Your First 90 DaysAcademy
Act I · The Space · Week 2 · Checkpoint 4

in DeFi Earning

By the end of this you will know the three honest ways money earns money on-chain, and the one question that exposes fake yield before it takes yours.

10 steps~22 min3 nodes for your map
01 · The number with no story

Scroll any crypto app for ten minutes and you will see it: earn 5%, earn 12%, earn 20%. Bigger than your savings account, with none of the explanation.

Some of those numbers are real work being paid for. Some of them are a countdown clock. This checkpoint teaches you to tell them apart in one question.

02 · The rule for the whole checkpoint

Here is the one idea everything else hangs from. Every yield on-chain is rent. Someone is paying it, and you are collecting it.

So the job is simple. Find the tenant. If you can name who is paying the rent, the yield is probably real. If you cannot find the tenant, then YOU are the tenant.

03 · Meet the three tenants

Underneath the noise, almost all honest yield traces back to one of three payers. None of them is magic. Each is someone doing real work and paying you a cut.

Tap each bar on the board to see who is actually paying.

0 of 3 tenants revealed
04 · Tenant one, the traders

Remember the shared pot of two tokens from last checkpoint. The people who fill it are called liquidity providers, or LPs. Every trade against that pot pays a small fee, and the fee goes to them. The tenant is the trader. The rent is real.

One honest warning, named now and explained in full later. Funding a pool carries a risk called impermanent loss: when the two token prices drift apart, the pool quietly rebalances and you can end up with less than if you had simply held. Real yield, real risk, both on the table.

05 · Tenant two, the borrowers

A lending market like Aave is a machine that matches lenders with borrowers. You deposit, a borrower takes a loan, and the borrower pays interest that lands in your balance. The tenant is the borrower. The rent is the interest.

The safety trick is over-collateralization: the borrower must lock up more value than they borrow. If their collateral drops too far, the code sells it to repay you automatically. No staff, no goodwill, just rules that run.

06 · Tenant three, the network

The third payer is the blockchain itself. When you stake ETH you lock it up to help keep the network honest and producing blocks. In return the protocol pays you. It is a wage for a service, not a gift.

So before we move on, one quick check on what you are actually being paid for.

Staking ETH pays you for doing what?
07 · The empty slot

You now have a test. For any yield, point at the tenant: trader, borrower, or network. If you can, the rent has a source.

But some products show you a fat yield with nobody in the payer slot. The money still arrives, for a while. That gap is where the most expensive lessons in this space have been taught.

08 · When the slot was empty

In May 2022, a protocol called Anchor, on the Terra network, promised around 20% on a so-called stable dollar called UST. People poured in. The catch: most of that yield was paid out of the project's own subsidy, not by any trader, borrower, or network.

When the subsidy ran thin, confidence cracked, the stable dollar lost its peg, and the whole system unwound. Tens of billions of dollars in value were erased in days.

Scenario
Standing in front of that 20% before the collapse, what should it have told you?
09 · Where the easy rule breaks

It is tempting to walk away with a shortcut: big number, run away. That shortcut is wrong, and being wrong here costs you real opportunities.

Limit test
A friend says: "After Terra, I just avoid any APY above 10%, problem solved." Where is he wrong?
10 · The question you keep

So you can leave this checkpoint with one habit that outlasts every app and every trend. When a yield is offered, ask where it comes from. Trader fees, borrower interest, or a network wage means a real tenant is paying rent.

A subsidy or a stream of new deposits means the slot is empty, and the only tenant left is you.

Money is not the only thing locked in these machines. Some of it is art, tickets, names. Next: what owning a digital thing even means.

your balance2,400
BANK_DBowner: the bank
you2,400
what the app is actually showing you
BANK_DBowner: the bank
you2,400their pen
you hold a claim. they hold the pen.
your digital life
BANK · you2,400the bank ✍
INSTAGRAM · you2.1M followersMeta ✍
STEAM · you134 gamesValve ✍
AIRLINE · you58,200 milesthe airline ✍
four tables. zero pens that are yours.
BANK_DBowner: the bank
you2,400
DENIED
try both pens
PLATFORM_DBowner: the platform
her · 8 years2,000,000 followers
one automated decision away
BANK_DB · you · 2,400intentcompetencecontinuity
your row stands on all three
FTX_DBowner: FTX
you5 BTC
the backing vault●●●●●
the row stayed. the backing did not.
CARD_DBowner: your bank ✍
TV you never bought−1,100
fraud reversal+1,100
someone holds the pen, so someone can fix it
?_DBowner: nobody
youstill yours?
?
can a table exist that nobody owns?
?
?_DBowner: ̶n̶o̶b̶o̶d̶y̶
you100
no owner, no pen, no trust?
keeper 1
you100
keeper 2
you100
keeper 3
you100
keeper 4
you100
keeper 5
you100
no THE copy, only copies.
keeper 2
you100
keeper 3
you100
keeper 4
you100
keeper 5
you100
your copy
you100
five copies. one of them is yours.
one attacker
one attacker, ten thousand faces.
real machinesburned wattsnext page, sealed
writing costs watts. faking voters buys nothing.
cost paid OUTSIDE: hardware and power
proof of work, burn energy to vote.
page 1you · 100page 2you · 100page 3you · 100page 4you · 100
rewrite one line, break every lock after it.
office lunchtrusted keeperconsensusfive keepers, real cost
the price buys trustlessness. the office already has trust.
?
ownerless ledger
you?
a key, not a login?
nobody owns the table. so who owns your row?
stakingyieldaave

Three new nodes on your map

staking · yield · aave · +10 Lynx