Trump Llama 🦙🦙🦙🦙🦙🦙🦙

Creator of #VoodooMagicFuckery #VMF Macro thesis. Llama. Construction, Crypto Economics, Supply Chain, Travel, Hiking. 😀 to politely discuss anything with any1

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

Congrats and Happy 100 Rounds to @VotiumProtocol @ConvexFinance @WenLlama If you bought $CVX in summer of 2021 and Vote Locked it through all 100 Rounds you would have made $9.83 per each vlCVX! Almost 5x 🤯

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@RightSide_Uk @elonmusk should pin the video to everyone in the UK & EU 🫡

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@krugman87 There’s a lot of shadow banning still in place I’ve been at 660-670 followers for years; probably because I continuously post about what a piece of Garbage Elizabeth Warren is because she threatens regulations to stir up lobby money….

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

Can't wait for $CVX to be 3 figures.

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@noahseidman #VoodooMagicFuckery

[Diphunter ¤ @Diphunter18]

I think the market is still fundamentally mispricing @CurveFinance and the long-term value accrual potential of $CRV.

What Curve is building with $crvUSD and PegKeepers is one of the most sophisticated forms of onchain monetary infrastructure currently operating in DeFi.

And I don’t think the market fully understands how important that becomes if stablecoins continue scaling globally.
One of the key innovation is the PegKeeper architecture.

Most protocols attempt to maintain stablecoin liquidity through emissions and external incentives alone. That approach works temporarily, but it usually creates unstable and expensive liquidity that disappears once incentives decline.
Curve approached the problem differently.

PegKeepers allow the protocol to algorithmically expand or contract crvUSD liquidity around the peg by interacting directly with Curve pools themselves. When crvUSD trades above peg, PegKeepers can mint liquidity into the system. When below peg, liquidity contracts naturally through repayment dynamics.

That mechanism matters because it transforms Curve from a passive exchange venue into an active liquidity coordination layer for stablecoins.

In my opinion, that distinction is extremely important.
The market still values many DeFi protocols based on transactional activity alone.
But the protocols that ultimately matter are usually the ones controlling the underlying liquidity rails and monetary plumbing.
Curve is increasingly positioning itself exactly there.
And the recent frxUSD integrations reinforce this thesis significantly.

Frax and Curve have already spent years building one of the deepest economic alignments in DeFi:
• Curve AMO integrations
• Deep FRAX liquidity on Curve
• Convex flywheel participation
• Gauge competition
• Shared liquidity incentives
• Stablecoin-focused market structure

Frax has consistently treated Curve liquidity as core infrastructure for maintaining efficient stablecoin markets.

Now with $frxUSD being integrated into Curve’s PegKeeper framework and broader crvUSD ecosystem, the relationship becomes even more structurally important.

To me, this is where the bullish thesis for $CRV strengthens materially.
Because if Curve succeeds in becoming:
• the dominant stablecoin liquidity venue,
• the coordination layer for decentralized dollar liquidity,
• and eventually a foundational layer for onchain FX and synthetic dollar markets,then the value of controlling Curve liquidity becomes substantially larger than what the market currently prices in.

This is also why @ConvexFinance became so important historically.
Convex did not emerge randomly.
An entire meta-layer formed around accumulating influence over Curve emissions and liquidity because Curve liquidity itself became economically strategic.
That is usually what happens around valuable infrastructure.

And unlike many DeFi protocols that relied heavily on narrative cycles, Curve has repeatedly demonstrated durability across multiple market environments:
• bear markets,
• liquidity crises,
• stablecoin stress events,
• changing yield conditions,
• and collapsing speculative demand.

Yet despite all of that, Curve liquidity remained deeply embedded across DeFi.

That resilience is not accidental.

It comes from the fact that stablecoin liquidity is one of the few sectors in crypto with persistent and recurring demand regardless of market direction.

People speculate less during bear markets.
But they still need liquidity.
They still need stable settlement.
They still need efficient swaps.
They still need collateral mobility.

Curve consistently sits at the center of those flows.

And if stablecoins continue evolving into a major global crypto primitive over the next decade, I believe protocols managing liquidity efficiency, peg stability, and capital routing will become disproportionately valuable.

That is why I remain bullish on $CRV, cause Curve looks like the financial infrastructure for onchain economy.

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@leadlagreport Hello Michael, Do you see the possibility of a world for Japan where “selling treasuries” limits their access to oil or even more subtly works in the opposite way and raises its price? 🤔 #VoodooMagicFuckery

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@noahseidman Her version of yield farming poke everyone to loosen the lobbyists

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@Divinsity @UpdatingOnRome @elonmusk should make it a sliding scale, starts at 1 and you get one more for every day a new account is active. Nuke all spammers and scammers 🫡

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@MBAeconomics1 Or…

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@yieldsearcher @crypto_condom Having to fight doesn’t mean that they can win… perhaps being 230% Debt to GDP comes with consequences….

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@ErikSTownsend This coming commodity supply crunch depends on the life of the bubble. How long can AI spend with out profits what level of PE multiple before someone says hmm too risky 🤔

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@leadlagreport This is an interesting framing; yes Japan is a great printer; but if it “stops” or breaks, will printing stop or simply shift and continue? I think this is the crux of our different views. The “explosion” stays in Japan 230% Debt to GDP is a magnet for it.

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@jameslavish First big move followed by Ty for the deficit decrease? 🤷‍♂️

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@onechancefreedm The next step in #VoodooMagicFuckery is buying long bonds at a discount and minting stables 1:1 face value 🫡

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@krugman87 New guy might start the twist asap….

[Trump Llama 🦙🦙🦙🦙🦙🦙🦙 @JagerMario]

@naiivememe

[MetaFXN🟦🟥 🐸 @MetaCvx]

$crv $cvx $fxn $fxs $ald $clev It’s all going to blow up right before your eyes

[Sama Hoole @SamaHoole]

Activist: "Your cows are putting carbon into the atmosphere."

Farmer: "Where did they get it?"

Activist: "What?"

Farmer: "The carbon. Where did the cow get it before it put it anywhere."

Activist: "From... eating?"

Farmer: "From eating grass. And where did the grass get it."

Activist: "The soil?"

Farmer: "The air. The grass pulled it out of the air last spring. The cow ate the grass. The cow breathed some of it back out. It went back into the air it came from."

Activist: "But it's still going into the atmosphere."

Farmer: "It's going back. There's a difference between a thing going somewhere and a thing going back. You've described a circle and you're frightened of it."

Activist: "Then just don't have the cow."

Farmer: "The grass still dies in autumn. It rots where it falls. The carbon goes back into the air either way, just without anyone getting fed in the middle."

Activist: "It's not that simple."

Farmer: "It's grass, cow, breath, grass. Or it's grass, rot, air, grass. Same circle, fewer dinners. If that's complicated for you I'd stay away from the water cycle. That one's got clouds in it."

[Luke Martin @VentureCoinist]

Elizabeth Warren's most recent contribution to the economy was blocking the JetBlue/Spirit merger

That caused a 34yr old company to shutdown, 17,000 employees lost their jobs, and ticket prices went up

Warren is an inverse economist: anything she hates is good for economy & anything she supports nukes the economy