Beyond the "Curve Wars" narrative, another reason we like $BTRFLY is because of the yield enhancement strategies they apply to their treasury assets (CRV, CVX and gOHM)...
1. CRV: 
2. CVX:
3. and finally, gOHM:
Thoughts: It's so much easier to have conviction in a trade (and HODL in the rough times) when you deeply understand what you are buying AND what they are doing (because you do it yourself). Then the narrative is just the layer on top.
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