Valuation, Kujira portfolio: 2023-02-04

Valuation, Kujira portfolio: 2023-02-04

invested: $15,281.24

value: $18,327.14

net gain: $3,045.90

ROI: 19.93%

staked: $1,247.36

wallet: $5,257.698

order book bids: $4,954.76

Supply: $3,468.34

Borrow: -$746.493

LPs: $3,965.112

ORCA liquidation Bids: $180.361

matches supply+stake: TRUE

matches LPs: TRUE

matches value: TRUE

total assets: $18,327.14

discrepancy: $0.00

Analysis

When you examine the valuation chart, you see that 30 days ago I was at -38% APR, and now I'm at 66% APR.

That, folks, is more than 100%-turnaround for the @TeamKujira blockchain.

'Potential'? Yes: this chain has 'potential.'

Now: let's kick this into high gear and go Top 10.

PnL

@TeamKujira FIN order books: 2023-02-03

Profit: $154.981

Loss: $193.168

subtotal: -$38.187

fees: $0.001

commission: $0.228

total costs: $0.229

Total profit (or loss): -$38.416 on 14 trades

average: -$2.744 per trade

pnl sources

Assets in play

Analysis, part II

$38 in losses, so: a bad day, geophf?

Furthest from.

1. I bought $LUNA at $0.5-per on KUJI/LUNA, but since I bought with $KUJI at $0.5-per, I recorded a tremendous loss (~$130) due to #ACB ('average cost basis').

2. I bought $ATOM, currently trading ~$15, for $9-per, but since I bought it with $KUJI at, the time of trade, $0.5-per, I again recorded a ~$55-loss due to #ACB.

3. ...
   
   ...okay, this is the crown-jewel. You ready for this? Because I wasn't.
   
   
   My catch-all sell-order on LP KUJI-ATOM/ATOM hit.
   
   
   Somebody bought 5 LP tokens for 20 $ATOM.
   
   
   That means this person sold me their $ATOM for...
   
   
   ready?
   
   
   $0.9-per.
   
   

They sold me 20 $ATOM for $18, folks.

But here's the kicker.

Because I created then sold my LP KUJI-ATOM token AT COST (which I set to $3.60) (which is way overpriced, but it's my crypto, so I set the price, nobody else does. Learn this, folks), my PnL for that trade was $0.00

I got net-17.5 $ATOM FOR FREE!

Wow 💥

I've said this before; I'll say it again: @TeamKujira created something magical when they created the order books for LPs. 

It's like they re-reinvented @prism_protocol's refracting-mechanism, but with the 'token' being LP KUJI-ATOM.

The arb-opportunities are multitudinous! 😳

And THEN!

(I'm on a roll here).

What about LP/LP order books?

O

my

G-d.

What about ... leveraged LPs, as @Alpha_HomoraV2 has done? When you put LP tokens, themselves, up for trade, you are only limited by your imagination and aspiration.

You, dear $KUJI-HODL, have this.

and ... (what about ...

... LP tokens as collateral to mint $USK?)

(what about ...

... LP tokens as collateral in a money-market, where you can both supply and borrow LP tokens?) 

Now here's a thought:

the LP KUJI-ATOM/ATOM and LP KUJI-ATOM/KUJI order books have too  much spread and not enough liquidity. How to solve this?

Hm.

I propose the following two new LPs on BOW:

• (LP KUJI-ATOM)-ATOM LP and
• (LP KUJI-ATOM)-KUJI LP

I will provide incentives. 

For those of you who have ears to hear, listen!

I made net-17.5 $ATOM 

FO' FREE 

on my last LP KUJI-ATOM/ATOM sell order. How many times do I need to repeat that I just walked away with a net-$265 in profit, but due to #ACB ('average cost basis'), I recorded $0.00 PnL?

Consequently:

1. I am creating 11.8 LP KUJI-ATOM tokens from 100 $KUJI and 5-ish $ATOM on BOW.

5 $ATOM, folks. Remember that.

2. I am selling these tokens on the LP KUJI-ATOM/ATOM and LP KUJI-ATOM/KUJI boards.
3. I am placing staggered buy-limit orders on both boards.

I spell this out for you in my pop-quizzes.

If you aren't trying them out, then reviewing the answers, you are missing out on materializing real money by using market inefficiencies to your advantage.

Please. Take each quiz. Learn from each quiz. Please.

Kujira Positions report

staked, supplied, provisioned, @TeamKujira 2023-02-04

Staked and supplied assets UP 33.90%

LP positions UP 9.23%

total positions:

$7,151.85 invested

$8,680.820 value

UP 21.38%

P.S.

Dear $KUJI, two words:

O.

BE.

HAVE! #twowords 😅

Wait. Did I say 'behave'...?

I meant to say: "𝐂𝐀𝐋𝐌! 𝐃𝐎𝐖𝐍!"

$KUJI: no.

me: ... okay, then. 😅

I fulfill 3 sell-orders and 1 buy-order on KUJI/LUNA on a ɾҽαʅʅყ long red candlestick and make, oh, ... I'm-a-little-bit-scared-to-find-out-actually.

Oh. Look.

axlUSDC/USK had a big green spike. I missed it, as I had no catch-all orders here.

Am I angry? Am I mad at myself?

Well, ... yeah.

But here's the thing: I'll catch the next spike, because axlUSDC/USK? It's a 💸🖨️. #facts