Showing posts with label asset value. Show all posts
Showing posts with label asset value. Show all posts

Wednesday, June 12, 2024

Cryptocurrency pop-quiz: Fair market value $KART based on other Kujira Pilot launches

#cryptocurrency pop-quiz: $KART ... before the horse?

These are the token-sales on @TeamKujira Pilot, their launch price, and their current price:



  • $NAMI,21.875¢,2.1651¢
  • $WINK,0.5¢,4.5115¢
  • $AQLA,25¢,4.438¢
  • $BFIT,16¢,0¢
Interesting. 

Here are the charts of those tokens that are traded on @TeamKujira FIN





  1. Which tokens increased in value after Pilot launch?
  2. What were their ROIs and APRs since launch?

Given the above:

  1. What is the fair-(or anticipated-)price of $KART using a-priori analysis?

Friday, February 24, 2023

Valuation, Kujira portfolio: 2023-02-24

Valuation, Kujira portfolio: 2023-02-24


invested: $16,086.55
value: $17,364.68
net gain: $1,278.13
ROI: 7.95%


staked: $815.69
wallet: $5,236.074
order book bids: $4,798.66
Supply: $3,249.51
Borrow: -$742.032
LPs: $3,827.487
ORCA liquidation Bids: $179.283

matches supply+stake: TRUE
matches LPs: TRUE
matches value: TRUE

total assets: $17,364.68
discrepancy: $0.00

PnL


@TeamKujira FIN order books: 2023-02-24


Profit: $117.959
Loss: $0.576
subtotal: $117.383
fees: $0.001
commission: $0.444
total costs: $0.445


Total profit (or loss): $116.938 on 9 trades
average: $12.993 per trade

1 liquidation at a 8.33% premium (avg)

pnl sources: https://github.com/logicalgraphs/crypto-n-rust/blob/main/src/ch08/pnl/pnl_with_liquidations.rs

Assets in play



Kujira Positions report


staked, supplied, provisioned, @TeamKujira 2023-02-24


Staked and supplied assets UP 15.43%


LP positions UP 4.01%

total positions:
$7,201.85 invested
$7,892.694 value
UP 9.59%

Saturday, January 7, 2023

Valuation, Kujira portfolio: 2023-01-07

Valuation, Kujira portfolio: 2023-01-07


invested: $11,397.61
value: $10,646.09
net gain: -$751.52
ROI: -6.59%


staked: $589.35
wallet: $1,968.410
order book bids: $4,314.92
Supply: $1,804.21
Borrow: -$535.465
LPs: $2,384.78
ORCA liquidation Bids: $119.880

total assets: $10,646.09
matches value: TRUE
discrepancy: $0.00

PnL

@TeamKujira FIN order books: 2023-01-06


Profit: $53.715
Loss: $25.461
subtotal: $28.254
fees: $0.000
commission: $0.105
total costs: $0.105

Total profit (or loss): $28.149 on 8 trades
average: $3.519 per trade

pnl sources

Assets in play


Kujira Positions report


staked, supplied, provisioned, @TeamKujira 2023-01-07


Staked and supplied assets DOWN 13.55%


LP positions DOWN 3.02%

total positions:
$5,227.85 invested
$4,778.35 value
DOWN 8.60%

Analysis


It's going to take FO. REV. AH. to recoup the $KUJI-stake loss-in-value, so: look out, FO. REV. AH; here I come!

And those who say: "LPs: invest and forget, no brainer"? Nearly all my LPs are down, by a lot. I don't know how you're earning with LPs (APY), with the APRs so down.

For those of you who don't want to hear this, look away. Unfollow. Quickly.

I report the numbers, not the feelz.

If you want to hear "@TeamKujira IS AWESOME!":

@TeamKujira is AWESOME!

AND.

The markets on it are (way) down, and I have to get to work.

It's as simple as that.

Sunday, November 6, 2022

Rust pop-quiz: assets and their $USD-values

Rust pop-quiz...

... really, this quiz precedes yesterday's but, oh, well: we learn by ... well: learning.

From the marketplace-as-orderbooks-in-Rust


construct a table of all assets and their $USD (or ... dare I say ... $axlUSDC) values.

Consideration


Not all assets have an $axlUSDC order book, but all assets have a stable they're paired with, so you MAY need an $USK-to-$axlUSDC-converter thingie for ALL assets to have an $axlUSDC-basis.

I WONDER WHERE YOU COULD POSSIBLY FIND THAT?!?!?!??! 🤔

BONUS!


Construct a table of all assets and their $USK-values.

n.b.: once you address the consideration (above), this bonus is simply the dual of the $axlUSDC-table.