Wednesday, November 30, 2022

Investment by BlockChain: 2022-11-30

Now let's focus on inter-blockchain report.

First, I SWAP-SWAP on @Bybit_Official from $AVAX -> $USDT -> $FTM, then I move that liquidity to the Fantom Opera Blockchain.




Here're my @GeistFinance positions.


Here's the thing about $DAI. It collateralizes at 75% only, as opposed to $USDC and $fUSDT, which collateralize at 80%. I'm withdrawing my $DAI, swapping to $USDC on @UniDexFinance, then resupplying at $USDC. 




When I've completely unwound my $DAI supply, my new @GeistFinance positions settle to the following: 


I swap the $FTM to $USDC on @UniDexFinance then supply that to @GeistFinance. I then borrow half-max $MIM; 'half-max' because I'll resupply half, but I'm going to be using half on @TarotFinance.




Let's embark on this adventure!

I swap the $MIM to $USDC on @UniDexFinance and resupply half back to @GeistFinance, as promised, bringing the health factor back up to 1.19, which I can live with for now.



... but what do I do with the remaining liquidity?

The rest: I swap half for $fUSDT on @UniDexFinance, then add liquidity to that stable LP on @Spirit_Swap (another too cute dApp? What gives!).





Why?

@TarotFinance has a leveraged LP farm yielding ~9%.

And here I am in my new @TarotFinance position. 



I can now run the blockchains report.

Investment by BlockChain: 2022-11-30



invested: $81,300.27
value: $70,347.97
ROI: -13.47%

Net Avalanche positions: 2022-11-30

Before I do the Avalanche report, I'll disburse funds.

So, first stop: @GMX_IO. I swap $AVAX for $GMX ont @traderjoe_xyz and stake it, then buy $GLP with $AVAX.





You see the yields are above $10, but I'll wait to compound them when the multiplier points to be harvested is more than 1.0. 

Next, I open a new position on @Alpha_HomoraV2: the AVAX-USDC.e leveraged LP farm. Quite a lot more debt with a stable-paired LP, so, we'll see how this goes.


Liquidation occurs at $11.7/$AVAX ... Have we been below $12.00 at all? 🤔


Yes, we have, so I'll monitor this LP. 

The remaining liquidity I transfer to @Bybit_Official for later disbursement.


I'm now ready to run the Avalanche daily report. 

Net Avalanche positions: 2022-11-30



invested: $67,208.75
valuation: $57,806.94
ROI: -13.88% 

Tracking trades with Gantt Charts

"BUT, GEOPHF! YOU DON'T USE MARKET ORDERS, DO YOU?"

No.

"SO HOW DO YOU KEEP TRACK OF WHERE YOU ARE IN THE TRADE TRANSACTION? DOESN'T THAT TAKE A LOT OF TIME?"

Yes, it does.

I use Gantt charts, myself. 


"BUT, GEOPHF! HOW DO YOU MAKE GANTT CHARTS?"

Glad you asked.

RUST POP-QUIZ!

GIVEN the Gantt chart-generator on d3js.org, and the expected output from a trading-path, write a Rust program that outputs a Gantt Chart from a trading path.

Rust pop-answer: exploring just one (explicated) trading-path

For the Rust pop-quiz to explore just one explicated trading-path, ...since the work has been done to explore every path, ...one simply needs to call the library functions that explore a path and print it.

So, a bit of administrative work, and we can now experiment off-chain



Rust pop-answer: best paths across all FIN

The Rust "finding the best paths of all FIN paths"-quiz is a bit of a cheat. We know how to find the best a -> b, so all we have to do is concatenate all paths into one file.

THAT ONE FILE IS THE SOLUTION! 😤 


I go for isomorphisms, myself, as you see.

2022-11-30 Benqi Finance AVAX loop APR report

Let's do the daily @BenqiFinance report. Before doing that, I swap the transferred-in $AVAX to $sAVAX on @KyberNetwork, then supply that to @BenqiFinance. I borrow half the supply as $AVAX.




This is my working liquidity for today. 

2022-11-30 @BenqiFinance $AVAX loop APR report





APY 7.26%
APR 20.06%

total $AVAX-yields collected: 14.84
total $QI-yields collected: 3551.32
yields, incept: 2022-10-22
yield collected for 39 days

With $AVAX at $12.64 and $QI at $0.008190
That is $5.56 collected per day (avg)

Analyses

"Keep on truckin'" applies here.

CIAN says @BenqiFinance is also 30%


So we good here, too.

Daily cryptocurrency income report, 2022-11-29

Daily #cryptocurrency income report, 2022-11-29: $52.63*





$50. Not bad for a day's work.

*does not include auto-restaked yields nor s- nor x-token gains

Valuation, Team Kujira portfolio: 2022-11-30

Valuation, @TeamKujira portfolio: 2022-11-30



invested: $8,785.39
value: $7,161.60
net gain: -$1,623.79
δ yesterdæg: -$236.00
APR: -153.32%

staked: $458.97
wallet: $407.595
order book bids: $6,295.03

total assets: $7,161.60
matches value: TRUE
discrepancy: $0.00

PnL

@TeamKujira FIN order books: 2022-11-29

Profit: $52.846
Loss: $39.30
fees: $0.00
commission: $0.76
total costs: $0.76

Total Profit (or loss): $12.788 on 14 trades
average: $0.913 per trade

pnl sources

Assets



2022-11-30 Aave AVAX loop APR report

This.


... any questions?


On that note, ... shall I transfer $AVAX to my Avalanche wallet?



Yes. I think I shall, indeed.

2022-11-30 @AaveAave $AVAX loop APR report





APY 12.34%
APR 23.00%

all yield collected: 1.72 $WAVAX
yields, incept: 2022-11-14
yield collected for 16 days
With $AVAX at $12.83
that is $1.38 collected per day (avg)

Analyses


What does this say about the @AaveAave $AVAX loop-approach. I've made 3.5 $AVAX since incept, 15 days ago.

Yes, $AVAX borrow eats away at it, but reinvesting yields pumps faster than the borrow rate eats.

This is what CIAN says: 30% APR.


Sounds good to me.