SELECT * FROM DAvidi WHERE `DAvid`="jm3FC4aQiJs"
SELECT * FROM DAvidKanal WHERE `Cid`="44215"
SELECT * FROM DAvid WHERE `DAvid`="jm3FC4aQiJs"
Bad CRV debt on Aave threatens USDT, Frax, and all of defi with liquidation events & price declines
Dave Levine Dot Com 0:00 Intro
0:50 CRV bad debt numbers
4:50 Aave token problems
9:20 Defi hasn't broken yet
10:45 Frax involved?
11:55 All could be OK!
14:40 Game Plan suggestions
CRV 58 to 38 35% drop
Risk to aave 289 million crv tokens 33% of supply
250 million aave security
Risk to fraxlend and fxs
USDT??
Risk to curve?
crv emissions mean this could come later too
May not happen
Curve 50% of stable coin trades
aave well run and V3 better?
there can be buyers ready to pounce - including curve founder
There is a bottom for these
bounce could be huge - no shorting!
short interest on binance huge
could rally and then crash
Game plan
sell aave - buy back later
withdraw from Aave
crv sell now buy later if like it?
FXS - ??
sell for Stables - usdc vs usdt vs LUSD
buy matic or other distressed risk tokens
end SNX debt
no debt!
Learn from this -
was expecting this in 2021
____
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