Logical Graphs LLC: MENSA report 2024-03-10

Sunday, March 10, 2024

Next up, MENSA!

We've already determined in prior 🧵 that the LP KUJI-ATOM with its xyk-algorithm depresses the value, vis-à-vis HODL'n the tokens separately

LP KUJI-LUNA

Same for LP KUJI-LUNA?

great, but...

... but this worth is computed on

KUJI: 62.465 and LUNA: 253.538

My original provisions were:

KUJI: 100 and LUNA: 144.

Those values today would have been: $581.250

I've lost ~$50 by letting the LP manage my assets.

So, I take back my assets, thankyousoverymuch.

I place half my $KUJI and half my $LUNA onto the @TeamKujira FIN KUJI/LUNA order book, arb'n both ways.

The other half of each asset I lend to Ghost.

A similar for analysis for LP MNTA-KUJI:

invested: $131.829 (205 $MNTA - 94 $KUJI)

current value: $548.631 at 303 $MNTA - 64 $KUJI

Great!

However, with the original amounts, my valuation would've been: $586.3398

So I'm down ~$38 if'n I'd kept my asset separate.

I withdraw the liquidity from the LP MNTA-KUJI on @TeamKujira BOW,

then take half that liquidity and place orders on the MNTA/KUJI FIN order book.

The remaining liquidity I lend to Ghost.

incept date: 2023-09-26

invested $535.50 / current value: $2,319.51

ROI: 333.15% / 732.52% APR

Talk about the value of HODL'n! --^ 😱

Or, as my financial advisor tells me: "Time in market."

Mm-hm!