Michael Egorov
@newmichwill
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Curve and Yield Basis https://t.co/yOMQd2tGgq / https://t.co/uG18RHvMKy
Joined November 2013
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My new article on $CVX is now live. I spent lots of time on this and I think current and prospective $CRV and $CVX holders will enjoy it. As always- likes, shares and comments are appreciated. Your feedback is what let's me know that you guys find value in this content so that
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Rookie numbers
Over $1M in voting incentives are live for @ConvexFinance vlCVX holders in Round 116. One app for a complete overview of the entire market: Votemarket and Votium combined. Stop hunting for the best $/vote. Let the built-in optimizer find the best allocation for you. ↓
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And this was done! thanks all voters: now some arb leak from the Big Rebalance will be recaptured!
Attention @yieldbasis veYB holders! It appears that it is possible to reduce arbitrage leak of BTC pools price_scale adjustment. That means, more fees for veYB on average, and bigger returns for LPs on average. Votes 29-32 implement that if voted quick https://t.co/7KU2FuGql9
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This gives me flashbacks to 2020 when I saw these numbers at... Yearn
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Special thanks to @chain_security verifying the methodology
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Attention @yieldbasis veYB holders! It appears that it is possible to reduce arbitrage leak of BTC pools price_scale adjustment. That means, more fees for veYB on average, and bigger returns for LPs on average. Votes 29-32 implement that if voted quick https://t.co/7KU2FuGql9
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Crazy @ethereum metrics right here
Some may probably think, what about $SOL? Solana has been doing amazing work in onboarding institutional capital over the past year. However, the $ETH stablecoin moat during the same time actually accelerated towards the end of Q4 2025. - Q1 2025 $3.5T - Q2 2025 $4.4T - Q3 2025
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Actually I agree here. But also this is partly the aftermath of the "hostile era" - not that much DeFi is US-based. Yet, there are many more good US-originated DeFi projects than presented in the list
Not a great lineup for the DeFi side of things. Mostly people who make more money if DeFi can’t compete with them.
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Wen
🇧🇷 LATEST: Brazil reintroduces bill to create a Strategic Bitcoin Reserve, allowing the country to acquire up to 1M $BTC.
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While @yieldbasis upcoming HybridVaults will take away more pressure on crvUSD than the pools produce, the "normal" pools do affect the peg when imbalanced. I propose a vote which will, essenially, make it not possible to "deposit the dip" when BTC goes down - we'll scale YB via
yieldbasis.com
A new standard for liquidity provisioning without impermanent loss.
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Stablewatch Weekly Trending Yield Tokens by TVL: 1. @CurveFinance – scrvUSD 2. @SuperstateInc – USTB 3. @Securitize – BUIDL 4. @aave – sGHO 5. @piku_dao – USP
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Funny thing is that my simulations usually assume that these arb traders are the only users or equivalent to rational users (-:
When $1 Isn’t $1: A $2,890 Stablecoin Arbitrage in One Transaction 1️⃣ Common belief Most people think stablecoin arbitrage is dead. USDC ≈ USDT ≈ crvUSD ≈ $1 So where could profit possibly come from? This trade proves that assumption wrong. 2️⃣ What actually happened In a
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Volatility is your yield
No joke, but $YB (veYB lock) APR is going wild ~200%: - next epoch fees $332k (2x vs prev week) - $YB price remain unchanged - Rev.multiplier: 1.01 -> 0.53 No need for guess if there is onchain data;)
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Bye bye Discord, l did not use you anyway
🚨 NEW: Discord will require MANDATORY Face ID biometric scanning and ID verification for ALL USERS starting next month. It’s time to return to the beginning. To a better time when chat apps were just chat apps. It’s time to return to IRC.
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Market turbulence has eased somewhat, making it possible to draw a few conclusions. Over the past week, core assets (BTC, ETH) lost around 20–25% from their peak values, impacting borrowers across all lending protocols. These events led to a wave of liquidations across the
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Looks like veCRV wrappers are a bit up
sdCRV now trading at 0.675 CRV, up significantly over the past month. Consistently the strongest @CurveFinance CRV wrapper on the market and historically the one that leads repricing moves across the board.
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@yieldbasis: key metrics of the native $YB token over the past week Detailed analytics available via the links below: https://t.co/ncOqMVM2sB and https://t.co/2BvPPfGu1K
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Good industry
⚡️ UPDATE: The 620,000 BTC Bithumb miscredit incident has been resolved. 99.7% was recovered, and the remaining 1,788 BTC was covered using company reserves, restoring 100% backing.
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