Here's an interesting table that takes #CosmosEcosystem #crypto and compares the amounts being unbonded to the total circulating supply, as well as to the currently unbonded supply. If you hold $KUJI in particular, but also $JUNO, $AKT or $SCRT you may want to read below:
1. So, a fairly safe assumption is that any coins being unbonded are doing so to predominantly be sold. Some may be being moved to DeFi or liquid staking protocols, but I think that's a small percentage.
2. By staking a coin, it's taken out of circulation for a while. The pool that can be bought/sold becomes smaller, and therefore any buy or sell pressure has a stronger effect on price.
3. If we look at $AKT, there's an amount unbonding equal to 11.7% of the currently unbonded tokens. That's a lot - if it's sold quickly it'll definitely dump the price. However, having 87.7% bonded means people are overall confident in the project and therefore likely to buy dips
4. The same goes for $JUNO and $SCRT where there's amounts unbonding that are large compared to the unbonded amounts, but small compared to the total circulating supply.
5. $KUJI on the other hand, has a large amount unbonding (9.68% of unbonded supply) which is also a large amount of the total supply (5.98%). This almost certainly means a long-term drop in price.
6. More on $KUJI. There has been a pretty large pump over the last 24-48 hours. Consequently, looking at the unbonding info, there is a massive amount that has just been unbonded and will hit the markets on 24OCT22.
As always, I hope you've enjoyed this tangent. Got a crypto mate? - tell them about me :)
ps thanks @SmartStake for the excellent metrics.
pps.

Thank @PostTenebras2 for picking up an error in the total supply. The original table had the last half exaggerated due to pulling the wrong data. Corrected version:

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More from @Cosmodiver

Sep 22
Here is my DYOR analysis on @RebusChain which may help you make decisions about what to do with your #airdrop, or if you want to stake/buy/sell $REBUS

[...]
#CosmosEcosystem #Airdrop #DYOR
Rebus is a chain built on Cosmos SDK and using Tendermint consensus (like everything else in the Cosmos Ecosystem). It's aimed at bringing TradFi banks and investors into Crypto. Let's start with a few assumptions on which Rebus success is based.
[...]
Assumption 1: Crypto will grow substantially. This is fair, as crypto MC is 5% of S&P500 MC and 10% of gold MC. $BTC in itself is about 5% of gold MC.

I agree with this assumption - however, chains that have growth potential without total crypto MC growing are better.
[...]
Read 20 tweets
Aug 8
Something that's been on my list to research for a while is @TeamKujira $KUJI. Below is a summary of my research and analysis of it.

#CosmosEcosystem #Altcoin #Kuji #Kujira #Dex #Terra #Liquidation #Analysis #DYOR
Firstly, a disclaimer. After compiling what I needed to see, I bought a small high-risk-high-return $Kuji bag a few days ago as mostly a long term hold. This isn't a shill, it's me "placing my money where my mouth is". Maybe your assessment of the situation will be different.
1. #Kujira is a project that has migrated to its own chain after the #Terra collapse. It's now a sovereign chain, splitting #DeFi offerings into into #dApps which provide order-book, liquidation and staking/governance capabilities.
Read 24 tweets
Aug 6
I'm sensing a bit of $JUNO hype again. Some people are calling for a return to ATH; 9x from here. My take is based on the graph below (JUNO vs ATOM). Its ATH was 1.5x $ATOM, with plateaus either side at around the 1:1 area. I wouldn't be surprised if it regained parity soon... Image
... but I'd be surprised if $JUNO moons without more money coming in and raising the atom price concurrently.
Shit, I should add - I hold $JUNO.
Read 6 tweets
Apr 25
I decided to figure out how often I should be compounding my #CosmosEcosystem staking rewards, and it's actually nowhere near as often as I thought:

I was also surprised to learn the following about some popular #IBCgang coins, including which coin 100% shouldn't be staked... ImageImage
1. Background: All Proof-of-Stake coins in circulation are effected by inflation, and then the staked coins receive those newly created coins as rewards. Starting with Juno...
2. JUNO:
APR: 87.53%
APY: 139.21%
Inflation: 40%
Net staking yield: 99.21%

Osmo...
Read 11 tweets

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