2026

Sovereign: Designing the Position Opening Flow for Position Management App

A DeFi position management app that lets users borrow, leverage, and earn across top protocols (Morpho, Aave, Sky, Maple, Spark, Hyperliquid) — with automations like Take Profit, Stop Loss, Auto Buy, and Auto Sell.

Results

TVL at launch

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TVL at peak

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Active users

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3 core user frustrations

Fragmentation

Users visit each protocol separately with no unified view

Lack of risk visibility

Protocol apps don't surface enough information to make confident decisions

No protection

Markets move fast and there's no safety net

Core Design Challenge

How to display complex financial information all at once — without overwhelming users, while keeping everything easy to find.

Screen 1 - Product Finder

Users faced a flat table of 50+ markets with no hierarchy or guidance.

With so many variables to compare — liquidity, borrow rate, max multiple, oracle, automation support — knowing where to start was overwhelming.

Design Decision

We introduced featured cards at the top of the page to surface 3–4 recommended positions based on key criteria: Most Liquidity, Lowest Cost, and Highest Multiple. This gave users a clear, opinionated starting point without requiring them to understand every variable first.

Tradeoff

The full table remains below for power users who want to filter, sort, and compare on their own terms. The design serves two types of users simultaneously — those who want a quick recommendation, and those who want full control.

V2: Bring key information up front

I moved the earnings simulator to the top and put key information (APY, liquidity, historical rate) right below it. So, users could see both the opportunity and the evidence on the same screen. The deeper details moved to a separate page.

The problem

Users who wanted the full details had to leave the page and lose their place. Fixing it for one type of user created friction for the other.

V3 & V4: User testing shows us something we missed

When we tested with fintech-native users, we found something unexpected: they didn't understand basic DeFi concepts that we took for granted.

For example, "no minimum amount required" — something obvious to DeFi users — was confusing to them. They thought they were missing something and hesitated at the deposit step.

Two small but important changes came from this:

  • Added a short line of text below the deposit field: "No minimum amount required. You can deposit any assets with automated swapping."

  • Set historical yield as the default view in the simulator — because that's what both user types look at first when evaluating a financial product.

These changes came directly from watching real users get stuck — not from assumptions.

Final Design: Split the page into two clear jobs

The final design separates what the page needs to do into two areas: learn about the strategy (left column) and take action (right sidebar).

For example, "no minimum amount required" — something obvious to DeFi users — was confusing to them. They thought they were missing something and hesitated at the deposit step.

The sidebar (deposit input, earnings preview, and the CTA button) stays visible no matter how far down the user scrolls. The left column is organized by priority:

  • First: APY and total assets, which answer "is this worth it?" in a few seconds

  • Second: Strategy overview and historical yield (for users who want more context)

  • Third: Protocol breakdown, fees, rebalancing history (all collapsed, but easy to open)

DeFi-native users can open every section and read all the details. Fintech-native users never have to see any of it unless they want to.

Other key design decisions

Simplified the sign-up flow.

Sign-up works with passkey, Google, or a crypto wallet. Each option has plain-language instructions at every step. This removed the typical Web3 friction of connecting a wallet cold.

What I'd do differently

This was a large product built under a very tight timeline. The design meets the standard — but I think it could have been better, and there are two specific things I wasn't fully satisfied with when it launched.

The portfolio overview page is hard to read.

The data and chart are all there, but the layout makes it difficult to scan quickly. The information isn't organized in a clear hierarchy, so users have to work harder than they should to understand their position at a glance. Given more time, I would have gone back to properly restructure this page.

The utility features are too hidden.

Summer.fi Earn also lets users swap, send, receive, and bridge assets — but this section sits at the bottom of the page where most users never reach it. These are genuinely useful features, and they deserved better placement. I would have explored ways to surface them earlier in the page without cluttering the primary flow.

These are the first things I'd go back and fix given more time.

Created by Hazel Yang 2026

Created by Hazel Yang 2026