Ξ) · y = gas (Ξ) · z = net P&L (Ξ) · size = tokens traded. Drag to rotate.
Capital deployed
Mint price vs gas vs secondary purchases
→ View Investment Summary