Early analysis report on the way to HK Cyberport
💡 Curve DAO is internally discussing slowing down L2 expansion.
@newmichwill himself is also more optimistic about underlying performance → Choosing Monad means using Curve liquidity as a performance proof; collaborative analysis below:
Curve × Monad = Established DeFi protocol + High-speed performance
@CurveFinance will deploy on the first day of @monad's mainnet launch, marking a significant event for the DeFi protocol "returning to high-performance L1":
1⃣ Why Curve chose Monad
Performance benefits: Monad boasts 10,000+ TPS, sub-second block times, and full EVM compatibility, suitable for high-frequency stablecoin swap scenarios.
Infrastructure synergy: Monad's acquisition of @portal_hq enhances stablecoin payment capabilities, providing faster settlement for Curve's liquidity pools.
Ecosystem strategy: Curve DAO is internally skeptical about continuing L2 expansion, and Curve founder Michael has also expressed caution about the "overhype of L2". The launch of Curve on Monad signifies trust in high-performance L1.
In a nutshell: Curve is the OG protocol, and Monad is the high-speed fund. Curve needs a smooth trading environment, and Monad needs benchmark DApps, making them naturally complementary.
2⃣ Direct benefits for users
Smoother stablecoin swaps: Ultra-high TPS + low Gas fees allow for large exchanges without waiting and lower slippage.
Lower costs: Gas fees are almost negligible.
(Potential incentives: Initial deployments often come with liquidity incentives, allowing Curve users to enjoy Monad's ecosystem benefits early.)
3⃣ Significance for DeFi
DeFi returns to high-performance L1: Against the backdrop of cooling narratives around L2 expansion, Curve's choice of Monad validates that underlying performance remains a hard strength in 2025.
Ecosystem breakthrough point: The liquidity and users brought by Curve will become an accelerator for Monad's initial TVL explosion.
Stablecoin + New DeFi trend: With the combination of Portal stablecoin payments and Curve, Monad's ecosystem narrative shifts from "high-performance EVM" to "next-generation financial infrastructure", with more established DeFi OG protocols supporting Monad in the future.
💡 Summary:
This is not just a simple "deployment", but a strong binding between OG DeFi and the next-generation L1:
Curve gains performance, smoothness, and new ecosystem benefits.
Monad proves its capacity through Curve liquidity.
Users enjoy a faster, lower-cost stablecoin swap experience.
Show original7.74K
30
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.