Am I hyped about Astroport?
Yes.

Was the message below shared in a timely fashion?
I wouldn’t say so.

Read on if you’d like to know why.
/1
Liquidity has already been migrated from TerraSwap, but… @astroport_fi has not launched their UI yet.

So either you:
➡️ Use TerraSwap - with lower TVL / higher slippage now
OR
➡️ Trade on @coinhall_org - that requires explicitly selecting the pair with Astroport logo

/2
I guess you can interact with the smart contract directly too, but how many of us, #LUNAtics, can actually do that?

That migration and UI launch should have happened one right after another. Like:
- migrate
- smoke test
- launch UI
Within minutes, not hours

/3
$ASTRO LP incentives for go live only in a few weeks.

As a liquidity provider, I feel like someone has withheld a key piece of info before I locked my LP.

And I have locked for 13+ weeks.

It is not obvious that those who locked for ~2-4 weeks will get $ASTRO incentives…

/4
It gets even better (worse?) now.

$ASTRO staking / locking will go live only within ~3 months.

⚠️ $ASTRO will have no utility until that happens.

In particular, $ASTRO incentives will go live sooner… 🤦‍♂️

/5
If you are not sure what happens then, take a look at charts of $PSI, $KUJI, $TWD or $SPEC in the recent weeks.

These are some examples of tokens where emissions were higher than utility/incentive_to_hold.

/6
Reminder: out of 110m $ASTRO minted at TGE, ~77m will be liquid and only ~33m locked in ASTRO-UST LP.

I sense a “buy the dip” opportunity and wish I had not locked my ASTRO in LP…

/7-end

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More from @AgilePatryk

27 Dec
I have written a thread on pricing $yLUNA - it might be a bit difficult to follow, unless you love math.

Below a simple formula anyone can calculate.

/1
The only assumption:

Anchor rate is considered risk-free and equal to roughly 20% APY.

/2
With that assumption:

$yLUNA = 5 x LUNA_staking_APY
$pLUNA = 1 - $yLUNA

both expressed in $LUNA terms.

Example below.

/3
Read 6 tweets
18 Dec
Listening to the recording of @WhiteWhaleTerra community update from yesterday - thanks to awesome @terraspacesorg recordooors.

Here are a few thoughts.

🧵⬇️
/1
Regular update calls (weekly/bi-weekly - TBD) are planned to stay in touch with the community.

Sebastian clearly mentioned they want start it right with us and I applaud him for both the stance and steps taken so far. 👏

/2
@WhiteWhaleTerra got $26m out of the LBP, $20m out of which went into protocol-owned $WHALE - $UST LP.

No incentives will be provided to LP - none are needed!

Result: no sell pressure as we have seen on $VKR, $TWD or $PSI.

BTW You can still do LP to get the trading fees.

/3
Read 15 tweets
17 Dec
Things no one told you about the @astroport_fi lockdrop yet.

🧵👇

/1
There are already a few community-built tools that help you assess the potential of locking into a particular LP - a few links below:

terra.dyor.fi/astro-lockdrop
share.streamlit.io/lejimmy/astrop…
astroport-lockdrop-dashboard.surge.sh
public.flourish.studio/visualisation/…
docs.google.com/spreadsheets/d…

/2
Please give the creators a follow as a gesture of gratitude for the work they have done:

@0xdef1
@lejimmy
@azmo1338
@tansawit
@IncioMan

/3
Read 18 tweets
16 Dec
New token launches on @terra_money - the good, the bad, and the ugly.

My write-up on what went well and what didn't with ideas to try and things to avoid.

medium.com/@agilepatryk/h…

TL;DR 👇

/1
Any launch has 3 somewhat separate phases:
1) Early financing
2) Price discovery
3) Listing

/2
1) Early financing

Things to try:
* Public sale with a number of channels
* Including a public sale channel without KYC
* Building a warchest / treasury
* Long vesting period for the public sale, even longer for team/VCs

/3
Read 10 tweets
14 Dec
@WhiteWhaleTerra LBP analysis - continued.

If you want to know the outlook for the price of $WHALE between now and end of LBP - read on.

🧵👇
/1
First, let's take a look at where we are right now, which is around $0.182:
tradingview.com/x/1qUwNWzT

Coincidentally, we've been at ~$0.18 24h ago and went into very slow and steady buying (no aping) in the following 13h.

/2
In best-case scenario, with similar steady buying, at the end of LBP window we might arrive at $0.14.

You won't see $WHALE any cheaper than that, not in this LBP.

This means, the bottom of $0.13 is already in - that was the best moment to buy *and* it won't happen again.

/3
Read 5 tweets
12 Dec
@WhiteWhaleTerra has launched LBP sale of their $WHALE token.

You are probably wondering, what is a good price to buy.

May I help with that?

🧵👇

/1
LBP is not exactly the only place to get your hands on the $WHALE token - there is another one!

That place is @pylon_protocol Gateway:
gateway.pylon.money/tokens/whale

There are 3 pools available - 6M, 12M and 18M.

Let's take a closer look at them.

/2
Total $WHALE available in the pools and total $UST deposits are:

18M - 32.5M $WHALE - 5.0M $UST
12M - 12.5M $WHALE - 5.5M $UST
6M - 5.0M $WHALE - 6.75M $UST

Based on that - and assuming Anchor Earn as the opportunity cost - we can calculate the price of $WHALE in Pylon.

/3
Read 7 tweets

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