Thread by @JoeDaHater1

I've been researching for days straight now and begrudgingly double down on $CVX. In poetic fashion, Convex' current position can be understood through a prometheus-esque tale of 3 generational defi talents reactions to it: Andre, Dani, and Kazemian. 1/x

Enter @AndreCronjeTech : the OG defi purist. He saw the writing on the wall early which was why he grabbed the knife on the table and tried to stop CVX early and remove the whitelist(introduce competitors). Too little too late! 2/x

@ConvexFinance had already reached terminal velocity by then, and AZ's well-timed antics shut the door on that. Andre begrudgingly sat back and exited stage left. I suspect he is still plotting. 3/x

Next, we have @danielesesta. The boisterous aggressive disruptor. He too saw the unholy power of $CVX and was one of the first to take advantage, in spectacular fashion. However, Dani soon arrived at the same understanding as Andre + has an even bigger ego(not an insult). 4/x

He realized that CVX was going to be leading $SPELL, not the other way around, which is why he began scooping up a long term $CVX warchest, reducing his dependency on bribes, and is now tentatively fudding it/exploring other options. 5/x

The last is Kazemian. @samkazemian truly understood the assignment. He recognized that $CVX was bigger than any one man's protocol, which is why he rushed headfirst to maximize bribes and most important of all, allowed $FXS to be absorbed by it. 6/x

Sam understood the best, and only way forward from here is to collaborate with $CVX. There is no fighting it. CVX is no longer an existential absorber of $CRV, it is an existential absorber of all defi yield. You can buy a seat at the table, but you cant fight it. 7/x

Tldr; Andre tried to stab the blackhole. @danielesesta is realizing the blackhole he fed is now beyond his control. Sam allowed himself to be absorbed by the blackhole and became it.
Soon, the market and everyone else will understand too. FIN

Honorable mention: @MochiDeFi AZ, who also fully understood the assignment but flew too close to the sun.