Monday, April 25, 2022

Self-funding self-assessment, part deux

Okay, let's continue our self-funding self-assessment. I'm going to head over to CrystalVale tonight to rebalance my portfolio there, but first:

Let's go to @EvoVerses. 

HER NAME WAS EVO 
AND SHE DANCED ACROSS THE SAND!

Grabbed the yields; 
swapped half the yields to $ONE;
reinvested the yields
... A FARMER'S LIFE FOR ME! šŸŽ¶šŸ§‘‍šŸŒ¾



EVO Burn-down sheet and chart




$10 / 4 days === self-funded in ~ 104 days.

Eh.

EVO's asset allocation, 2022-04-23



First time collecting yields, and already locked $EVO is more than 40% of this portfolio.

One more thing here.

HIT IT, BOYZ!

šŸŽµ HER NAME WAS EVO
AND SHE DANCED ACROSS THE SAAAAND! šŸŽ¶


sry. couldn't resist. #notsorry 

Also, $EVO - $ONE LP is down 10%, but the portfolio is up 53%, due to the locked $EVO.

So is there an opportunity here?

I don't know. I'll have to put some thought to this (that translates as: "No.") or wait and see what this protocol token does.

DefiKingdoms CrystalVale

We're going to rebalance our @DefiKingdoms CrystalVale LP asset allocation.

The current asset allocation is as below, which, n.b.:  does not match the LPs' efficacy. 



This is our target @DefiKingdoms CrystalVale asset allocation, based upon the magic of SPREADSHEETS!



I like spreadsheets, ICYMI. šŸ˜Ž

After this rebalancing, I've collected 0.42 $CRYSTAL, which I'm depositing into the CRYSTAL-JEWEL LP, as that LP is most efficacious today. 


Our burn-down for CrystalVale is as follow:



target / loaned: $1000
todƦg yields: 1.5761 $CRYSTAL
total yield: $353.55
remaining: $646.45

I can't believe I'm saying this, but I may actually (eventually) repay this self-loan.

FANCY THAT, HEDDA! 

CrystalVale @DefiKingdoms asset allocation, 2022-04-25



Finally we have a portfolio of balanced LPs. From this point we'll be more flexible in distributing yields to performant LPs. 

We're also down 57% since inception. REEEEE! 

What remains?

So, in our self-loan self-evaluation, what remains?

  • @finance_unite 
  • @Reflectaverse 
  • @prism_protocol 

Let's farm our @DefiKingdoms Serendale heroes first, then tackle those three, then see what and where to self-fund.

Unite

The burn-down for @finance_unite, 2022-04-25:



The @finance_unite allocation chart. 



As $UBOND is now capped, I'm moving earnings into the $USHARE-ONE vault.

We're down more than 50%, btw. 

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