0xE

what is the thought behind frax holding a significant amount of sDAI? $55M total with $20M just added yday

There is obviously heavy debate on the valuation of CRV (primarily by @OxHamz), with main arguments that the fee revenues can't support the high emissions and thus it's an uph...

thoughts on terra moving 1.2M CVX to a fresh wallet just now and dumping the remaining 37k? Seems like an OTC deal...

How do y'all view the competition between algo stables (e.g. FRAX and UST) - is it mostly a winner takes all? Or room for both?

wasn't sFRAX supply just recently like 38M? Looks like it halved

Tetra selling into the buyback? (only $75k) https://etherscan.io/tx/0xb6a7be8b63e3f43ae940c429cac299c04bc92182bda5426638e0c40c1b567a75

Sam just responded saying they aren't crazy didn't he?

so is increased liquidity the main sustainable way to bring the borrow rates lower for crvUSD to grow?

Interestingly, Nic Carter thinks neutral to bullish in his thread https://twitter.com/nic__carter/status/1689029818732433408?s=20

we going to have long end FXBs soon? https://twitter.com/adamscochran/status/1709243923648966864

the regulation battle never ends. Gl to us all https://twitter.com/lex_node/status/1695061496177258731?s=20

@samkazemian thoughts on this Fed oversight program for stables? Does this affect FinresPBC at all?

nice what is the cause of the APR bump lately?

Thought provoking day. My brain hurts. Is it not too simplistic to say curve wars are dumb bc frax pays emissions on 200% of FRAX outstanding given Frax's POL recirculating th...

DS yeah that makes a lot of sense, and I agree. That's the thing I'm curious about from Sam is does he see this as something that can 10x or even bigger?

I don't see how the amount of FXS would matter when APR is in notional terms?

Glad Hamz brought this discussion up. I’m confused by the talk of taking 4pool LP as collateral - current curve amo doesn’t have a concept of LP collateral, correct?

@OxHamz do you think there is a hybrid approach with revenue stream and stability from the CRV wars + really focusing on expanding lending?

after bridging back from arbiFRAX -> mainnet I'll just end up with canonical frax?

btw is FXS backing counted as decentralized collateral in the DR ratio?