Thursday, April 6, 2023

Top 5 LPs on @TeamKujira BOW, 2023-04-06

Top 5 LPs on @TeamKujira BOW by volume, 2023-04-06

 


  1. axlUSDC/USK,$910752.812,0%,28%
  2. KUJI/USK,$578158.625,7%,49%
  3. KUJI/ATOM,$297204.500,8%,18%
  4. KUJI/axlUSDC,$202810.031,4%,19%
  5. gPAXG/axlUSDC,$146116.625,0%,33%

Showing all LPs with $100k+ volume

Top 5 LPs on @TeamKujira BOW by APR(combined), 2023-04-06

 


  1. CNTO/USK,$3125.590,4%,432%
  2. STRD/USK,$8636.290,5%,225%
  3. GRAV/USK,$15841.540,1%,182%
  4. WHALE/USK,$29039.811,13%,173%
  5. LOOP/USK,$1295.800,3%,121%

Showing all LPs with 100%+ APR/APY.

  • Welp. I finally found a use for my airdropped $CNTO.
  • $STRD on @TeamKujira BOW is looking good, too!

Top 5 LPs on @TeamKujira BOW by APR(21 Day Trading), 2023-04-06

 


  1. INJ/USK,$22380.801,21%,81%
  2. wETH/axlUSDC,$49010.191,20%,57%
  3. FURY/USK,$1450.680,14%,43%
  4. WHALE/USK,$29039.811,13%,173%
  5. STARS/USK,$8509.290,8%,56%

Report generated by ./lps

Top 12 FIN order books by volume, 2023-04-06

Top 12 FIN order books by volume, 2023-04-06

 


  1. KUJI/axlUSDC,$142.36K
  2. axlUSDC/USK,$66.24K
  3. KUJI/USK,$56.15K
  4. ATOM/axlUSDC,$16.29K
  5. KUJI/LOCAL,$14.66K
  6. ATOM/USK,$11.69K
  7. WHALE/USK,$6.66K
  8. KUJI/ATOM,$2.85K
  9. STRD/USK,$1.71K
  10. LUNA/USK,$1.15K
  11. TAO/axlUSDC,$1.11K
  12. PAXG/axlUSDC,$1.10K

Report generated by ./top_order_books

2023-04-06 @GranaryFinance $sFTMX loop

2023-04-06 @GranaryFinance $sFTMX loop





incept date 2023-02-01
sFTMX leverage: 40272.64
sFTMX factor: 1.085
FTM borrow: -30,325.14
net FTM: 13,370.68
net FTM δ: 422.694
days in market: 64

APR: 18.03%
APY: 4.62%

With $OATH at $0.24, we average $1.30 collected/day.

Daily $FTM @GranaryFinance gain report, 2023-04-06


Did we gain?


Answer for today, yes: net 93.8863 $FTM gained


Total $FTM gained since incept date: 422.694
6.60 $FTM gained/day (average).

Wednesday, April 5, 2023

Top 15 FIN order books by volume, 2023-04-05

Top 15 FIN order books by volume, 2023-04-05


 

  1. KUJI/axlUSDC,$146.69K
  2. axlUSDC/USK,$82.04K
  3. KUJI/USK,$57.92K
  4. ATOM/axlUSDC,$46.52K
  5. KUJI/LOCAL,$36.08K
  6. ATOM/USK,$19.35K
  7. KUJI/ATOM,$8.08K
  8. WHALE/USK,$4.59K
  9. LOCAL/USK,$2.27K
  10. PAXG/axlUSDC,$1.77K
  11. LUNA/USK,$1.61K
  12. TAO/axlUSDC,$1.59K
  13. LUNA/axlUSDC,$1.56K
  14. KUJI/LUNA,$1.05K
  15. TAO/USK,$1.02K

Report generated by ./top_order_books

Top 5 LPs on @TeamKujira BOW, 2023-04-05

Top 5 LPs on @TeamKujira BOW by volume, 2023-04-05

 


  1. axlUSDC/USK,$837072.125,0%,29%
  2. KUJI/USK,$543811.000,8%,50%
  3. KUJI/ATOM,$293020.469,9%,19%
  4. KUJI/axlUSDC,$196044.281,4%,19%
  5. gPAXG/USK,$148320.359,0%,30%

Showing all LPs with $100k+ volume

Top 5 LPs on @TeamKujira BOW by APR(combined), 2023-04-05

 


  1. CNTO/USK,$3029.050,4%,417%
  2. WHALE/USK,$23029.570,6%,196%
  3. GRAV/USK,$16419.461,2%,170%
  4. wTAO/USK,$7467.310,1%,135%
  5. LOOP/USK,$1269.270,3%,119%

Showing all LPs with 100%+ APR/APY

Top 5 LPs on @TeamKujira BOW by APR(21 Day Trading), 2023-04-05

 


  1. INJ/USK,$23193.570,34%,88%
  2. wETH/axlUSDC,$49398.121,31%,66%
  3. FURY/USK,$1324.290,11%,39%
  4. KUJI/ATOM,$293020.469,9%,19%
  5. STARS/USK,$8378.550,9%,54%

Report generated by ./lps

Tuesday, April 4, 2023

Perpetuals: two takeaways

BOOM! 🎉🎉🎉


$ETH spiked, so I closed the 4.2xLONG position on @GMX_IO.

Check this out! 


The FEES were $83 over the span of half-a-month, but I still NETTED 0.02 $ETH, or ROI of 4.88%. 103.80% APR, EVEN WITH those fees.

The power of leverage. WOW!

... 

Hi, frenz. Guess what?



Not to sound like a one-note Mary, ...

Narrator: ... because you TOTALLY don't! 🙄
me: thx, narrator.
Narrator: np, fren. 🙄

I close my 4xLONG $ETH position on @GMX_IO, locking in the gains:




0.04 $ETH, ROI: 9%, annualized to 5,000% APR

Two takeaways


  1. I wouldn't have made these most-recent gains if I didn't rebid that long. The markets can always go higher.
  2. This is all very smexy. Please remember the maxim: "Everybody looks like a genius in a Bull run."

Following takeaway 1. I rebid my 4.2xLONG $ETH position on @GMX_IO:





Following takeaway 2. I have in place a 4.2xSHORT $ETH position on on @GMX_IO as a catch-all:



I'm hedged on both the market up-side and down-side.

Monday, April 3, 2023

Valuation, Kujira portfolio: 2023-04-03

Good morning, everyone!

I start my day with an $ATOM liquidation claim!


2.11 $ATOM, (discounted) quote: $11.14 (current: $11.178)
premium: 4.08%

OOH! I just bought some $STRD with my catch-all orders on @TeamKujira FIN on an $0.892-per-dip! 


SWEET!

Dear @stride_zone, for me to stake, I request you start sharing out trading fees on minting st-tokens. Staking yields as $STRD, only, is not compelling for me.

There is a new FIN order book on @TeamKujira: FRNZ/ATOM 


... I have no idea what $FRNZ is, but it's garnered a lot of bootstrapped liquidity. 

Even better than @TeamKujira ORCA $ATOM liquidation-claim is the FIN KUJI/ATOM board.


The liquidation occurred ABOVE current $ATOM-price. The sell-order executed AT current $ATOM-price. 

UNFORTUNATELY, I bought $LUNA at an inflated price on the KUJI/LUNA board. I thought the ratio would protect me as the prices moved, but, I was wrong.


FORTUNATELY, as an arbiteur, I know exactly how to profit: I buy the $KUJI at a MUCH lower ratio and wait for the spike down.


I am staking another 100 $KUJI with @TeamKujira validators, as per my rules:

  • do not stake with validators that have been slashed
  • stake with validators with commissions BELOW 5%.


Wallet balances on 2023-04-03




./wallet computes and sorts balances from a scrape of Kujira BLUE wallet.

Valuation, Kujira portfolio: 2023-04-03



invested: $13,216.22
value: $13,739.16
net gain: $522.94
ROI: 3.96%


staked: $1,006.03
wallet: $2,407.976
order book bids: $4,137.72
Supply: $4,633.69
Borrow: -$989.003
LPs: $2,322.75
ORCA liquidation Bids: $220.000

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

PnL


@TeamKujira FIN order books: 2023-04-03


Profit: $0.412
Loss: $37.137
subtotal: -$36.725
fees: $0.001
commission: $0.397
total costs: $0.398

Total profit (or loss): -$37.123 on 11 trades
average: -$3.375 per trade

2 liquidations at a 3.65% 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 2023-04-03


Staked and supplied assets UP 14.29%


LP positions DOWN 2.96%

total positions:
$7,328.07 invested
$7,962.47 value
UP 8.66%