Overweight the COSMOS ecosystem, where should you invest in UST or JUNO?

Mar 26, 2022

This is a record of investment reasons and choice thinking, Just for myself!

Recently, the Apollo protocol on the Terra chain is weird, and it is better to clear it first while there is still money to be made. Sell the investment project on Apollo, exchange it for $UST, and transfer it to Osmosis.

But the question is, which should I vote for?

Before investing in UST/OSMO, from 133% APR at the beginning (about two weeks ago), it dropped to about 112% this Wednesday, and now it is less than 90% APR. Although there is superfluid blessing, it seems that there is no way to maintain high APR APR.

This is as I expected at first, high interest rates will naturally attract funds and allow interest rates to be diluted!

UST/OSMO has already invested a lot, plus the APR is reduced, first rule it out!

Wonder if there is any tool to see the Pool Liquidity of Pool #560 change over time? If there is, I guess, it should be a lot of liquidity (Liquidity) recently added 😏

UST/OSMO looks like it's going to die, let's see if Osmosis has a higher APR pool. Looking down, it seems that JUNO seems to be good! TVL (total lock-up value) is still low at present, there are already ATOM/JUNO pools, and 81% APR is still good.

It's just that OSMO and JUNO have been falling sharply recently.

At worst, the invested capital was sucked up by the falling JUNO.
On the bright side, you can buy cheap JUNO.

The pool APR of JUNO/OSMO is 132%, which is a bit like the original UST/OSMO. However, because OSMO is allotted, OSMO has dropped from 9.4 to 8.3 recently, which has indeed dropped a lot!
But JUNO fell even more exaggeratedly. It fell by 30% in the past two weeks. I don't know if it is a problem with the terms of the giant whale .

I looked at it, and the giant whale received a large amount of JUNO airdrops (according to the equivalent of 1.2 million US dollars) because it distributed 50 wallets to pledge ATOM, but in fact these 50 wallets belonged to the same person. Although people like @徐明恩 or @高建建 have posted about this incident on other platforms, I feel that from the airdrop that has been sent, JUNO is forcibly taken back into the community, although it is a villager's Just, but it doesn't seem fair either. And how do you get it back? Is there a way to get it back before the whale sale? These are all questions!

Originally, I wanted to ask whether it was caused by this motion, but seeing that this motion ended on 3/15, but it started to fall on the 17th, it seems that it is not directly related to this motion.

Whether it was because of the giant whale's money that it quickly sold and realized after releasing the pledge, causing such a decline, it is unknown 🤔

According to the principle of BUY the DIP ~~(I am greedy for petty and cheap, haha)~~ , I think I will vote for JUNO, because it has fallen so deeply, and it will be like that! ( ~~I hope I am not talking about an accurate crow. mouth 😜~~ )

The remaining questions are 🤔

The OSMO that earns 132% APR by investing in Pool ? (I saw an article saying that JUNO/OSMO is actually for JUNO?!)

Or pledge to Juno and earn 106% of JUNO ? (This is definitely for JUNO)

According to the previous article on the speculative layout of @readbigeng, at the end of January, the lock-up income was 120%, and now at the end of March, after two months, it has dropped to 106%, and the decline is not as high as that of UST/OSMO. So serious, but considering the price drop of JUNO, the actual revenue decline may be even more serious than the OSMO pool APR shrinkage.

Since I have already pledged some JUNO, I finally decided ~~~~

Or put the funds into the higher APR pool of JUNO/OSMO first! Let's see how long this pool can last? !

Check back for this in a month!