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What lessons can crypto investors draw from the Luna, UST episode?

Due to the global geopolitical and macroeconomic turmoil, financial markets are in significant uncertainty. UST and Luna are probably the first major ‘crypto victims’ of this turmoil.

The crashing of the stablecoin UST and its sister currency Luna has been an eye-opener for many, especially crypto enthusiasts expecting to make a killing out of their investments. Many experts believe these course corrections are inevitable and necessary for cryptocurrency’s long-term future. They anticipate that these adverse conditions may continue, wreaking havoc across all asset classes.

“Over the short term, this event is negative for crypto and stablecoins, as many investors were affected by the crash. However, at the same time, not all stablecoins are created equal, and others have remained resilient and even increased their market share throughout this volatile period. Crypto is still a nascent industry and will learn lessons from Luna/UST to build more resilient protocols,” says crypto expert Bobby Ong.

While the market has dipped significantly in the last six months, investors should ensure that if they’re planning to take a long position, they’ve also taken the necessary risk management measures.

Also Read: UST, Luna crashes: Can regulation alone restore investors’ confidence in cryptocurrencies?

What are these measures? In other words, what lessons do these crashes teach investors and crypto enthusiasts?

e27 spoke to some experts and industry watchers in the cryptocurrency space. Below are their comments:

Yong Li Khoo, Research Analyst at Nansen Alpha, a blockchain analytics platform

Diversification is an equally important (or if not more important) strategy in crypto as in traditional financial markets. Proper diversification can reduce portfolio volatility significantly and cushion your losses if any of these tokens go down to zero.

Investors should always conduct their due diligence and take anything they read online with a pinch of salt.

Real-time alerts tracking large token price movements or transfers can be a lifesaver. The Nansen Smart Alert feature allows on-chain flow and token transfer monitoring. For instance, Nansen Smart Alerts can receive notifications of any abnormal on-chain activity, such as irregular withdrawals from liquidity pools.

As part of investor due diligence, monitoring on-chain data can complement one’s trading strategy and portfolio management. Nansen’s on-chain data lets investors get a clearer fundamental picture of the market and understand what smart money is doing.

For example, it allows you to see where funds are moving to, identifies new projects or tokens, perform due diligence and trace transactions down to the most granular level.

Bobby Ong, Co-Founder and COO of CoinGecko, an independent cryptocurrency data aggregator

When investing in crypto, it’s always important to do your own research (DYOR) and avoid blindly following cult leaders. While there were LUNA-bulls actively promoting Luna/UST, there were equally dissenting voices pointing out the flaws in the core mechanism on Twitter. Before making investment decisions, it’s essential to understand the facts surrounding a token.

Eddie Thai, General Partner, Ascend Vietnam Ventures

  • Don’t believe anybody who says they can return 30 per cent regularly and risk-free.
  • Ensure that projects that reach a certain scale have sufficient safeguards in place.
  • Diversify, generally. Only invest what you can afford to lose.

Chris Sirise, Partner at Saison Capital

Proper risk management is essential. Events like UST and Luna crashes serve as a reminder that building an understanding of cryptocurrency fundamentals is a constant and ongoing process.

Kenrick Drijkoningen, General Partner at Web3 investor Play Future Fund

Do your homework before venturing out on the risk curve. Apart from the majors, a lot in this industry is still early-stage experimentation. Good ideas will naturally survive and become the extensive networks of the future.

Also Read: What the fall of Terra Luna and the Asian financial crisis have in common

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Copyright: peshkov

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