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11 Sep, 4 tweets, 1 min read
Compiling a list of my Terra on-chain analytics:
1/ Anchor's effect on UST:
2/ Thoughts on reducing impact of massive Luna sell-offs
3/ Insights on the Feb - April 2021 Luna bull run

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More from @sem1d5

sem Profile picture
8 Sep
$Luna did a 12x from Feb to April this year. What are some trends we can learn during that bull run? A thread: 🧵
$Luna went on a parabolic run from $1.60 on Feb 1 to $18.60 on April 1 this year. I'll take this as the first bull run of Luna and explore insights within this 2 month period Image
1st learning:
There were more transactions selling(red) Luna than buying (green)

As prices (in black) climbed, both selling and buying increased, but buying increased more - so much that on March 17, there are 10k sells compared to 6k buys Image
Read 14 tweets
sem Profile picture
30 Aug
We’ve seen a high volume of $LUNA selling during the May crash which caused $UST to un-peg momentarily.

Given that massive sell offs are unavoidable, how can the ecosystem reduce the impact when it happens the next time? A thread🧵:
First, let’s understand in what scenarios we see a high number of swaps from Luna to UST.

From the graph, whenever Luna prices (in blue) increase or decrease sharply, we see a high volume of Luna selling (green).
This is expected.

Selling when Luna prices are high = profit taking
selling when Luna prices dip = panic selling/cutting losses.
Read 11 tweets
sem Profile picture
25 Aug
UST’s supply has passed 2b recently. What actually has been driving this increase from the beginning? Did the increase in Anchor’s deposits contribute to an increase in UST's supply? A thread: Image
This is the overall circulating supply of UST. From Feb 7 to March 16, UST went from 2M in market cap (MC) to 870M MC! Note that Anchor only launched on March 17. One driver could be the anticipation of Anchor’s launch. Image
But I think the bigger reason is Luna’s price run-up during that time range. Luna’s prices on Feb 7 was 2.7, but saw a massive run up to 18.7 on March 17. This huge spike prompted some selling of Luna to UST in the market. Image
Read 11 tweets

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