Vasily Sumanov | cvp.eth PowerPool

Vasily Sumanov | cvp.eth PowerPool

857 Twitter followers

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Research, simulations, and token engineering. Ph.D. @powerpoolcvp $CVP contributor. Value capturing mechanism classification http://bit.ly/3qI3GJ9 $LUSD fan

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Vasily Sumanov | cvp.eth PowerPool

No joke, but $YB (veYB lock) APR is going wild ~200%: - next epoch fees $332k (2x vs prev week) - $YB price remain unchanged - Rev.multiplier: 1.01 -> 0.53 No need for guess if there is onchain data;) twitter.com/vasily_sumanov/sta...

Vasily Sumanov | cvp.eth PowerPool

The brief review of @DefiLlama's "Token Rights": - $CRV incomplete (+ holders' revenue data is wrong) - $HYPE utility incomplete - $AERO incorrect, none of at lest three revenue sources are there (+ incorrect holders' revenue data) The correct $CRV is below👇

Vasily Sumanov | cvp.eth PowerPool

The #1 GOLD yield option isn't launched yet Why chase 1-2% with looping ^ crutches? If there can be at least 5% or maybe much more, like 10%+ in pool free from Impermanent Loss? subject to volatility which in 2026 could be crazy high for such a conservative asset Looking forward to @yieldbasis in 2026 twitter.com/vasily_sumanov/sta...

Vasily Sumanov | cvp.eth PowerPool

@yieldbasis $YB stats according to my knowledge -> Starting FDV $140m (700m tokens FDV, $0.20 @legiondotcc sale price ) -> Current FDV: $274.7m -> Result: +96% twitter.com/vasily_sumanov/sta...

Vasily Sumanov | cvp.eth PowerPool

+50m TVL ~30 mins ->zero token incentives This is how Defi works When you build truly useful thing Bear market: who cares ~@yieldbasis

Vasily Sumanov | cvp.eth PowerPool

Couple of thoughts, why @yieldbasis $YB is a perfect reference for a public sales this cycle 1. Rational valuation $100m-$200m ~ while typically valuations are crazy aka 300-500m for solid projects 2. working mainnet product that everyone needs, and brings something truly new twitter.com/vasily_sumanov/sta...

Vasily Sumanov | cvp.eth PowerPool

A deep dive into mechanism design & token utility $YB twitter.com/vasily_sumanov/sta...

Vasily Sumanov | cvp.eth PowerPool

Thank you for your analysis of @yieldbasis and related research. I disagree with your results and statements regarding @yieldbasis pools You claim the YB pool design amplifies IL, assuming leverage remains fixed as BTC price changes. However, this study is predicated on the twitter.com/vasily_sumanov/sta...

Vasily Sumanov | cvp.eth PowerPool

Tokens that have real usage, at least at the magnitude of speculation, are pretty rare. The token should be like a toothbrush - you use it regularly and derive value for each usage unit. The token below is not a shill, just an example: @GoMining_token is used at ~ $90k

The value of real utility isn’t just revenues but the fact people will still use your token even when the market tanks. If it isn’t useful in a bear market it probably wasn’t useful to begin with. It’s time crypto had a new standard. Market resistant tokenomics are coming.

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