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FatManTerra's profile
FatMan
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@FatManTerra

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FatMan

@FatManTerra

FatMan from the Terra Research Forum I provide research, updates, and analysis on the Terra situation as it unfolds. Views are my own opinions.

fatmanterra.eth
Joined May 2022

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    1. Farmer D Brown  🐉 $RAIL‏ @farmerdbrown 3h3 hours ago

      Farmer D Brown  🐉 $RAIL Retweeted 1chioku.eth

      Can the numbers be trusted? The market says no. We shall see. $MIMhttps://twitter.com/1chioku/status/1538038725237932032 …

      Farmer D Brown  🐉 $RAIL added,

      1chioku.eth @1chioku
      Abracadabra analytics is back online, points to 59.65% LTV ratio. Need to conduct my own due diligence, but there should not be any apparent for $MIM to depeg. @danielesesta 👏👏 @AutismCapital ☹️ https://app.powerbi.com/view?r=eyJrIjoiOGFjN2QyMDgtMzRhMy00NDkzLTk2NDctNTBkZTQ0NzQ3ZjJkIiwidCI6IjYyZTU1MTgwLTQzNmQtNDYyZC1hMWIwLTZkMTg2NjRlZDAxNSJ9 … pic.twitter.com/H3MfptOg8Q
      Show this thread
      3 replies 1 retweet 4 likes
      FatMan‏ @FatManTerra 3h3 hours ago
      Replying to @farmerdbrown

      Assuming $12m in bad debt with $14m in treasury assets, I guess the market is pricing in a 95% chance that MIM is solvent and a 5% chance that the treasury will fall too low and/or Dani won't cover the debt with the treasury? Along with a premium for asymmetric info

      11:38 PM - 17 Jun 2022
      • 1 Retweet
      • 8 Likes
      • Crypto Ruch 💎 $cardanochris ❤🇺🇦 Big Culture Sergeantx lessthanzero Danny_Demi_DeFi Farmer D Brown 🐉 $RAIL
      4 replies 1 retweet 8 likes
        1. Farmer D Brown  🐉 $RAIL‏ @farmerdbrown 3h3 hours ago
          Replying to @FatManTerra

          Looks to be recovering now. Back to $0.97

          0 replies 0 retweets 1 like
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        1. hans stolte‏ @hans_stolte 3h3 hours ago
          Replying to @FatManTerra @farmerdbrown

          Think a correction just happened...pic.twitter.com/z5GtgXREl2

          This media may contain sensitive material. Learn more
          0 replies 0 retweets 0 likes
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        1. FIFreedom‏ @FIFreedom101 2h2 hours ago
          Replying to @FatManTerra @farmerdbrown

          Not really . Dani moved $50m from Wonderland to arb usdt. So curve pool highly illiquid now it’s just easy to move peg. It’ll be back .

          0 replies 0 retweets 0 likes
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