The monthly LP report: my Meteora coaching wallet, month by month.

At the start of every month I close the books on my coaching wallet and post the numbers. The setup never changes: a fixed $SOL stack on @MeteoraAG DLMM, LP only, pure Layer Cake strategy, run in the open to show it works over time.

This page collects every report in one timeline, newest at the top, each with the stats card that shipped with it. It grows as each month closes. Not financial advice.

Michael Zogotmichaelzogot.xyz · StrategyPost

My Layer Cake strategy: the playbook and every play

The strategy behind every report on this page: one-sided $SOL Bid-Ask positions, layered step by step. The full recipe and every play.

5 min readRead the post →

Month by month, newest first

1. June 2026 posted Jul 01, 2026

   +24.5%stack growth

   • 133positions closed
   • 57unique pairs
   • 87.2%win rate
   • 1.89%avg ROI / position

   Third double digit month in a row. More volume across more pairs brought a bit more variance: one bad $WEN position took the biggest loss at -36.7%, while fees earned still climbed another 40% over May. Best hit was $SV151 / SOL at +20.5%, and $KINS / SOL and $TURTLE / SOL tied for most farmed at 8 positions each. Fun stat: my first red day in 61 days, after two full months without a single one.

   

2. May 2026 posted Jun 01, 2026

   +29.2%stack growth

   • 103positions closed
   • 48unique pairs
   • 89.3%win rate
   • 2.8%avg ROI / position

   The strongest month yet, almost 2.5x April's growth. ROI per position nearly doubled from 1.5% to 2.8%, fees earned rose 51%, and the downside got way tighter: the worst loss went from -43.5% in April to just -3.0%, a token sided test position in $Bonk / USDC. Best hit was $Embrace / SOL at +17.7%, most farmed $RoyalPop / SOL with 6 positions.

   

3. April 2026 posted May 01, 2026

   +12.1%stack growth

   • 75positions closed
   • 37unique pairs
   • 82.7%win rate
   • 1.5%avg ROI / position

   Busier and cleaner. Almost twice the capital deployed across 37 unique pairs, fees earned doubled month over month, and the win rate jumped from 70.8% to 82.7%. ROI per position dipped from 2.1% to 1.5%, the tradeoff for scaling up size while keeping the win rate high. Best hit was $Crashout / SOL at +34%, the biggest loss $Tortellini / SOL at -43%.

   

4. March 2026 posted Apr 01, 2026

   +10.7%stack growth

   • 48positions closed
   • 25unique pairs
   • 70.8%win rate
   • 2.1%avg ROI / position

   Where the series started, and a lighter month: I was deep in building DLMM Alert, so I ran about half the positions of February. Less screen time, still profitable. The original report counted 61 closed positions at an 85% win rate across everything; the tiles here use the same closed position accounting as every later report.