提示一下各位:
从一开始Curve的机制核心,就是围绕CRV进行的分红拆分盘。
它需要不断的新稳定币互助盘来制造新增的CRV锁定(新增沉没成本),而新稳定币盘子通过拿自己的通胀吸引veCRV赚手续费分配和通胀实际拨比支出之间的利差
至于它在稳定币交易的“算法优势”,更像是那个时代ETH自身技术缺陷导致的需求,并不是他本身有什么不可替代性。
这就是为什么其他高速公链上没有像Curve这样的“稳定币swap”生态位的原因 - 没必要。随着新dex基于Uni V3对于池子费率曲线不断优化,Curve的小垂直领域早就被覆盖。从交易量上被Uniswap甩的尾灯都看不见,目前正被Sui的Cetus迎头赶上
所以旁氏属性才是Curve的第一性属性,而这个盘子已经跑了5年了,已经属于长寿甚至“老不死”盘子了。
如果按照分红盘的标准,Curve在22年Luna暴雷之后,入金(TVL)就已经是断崖暴跌,且在多次事故/事件包括Michael买房、2次自身被黑、stETH脱矛、FTX崩盘之后不断下滑。
对照这段时期的CRV币价,可以说CRV作为一个盘子其实已经是软跑路的状态,靠历史遗留交易流动性和币安壳价值在续命
如果你检视Resupply3月发射之后的Curve数据,会发现TVL还是Volume都翻倍不止
因此可以说Resupply是Curve回到分红拆分盘第一性之后的“重启盘”,但是现在重启盘也崩了
老盘圈玩家可以类比一下花火或者MBI,像这种多次重启失败的情况,应该怎么玩?
作为一个盘子,市场已经给了Curve离谱多次数的机会了。上一个还是张誉发
大家还是对老外盘主太宽容了

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