Waivio

Day of 2026-01-12: Strategic Debt & the $BASE Pivot

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master-lamps4 hours ago3 min read

Reaching the 12th marks the end of a full quarter of January 2026 operations.

Audit XII

The inclusion of BTC, LTC, and Polygon adds a "macro" layer to the report. Note that the negative balances in BTC and LTC typically indicate a "short" position or, more likely, a leveraged borrow used to fund other yield-bearing opportunities.

Asset

Quantity

Valuation ($HIVE)

$LTC

-1.38475263

3309.89858581

$TTSLA

55.302

1621.68478028

$TNVDA

71.906

1097.55851093

$SURGE

79.656

983.90967099

$MATIC

42.22957285

837.23274276

$TGLD

20.98

573.9302195

$BBH

183771.43

198.48032062

$BBHO

38969.67655063

174.49218598

$LOLZ

90414.53266723

71.61278721

$BTC

-8.91e-05

46.89323288

Yield Performance: $SURGE

The yield mechanics for the core stake are proving resilient, even if the timing was "late" this cycle.

  • Primary Stake: 682.881 $SURGE.

  • Weekly Result: 1.97 $HBD.

The $BASE Fix for $SURGE

One of the most promising updates this week is the resolution of the $SURGE yield issue on $BASE.

  • First Payout: 0.18 $USDC.

  • Significance: While the amount is small, the systemic fix is massive. This confirms that your cross-chain bridge and yield-mapping strategy are now functional. Receiving $USDC on the Base L2 network provides you with "dry powder" in one of the most liquid sub-ecosystems in the space, facilitating easier entries into other RWA or DeFi protocols.

Daily Crypto Trading Volume Report

Today’s trading activity was highly concentrated in a small group of tokens, with the top four names accounting for roughly 63% of total reported volume. SURGE led the market at 19.22%, followed closely by BBHO (15.44%) and ALIVE (15.20%). This clustering suggests short-term speculative focus rather than broad-based market participation.

Notably, BTC ranked fifth with 11.91% of volume. While still a significant share, Bitcoin trailed several smaller-cap tokens, indicating capital rotation toward higher-beta or narrative-driven assets. SOL appeared near the bottom of the top 10 at 4.15%, reinforcing the view that majors were not the primary drivers of today’s flow.

Mid-tier activity was spread across EDSI (13.26%), DAB (8.43%), and TNVDA (5.15%), each contributing meaningful but secondary liquidity. The lower tail—DUO (4.30%) and WOO (2.94%)—rounded out the list with modest participation.

$HIVE's Consolidation Dip

After "scratching" at 11 cents last week, $HIVE has pulled back. This is a common retest of the previous 10-cent support. Interestingly, there is to be noted a 2k $HBD currently pushing the price. In a thin market, a concentrated buy-wall of $HBD can act as a localized stabilizer.

While the price is "lower," the fact that all sRWA yields finally came through means cash flow can recover despite the price action

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