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curvecap.lens Profile picture
curvecap.lens
@CurveCap
šŸ”Ž https://t.co/ZxTMqiCcqg šŸ“§ https://t.co/Q4dY9ESLwb šŸŽ„ https://t.co/J7u6XOFIMB šŸŽ®https://t.co/WoUa8vbmLP NPC for Curve As seen in Times Square
geršŸ¦‡šŸ”Š .lens Profile picture defi_live Profile picture 2 subscribed
Mar 4 ā€¢ 24 tweets ā€¢ 10 min read
March 4, 2024: ETHDenver Recap šŸš€šŸ› ļø
21 Attendees Share Their Takeaways from #ETHDenver2024

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The inevitable question: "How was #ETHDenver2024?" seemed impossible to answer... the event was too big to get a proper sample.

Instead, we asked everybody we met to share their takeaways, and 21 were kind enough to so!

Excerpts follow, full quotes in article at end... Image
Feb 8 ā€¢ 10 tweets ā€¢ 5 min read
February 8, 2024: What the Frok? šŸ¤–šŸ“Ž
@frok_ai, and the plan to merge AI and human interactions

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At @CurveCap, we use ChatGPT / @OpenAI on a near daily basis for simple tasks.

But we've given up using it more for complex tasks.

Perhaps written text may also suffer from the same "uncanny valley" problem that's long plagued CGI images? Image
Jun 26, 2023 ā€¢ 11 tweets ā€¢ 5 min read
June 26, 2023: $crvUSD Monetary Policy šŸ§®šŸ“ˆ

The rates are too high! Can't Powell do something?

Not much. The $crvUSD borrow rate is governed by math and onchain inputs, so Fed Chair Jerome Powell would have limited tools at his disposal.

Here's how it works...

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$crvUSD's borrow rate has whipsawed from nearly 0% to 10% multiple times in the weeks since launch.

The Monetary Policy contract is responsible.

This contract considers the balances in the Peg Keeper pools and the debts of the Peg Keepers to set this borrow rate.
Jun 6, 2023 ā€¢ 9 tweets ā€¢ 5 min read
June 6, 2023: $eUSD-epeg šŸŽ­šŸŽ¢
Why is @LybraFinanceLSD's stablecoin trading above its peg?

Plus, Goldman Gary helps test $crvUSD

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Who wants stability? Boring markets have made it tough to test soft liquidations for $crvUSD.

Duplicitous double-dealing in DC to the rescue!

Market dumps gave two good stress tests, during which the stablecoin performed within expectations.

Jun 5, 2023 ā€¢ 5 tweets ā€¢ 1 min read
Too lazy to read the entire Binance lawsuit?

I asked ChatGPT to summarize it for you in a short Twitter thread!

šŸ§µ1/šŸ‘‡ Image šŸ§µ2/ Image
Jun 5, 2023 ā€¢ 9 tweets ā€¢ 5 min read
June 5, 2023: Raise the Roof ā¬†ļøšŸ 
@CurveFinance DAO approves $150MM ceiling for $wstETH as $crvUSD collateral

Also... how low can TriCrypto NG gas fees Go?

šŸ§µ1/9šŸ‘‡ Image šŸ§µ2/9

A substantial Curve vote passed with overwhelming support this weekend, aptly described here by @WormholeOracle:

gov.curve.fi/t/increase-crvā€¦

Two big actions:
* Raise PegKeeper debt ceilings to $25MM
* Add $wstETH market with newer contracts and $150MM debt ceiling
May 31, 2023 ā€¢ 9 tweets ā€¢ 4 min read
May 31, 2023: TriCrypto-NG Launches šŸš€šŸŒŒ

What to expect from the launch of @CurveFinance's next generation of pools.

Exciting month for Curve, not just the continuing $crvUSD rollout, now also the launch of TriCrypto:NG.

What should you expect?

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TriCrypto:NG math is described as "unimaginable"

It's no exaggeration! We hope to offer a semi-technical dive for tomorrow's post.

For now, a broader overview of what we should expect now that TriCrypto: The Next Generation is live
May 18, 2023 ā€¢ 15 tweets ā€¢ 8 min read
May 18, 2023: Now and Wen šŸŽ†šŸŽˆ

Everything you need to know about yesterday's $crvUSD UI launch

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We loosely organize this thread as:

Launch Reaction (3-5)
How to Understand the UI (6-8)
How to Watch the Action Elsewhere (9-11)
Activity Thus Far (12+)
May 17, 2023 ā€¢ 8 tweets ā€¢ 5 min read
May 17, 2023: Swell Network šŸŒŠšŸø
New governance votes for Swell $swETH, Reserveā€™s $hyUSD, $ALCX - $CRV + more

Roundup of Curve governance votes:

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@swellnetworkio is pursuing a gauge vote for their $swETH, a new entrant in the LSD/LUST staked Ethereum wars

The protocol is new, with about 10K ETH staked and about 6.5% yields.

Some more on Swell

May 16, 2023 ā€¢ 9 tweets ā€¢ 5 min read
May 16, 2023: f(x) Protocol šŸ§žšŸ’Ž

@aladdindao proposes splitting $ETH into low and high volatility derivative assets

Quick revue of $xETH and $fETH

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@aladdindao has granted degens our third but hopefully not final wish.

Last Friday they released their white paper for @protocol_fx.

It appears technical, but is a well-written and easy to follow piece, recommended reading!

github.com/AladdinDAO/alaā€¦
Apr 25, 2023 ā€¢ 8 tweets ā€¢ 5 min read
April 25, 2023: Tricrypto: The Next Generation šŸš€šŸ––
Curve Pools with Three Volatile Assets for Half the Gas
open.substack.com/pub/curve/p/apā€¦

Everything you need to know about the newest deployment

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Want to conquer crypto trading?

Simply snag market share among the top 5 assets.

$BTC, $ETH, $USDT, $BNB, and $USDT make up over 75% of the entire market share of cryptocurrency.

Dominate trades among these assets, and you dominate most trading volume. Image
Apr 20, 2023 ā€¢ 8 tweets ā€¢ 7 min read
April 20, 2023: FRAX-USDP Base Pool šŸ¤½šŸŠ

Newest @CurveFinance base pool, plus tour of Votium Round 42

All the news that's fit to flywheel
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Yesterday the Frax Telegram group buzzed with news of a new basepool consisting of $FRAX and $USDP
t.me/fraxfinance/26ā€¦

Added @samkazemian:
"There's no plans to get rid of FRAXUSDC. It is a great base pool. It's more about diversity of options for the Curve AMO." Image
Apr 19, 2023 ā€¢ 12 tweets ā€¢ 9 min read
April 18, 2023: Shapella's First Week šŸ“ŠšŸ„©
10 Charts that Tell the Story of the #Ethereum Withdrawals Era

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Our favorite chart to visualize the full story comes from @hildobby_

Immediately after Shapella, a quick and hefty batch of withdrawals.

But thenā€¦ the outflow tapered off to almost 0, and deposits picked up in a big way.

And you're bearish...

dune.com/hildobby/eth2-ā€¦ Image
Apr 18, 2023 ā€¢ 8 tweets ā€¢ 5 min read
April 18, 2023: @Spiral_DAO
ā€œCapital Efficientā€ Yield Aggregator Seeks to Join Curve Wars
open.substack.com/pub/curve/p/apā€¦

Everything you need to know about the new protocol's attempt to capitalize on $30MM in bribe market inefficiencies
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Spiral DAO is officially entering the Curve Wars!

The team recently kicked off a governance vote, and based on early returns, will receive a gauge for their new $COIL / $FraxBP pool.

Quite a trajectory for a protocol less than 1 month old.

gov.curve.fi/t/proposal-to-ā€¦ Image
Apr 10, 2023 ā€¢ 9 tweets ā€¢ 5 min read
April 10, 2023: Mas Dinero šŸ¦‹šŸ’µ
@redactedcartel Releases Stablecoin White Paper

(article link at end of thread)

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Last week Redacted released details on their upcoming stablecoin, $DINERO.

The new token immediately stands out as providing one the more novel utilities among #stablecoin platforms.

Feb 16, 2023 ā€¢ 8 tweets ā€¢ 5 min read
Thursday, February 16: Archimedes Leverage šŸ”©šŸ‡¬šŸ‡·
@ArchimedesFi launches leveraged stablecoin yield on Curve

open.substack.com/pub/curve/p/thā€¦

Should you ape in with the G[r]eeks?

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ā€œGive me a lever long enough and a fulcrum on which to place it, and I shall move the worldā€

We can't say enough good things about Archimedes the person, a candidate for the @newmichwill of the ancient world.

But what about the new leverage product from @ArchimedesFi? Image
Feb 3, 2023 ā€¢ 8 tweets ā€¢ 4 min read
January 3, 2023: Wen $crvUSD? ā²ļøā³
CAN CURVE DEVS DO SOMETHING?

open.substack.com/pub/curve/p/feā€¦

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The most up-only market?

The number of times the Curve support crew receive requests for info on when $crvUSD will be released.
Feb 2, 2023 ā€¢ 7 tweets ā€¢ 5 min read
February 2, 2023: The Bok-Bok-Bok Stops Here šŸ”šŸ—
Are @ChickenBonds Dead After @0xSifu Chickens Out?
open.substack.com/pub/curve/p/feā€¦

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We've enjoyed following the rise of Chicken Bonds through the otherwise anemic 2022, so we'd be remiss if we didn't cover the latest chapter.

This week a standoff ended as notorious chicken whale @0xSifu "Chickened Out" on $4.1MM of bonds.

Jan 31, 2023 ā€¢ 6 tweets ā€¢ 4 min read
January 31, 2023: How To Win Frens and Influence Degens šŸ‘„šŸ¤
open.substack.com/pub/curve/p/jaā€¦

Everything I've learned about digital content creation from having written this @SubstackInc near daily for over two years.

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Last year, lots of new authors started writing some great content:

curve.substack.com/p/jan-3-2022-nā€¦

But the bera derailed a lot of people. Hopefully sharing my learnings will benefit new content creators getting started.

Here's what I cover: Image
Jan 30, 2023 ā€¢ 8 tweets ā€¢ 6 min read
January 30, 2023: Easy as ABC šŸŽ“šŸ“š
@0xconcentrator and @0xC_Lever team up for $abcCVX launch

open.substack.com/pub/curve/p/jaā€¦

A new @aladdindao product! This time a token called "Arbitrage Bond Compound" $CVX. Sounds complicated!

But here's why it's actually easy...

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These two screenshots show very high yields.

Who cares... these yields will come down, right? Most likely true.

But what's interesting is you get BOTH yields.

$abcCVX is a joint venture between @0xconcentrator and @0xC_Lever ImageImage
Jan 25, 2023 ā€¢ 13 tweets ā€¢ 7 min read
January 25, 2023: Everybody's Gauge! šŸ’°šŸŽ‚
New $CRV Gauges include $MATIC, $LDO, $CLEV, $T, $JPEG, $MIM, $STG, $MET + more

curve.substack.com/p/january-25-2ā€¦

Why are so many new @CurveFinance v2 pools getting gauges all of a sudden?

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Once upon a time, a new token or crypto project most wanted a listing on a CEX.

Now, they want a $CRV gauge.

There's many reasons why tapping into Curve emissions has become so popular recently.