Monday, February 26, 2024

Kujira ORCA portfolio report, 2024-02-26

Okay, let's do the ORCA-THANG!

FIN

Collecting some residual trades to get dry powder and some gains, particularly $LINK from a prior liquidation claim.





Let's see if any liquidations filled for me and review the bids on @TeamKujira ORCA. 

MNTA (from xaxlUSDC)

The first liquidation I claim is $MNTA. I claim it from @TeamKujira ORCA, swap to $axlUSDC (most of it) to rebid liquidated $MNTA, then lend the remaining $MNTA to Ghost, BUIDL'n my $MNTA-bag OR creating an $xMNTA bidding pool, ... OR BOTH! 😤 






stATOM (from USK)

Next is a partial liquidation fulfillment of $stATOM on @TeamKujira ORCA

For me a 'partial fulfillment' is a fulfillment, unless it's dust, then I let it ride until something substantial shows

I claim liquidated $stATOM, sell most as $USK to refresh the bid, then bank in Ghost.






MNTA (from USK)

...and, then: ...O, MY GOODNESS! a 37 $MNTA liquidation for 28.303 $USK at a 24% premium! WOW!



liquidation quote: 76¢
market price: 99¢

I sell-back some $MNTA for $USK on FIN to rebid, lend the rest of the $MNTA to Ghost, rebid $MNTA with spare $USK







... then do a little happy dance.

Let's finish up the @TeamKujira ORCA bids: I bid on both $MNTA (with $xaxlUSDC) and good ol' $LINK (with $USK).




You see that I'm increasing my bids on assets that I've got hits on before. This's my conceit: it's more likely an asset recently liquidated will get a hit, again.

Now we move all gained-assets to @TeamKujira Ghost lend, ... well: those that do allow lent-assets, so I lend both $USK and $LUNA to Ghost, but $LINK? ... $LINK chill fr. 😎





Let's do the daily ORCA report.

Dear @TeamKujira,

$LINK has marketplaces both on FIN and BOW. I'd like to lend my $LINK to those who'd like to borrow $USK-minting collateral.

wen $LINK on GHOST?

2024-02-26 @TeamKujira ORCA portfolio report


(re)incept date: 2024-02-17
starting liquidity: $3,469.77
# active bids: 34




$71.39 Ghost & HODL
$269.64 FIN
$39.25 reserves
$1,172.72 BLUE mints
$2,214.83 ORCA bids

accumulated fees: -$8.19

$3,759.63 total

ROI: 8.35% / 338.79% APR

2024-02-26 @TeamKujira ORCA Bids




34 active bids
Total bid ($): $2,214.83

FIN composition 2024-02-26




Tokenamountvalue $
USK218.16$218.160
KUJI2.4766$10.303
MNTA2.7686$2.782
axlUSDC38.3919$38.392
 
total:$269.640

2024-02-26 @TeamKujira ORCA portfolio: muh BAGz! on Ghost




2.6203 xUSK $2.96
1.305215 xLUNA $0.93
1.6591 xwFTM $0.73
1.0850 xstATOM $15.70
0 xaxlUSDC $0.00
0.0205 xgPAXG $43.18
6.085675 xMNTA $6.09
0.094071 LINK $1.807

total: $71.39

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