CRV Curve DAO : Bullish and Bearish Analyst Opinions

Avi states "Curve is totally cooked" and that he doesn't think anyone is using it for stable coin swaps anymore. The utility for decentralized stable coin swapping has been eroded by more user-friendly centralized options (like Hyperliquid) and widespread availability elsewhere. AVOID because the protocol is seen as obsolete in its core function, with little prospect for a revival in usage or fees. A major resurgence in demand for non-custodial stable coin liquidity that exclusively favors Curve's model.

Avi stated "Curve is totally cooked" and argued that stablecoin trading is over, with decentralized swaps being less convenient. Curve faces competition from centralized options like Hyperliquid, and its stablecoin (USDS) may not gain significant adoption. AVOID because Curve's utility has diminished, and it's unlikely to recover in a market shifting towards easier trading platforms. If decentralized stablecoin trading resurges or Curve innovates, it could rebound, but this is considered improbable.

"We're on two dexes, Uniswap and curve." The project is utilizing decentralized exchanges for initial liquidity before hitting centralized exchanges. As the Ministry of Finance backs liquidity, these specific pools on Uniswap and Curve may see sticky, high-value institutional volume, generating fees for the protocols. Watch for volume spikes in USDKG pools on these platforms; increased institutional usage validates the DeFi protocols for sovereign liquidity. Low adoption of USDKG by the target market (institutions) would result in negligible fee generation for the DEXs.

A whale dumped