Curve

Thai long-term bonds are attracting investor funds due to the steepest yield curve in Emerging Asia. The yield curve's steepness is driving capital inflows into Thailand's debt market.

Curve has launched Llamalend v2 on Optimism, supported by a 250,000 OP token grant. The update introduces support for multiple collateral and borrow assets beyond crvUSD and features LlamaRisk as a market curator.

The Curve Wars never had a lending equivalent due to structural differences between swap and lending risk, but a new proposal by Mezo team may change this. The proposal involves veBTC holders directing MEZO emissions toward markets that have demonstrated creditworthiness. This could lead to a similar power struggle as seen in the Curve Wars.

The Curve Wars have introduced a lending equivalent with veCRV and gauges deciding where emissions go, leading to liquidity becoming political. Yearn and Stake DAO start hoarding veCRV, while Convex rewrites the power structure by aggregating votes. The Mezo team proposes a mechanism for lending where emissions and risk pricing happen together.

A Rust-based math repository for DeFi, DApp, and MEV developers has been released, covering DEXs like Uniswap v2/v3/v4, Kyber Elastic, Curve, and Balancer. It offers precision integer math and structured error handling, with performance benchmarks comparable to other libraries.

The author shifted 40% of their DeFi yield portfolio into tokenized U.S. Treasury products like BUIDL and USDY (Ondo), citing safer returns (4.3% APY) and reduced risk compared to DeFi's volatile yields. They note the growing dominance of tokenized real-world assets (RWA) over DeFi TVL and the erosion of DeFi's yield advantage as institutions like BlackRock and JPMorgan enter the space.

Andre Cronje of Flying Tulip argues that DeFi is 'no longer DeFi' and suggests circuit breakers could help teams manage abnormal outflows. Curve's Michael Egorov counters that such mechanisms might introduce new human vulnerabilities.

Curve founder proposes a market-based solution to address $700,000 in bad debt, contrasting with Aave's approach of a bailout. The proposal highlights a decentralized alternative to traditional financial interventions.

Curve founder proposes a market-based bad debt recovery model for DeFi lending to address risks highlighted by the KelpDAO fallout. The model aims to improve debt management in decentralized finance by leveraging market mechanisms.

Curve founder Michael Egorov proposed a market-based bad debt recovery model for DeFi lending following the KelpDAO incident. The proposal aims to address industry challenges in recovering defaulted loans through a decentralized approach.