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FatManTerra's profile
FatMan
FatMan
FatMan
@FatManTerra

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FatMan

@FatManTerra

FatMan from the Terra Research Forum I provide research, updates, and analysis on the Terra situation as it unfolds. Views are my own opinions.

fatmanterra.eth
Joined May 2022

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    1. LiveSquawk‏ @LiveSquawk Jun 3

      The UST mystery of Wallet A (FT)https://www.ft.com/content/a6b36a52-0806-426c-acd8-92c93b9f3c3a …

      4 replies 7 retweets 26 likes
    2. FatMan‏ @FatManTerra Jun 3
      Replying to @LiveSquawk

      This article is incredibly useless... It's just a diluted version of Jump Crypto's research paper (which was fantastic, mind you!) with a lot of information omitted. I also don't like the accusatory tone - legitimate de-risking out of UST is not an 'attack'.

      4 replies 2 retweets 37 likes
    3. Hazbobo‏ @Hazbobo1 Jun 3
      Replying to @FatManTerra @LiveSquawk

      Am I right in thinking TFL had a bunch of convex? Seem to remember they were trying to win the curve wars. Do you know what happened to the CVX?

      2 replies 0 retweets 2 likes
      FatMan‏ @FatManTerra Jun 3
      Replying to @Hazbobo1 @LiveSquawk

      Pretty sure they still have it and my best guess is they'll use it for their next stablecoin

      4:58 AM - 3 Jun 2022
      • 4 Likes
      • Gaurav Fernandes Maicon ☘️ Au Hazbobo
      1 reply 0 retweets 4 likes
        1. New conversation
        1. Hazbobo‏ @Hazbobo1 Jun 3
          Replying to @FatManTerra @LiveSquawk

          Hmm interesting. They probably do… would be good to find the wallet

          1 reply 0 retweets 0 likes
        2. FatMan‏ @FatManTerra Jun 3
          Replying to @Hazbobo1 @LiveSquawk

          FatMan Retweeted FatMan

          I'm in an Uber right now so I can't check, but the last time I looked they still had a bunch.https://twitter.com/FatManTerra/status/1529209583691919361 …

          FatMan added,

          FatMan @FatManTerra
          Another thing: Terra owns a lot of CVX. Owning Curve governance power is the best way to incentivize stablecoin liquidity pools - it's much more efficient than liquidity mining. Put simply, if TFL releases a new stablecoin, they will have a massive advantage. Stay vigilant. https://twitter.com/DU09BTC/status/1529012734595063809 … pic.twitter.com/WQuDnH5Xyj
          1 reply 1 retweet 5 likes
        3. Show replies

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