Valuation, Kujira portfolio: 2023-03-04

Valuation, Kujira portfolio: 2023-03-04

invested: $15,760.71

value: $16,221.87

net gain: $461.16

ROI: 2.93%

staked: $963.75

wallet: $4,737.676

order book bids: $4,512.28

Supply: $2,945.88

Borrow: -$744.256

LPs: $3,626.710

ORCA liquidation Bids: $179.820

matches supply+stake: TRUE

matches LPs: TRUE

matches value: TRUE

total assets: $16,221.87

discrepancy: $0.00

PnL

@TeamKujira FIN order books: 2023-03-04

Profit: $0.000

Loss: $0.360

subtotal: -$0.360

fees: $0.000

commission: $0.150

total costs: $0.150

Total profit (or loss): -$0.510 on 1 trade

average: -$0.510 per trade

1 liquidation at a 5.34% premium (avg)

pnl sources: https://github.com/logicalgraphs/crypto-n-rust/blob/main/src/ch08/pnl/pnl_with_liquidations.rs

Assets in play

LP Assessment

JUNO LP

@TeamKujira BOW JUNO-USK: 0% APY, and 28th in trading volume on FIN.

$stJUNO is earning 34% APR.

Therefore, I'm destaking my JUNU-USK LP on BOW and moving the $JUNO to Juno zone to stake via @stride_zone 

• @demexchange / @Umee_CrossChain: who wants my $stJUNO to lend?

I am, however, claiming my partially-fulfilled bid on the JUNO/USK board

Then re-establishing catch-all bids and asks on the JUNO/USK board.

Why, if I'm closing my LP?

The LP, at 0% APY and near-0% APR, doesn't work for me. The order book does.

So! With the freed-up $JUNO, I transfer it to Junø, stake on @stride_zone, ...

Stride asks me if I wish to earn an extra 56%?

Trick question, right? 😎😅

So, I say 'yes,' transferring the $stJUNO to @osmosiszone, then transfer some $JUNO to Osmosis, as well, provide liquidity, then 14-day bond that liquidity for, it turns out, an additional 40% ($STRD-yields).

Should I have done a 50/50-split? Sure! But I'm not going to do 33-day unstake, so: I have ~76 $stJUNO sitting on @osmosiszone. I'll just have to catch me some $JUNO and add to the LP, BUIDL'n as I go.

Or, I can loop that when a money market accepts this token.

I'm easy! 😊

So.

Do you see all I went through just to measure my LP-positions on @TeamKujira?

Now: that was just JUNO-USK LP, ... which means I'm only half-way through my list of LPs on BOW.

And I do this, daily.

LPs are not 'no-brainers,' folks; they need shepherding, too.

ampLUNA LPs

Because, next up:

the $ampLUNA LPs.

As you can see, neither ampLUNA order book has any activity, and the LPs have 0 incentives.

I destake my LPs. 

Now, there's the weird situation with the ampLUNA/LUNA LP for me.

I had $50 liquidity in that pool, but BOW says I have nothing now? I have a query on the BOW channel of discord, but that's weird. 

wAVAX LP

Sigh.

What a disaster! But, when I go to remove liquidity from the pool, I get error messages. 

EEK! Request into @TeamKujira on their discord. 

AQUA LP

... and, on paper, my AQUA-USK LP is worth, like: A TON! YAY!

Um.

Or: "How to lose everything by investing in an LP where the token goes to 0." I hope I traded $AQUA for $USK to fund this LP, but, otherwise, oh, well.

Destaking. I had such hopes for ye, o, $AQUA. 😢

I read the Aqua lessons learned medium post, but what was the treasurer hack that drained the value?

I'm thinking of setting up a DAO on DAODAO, and I don't want to make the same mistake.

Eine Kleine LUNA-bid

That was the LPs.

*WHEW*

AFTER ALL THAT!

I have a $LUNA-bid to claim on FIN, so claim it, I do! 

Kujira Positions report

staked, supplied, provisioned, @TeamKujira 2023-03-04

Staked and supplied assets UP 6.48%

LP positions UP 0.64%

total positions:

$6,815.85 invested

$7,073.84 value

UP 3.79%