Valuation, Kujira portfolio: 2023-04-03

Good morning, everyone!

I start my day with an $ATOM liquidation claim!

2.11 $ATOM, (discounted) quote: $11.14 (current: $11.178)

premium: 4.08%

OOH! I just bought some $STRD with my catch-all orders on @TeamKujira FIN on an $0.892-per-dip! 

SWEET!

Dear @stride_zone, for me to stake, I request you start sharing out trading fees on minting st-tokens. Staking yields as $STRD, only, is not compelling for me.

There is a new FIN order book on @TeamKujira: FRNZ/ATOM 

... I have no idea what $FRNZ is, but it's garnered a lot of bootstrapped liquidity. 

Even better than @TeamKujira ORCA $ATOM liquidation-claim is the FIN KUJI/ATOM board.

The liquidation occurred ABOVE current $ATOM-price. The sell-order executed AT current $ATOM-price. 

UNFORTUNATELY, I bought $LUNA at an inflated price on the KUJI/LUNA board. I thought the ratio would protect me as the prices moved, but, I was wrong.

FORTUNATELY, as an arbiteur, I know exactly how to profit: I buy the $KUJI at a MUCH lower ratio and wait for the spike down.

I am staking another 100 $KUJI with @TeamKujira validators, as per my rules:

• do not stake with validators that have been slashed
• stake with validators with commissions BELOW 5%.

Wallet balances on 2023-04-03

./wallet computes and sorts balances from a scrape of Kujira BLUE wallet.

Valuation, Kujira portfolio: 2023-04-03

invested: $13,216.22

value: $13,739.16

net gain: $522.94

ROI: 3.96%

staked: $1,006.03

wallet: $2,407.976

order book bids: $4,137.72

Supply: $4,633.69

Borrow: -$989.003

LPs: $2,322.75

ORCA liquidation Bids: $220.000

matches supply+stake: TRUE

matches LPs: TRUE

matches value: TRUE

PnL

@TeamKujira FIN order books: 2023-04-03

Profit: $0.412

Loss: $37.137

subtotal: -$36.725

fees: $0.001

commission: $0.397

total costs: $0.398

Total profit (or loss): -$37.123 on 11 trades

average: -$3.375 per trade

2 liquidations at a 3.65% premium (avg)

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

Assets in play

Kujira Positions report

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

Staked and supplied assets UP 14.29%

LP positions DOWN 2.96%

total positions:

$7,328.07 invested

$7,962.47 value

UP 8.66%