Day of 2026-02-23: 4 Days of Yield uptime and the missing $SURGE Distribution

The current data cycle reflects a significant shift in network energy and a strategic tightening of liabilities. While $SURGE volume has cooled from its recent peaks, the overall portfolio is seeing a redistribution of activity toward $TNVDA and $TGLD. Most notably, the portfolio is successfully reducing debt "heat" across both $BTC and $SURGE positions. This is the current state of the craft. ⚖️

Administrative Deadline

I have maintained my stance of not creating a support ticket today; however, I have set a firm internal deadline to resolve the bridging issue tomorrow. In a disciplined process, administrative avoidance has a limit. Tomorrow marks the transition from observation to active intervention to ensure capital mobility is restored. 🎫

sRWA Performance and Yield Gaps

The sRWA yields have reached a 4-day streak of consistent uptime, which remains a core pillar of my current confidence. However, a gap exists: the $SURGE yield has not yet been distributed for this cycle. With several hours remaining in the Monday window, I am monitoring the chain closely. The process remains functional, but timing remains a variable beyond my immediate control. 🌊🤞 And they are sent out again at the same time.

Macro Perspective: HIVE Outflows

The native environment remains under pressure as $HIVE continues to experience outflows. While the immediate price action is heavy, my outlook remains balanced; the market often provides opportunities to gain through these cycles of pressure. Whether the next few days bring a floor or further devaluation, the machine is sized to absorb the movement. 📉

Portfolio Movement: Snapshot 22 vs. 23

The latest deltas show active compounding in $ACE and a strategic reduction in thermal risk. But $ACE stake is still very small, so the early steps are always the biggest.

Daily Volume Profile: Energy Redistribution

The volume has fragmented significantly compared to previous days. $TNVDA and $TGLD now command over 50% of the network energy combined.