danku_r Profile picture
21 Sep, 29 tweets, 20 min read
Live Twitter Thread to follow & recap @TeFiAlpha

/n

πŸ‘‡πŸ‘‡
@TeFiAlpha 1/ Start with pre-game show hosted by @TerraBitesPod - First guest @AndromedaProt ->@superphly

Story: @superphly worked already on blockchain technology before Bitcoin. Work also on the basis of NFTs on Ethereum. Talked to Do before creating the community grant proposal.
2/ Next guest: @orbital_command Validator and Community Legend

Runs a great announcement channel on telegram t.me/ocintelligence
3/ Next guest: @stablekwon | Luna Master & height: 5'11

Outlines importance on decentralization of @terra_money - which is his master plan! (Tweet today)

"Protocol Armageddon", a switch to turn of TFL. Goal: A state when nobody asks if UST will be around in 10 years.
4/ Next guest: @TheMoonMidas | Terra King & community legend (and nervous after meeting the legend Do)

Created latin telegram group t.me/terralunaticos

Saludos a todos los #LUNAticos! :)
5/ Next guest: @OtherMike2 from @ApolloDAO

Important to use your own platform for the farming event to show that the vaults work.
6/ First speaker: @stablekwon

Recaps and focuses on OGs (that never sold! @NicolasFlamelX & @CryptoKnight944 ).

12 months ago people were asking if @terra_money can survive. This has changed. There is a need for decentralized stablecoins $UST.
7/ It is "our" job to stay and become decentralized.

It started with one company, TFL, but there are now hundreds of companies building on top of Terra & $UST.

Proud of the work of TFL, enabling thousands of people to invest in assets.
8/ @WhiteWhaleTerra promo video. Will launch on @pylon_protocol & @StarTerra_io

@mars_protocol promo video. Decentralized bank theme played hard.
9/ Speaker: @OtherMike2 from @ApolloDAO

Dev lead from Apollo.

Apollo is not a classic yield aggregator. Their product is are the "Apollo Vaults" filling the warchest: decentralized hedge fund.

"Apollo Safe" is the next product: Multisig wallet.
10/ @ApolloDAO alpha: Want to use their vaults as lego for other systems.
11/ Speaker: @DylanMacalinao from @Saber_HQ

Biggest dApp on @solana

Big Luna fan and wants to support to onboard more $UST on @solana
12/ Speaker:
@chauncey_stjohn from @angelprotocol

Thanks for the shout-out :)

Focus on the strong value of @terra_money & @anchor_protocol to provide the best value to charities.

"You give one, you give forever."

Next: How has @angelprotocol been founded
13/ A variety of protocols across the whole @terra_money ecosystem enables @angelprotocol

ALPHA: Angel basically creates a floor price for $LUNA via bonding $UST forever πŸ™‡β€β™‚οΈπŸ™‡β€β™‚οΈπŸ™‡β€β™‚οΈπŸ™‡β€β™‚οΈ
14/ @ProtocolTalis promo video. Showcase of multiple NFT projects, not seen before! @TerransNFT revealed! Hugh alpha reveal.

@kado_money promo video.
15/ Speaker: @PanParagraf from @StarTerra_io

Explains squads (not in whitepaper). Entry-level as tiers are too high to reach (15k UST).

Special trailer reveal for @StarTerra_io
16/ @orion_money promo video.
@TalesofTerra promo video -> hilarious :D
@loop_finance promo video (no sound?)
17/ @AndromedaProt

Quote to remember: "1. It use to be hard to build on DEXs 2. @AndromedaProt is the solution 3. It is the path to onboard the next billion-user."

ALPHA | Announcement of ADO: Andromeda Digital Objects

@AndromedaProt provides the tools to build for no-coder
18/ Roadmap reveal of @AndromedaProt

Andromeda protocol seems to be amazing.

Wen token? Not soon, as the concept is completely new.

"Andromeda protocol, come build with us."
19/ AMUN @21Shares presentation

Thank for the shout-out, Ron :) Powerful presentation!

AMUN will make crypto mainstream. ALPHA: Governance proposal for ecosystem token soon to be available on @ethereum
20/ @pylon_protocol promo video subbed by @limowooj

- Third-party SDK enabled with COL-5.
- Widget integration coming soon to "deposit" with Pylon
- Pylon Harbor to DCA

"Set deposits free"
21/ @SecretNetwork promo video.

Alpha announced for the next months. Big friendship with @terra_money . Will upgrade to IBC @cosmos soon
22/ @Levana_protocol promo video. Different video per screen. Explanation of the dragon lore.

ALPHA: Meteors will be connected to the launch of the procotol. Potentially NFTs with pool inception.
23/ @TsunamiProtocol promo video. Testing the sound system! :) Data tokens for @terra_money

@alice_finance promo video. Bringing smoother tones back :)
24/ Panel w/ @stablekwon @chauncey_stjohn @TorBair @superphly

Q to Do about Project Dawn | A: scalability issues during STT launch and others. @terra_money wants to be a big contributor to @cosmos . Wants to make sure to have the best infrastructure and Dawn should unf that.
25/ Q to @stablekwon about stablecoins on CEXs

A: Says January most of the CEXs will have $UST
26/ @TorBair from @SecretNetwork big fan of @terra_money and wants to support $UST to grow as much as possible.

Q: How to get mainstream on? @angelprotocol is the answer! πŸ‘ΌπŸ‘ΌπŸ‘Ό
27/ @stablekwon: Who the f*** is @alice_finance (f*** counter passes $LUNA ATH πŸ˜…πŸ€£)

Volume expectation for the next 12 months: Limetless. No opportunity cost to move $UST to @alice_finance including a credit card.
28/ Q: Why is this the @terra_money so great? Because they have one ethos. "Decentralization evangelist", so @TorBair

"Stay who you are! It is not about competing! It is about to make the world a better place."

I agree with @TorBair ! #LUNAtics are special! Community first!

β€’ β€’ β€’

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More from @danku_r

26 Aug
1/ A red market day is a great chance for a farmer to turn away from the candles to check some fundamental data: Farm APRs! πŸ§‘β€πŸŒΎ

LetΒ΄s have a look at how APRs developed on @mirror_protocol, @terraswap_io, and @anchor_protocol in August.

Spoiler alert: Numba go up! πŸŒ‹

πŸ§΅πŸ‘‡
2/ But first, letΒ΄s quickly check the core APY on @terra_money: The anchor rate βš“οΈ

Is 20% sustainable in the long run? Well, we just needed bETH to start believing in a clear "YES."

80k bETH is already on Anchor; the yield reserve is finally filling up!

bSOL is next! 😎
3/ What about @mirror_protocol , ser? πŸͺž

Same pattern! The Long Farm APRs are increasing due to the price trend of $MIR.

Independently from the introduced volatility, it seems that there are a few mAssets that outperform on the Long FarmsπŸ‘€πŸ‘‡
Read 6 tweets
15 Aug
1/ This past week has been filled with great news. It culminated in the furious launch of $bETH on @anchorprotocol

Fast forward two days, and we already see 121m dollars of $ETH on Anchor.

But: What happens in case of liquidation? πŸ”«

LetΒ΄s break it down πŸ‘‡πŸ§΅
2/ As a quick recap: If you provide collateral on @anchorprotocol, be it bLUNA or bETH, you are allowed to borrow against it.

The loan-to-value ratio (LTV) has recently been raised: Borrow up to 45%; Liquidation at 60% LTV.
3/ So, if you provide 1000 dollar collateral, you can borrow 450 $UST (or less). Your LTV is 45%. 🀝

If your collateral drops in value, you will get liquidated at 60% LTV (so 750$ collateral) if you don't repay your borrow ⚑️
Read 8 tweets
26 Jul
1/ #USTonSolana is a trending topic πŸ”₯

All eyes are on @MercurialFi. The vote to fund them with 167k$ in $LUNA to incentive the $UST pool will end tomorrow. The result is clear: 99,3% vote yes.

So, who is @MercurialFi, and what can we expect as #Lunatics on @solana?

πŸ§΅πŸ‘‡
2/ Why @solana? As outlined in the initial agora post by @jkuanderulo, the concept of $UST is based on growth and utilization.

Solana promises a bright future in DeFi, with @MercurialFi as the core protocol for stablecoin adaption. So, a way to grow $UST usage & utility!
3/ @MercurialFi enables low slippage swaps for stablecoins on multi-token pools.

Instead of having a pair like USDC-UST, they create a vault out of USDT, USDC, and UST.

By introducing dynamic fees, they created a unique, secure, and highly liquid environment for stablecoins.
Read 11 tweets
15 Jul
1/ Who doesn’t know this feeling? You use aUST as collateral on @mirror_protocol. When you return to @anchor_protocol, you get a heart attack: My deposit is gone! πŸ™‡β€β™‚οΈ

It’s still there, no worries, safely bonded on Mirror. βœ”οΈ

How to calculate your actual deposit in UST?

πŸ§΅πŸ‘‡ Image
2/ First, your aUST is still appreciating against UST. This also applies to your collateral position on Mirror.

ItΒ΄s only that your deposit is no longer displayed on Anchor EARN. However, you can calculate your yield manually. To achieve this, we will use the aUST exchange rate
3/ Here we go! πŸ™‚ Go to mantle.anchorprotocol.com/graphql/ and insert the following code:

{
query: AnchorExchangeRates(
Order: DESC
Limit: 1

StableDenom: "uusd"
) {
ExchangeRate
Timestamp
}
}
Read 5 tweets
13 Jul
1/ Short or Long Farm on @Mirror_protocol? Maybe both? And how to integrate the volatile Short APRs in all of this? What happens if the mAsset goes up in price?

Due to the fantastic @terra_money community, we now have more clarity to answer all those essential questions.

πŸ§΅πŸ‘‡
2/ @DrCle4n took my challenge and tried to find a better APY. He even squeezed out more yield on the given assumptions (stable mAsset, 60%/40% Short to Long FARM APR). 😍 Fantastic work & kudos to Cle4n! I call his strategy the "SUPER SHORT". :)

3/ What did he do?

He took my proposal to wait two weeks to increase the asset efficiency (DELAY). However, instead of preparing to go long, he focuses entirely on his Short Farm. Thus, he can increase the value of his Anchor deposit and Short Farm.
Read 9 tweets

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