Wednesday, February 28, 2024

2024-02-28 ETHBTC Trading portfolio report

$BTC wanna be start'n sumthin'! 😎



Okay, let's do the ETHBTC-THANG!: see if there's any swap(s), do those, and report where we're at.

First off, I record the { $ETH, $BTC }-prices from @Levana_protocol. 




$BTC's flyin' so high, I think the FTC would require it take on airline stewardesses now, by law! 😳

ETH/BTC-ratio says $BTC -> $ETH swap, so, let's compute that by incorporating it into my SPREADSHEETSZORXEN!

ETHBTC-computer created, and it says:


  • SELL 0.002950 BTC for 0.05148 ETH ($166.13)

Let's do that. I have some dry powder in the form of $axlUSDC, $USK, and $KUJI, so I use that instead of trading away $BTC.




But that transaction fee of 0.2 $KUJI??? Anybody else seeing this?



I eventually settle on the $USK -> $wETH -trade because that order book has the lowest priced $ETH 

...and a respectable amount of volume (141.78k, one of the top-5 order books).

2024-02-28 ETHBTC Trading portfolio report



incept date: 2024-02-28 (today!)

0.7521 wETH @ $3,402.81-per: $2,559.27
0.0052 wBTC @ $61,258.59-per: $320.21

$3,364.29 dry powder reserves
$7,421.09 actively traded on FIN

initial investment: $13,664.85
current valuation: $13,664.85

Top 10 FIN order books by volume, 2024-02-28

Top 10 FIN order books by volume, 2024-02-28

 


  1. KUJI/USDC,$304.95K
  2. USDC/USK,$248.32K
  3. axlUSDC/USK,$233.19K
  4. KUJI/USK,$225.69K
  5. wETH/USK,$154.88K
  6. MNTA/USK,$111.84K
  7. MNTA/axlUSDC,$88.28K
  8. ATOM/USK,$76.20K
  9. KUJI/axlUSDC,$63.33K
  10. axlUSDC/USDC,$56.60K

Report generated by ./top_order_books

2024-02-28 Latest Stride LSD exchange rates

Latest @stride_zone LSD exchange rates up for 2024-02-28

 


Raw CSV of report available and archived.

./lsd source code.

2024-02-28 Daily CoinMarketCap Price Quotes

Top 5000 coins tracked by @CoinMarketCap, 2024-02-28

 


My portfolio coins

Report generated by ./cmc_prices and ./cmc_filter, respectively, run by cmc

Monday, February 26, 2024

My @SumoKuji vault report, 2024-02-27

I caught some $WINK on the downslope on @TeamKujira FIN, then transferred it to my vault addy.




Let's do the Sumo vault-report.

My @SumoKuji vault report, 2024-02-27


incept date: 2023-12-16





invested: $5,563.81
current value: $6,243.51
ROI: 12.22% / 61.08% APR
still to acquire: $2,754.33
vault target value: $94,629.94



  • undervalued assets: $KUJI $LUNA $ROAR
This is the first clear break-away where valuation has launched itself from the amount invested for the Sumo vault.

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