Open in app

Sign in

Write

Sign in

Canoe Capital
Canoe Capital

1 Follower

Home

About

Apr 12, 2022

The “VE” Fat Middle Thesis

Introduction The Curve wars have been one of the most talked about events in decentralized finance (DeFi). The reason for this conflict is that protocols (as well as decentralized exchanges (DEXs)) want deep liquidity for their token, since it: 1. helps increase demand/usage for the token/stablecoin, 2. reduces friction when trading…

Defi

6 min read

The “VE” Fat Middle Thesis
The “VE” Fat Middle Thesis
Defi

6 min read


Mar 22, 2022

Trader Joe: How an Outsider Farmer became a King.

From meme magic to innovation. The Humble Farmer It’s the middle of Solana summer 2021 and everyone is getting rich. It was a simpler time, where one could just throw their money at any any token or NFT and 10x their investment in a day. Avalanche was an up and coming L1 with a focus on DeFi. All…

Defi

5 min read

Trader Joe: How an Outsider Farmer became a King.
Trader Joe: How an Outsider Farmer became a King.
Defi

5 min read


Feb 26, 2022

Partying with Platypuses

Some highlights from the ongoing PTParty! — Why would anyone want to party with a platypus? Platypuses are notoriously aggressive and territorial animals, and males have venomous spikes on their feet. Why would anyone want to party with them? Jokes aside, Platypus is a Curve-style stable-swap AMM, with notable unique features such as single-sided liquidity and boosting percentage accrued by staking over time for vote-escrow platypus…

Defi

5 min read

Partying with Platypuses
Partying with Platypuses
Defi

5 min read


Feb 20, 2022

The AMM Wars

Control for decentralized market making has just begun. — Nobody in TradFi is market making to lose money. Back in 2017, everyone assumed large banks and institutions would buy up Bitcoin and we were all going to Lamboland. In reality that didn’t happen, and we ended up in a ~2 year bear market. In retrospect, institutions were right not to buy Bitcoin, due to the low liquidity and…

Cryptocurrency

4 min read

The AMM Wars
The AMM Wars
Cryptocurrency

4 min read

Canoe Capital

Canoe Capital

1 Follower

Help

Status

About

Careers

Blog

Privacy

Terms

Text to speech

Teams