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With possible horizontal scaling to the OP Superchain. Combined with the fact that 'traditional' dexes like Curve don't seem to be able to deploy to L2s easily because of their designs (tech debt). IMO Velo MC doesn't reflect that yet. Bullish times ahead.
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Bull market: Higher trading volumes (& froth). Emissions: VELO is about 5/6 (1500/1800) through its projected emissions (currently epoch 95). See docs (https://velodrome.finance/docs#tokenomics) & Dune (https://dune.com/0xkhmer/velodrome).
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We are getting into uncharted territory with ve3,3 now in terms of bull market and significantly less emissions for Velodrome going forward.
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Very clear write-up: https://tokenbrice.xyz/crv-vs-velo/. Thanks, Tokenbrice for posting it. And Alex for pointing it out. Follow-up discussion point 🧵
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$JESSE fan for sure https://warpcast.com/jessebase
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Mic blob
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Mic blob.
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Thing is, the stables on Mantle aren't very impressive at the moment.
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No CL planned. Focus on stables can be a strategy.
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Did some research as well and curious to see how they will distinguish themselves form Solidly forks as well. The main answer I got was 'we focus on stable pairs'.
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This week ✅
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That was just the start 😎
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This seems very bullish for ve3,3: https://twitter.com/DefiIgnas/status/1761046815535968558. Don't think other defi protocols are positioned in the same way as the ve3,3 protocols. LPs will get better incentives on ve3,3. Exciting times ahead.
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Clear, that’s already a few months ago. From the Defillama stats seems the revenue has gone up significantly since then. Marketcap still at 4m though. Seems asymmetrical, for how long that the question.
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Thena’s revenue is impressive, the last few weeks. Can’t find when they launched the concentrated liquidity in their discord or on X. Any links? Velo & Aero seem to have the partnerships and stamina to make it work. Still contemplating whether it’s sexy enough to gain attention. How long can you deny fundamentals
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In other words, do fundamentals matter in a bull market.
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Hi all, rationally fully agree with ve3,3 being undervalued thus far. What’s your guys thesis on retail buying into it though? The fundamentals are great, yet the four year lock is not the sexiest pitch. WDYT would be a good catalyst?
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Anyone working on a ‘preview’ function in frames yet? Like the Rabby feature that allows you to preview a transaction and its downstream effects before signing. Working title: ‘Peace of frame’
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Caster cat wif hat, it has ring to it
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