Valuation, Cosmos portfolio: 2023-02-27

Valuation, Cosmos portfolio: 2023-02-27

invested: $18,656.31

value: $19,119.83

net gain: $463.52

ROI: 2.48%

You can see: my COSMOS portfolio is heavily Kujira-biased.

Daily Fantom Blockchain position report, 2023-02-27

Let's head over to the cute blockchain, Fantom.

We start with Denzel Washin-...

Sorry.

We start with @EqualizerFlash.  I have 2 $EQUAL to harvest, which is > $20. I use both to establish the FTM-EQUAL LP.

@EqualizerFlash is already 50% ROI. 😳

Now: @UnlDexFinance.

Another protocol that sees above 50% ROI, the $FTM-pool is poppin'! at 98% ROI.

I collect the $FTM-yields there, half of which I swap to $ETH, which I supply on the @Alpha_HomoraV2 lend-pool 

(eventually destined for @optimismFND to fund $UNIDX).

Daily Granary Finance report.

This encompasses the @FantomFDN.

Daily Fantom Blockchain position report, 2023-02-27

invested: $28,419.40

valuation: $28,422.87

ROI: 0.01%

2023-02-27 Granary Finance sFTMX loop

2023-02-27 @GranaryFinance $sFTMX loop

incept date 2023-02-01

sFTMX leverage: 39575.14

sFTMX factor: 1.0794

FTM borrow: -29,531.361

net FTM: 13,186.040

net FTM δ: 236.869

days in market: 26

APR: 25.22%

APY: 5.54%

With $SD at $1.30 and $OATH at $0.22

that is $1.51 collected/day.

Daily $FTM @GranaryFinance gain report, 2023-02-27

Did we gain?

Answer for today, yes: net 8.4102 $FTM gained

Total $FTM gained since incept date: 236.869

9.11 $FTM gained/day (average).

Analysis

Why "down 23%," then? I've jerked this protocol around quite a bit to find the balance between the money market and the "Locked, staked, and two smoking Fantoms"-LP on @beethoven_x.

@GranaryFinance needs some time to find its feet, but, even so, it's producing $FTM.

Net Avalanche positions: 2023-02-27

D'ye know what time it is, my frenz?

It's yield-farmin' time!

Avalanche

Let's start on @avalancheavax. First up @Alpha_HomoraV2. 

αHomora

I collect the $PNG-yields from the USDC.e-AVAX leveraged LP, then, on @pangolindex, I swap those yields to $USDC.e and $AVAX.

Can you guess why? 😎

The reason? I reinvest my yields back into the USDC.e-AVAX leveraged LP.

@Alpha_HomoraV2 makes this an easy, step-by-step process:

1. I reinvest the yields as 50/50 USDC.e/AVAX

2. I check leverage is reasonable

3. I confirm.

My new balance is up, hot-n-fresh! 😎

My ROI is up 38% on @Alpha_HomoraV2 on @avalancheavax, BTW. 

Benqi and Trader Joe

Next up, the 1-2 punch of @BenqiFinance and @traderjoe_xyz. 

I need these yields to be over $80 for me to harvest, and, would you look at that? The yields are over $80.

My plan of attack is to collect the $QI- and $AVAX-yields, convert everything to $AVAX, then reinvest.

On y va

I swap all the $QI-yields to $AVAX on @pangolindex, 

...then I swap 7/8ths of the $AVAX to $sAVAX on @KyberNetwork 

'7/8ths' is very specific. Why 7/8ths?

7/8ths because

[not to leave you hangin']

1/8 remaining of $AVAX is paired with $sAVAX to provide liquidity to the sAVAX-AVAX LP farm on @traderjoe_xyz 

The remaining 6/8ths (or 3/4ths to you mathematically-savvy cryptonists) of the $sAVAX supplies the @BenqiFinance marketplace. 

With that, we can now do the 'daily' Avalanche report.

Net Avalanche positions: 2023-02-27

invested: $46,395.83

valuation: $48,515.96

ROI: 5.00%

Investment by Blockchain: 2023-02-27

Investment by Blockchain: 2023-02-27

invested: $98,001.72

value: $101,624.63

ROI: 3.70%

Daily cryptocurrency income report, 2023-02-26

Daily #cryptocurrency income report, 2023-02-26: $255.48*

Yeup. $255 net gained in one day.

Good thing I had all those catch-all limit-orders in place all around @TeamKujira FIN! 

*does not include auto-restaked yields nor s- nor x-token gains

Valuation, Kujira portfolio: 2023-02-27

Valuation, Kujira portfolio: 2023-02-27

invested: $16,104.31

value: $16,976.95

net gain: $872.64

ROI: 5.42%

staked: $850.26

wallet: $5,055.261

order book bids: $4,620.91

Supply: $3,135.94

Borrow: -$747.242

LPs: $3,881.283

ORCA liquidation Bids: $180.542

matches supply+stake: TRUE

matches LPs: TRUE

matches value: TRUE

total assets: $16,976.95

discrepancy: $0.00

PnL

@TeamKujira FIN order books: 2023-02-27

Profit: $251.333

Loss: $0.294

subtotal: $251.039

fees: $0.001

commission: $0.323

total costs: $0.324

Total profit (or loss): $250.715 on 13 trades

average: $19.286 per trade

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

Assets in play

Analysis

This, folks, is what $250 IN NET PROFIT looks like for 1 day of trading (mostly just collecting catch-all orders, so an unusually active trading-day) looks like.

Now, let's get that to $1,000 net daily, and they we're in business! 😎

Kujira Positions report

staked, supplied, provisioned, @TeamKujira 2023-02-27

Staked and supplied assets UP 13.18%

LP positions UP 2.68%

total positions:

$7,301.85 invested

$7,867.480 value

UP 7.75%