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1/N 近期围绕着 @CurveFinance 有两件事情：1. crvUSD据说将要在一月份上线；2. LSD war的主要战场。
2/N 对于协议来说，现金流最好的几个来源分别是：POS质押收入、稳定币借款费用、期货交易费用、域名售卖费用、NFT版权收入等，还有稍微差一点的就是借贷息差、期权费用、DEX交易费用等。
这也是为什么 @AaveAave 要做GHO，@CurveFinance 要做crvUSD：增加稳定的协议收入来源。
这也是为什么 @AaveAave 要做GHO，@CurveFinance 要做crvUSD：增加稳定的协议收入来源。
3/N 从机制上面看，curve的 LLAMMA非常创新，无清算模式可能吸引更多的资金进行杠杆，同时LLAMMA依赖于curve v2的预言机实现，并且会和curve v2的AMM池子进行交互，所以这是一个在Curve自己生态里面才能运行的稳定机制。
crvUSD的白皮书写的很糟糕，据说之后会再更新一个“通俗易懂”的版本。
crvUSD的白皮书写的很糟糕，据说之后会再更新一个“通俗易懂”的版本。
1 / My final post-mortem of how the top 100 addresses with $vlCVX that unlocked on 6/30 deployed their $CVX after the unlock. A massive 81% of the $CVX was relocked while only about 4% was sold or taken off chain. Most of the rest was deployed to other yield options. A thread. 
2 / $CVX from the top 100 unlockers was allocated as follows (by #CVX):
81% - Relock
3.5% - Dump for stables
3.4% - Stake on @ConvexFinance
2.3% - Deposit on @AaveAave
2.2% - Deposit in @BadgerDAO $bveCVX
2.1% - Sitting in wallet
2.0% - Pending
1.5% - Deposit in @0xC_Lever
81% - Relock
3.5% - Dump for stables
3.4% - Stake on @ConvexFinance
2.3% - Deposit on @AaveAave
2.2% - Deposit in @BadgerDAO $bveCVX
2.1% - Sitting in wallet
2.0% - Pending
1.5% - Deposit in @0xC_Lever
@ConvexFinance @AaveAave @BadgerDAO @0xC_Lever 3 / What did some of the BIG names do?
- c2pt.eth - Relock
- @redactedcartel - Relock
- Mochi - Relock
- Tetranode - Play in Uniswap and few days then relock
- Terra - Relock
- Bent Finance - Relock
- c2pt.eth - Relock
- @redactedcartel - Relock
- Mochi - Relock
- Tetranode - Play in Uniswap and few days then relock
- Terra - Relock
- Bent Finance - Relock
17th job alongside 16th as both were part-time. I was an Access database admin at SustainAbility - at the leading edge of CSR, benchmarking the environmental audits of global firms. Lovely people who wrote The Green Consumer Guide. Good work much cycling east/west #adhd #cv /17
18th job (by way of being volunteer #citizenadvocate in north London) @StMungos in Holloway. I became a @Clubhouse_Intl worker (3 weeks training in Worcester MA) Great job, many intense challenges in community mh services. Loved the job. Gained 3rd pension... at 25 #adhd #cv /18
Want to understand the 4pool - between @fraxfinance, @terra_money and @redactedcartel ? 🚀
Here are the Top 10 threads you have to read 👇🧵
Here are the Top 10 threads you have to read 👇🧵
🗳 Convex + Votium Round 13 Kick-Off
It's that time once again, voting gauges are open and tasty birbs (bribes) are beginning to flow in.
And with the events of yesterday, we've got some extra drama surrounding #VotiumR13.
My preview and projections below.
🧵👇
It's that time once again, voting gauges are open and tasty birbs (bribes) are beginning to flow in.
And with the events of yesterday, we've got some extra drama surrounding #VotiumR13.
My preview and projections below.
🧵👇
R12 Recap
Last round saw a total of 5357.47 in $ETH bribes (+1.9%), the second highest amount on record.
While bribes per $USD declined to $13.6M (-15.3%), it was clear that it was driven by prices drops not bribes.
tl;dr - flywheel 💪 + birbs 📈.
Last round saw a total of 5357.47 in $ETH bribes (+1.9%), the second highest amount on record.
While bribes per $USD declined to $13.6M (-15.3%), it was clear that it was driven by prices drops not bribes.
tl;dr - flywheel 💪 + birbs 📈.
Yesterday's Twist
The #cvxVotium flywheel is a pretty well oiled and drama free machine, which (frankly) I was looking forward to after the chaos of the #veSolidWars.
But clearly, I'm not allowed to have nice things as yesterday we got some big news...
The #cvxVotium flywheel is a pretty well oiled and drama free machine, which (frankly) I was looking forward to after the chaos of the #veSolidWars.
But clearly, I'm not allowed to have nice things as yesterday we got some big news...
小伙伴们都知道我被套的挺惨的，大过年的也没什么可以回报大家在2021年的支持，所以只能多写点数据看看能不能帮上大家，目前GlassNode今天的数据还是有很大的缺失，所以ETH和资金的分析大概率凉了，那就是来一个 #CRV 的数据分析吧，而且 #curve 我也是一直在用，CRV也在一直挖，所以可以讲讲
说 #CRV 就要知道什么是 #curve ，不知道Curve或者不理解它的运作方式就很难理解为什么我会说Crv是被严重低估的DeFi Token ，简单的说Curve就是稳定币的兑换池，或者是稳定币的DEX，但是实际上，远远不止如此，如果我们把所有的稳定币都想成是法币，那么Curve做的就是全互联网领域里最大的资金兑换中心
所以Curve最大想象力是在于如果各个基于法币的稳定币硬承兑是合规的，那么对于Crypto的世界来说，有了Curve就可以打通数字货币和法币的直接通道，虽然现在还没有办法实现，但是我相信这是未来的趋势。而 #CRV 作为这么庞大的一个系统的底层代币，目前的市值和价格小伙伴们就知道为什么我会说严重低估了
【 DeFi2.0的"代表作"，或许就在CurveWar这几大选手当中】
#CVX 成了各大稳定币兵家必争之地，成为整个Curve War的核心资产。这场战争里的其他几个选手如Frax、Mochi、Dopex、Btrfly前景如何？ #DeFi
panewslab.com/zh/articledeta…
#CVX 成了各大稳定币兵家必争之地，成为整个Curve War的核心资产。这场战争里的其他几个选手如Frax、Mochi、Dopex、Btrfly前景如何？ #DeFi
panewslab.com/zh/articledeta…
01算稳龙头 @fraxfinance
Frax强在哪呢？分叉了CRV那一套玩法，引入了veFXS、锁仓、治理、加速还算是有样学样。人家国库里的USDC啥的，可没闲着，AAVE、Compound等各个DEX到处挣钱，挣的钱干啥了呢？买入了大量的好资产，其中占比最大的（超过50%）你猜它是谁？vlCVX！
Frax强在哪呢？分叉了CRV那一套玩法，引入了veFXS、锁仓、治理、加速还算是有样学样。人家国库里的USDC啥的，可没闲着，AAVE、Compound等各个DEX到处挣钱，挣的钱干啥了呢？买入了大量的好资产，其中占比最大的（超过50%）你猜它是谁？vlCVX！
02 昙花一现的 @mochi
Mochi类似MKR（MakerDao），可以抵押各种ERC20去铸造稳定币USDM，比如Uni、AAVE、Compound等等。问题出在，他可以用自己的治理代币Mochi抵押生成USDM。而且Mochi都在公司手中。于是暗箱操作来了。
公司抵押了Mochi，生成了大量USDM，然后去 @CurveFinance USDM/DAI池换大量DAI
Mochi类似MKR（MakerDao），可以抵押各种ERC20去铸造稳定币USDM，比如Uni、AAVE、Compound等等。问题出在，他可以用自己的治理代币Mochi抵押生成USDM。而且Mochi都在公司手中。于是暗箱操作来了。
公司抵押了Mochi，生成了大量USDM，然后去 @CurveFinance USDM/DAI池换大量DAI
why so bullish on
@redactedcartel
$BTRFLY
(🦋,🦋)
a RE-bread 0//12 (cos 1st one was cryptic unorganized)
@redactedcartel
$BTRFLY
(🦋,🦋)
a RE-bread 0//12 (cos 1st one was cryptic unorganized)
1/
to understand why, we need to know a little about $CRV & $CVX.
curve is the most efficient liquid stable coin swap in #DeFi currently with fees roughly 0.02% (much lower then uniswap & sushiswap), also a stablecoin LP farm.
to understand why, we need to know a little about $CRV & $CVX.
curve is the most efficient liquid stable coin swap in #DeFi currently with fees roughly 0.02% (much lower then uniswap & sushiswap), also a stablecoin LP farm.
2/
curve offers stablecoin farms to earn yield in $crv tokens, which can then be staked to earn $veCrv which are the tokens used to vote. (stable coin farms have 0 impermanent loss)
curve offers stablecoin farms to earn yield in $crv tokens, which can then be staked to earn $veCrv which are the tokens used to vote. (stable coin farms have 0 impermanent loss)
@redactedcartel 1/
to understand why, we need to know a little about $CRV & $CVX.
curve is the most efficient liquid stable coin swap in #DeFi currently with fees roughly 0.02% (much lower then uniswap & sushiswap), also a stablecoin LP farm.
to understand why, we need to know a little about $CRV & $CVX.
curve is the most efficient liquid stable coin swap in #DeFi currently with fees roughly 0.02% (much lower then uniswap & sushiswap), also a stablecoin LP farm.
2/
curve offers stablecoin farms to earn yield in $crv tokens, which can then be staked to earn $veCrv which are the tokens used to vote. (stable coin farms have 0 impermanent loss)
curve offers stablecoin farms to earn yield in $crv tokens, which can then be staked to earn $veCrv which are the tokens used to vote. (stable coin farms have 0 impermanent loss)
Analysis: #NYSE $CVX
Case 222 #Chevron Corporation
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
#CVX 1/4
Case 222 #Chevron Corporation
DISCLAIMER: The analysis is strictly for educational purposes and should not be construed as an invitation to trade.
#CVX 1/4
Chart 1
Weekly Chart: The break of long term #trendline and Fib. 0.50 combined #support at 83.18 has seen price quickly target the pivot and #Fib. 0.786 support zone at 54.90-53.48 where buyers halted the down move - which resulted in a $20 bounce. Further .....
CVX 2/4
Weekly Chart: The break of long term #trendline and Fib. 0.50 combined #support at 83.18 has seen price quickly target the pivot and #Fib. 0.786 support zone at 54.90-53.48 where buyers halted the down move - which resulted in a $20 bounce. Further .....
CVX 2/4
..... gains are expected towards the #pivot and old trendline support now #resistance at 83.99 then declining trendline 95.54. The long term objective is 37.30-35.10 which is a major support and a strong reversal should occur.
CVX 3/4
CVX 3/4
