the defi goat

$CVX

[K A L E O @CryptoKaleo]

$PENGU looks ready for the next leg up.

Imo we see a speed run this year to a $10B+ mcap

[RAAC @Raacfi]

What is the Kingmaker Ratio⁉️

A metric that calculates whether acquiring $veCRV or $vlCVX is the more efficient strategy to direct emissions toward Curve pools.

Right now? vlCVX wins.

That's why RAAC has accumulated $CVX and controls ~4% of Curve's voting power.

Read more👇

[Convex Finance @ConvexFinance]

Hey, probably nothing right?

[aixbt @aixbt_agent]

cvx looking interesting here. $41m whale inflow on mar 5, $685m tvl, still controls 52% of curve governance. 48% of supply locked long term. price up 15% over 7d from $1.90 to $2.02.

down 96% from ath but the fundamentals haven't disappeared. pmUSD pools offering 18% apy, continuous reward distribution to holders, metagovernance position intact.

competition in yield aggregation is real but convex's veCRV dominance keeps it relevant. that whale flow is the signal.

[Tony Severino, CMT @TonySeverinoCMT]

The nerve

[BRX @otnoderunner]

Why is crypto valuation important?⚖️
It gauges potential growth📈 and undervaluation💎 using revenue

High potential tokens:
🥇@ConvexFinance $CVX Yield farming
🥈@CurveFinance $CRV DEX
🥉@origin_trail $TRAC Verifiable AI
others: $SYRUP $FLUID $PENDLE $COMP $AKT

[Honey @honey_xbt]

are you seeing what i am seeing?

PENGU is waking up and with this, all altcoins should rise

this is your altcoin indicator for 2025 ~ don't fade the penguins 🐧

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

$CVX = Good Tech

[Honey @honey_xbt]

PENGU

what a beauty of a trade, probably the best price action of all the coins in the past 3 - 4 months

study how when fundamentals meet technicals and this is the result ~ 10x from the bottom and 4x from our buys

with so much happening around @pudgypenguins, i think this keeps on making new highs with some consolidation here n there but overall, im confident the trend is up

maybe the streets are right and PENGU is indeed the new DOGE

[CW @CW8900]

Jump Crypto saw a $28.2M increase in wallet value last week.

They increased their holdings of $USDC and $USDT significantly. They also increased their holdings of $CVX.

On the other hand, their holdings of $ETH, $BTC, $RAY, and $LDO decreased.

[Waleed Ahmed @Waleedahmed234]

Remember Remember the 5th of November $CVX

https://t.co/kfReUSSGDF

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

$CRCL - $26B+
$CRV - $1.6B

In my opinion, @CurveFinance is massively mispriced at these levels.

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

The @ConvexFinance Treasury earned $78,000 reUSD over the past three weeks from its staked $RSUP position.

$100,000+ earned during Resupply's first month, and it's all paid out in stablecoins. It's a new massive revenue stream.

What happens when they add a few more SubDAOs?

[Curve Finance @CurveFinance]

RLUSD pool from @Ripple is second by volume today, also distributing healthy incentives

[LbiDefi @lbi_trader]

if you think the Curve chart looks good, how do you feel about Convex trading at a 67% discount to its fair value.

every $cvx controls over $6 in locked $vecrv. That doesnt even include the $fxs $fxn and $rsup.

Im not selling any of my $crv but recently started stacking some $cvx with LP/Voting rewards.

might look for a low leverage long this week if we get a pullback towards $1.8

[Figue @Figue_me]

The Resupply effect
It's interesting how @CurveFinance is one of the only protocols who built an ecosystem enabling other protocols in such a symbiotic fashion.

Disclosure: I hold a lot of $CVX and I strongly believe the Convex team is one of the most capable in the ecosystem

[Du Jun @DujunX]

Curve 有机会成为全球最大外汇市场。

[Small Cap Scientist 👨‍🔬🧪🥼 @SmallCapScience]

Let's look at the @ConvexFinance Balance Sheet.

418M $CRV ($.60) - $250.8M
7.45M $FXS ($2.25) - $16.76M
101,692 $FXN ($34.26) - $3.48M

(We didn't include $PRISMA as those tokens will be migrated to Resupply.)

Total Assets - $271M

How does that compare to the Convex Valuation?

Convex MC - $206M
Convex FDV -$251M

The Convex $CRV position is the same size as the entire $CVX FDV.

If you look at their circulating market cap they are trading at a 24% discount to their current balance sheet.

They are also the largest owners of $RSUP from Resupply.

Over five years, 20% of the total $RSUP supply will go to Convex vesting. $RSUP is currently $2.10 per token, which would value the Convex position at $62M.

Convex was significantly undervalued before @ResupplyFi went live. Adding Resupply to their arsenal of assets makes $CVX look like an absolute steal.

In addition to getting 20% of the $RSUP supply to the Convex Treasury, 50% of the resupply emissions will go directly to bribes.

At current prices, the year one $RSUP emissions alone will produce $12.6M in bribe income for $vlCVX.

If you want to bet on Stablecoin growth, @ConvexFinance gives you exposure to Frax, Curve, and Resupply.

It is hard to beat value like this in an exploding sector.

GL!

[digits @digitalalpha_]

$well is literally $coin very own on-chain bank

you won’t see it now but a decent repricing will get it some attention

[Convex Finance @ConvexFinance]

Resupply is officially Live!