Pedro
I love nature, good Colombian food, people that answer my dumb questions, and my dogs. Co-founder at @split_brick
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Update on Luna Tokenomics + How to predict when depeg will end. Bringing back my βdeath spiraling Lunaβ model. Turns out it was accurate. All of those βDidnβt age wellβ jabs at...
There are two things that matter: - The peg. - The intrinsic value. Everyone is confounding the two...the peg is fine, and the intrinsic value is in demand shock. 𧡠1/17
I "death spiraled" Luna. Tail end scenario assumption: Anchor fails completely, 100% of $11B UST on Anchor want out of Terra ecosystem. What happens to Luna?
Who owns all the $ANC tokens anyway? Who participates in Governance? I'm actually pleasantly surprised with the results. I analysed all ANC held in Terra Wallets and in Anchor Go...
This is the most important thread I've made: 1. Show you exactly how much Terra Makes in Gas using block analysis. 2. Show you how to calculate Oracle Distribution APR. So you can...
UPDATE Anchor Protocol Revenue: I analyzed all 26,000 borrowers on @anchor_protocol to see how profitable they each are to Anchor. Annualized Revenue per Borrower = Collateral yiel...