Exiting FTM positions

I am exiting all my $FTM positions.

With turbulance on @FantomFDN, with it transitioning to its new token $S, I no longer know if $FTM will hold value, long-term.

I'm sad, because Fantom was a cute, cheap blockchain.

Too bad they got hacked.

Too bad I lost $69k in that hack.

Rebranding ETHBTC portfolio into Indigo portfolio and Blue Chip portfolio

I'm making a strategic rebranding: I'm renaming and splitting into two the ETHBTC portfolio into:

• the Indigo Portfolio

and 

• the Blue Chip portfolio.

I've been thinking about this shift for some time now, as neither are purely ETHBTC. This change takes effect now.

Cryptocurrency pop-quiz: realizing metadata as data in a graph

Looking at the answer to the previous #cryptocurrency pop-quiz ("What's my $ETH position?") leaves something to be desired, particularly, a CASE-statement in graph query always, always, always means you're creating a metagraph of the graph.

Creating a meta-graph is all well and good for a quick-n-dirty solution, and that's fine for some.

Not for me.

#cryptocurrency pop-quiz

Create a (meta-)mapping of token-types to tokens, e.g.: 'blue chip' to $BTC, 'stable' to $USDC, etc.

Then, upload that meta-data as a graph.

Part II, pop-quiz:

When you've realized these metadata as data, rewrite the query to entail this embedded knowledge.

Show your work and results.

• (answer)

Whose portfolio is it? Don't blame the whales for portfolio performance.

I love it when somebody who has 1 follower tells me what not to tweet, so:

Dear whale, whomsoever you are – not telling you what to do by any stretch, 'cuz you do you! – but if you are so inclined to dump more, please dump harder, because I'm lovin' these sales.

love, geophf 😍

... and hey! If YOU, dear reader, get liquidated in this alt-price-plummet, guess whose fault it is? If _I_ get liquidated, guess whose fault it is?

Not the whale's fault. 

This happens every time: prices go up; whales dump.

It's YOUR fault and it's MINE for playing with fire.

This talks to @littlebunny1899's tweet about @TeamKujira ORCA*

ORCA protects you on the down-side: you MAKE MONEY during a crash, folks! Instead of losing money, getting liquidated, I MAKE MONEY bidding on other people's liquidations.

I've said this before. I say this now.

The markets go up; the markets go down.

The markets do whatever.

If you're a trader, the markets don't matter.

Why?

Because YOU KNOW the markets are volatile, and YOU've created strategies to make money, no matter what the markets do.

Optimism portfolio 2024-04-06

Let's do the @Optimism-THANG!

Granary

First off, there's a money-market play: @GranaryFinance. 

1. Supply $sUSD at 33% APY (APR?)
2. Borrow any stable you like (say $DAI; ... NOT $sUSD)
3. Swap to $sUSD on @VelodromeFi 
4. Loop.

You're looping at 20% δ. 

Beethoven

The @beethoven_x LPs on @Optimism have been lovely. Except the "All in on the Grain Train"-LP. That's sucked.

But it's time for me to manage my liquidity.

I withdraw all LPs to $wETH (and $wstETH swapped to $ETH).

Synthetix

The @Optimism blockchain has @synthetix_io which has several protocols, some dealing with options and hedge, so you stake $SNX to mint $sUSD to ...

... I don't know. I don't get it. I tried to, but this isn't my cuppa.

I pull my debt hedge from @torosfinance and burn the $sUSD.

After I free up my staked $SNX, I see the SNX/stable EMA20 is 'BUY!' 

AND!

Toros

I have profited from @torosfinance $dSNX debt-hedge, leaving over some $sUSD.

On the EMA20's recommendation, let's swap to $SNX on @VelodromeFi. 

I have some lovely positions on @torosfinance (besides the $dSNX). I move all the liquidity off Toros. It's not that they didn't do great! They did.

It's just that I have other plans for that liquidity.

I put that plan into action, right away, as OP/USD-EMA20 says buy, so I swap some $USDC to $OP on @VelodromeFi.

There's a BUY-call for SNX/USD, so I swap $USDC to $SNX, as well.

Arbitrage

So, let's get to my new purpose for my @Optimism portfolio: $ETH-arbitrage.

First, I swap some $ETH to $OP on that EMA20 call on @VelodromeFi 

Next, I buy some $LDO on @VelodromeFi, both from $USDC and $wETH, as both EMA20 indicators call BUY. 

Then, the SNX/ETH-EMA20 says BUY, so I swap $ETH for $SNX on @VelodromeFi 

One final EMA20-directed-swap: the EMA20 for ETH/stable says BUY, so I swap $USDC for $wETH on @VelodromeFi 

Granary

Finally, a bit of housekeeping: I swap the $USDC to $sUSD and the $wETH to $ETH and deposit into @GranaryFinance.

Hey, @GranaryFinance, can you allow me to deposit $wETH or $ETH to supply $ETH on @Optimism, please?

So, now I have positions on @GranaryFinance on @Optimism. 

Optimism portfolio 2024-04-06 

total net worth: $858.69 

total invested: $384.52 

total debts: $0.00 

ROI: 123.31% 

Kujira portfolio 2024-04-04

Let's do the @TeamKujira (main addy)-THANG!

I run ./kfc to get and to repose today's prices on FIN. 

./kfin (called by ./kfc, but you knew that already).

So, first up, on @TeamKujira FIN, I have filled orders. Let's claim these. 

These orders – $FTM, $AVAX, $WINK, $AQLA – precipitate reports for other protocols, like my ORCA-protocol or my Sumo-protocol, but these will come in due turn.

#protip You may have $KUJI delegated to an inactive validator. Go to https://blue.kujira.network/stake?status=BOND_STATUS_UNBONDED (select 'inactive') and see which inactive validators are holding your $KUJI, then unstake that $KUJI or you might lose it. 

I unstake my $KUJI from the inactive validators.

#PSA 

Now I move liquidity to specialized wallet addy's.

I move $INJ, $AVAX, and $FTM to my ORCA addy. 

I move my claimed $AQLA and $WINK to my Sumo vault addy. 

And I have some $KUJI. I move this $KUJI to three addy's: { kujiatom, kujiluna, mntakuji } to arbitrate $KUJI using the wallet's token as the pivot asset.

I also have some $LVN. I move that to the mntakuji addy because it can be pivoted against those two tokens.

Come to find I have some $stINJ.

Let's get rid of that!

I IBC it over to @stride_zone and begin the process of slow-burn. I'll see that $INJ on @injective on May 1.

Kujira portfolio 2024-04-04

total net worth: $24,045.88

total invested: $21,063.89

total debts: -$3,902.44

ROI: 14.16%

Per Protocol

Here is the per-protocol breakdown of my @TeamKujira portfolio in chart-form: FIN, Ghost, wallet (BLUE), and BLUE (minting).

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