Phil Lu

@curveresearch @CurveFinance

[Phil Lu @_alltold]

It’s ok if you don’t understand $crvUSD, since you don’t understand Curve itself either. 😭

@ConvexFinance, @redactedcartel, or @fraxfinance apes, know the math behind your money makers.

First principles for grasping @CurveFinance.

Curve Magic. https://t.co/7OTKjVF2TP

[LlamaRisk @LlamaRisk]

We have published an asset risk report for @ethena $USDe, the synthetic stablecoin backed by delta-neutral hedging strategies that recently attracted notoriety for its aggressive growth and perceived risk.

Summary below and the full report at the end of the thread👇

1/8

[Phil Lu @_alltold]

@CurveCap Llama Lend, or LLend for short

[Phil Lu @_alltold]

@CharlotteFang77 Market inefficiency can be understood as information transfer inefficiency

[Curve Finance @CurveFinance]

Just wanted to emphasize the scale of this. Victims are made whole with this vote with:
- $7.2M worth of ETH recovered by whitehats to the DAO being distributed
- $42M worth of CRV compensating unrecovered parts (vested)
- Other whitehat-recovered funds distributed before vote

[Phil Lu @_alltold]

@BarryFried1 Grew my hair for 3 yrs

The shedding gets worse 😹

[Phil Lu @_alltold]

Try out a $crvUSD loan with small size

You can repay it immediately with the crvUSD you receive

Then put down your real size when you're comfortable

[Phil Lu @_alltold]

:3

[Phil Lu @_alltold]

@danielvf Which pool(s) did you observe "10x-500x" oracle manipulations with? How much volume was involved in the hypothetical attacks relative to pool liquidity? Also, in posts 8-9, what liquidity conditions led to that error?

To help us reproduce these results, please publish this data

[Phil Lu @_alltold]

@BowTiedDevil This repo has Curve contracts translated to Python

Hope it helps
https://t.co/ou9eKBDZwR

[Left Curve Capital @CurveCap]

Octover 11, 2023: crvUSD Ape Tutorial 🦍🧑‍💻

Lesson 1: Quickstart guide to reading crvUSD contracts using @ApeFramework

How to get up and running in minutes: https://t.co/E9fO5Nctmk

🧵1/9👇

[Phil Lu @_alltold]

@concodanomics Christmas season is so back

[Phil Lu @_alltold]

@_Enoch @CharlotteFang77 No bonkler left behind

[Saint Rat @saint_rat]

Made this poster based on things I didn't understand about $crvUSD

All the information should be correct, please let me know if it's not though and I'll change it and reupload

I've learnt @CurveFinance systems are quite complex and some things are not as intuitive as they seem

[Phil Lu @_alltold]

@zkquant J'ai littéralement un master en économie monétaire, bientôt un doctorat, je peux te garantir que le bitcoin ne sert à rien.

Si tu penses le contraire, je t'invite à suivre mon TD de niveau L2 d'économie monétaire, on va remettre quelques bases en place.

[Phil Lu @_alltold]

Amazon (Cloudfront) blocks the @safe web app from serving tor users

[Phil Lu @_alltold]

@0xAsync She's right

[Phil Lu @_alltold]

When arbing the $crvUSD AMM:

Forecast your collateral received for paying crvUSD with "{AMM address}.get_dy(0, 1, {crvUSD you want to pay})"

The main swap function "exchange" calculates trade results the same way as "get_dy"

Good hunting

[Phil Lu @_alltold]

@ccccaa13 @Milady_Sonoro https://t.co/5AYyprVRao

[🪲 onno of brusque-abstruss🐾 @ongestalte]

@ccccaa13 Bonkler is the only Remilia project that the 0xb52 wallet does not have total custody over. Did Charles specifically direct you to hold custody over its revenue despite that never being the case for any other project? Did you inform him a second contract holds the revenue?

[Phil Lu @_alltold]

@ccccaa13 Then let's see proof that Charlie trusted you with sole custody of the funds