The Great Canadian $Link Marine🇨🇦. Musings about Crypto and DeFi. 🦇🔊
May 18, 2022 • 5 tweets • 3 min read
1/ This is one of the wildest things right now in #AVAX#DeFi. @steakhut_fi just launched a vampire attack against @vector_fi. But it is such a scorched earth approach, who knows what will happen. 🧵 #joewars $joe $ptp $vtx $steak
2/ Vector is absolutely dominating these #JoeWars, the kingpin narrative has worked well for them & they have a great team and community.
Apr 12, 2022 • 8 tweets • 5 min read
1/ Many have written about the Curve wars & VE-tokenomics. Here, I make the argument the largest growth in value will be in yield boosting dApps, what I call The "VE" Middle Fat Thesis. #avax $eth $crv $cvx $link #defi $PTP $VTX $ECD #PTPpartycanoecapital.substack.com/p/the-ve-fat-m…2/ VE-tokenomics arose from years of failed attempts to reward liquidity providers (LPs) with native DeFi tokens. While, vote escrow (VE) doesn't solve that, it combines governance, yield boosting and token lock-ups in a single token (delaying the problem).
