Ticker hub

$LUNA

3 pieces · Jul 2021 to May 2022 · 1 flagship

Sectors

Stablecoins3 DeFi2 Regulation1 L1/L21

Search every mention All tickers

Coverage per year

12021

22022

Price and coverage

Terra Luna Classic $LUNA

Calls: None yet
Since first piece: −100.0%
vs BTC: −100.0%
Now: $0.0000456

bullish thesis bearish thesis coverage, no call map, list or mentionWeekly closes in USD, log scale, as of 23 Oct 2026. Call figures turn cyan when the price moved the way the call pointed. Each marker links to its piece.

Start here · the strongest pieces on $LUNA

Breakdown12 May 2022Terra UST collapse: attack timeline, death spiral and what is salvageableExplains how the LUNA/UST mint-redeem design enabled a death spiral and reconstructs the attack: borrowed BTC, Curve 3pool liquidity pull, 350m UST dump and LFG BTC sales. Argues the base layer and its protocols are the only remaining value.Market take12 May 2022Who might have attacked UST: speculation on motives and regulationSpeculative follow-up on the UST attacker: capital and sophistication point to an entity, estimated profit near 1bn USD. Considers Citadel and BlackRock as suspects and argues the collapse gives regulators and CBDC advocates the excuse they wanted.Explainer30 Jul 2021Terra primer: algorithmic stablecoins and DeFi on a PoS L1Short description of Terra as a proof-of-stake layer 1 for issuing algorithmic stablecoins and building DeFi, naming Anchor (20% fixed yield) and Mirror (synthetic equities) as its main protocols.

Timeline · every piece, newest first

2022 2

12 May 2022Who might have attacked UST: speculation on motives and regulationSpeculative follow-up on the UST attacker: capital and sophistication point to an entity, estimated profit near 1bn USD. Considers Citadel and BlackRock as suspects and argues the collapse gives regulators and CBDC advocates the excuse they wanted.Market takeStablecoinsRegulation

12 May 2022Terra UST collapse: attack timeline, death spiral and what is salvageableExplains how the LUNA/UST mint-redeem design enabled a death spiral and reconstructs the attack: borrowed BTC, Curve 3pool liquidity pull, 350m UST dump and LFG BTC sales. Argues the base layer and its protocols are the only remaining value.BreakdownStablecoinsDeFi

2021 1

30 Jul 2021Terra primer: algorithmic stablecoins and DeFi on a PoS L1Short description of Terra as a proof-of-stake layer 1 for issuing algorithmic stablecoins and building DeFi, naming Anchor (20% fixed yield) and Mirror (synthetic equities) as its main protocols.ExplainerStablecoinsDeFiL1/L2

Often covered with

BlackRock12 Circle9 Curve11

Working together

Research, advisory and builds for deep-tech teams.

View CV A1 Research