My SumoKuji vault report, 2024-04-24

My @SumoKuji vault report, 2024-04-24 

incept date: 2023-12-16 

prediction tweet.

archive.

invested: $6,021.94 

current value: $3,990.19 

ROI: -33.74% / -94.73% APR 

still to acquire: $6,007.65 

vault target value: $94,629.94 

• undervalued assets, as per vault metrics: $KUJI $LUNA $NSTK $ASTRO $STARS $ROAR $FUZN $MNTA $AQLA 

Kujira portfolio 2024-04-24

Let's do the @TeamKujira-THANG!

I claim some orders on FIN then move tokens around the KUJIverse (that's a word now for multiple addys on @TeamKujira blockchain).

Kujira portfolio 2024-04-24 

total net worth: $13,901.13
total invested: $20,507.78
total debts: -$3,519.00 

ROI: -32.22% 

Blockaverse report 2024-04-24

Blockaverse report 2024-04-24 

invested: $132,593.08
TVL $92,727.80 

gain/loss -$39,865.27
ROI -30.07% 

2024-04-24 Kujira ecosystem

Let's run the 2024-04-24 price-report for tokens I trade on @TeamKujira.

 

I use ./kfc (./kfin and config files on github) to compute prices for me, automagically!

Top 10 FIN order books by volume, 2024-04-24

 

1. KUJI/USDC,$374.56K
2. USDC/USK,$126.69K
3. KUJI/USK,$97.58K
4. KUJI/ATOM,$65.86K
5. axlUSDC/USDC,$60.42K
6. axlUSDC/USK,$46.28K
7. LUNA/USK,$28.70K
8. AQLA/USDC,$27.56K
9. MNTA/KUJI,$22.12K
10. MNTA/USK,$19.59K

Report generated by ./top_order_books

Top 5 Tokens traded on @TeamKujira FIN, 2024-04-24

 

1. USDC: $621.18K
2. KUJI: $557.08K
3. USK: $382.25K
4. axlUSDC: $116.03K
5. ATOM: $90.14K

2024-04-24 Latest ERIS and Backbone Labs LSD exchange rates

Latest @eris_protocol and @BackBone_Labs LSD exchange rates up for 2024-04-24

 

(currently recorded by hand)

2024-04-24 Latest Stride LSD exchange rates

Latest @stride_zone LSD exchange rates up for 2024-04-24

 

Raw CSV of report available and archived.

./lsd source code.

2024-04-24 Daily CoinMarketCap Price Quotes

Top 5000 coins tracked by @CoinMarketCap, 2024-04-24

 

My portfolio coins

Report generated by ./cmc_prices and ./cmc_filter, respectively, run by cmc

2024-04-21 Kujira ecosystem

Let's run the 2024-04-21 price-report for tokens I trade on @TeamKujira.

 

I use ./kfc (./kfin and config files on github) to compute prices for me, automagically!

Top 10 FIN order books by volume, 2024-04-21

 

1. KUJI/USDC,$297.60K
2. USDC/USK,$157.39K
3. axlUSDC/USK,$101.44K
4. KUJI/USK,$88.90K
5. axlUSDC/USDC,$56.03K
6. AQLA/USDC,$39.96K
7. KUJI/ATOM,$30.52K
8. ATOM/USK,$21.98K
9. MNTA/USK,$20.78K
10. MNTA/KUJI,$20.43K

Report generated by ./top_order_books

Top 4 Tokens traded on @TeamKujira FIN, 2024-04-21

 

1. USDC: $578.84K
2. USK: $452.28K
3. KUJI: $452.04K
4. axlUSDC: $177.81K

2024-04-21 Latest ERIS and Backbone Labs LSD exchange rates

Latest @eris_protocol and @BackBone_Labs LSD exchange rates up for 2024-04-21

 

(currently recorded by hand)

2024-04-21 Latest Stride LSD exchange rates

Latest @stride_zone LSD exchange rates up for 2024-04-21

 

Raw CSV of report available and archived.

./lsd source code.

2024-04-21 Daily CoinMarketCap Price Quotes

Top 5000 coins tracked by @CoinMarketCap, 2024-04-21

 

My portfolio coins

Report generated by ./cmc_prices and ./cmc_filter, respectively, run by cmc

Terra portfolio report 2024-04-20

Let's do @terra_money!

Terra is $LUNA and $LUNA can be pivoted on { $ASTRO, $ROAR }.

Let's start with ROAR/LUNA-EMA20, with a strong BUY call.

Funnily enough, I SOLD 14M $ROAR for 106 $LUNA last week.

Today, I BUY BACK 20.7M $ROAR with that 106 $LUNA. 🎉🎉🎉

Did you just see that a-right?

Did I just sell 14M $ROAR for 106 $LUNA last week, wait, then buy back 20.7M $ROAR for that same 106 $LUNA for a gain of

ROI: 38.49% / 2006.78% APR or

5,771,972.66 $ROAR?

Did I just do that, simply by following EMA20 buy/sell recommendations?

Here's the funny thing with pivot arbitrage using the EMA20: 

• when the call is favorable, I trade (I trade 10% by policy)
• when the call is unfavorable, I sit on my hands.

This isn't rocket science, folks. This, for me, is my super-stupid-easy 💸🖨️ 

On the ASTRO/LUNA-side the EMA20 says HODL, so I chill. 

Terra Arbitrage 2024-04-20 

incept date: 2024-03-23 

LUNA start: 2267.15 $2,444.21 

ROAR adj: 67437291.83 $419.93 

ASTRO start: 0.00 $0.00 

start: $2,864.14 

LUNA 2412.89 $1,594.44 

ROAR 73209264.49 $245.81 

ASTRO 0.00 $0.00 

total: $1,840.25 

ROI: 25.15% -35.75% 

APR: 327.86% -466.01% 

But what does this report --^ mean?

Have I lost money? Yes.

But if I HODL those tokens, only, and didn't do these pivot arbs?

My bags would, in effect, be 25% smaller than they are today.

I'm down 35% TVL, but the token prices are down 40% (avg).

Pivot arbitrage works.

Terra portfolio report 2024-04-20

net worth $2,297.94

total invested: $3,007.03

total debts: $0.00

losses from Terra-crash: -$30,407.56

gain/loss: -$709.09

ROI: -23.58%

Optimism portfolio 2024-04-20

Let's do the @Optimism-THANG!

I pivot-arb $ETH with { $OP, $LDO, $SNX }, so, let's take each in turn.

First up, OP/ETH-EMA20 says chillax (it's a very soft buy call). 

For LDO/ETH-EMA20 the call is a soft-buy.

Until I infuse $ETH (that I've currently reposed as $AVAX on @avax until the AVAX/ETH-EMA20 goes SELL), soft-buys get a pass from me.

Samesies for SNX/ETH-EMA20 (that is: soft-buy).

Am I wishing I had more $ETH?

YES!

But isn't everybody wishing that rn?

YES!

So, yeah. I can wait for a favorable AVAX/ETH sell, THEN start arb'n with that infusion. Until then, it's wait-HO!

So, awaiting I will go. 

Optimism portfolio 2024-04-20 

total net worth: $804.74 

total invested: $384.48 

ROI: 109.31% 

Arbitrum portfolio 2024-04-20

Let's do the @arbitrum-THANG!

The ARB/ETH-EMA20 say: "just chill, m8!" (aka: HODL)

Roger that. 

Arbitrum portfolio 2024-04-20 

total net worth: $3,235.09 

total invested: $2,828.00 

ROI: 14.40%