2024-01-31 Kujira ORCA liquidations

By Market

Top 4 @TeamKujira ORCA liquidations by Market ($) for 7-days trailing 2024-01-31

1. USK->MNTA for $15.17
2. xATOM->KUJI for $5.86
3. xUSK->KUJI for $1.79
4. USK->AXL for $0.36

Raw CSV report.

By Bid

Top 3 @TeamKujira ORCA liquidations by Bid ($) for 7-days trailing 2024-01-31

1. USK for $15.53
2. xATOM for $5.86
3. xUSK for $1.79

By Asset

Top 3 @TeamKujira ORCA liquidations by Asset ($) for 7-days trailing 2024-01-31

1. MNTA for $15.17
2. KUJI for $7.65
3. AXL for $0.36

2024-01-31 ETHBTC-THANG! Day 248

Let's do the ETHBTC-THANG!

I record the $ADA price from @Indigo_protocol and the $ETH and $BTC prices from @Levana_protocol 

The EMA20 indicators show the swap, either way, for { $ETH, $BTC } <-> $ADA are meh, so we do nothing there today.

The "Purchase $ADA or swap $ADA to either $ETH or $BTC or both"-calculator also says 'meh' for today, so we're good on the @Indigo_protocol-side.

2024-01-31 Indigo portfolio

incept date: 2023-07-27

0.01228 $iBTC: $534.68

0.7104 $iETH: $1,655.71

2,643.25 $iUSD: $2,643.25

830 $ADA: $425.64

total fees $63.63

total yields $619.10

net yields $555.47

24.15% APY

invested: $4,465.58

value: $5,259.29

ROI: 8.24% / 16.00% APR

2024-01-31 ETHBTC-THANG! Day 248

The ETHBTC-THANG! 

• swap 0.00425 $BTC

After swap:

ETH: 4.07638 / BTC: 0.0893

Total: $13,390.48 / TVL EMA-20: $12,638.27

n.b.: TVL EMA-20 indicates that ETHBTC, itself, is cruising!

ROI: 1.65% / 2.42% APR

BTC -> ETH

Okay, trade 0.00425 $BTC for $ETH, but swap or lease?

Let's look at the ETH/USD EMA20 chart.

The recommendation is to swap, so that's the way I go. I withdraw the $BTC from @TeamKujira Ghost then place a sell limit-order on FIN, this time for $MNTA (as that's the best price).

Meanwhile, my previous day's order

• BTC -> KUJI -> ... ->  ETH

hits. 

I claim the $KUJI and see that KUJI -> wETH is reasonable, so I place that buy-order. 

Finally, there's the $ETH-arb on the @TeamKujira FIN wstETH/wETH order book. I buy some $wstETH at 1.146 with $wETH: a bargain.

I place that claimed $wstETH right back on sale at 1.37-per. When that order's filled, that'll be a 20% ROI.

Sweet! 

Top 10 FIN order books by volume, 2024-01-31

Top 10 FIN order books by volume, 2024-01-31

 

1. KUJI/USDC,$432.15K
2. KUJI/USK,$217.40K
3. USDC/USK,$217.27K
4. axlUSDC/USDC,$179.77K
5. axlUSDC/USK,$158.46K
6. MNTA/USK,$128.21K
7. NSTK/USK,$115.99K
8. AQLA/USDC,$108.61K
9. KUJI/axlUSDC,$108.15K
10. MNTA/axlUSDC,$70.37K

Report generated by ./top_order_books

2024-01-31 Latest Stride LSD exchange rates

Latest @stride_zone LSD exchange rates up for 2024-01-31

 

Raw CSV of report available and archived.

./lsd source code.

You see that $stDYDX is now added to the LSD-list.

2024-01-31 Daily CoinMarketCap Price Quotes

Top 5000 coins tracked by @CoinMarketCap, 2024-01-31

 

My portfolio coins

Report generated by ./cmc_prices and ./cmc_filter, respectively, run by make alles

KUJI arbitrage on LP KUJI-ATOM/KUJI FIN order book

Let's arb $KUJI on @TeamKujira FIN with the LP KUJI-ATOM/KUJI order book.

Firstly, this arb takes FOR. EV. AH! to loop. 'Forever' being days and weeks instead of seconds.

How does this work?

I buy LP KUJI-ATOM with $KUJI on FIN (I set the price at 3.5570 $KUJI-per-LP).

How do I know that 3.557 $KUJI-per-LP is a good price?

This is the complicated part.

I find out the market price per LP by entering BOW and (any) liquidity to get KUJI-part, ATOM-part, and LP-count. 

These numbers I enter into my SPREADSHEETSZORXEN to get the $KUJI-per-LP price.

Option 1: Sell LP KUJI-ATOM on FIN

Now, I said "arb'n $KUJI," right? So, I COULD put the LP KUJI-ATOM right back as a sale for $KUJI, but you'll note about this order book that buys occur much more frequently than sales.

Option 2: Remove Liquidity on BOW

I already have a sell-order in place, so I'll go with 'option 2,' as it were. 

'Option 2' is this: 

1. I remove the liquidity from the LP KUJI-ATOM on @TeamKujira BOW

2. The $ATOM I use to buy $KUJI on FIN KUJI/ATOM

3. The $KUJI (and $KUJI in reserve) I bid LP KUJI-ATOM on FIN, looping the $KUJI -> LP KUJI-ATOM -> $KUJI-arb

C'est simple, ça! 😊

Post Script. How to grow KUJI-bag: staking vs. trading

p.s.: How to grow your $KUJI-bag?

I think on this often.

The above approach (OT) yielded 84 $KUJI from 73 $KUJI invested, or a 11 $KUJI gain in 15 days

ROI: 9.5%; 247.7% APR

Meanwhile, after more than 1 month, 2,600 staked $KUJI yielded 1.3 $KUJI (and other tokens)

5.31% APR

2024-01-30 ETHBTC-THANG! Day 247

Let's do the ETHBTC-THANG!

I record the $ADA price from @Indigo_protocol and the $ETH and $BTC prices from @Levana_protocol.

The EMA20 indicators for $ADA show no swap, either way for { $ETH, $BTC } <-> $ADA.

My SPREADSHEETSZORXEN! confirms that nothing is traded, { $ETH, $BTC } <-> $ADA, either way. 

So that's a nice confirmation. 

2024-01-30 Indigo portfolio

incept date: 2023-07-27

0.01228 $iBTC: $534.06

0.7104 $iETH: $1,681.43

2,643.25 $iUSD: $2,643.25

804 $ADA: $418.29

total fees $63.63

total yields $606.31

net yields $542.68

23.72% APY

invested: $4,465.58

value: $5,277.04

ROI: 8.80% / 17.19% APR

2024-01-30 ETHBTC-THANG! Day 247

The ETHBTC-THANG! 

• swap 0.00261 $BTC

After swap:

ETH: 3.98942 / BTC: 0.0940

Total: $13,530.19 / TVL EMA-20: $12,559.09

n.b.: TVL EMA-20 indicates that ETHBTC, itself, is cruising!

ROI: 2.29% / 3.39% APR

BTC -> ETH trade

Okay, I withdraw 0.00261 from @TeamKujira GHOST (~$110). 

So, to buy $ETH, do I do a set of swaps on FIN, or lease the $ETH with the $BTC on @NolusProtocol?

How do I answer this question? 

If I look at the ETH/USD EMA20, $ETH is at a local high: 

...so I buy via swap instead of lease.

Rest assured: when I do see a leasing opportunity on @NolusProtocol, I'll keep y'all in the loop. I might do a video-tutorial on leasing $ETH or $BTC: identifying why I'm leasing and how I lease $ETH from $BTC collateral, or vice-versa.

wETH arb with wstETH

One final thing: I'm arb'n my $wETH on @TeamKujira FIN by swapping $wETH to $wstETH and back.

I buy $wstETH lower than the exchange rate of 1.1554 (from @LidoFinance) 

...then sell it back for higher than that exchange rate, thus, incrementally, growing my $wETH-bag.