Showing posts with label Ghost. Show all posts
Showing posts with label Ghost. Show all posts

Friday, May 24, 2024

Rust Cryptocurrency pop-quiz: Ghost x-token exchange-rates

#Rust #cryptocurrency pop-quiz: write an x-token exchange rate report tool for @TeamKujira Ghost: it extracts all x-token names and their exchange rates.



Explanation: an x-token represents tokens leant to Ghost, so if you leant 100 $KUJI to Ghost, you'd get 99.7 $xKUJI in return
  • (answer)

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

Monday, January 22, 2024

My @SumoKuji vault report, 2024-01-22

A $NSTK buy catch-all order hit on @TeamKujira FIN.




I claim the $NSTK, replace the catch-all orders, then send the $NSTK to my vault addy.



I suppose that means it's time for a @SumoKuji vault report, yes?

My @SumoKuji vault report, 2024-01-22


prediction tweet: https://twitter.com/logicalgraphs/status/1735017430181642601
archive: http://logicalgraphs.blogspot.com/p/sumo-vault.html
SPREADSHEETSZORXEN! https://docs.google.com/spreadsheets/d/1X9jYUW5__RLKpd9kvoUEl70cm3FnYYPdyc9R-PTVEbg/edit?usp=sharing





current value: $4,603.08
still to acquire: $4,394.76
vault target value: $94,629.94

  • undervalued tokens, 2024-01-22, as per vault-metrics: $KUJI, $LUNA, $NSTK, $ROAR, $FUZN, $MNTA
Okay, to business! The first thing I do is to reclaim my $FUZN from @Fuzion_App, then swap them to $qcFUZN on @Quark_Protocol. 




n.b.: Fees are 0.25 $KUJI to mint $qcFUZN on @Quark_Protocol. That's pretty high for a transaction-fee! 

Next I mint 24 $USK on BLUE against $LUNA (at 1% APR) to repay $USK borrowed against $KUJI (at 20% APR). 




I then place all my $KUJI (except reserves) on a buy-order on @TeamKujira FIN for $qcKUJI at 1.00551-per, which is a better price than @Quark_Protocol's 1.01374-per. 




My intent here is to arb KUJI on this board. Let's see how this goes.

Sunday, January 21, 2024

2024-01-21 Kujira ORCA portfolio report

Okay, let's do my @TeamKujira ORCA report for 2024-01-24




The FRIST thing I do is compute all the assets traded on ORCA by going to the FIN REST endpoint then letting my ./prices app do its THANG! 




From those (coalesced) data, and the 7-day trailing liquidation report on the @TeamKujira ORCA splash-page, I run my ./cillaz-report, which tells me which liquidations were fulfilled on ORCA, by day, and how much.




SWEET!

The Business


Okay, so I have the reportage on the @TeamKujira ORCA liquidation activity.

Now it's time for me to roll up my sleeves and figure out which of my (many) bids were (partially) filled and take action.




I check the ORCA marketplace, but that's too big.



Let's take this bid-by-bid.

Here's my process, I go through each of my bids that I've recorded as line-items on my SPREADSHEETSZORXEN! (check my blog for linkies).

  1. I go to a bid (starting from the bottom), in this case: $wAVAX
  1. I enter the asset into ORCA


  1. I see that I still have the full bid there.
I'll skip the other assets that have the full-bid still in place on @TeamKujira ORCA. Just know I do this process for each bid that I have in place.

I'll focus on the bids, now, that are filled or partially filled.

wFTM/USK

The first bid that (partially) hit was on @TeamKujira ORCA wFTM/USK, and, having $1k move through that market, I must say I'm very disappointed at this paltry fulfillment of 7.7 $wFTM for 2.14 $USK.



I suppose somebody front-run me, ...fair, while the market was broken, ...bugger.

You win some, you lose some, and $wFTM, at a 20% discount, is nice.

I place most of the $FTM on @TeamKujira FIN




... to replenish my bid, which is now the low-bid in this market, and lend the remaining $FTM to Ghost, 


...starting my $FTM bag. YAY! 😊

The sharp-eyed among you will notice I'm selling my $wFTM for $MNTA (PT). When that order fills on @TeamKujira FIN, I'll some of the $MNTA for $USK, refilling the bid on ORCA, then 'bank' the rest of the $MNTA as $qcMNTA, starting my $MNTA bag on this addy. YAY! 🎉

KUJI/xUSK


Next up, I have a partial fulfillment of liquidated $KUJI from an $xUSK bid.






I claim the $KUJI, which my SPREADSHEETSZORXEN! tells me I claim for $3.5-per (with the market at $3.41. Eh. It happens). I sell the $KUJI on FIN.

The remaining $KUJI I 'bank' by placing a buy-order on @TeamKujira FIN $qcKUJI board below the market price on @Quark_Protocol 




stATOM/USK

Next up, liquidated 8.8 $stATOM. This is a filled order.

I sell back some $stATOM for $USK on @TeamKujira FIN to rebid on ORCA and lend the remaing $stATOM to Ghost, starting my $stATOM bag.





ROI: 9.24%; 374.64% APR

YAY! 🎉

LUNA/USK

Another full liquidation claim is for $LUNA on @TeamKujira ORCA. I claim that $LUNA, resell some of it on FIN, then, instead of lending it to Ghost, I place a buy-order for $ampLUNA with the remaining $LUNA on FIN. 





I'm now ready to run my ORCA portfolio reports.

2024-01-21 @TeamKujira ORCA portfolio report


$763.57 Liquidity in liquidation bids on ORCA
$21.10 Liquidity in Ghost (muh BAGz!)
$253.955 Liquidity traded on FIN
$33.97 Liquidity in reserves (for transactions and bids)

$818.64 total 

2024-01-21 @TeamKujira ORCA: muh BAGz!


6.0485 xUSK $6.653
4.7681 xLUNA $3.58
1.6591 xwFTM $0.60
0.8240 xstATOM $10.28

total: $21.102