August 8, 2024: Some News is Good News ποΈπ°
Will better quality Curve reporting dilute our profits?
News
Some news is good newsβ¦
For a long time, money flowed to those of us who bothered to do our homework and study Curve.
Very few news sources covered Curve adequately, or even accurately. Death spirall000rs dominated the conversation on π. All you could find on the timeline was junk info and FUD.
The few of us who bothered to do their own research learned something very different from the predominant narrative. We profited from this information asymmetry. While the rest of the world laughed, we were busy lining our pockets with the hefty $CRV rewards β trying to grab more than our fair share of the early distributions (over 70% released!)
NOTE: Authorβs exposure to Curve primarily comes from yield farming stables/BTC, so the returns have been good (OFC would have been better if dumped, but still good!) Anybody who bought $CRV surely has different experiences.
The times, they are a-changinβ? We sense change is blowing in the wind, and we donβt just mean the impending Curve emissions decrease. Lately it seems like some of the information about Curve is gettingβ¦ kinda good?
Token Terminal is finally unbroken!
Given the complexity of Curve, the best sources tend to be outstanding thread000rs who dive into the nitty-gritty details and package it for the masses.
Itβs even starting to flow downstream to sources like Forbes. Not that a median Forbes reader could properly be educated on the complex ecosystem that is Curveβ¦
Itβs all preludeβ¦ just imajin the headlines in just a few yearsβ¦
Yield Generation
Nearly four years in, with $CRV inflation poised to drop to a paltry 6.34%, will Curve remain a powerhouse of yield generation?
The only thing guaranteed to stay the same is change.
The best yields at Curve these days are often external but related to Curve.
In the final week before inflation reduction hits, where are we farming? Below the fold we offer our unfiltered annotations on various poolsβ¦.