Terra (LUNA) and Its Stablecoin: A Turbulent Saga in the Crypto World 👀
In 2023, the crypto community still grapples with the aftermath of one of the most dramatic episodes in cryptocurrency history – the collapse of TerraUSD (UST) and its sister token LUNA. This event, occurring in May 2022, serves as a stark reminder of the volatility and unpredictability inherent in the crypto space.
The Rise and Fall of Terra 📈📉
Terra, founded in 2018 by Daniel Shin and Do Kwon, was built on the Cosmos SDK and employed a dual token model: TerraUSD (UST), an algorithmic stablecoin pegged to the US dollar, and LUNA, a governance token to stabilize UST's peg. LUNA was instrumental in maintaining UST's peg by absorbing volatility and was burned to mint new UST tokens.
In 2021, Terra's ecosystem, boosted by high yields on UST deposits offered by Anchor Protocol, saw a meteoric rise. UST's supply surged, and LUNA's price skyrocketed, making Terra a top 10 cryptocurrency. However, this growth was unsustainable, largely propelled by high yields subsidized by the Luna Foundation Guard (LFG) using external capital injections.
The Catastrophic Depegging
The crisis unfolded when UST lost its dollar peg in May 2022. This led to a negative feedback loop, exacerbated by arbitrage traders. As UST’s value declined, more LUNA was minted to maintain the peg, severely diluting its value. Within a week, both UST and LUNA's values plummeted, erasing over $60 billion in value.
Efforts at Rebuilding
Following the disaster, Terraform Labs proposed a revival plan through a new Terra 2.0 chain, issuing new LUNA tokens to previous holders. This move, however, was controversial and faced criticism for favoring certain stakeholders over others. The long-term viability of this new iteration of LUNA remains uncertain.