24 Comments

So the thing you didn’t comment on at all was Danielle Sestagalli’s play on CURVE itself. Popsicle, Abracadabra, Wonderland, and (imminently) Sushi, just go to show how aggressive the moves really have been in this WW3. If he’s able to close the loop, then he has his OWN Ore Mountain to black hole liquidity and bribes away from CRV.

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Jan 1, 2022Liked by knower

Hey guys, as someone who's been invested in olympus since the beginning, I must say- excellent article! If I could suggest a part 3 - it would be about Dani's ongoing attempt to bring all these different aspects of defi under one roof, per say. (Wonderland, abra, popsicle, and final piece being sushi)...game changer if available multi chain....ps...not a fan boy, I hold heavy positions in everything mentioned in the article.

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Dec 25, 2021Liked by knower

i want to join this war, but all my dollars are put in Dani's coins.

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I was laughing all the while reading the article.

Wonderfully written.

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Dec 24, 2021Liked by knower

Great read. Would be interested to hear your thoughts on $TEMPLE? My short thoughts are; amazing design, giga-brain, off to a rough start, maybe overcomplicated? Could be a good buy right now for long-term staking? Decent APY and Frax on-boarding. Thoughts?

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One more lego: Union. Allows Votium users to pool their rewards together and convert it into a single claimable asset without needing to claim dust and waste gas fees. Useful for shrimps like me ;)

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Jan 9, 2022Liked by knower

Top quality storytelling, top quality subject too!

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Jan 4, 2022Liked by knower

What makes Redacted different from Mochi? And how do we arrive in crypto to the dubious outcome where the biggest pools of money get outsized rewards, pretty much pulled from thin air? Couldn't Curve end this parade in an instant, or is this all just an ugly get rich scheme for all involved, which is not so much of a replace financial system servitude situation, as invent money and become the system. How would all the millionaires this scheme creates, exit? What am I missing?

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Very nice article. thanks for taking the time. Put so many things into perspective for me. Loved your other article on the Curve wars too.. you are a very good story teller, made it real fun to read.

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Jan 2, 2022Liked by knower

Thanks a lot for both articles. Just i have to say that price prediction of CVX doesn't fit such an informative article. Except that all of the information you provided is appreciated.

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I do not completely understand the $DPX role in the Curve wars yet either. As near as I can tell, there will be options on gauge rates. Perhaps this will allow protocols to hedge their bribes to vlCVX holders.

Any additional alpha you have acquired be appreciated

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great stuff.

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Great article, really well done.

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Yeah this was very well written. I particularly appreciate your way of capturing this in metaphor; really helps one get their head around it. Stellar work!

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Dec 24, 2021Liked by knower

Ridiculously good article!! Really enjoyed this. Thanks

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Dec 24, 2021Liked by knower

Top Article. Appreciate your analysis.

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