Prediction evidence

In reply to · 22 Oct 2026, 13:12 UTC · context given to the AI

@CredibleCrypto while we’re ranging a bit, curious on your take on the CRV/CVX flywheel this go round. From what I understand, the old loop was basically: Curve volume/fees created demand for CRV (locking + boosting), Convex made locking easier and juiced the yields + gauge power, which locked more CRV and pointed emissions where they wanted. Self-reinforcing more than straight competition. DeFi’s been pretty quiet this cycle outside of the stablecoin stuff and the tokenization narrative. Once we get a proper macro push and retail starts chasing yields again, do you see that same CRV/CVX feedback loop kicking back in? Or has enough changed (more ve models, different emission games, etc.) that it plays out differently? Mostly wondering if you think it shows up more as a later-cycle rotation (like during a longer W4 once things are already hot), or if it can start earlier. Appreciate any thoughts when you got time sir.