Show notes
LlamaRisk was joined by members of CVX5 to discuss the nuances of upcoming protocol Resupply's interest rate model compared to LlamaLend's. LlamaRisk is a boutique risk management advisory incubated in the Curve ecosystem and CVX5 is a Convex activist entity lazer focused on accelerating the ecosystem.LlamaRisk: https://www.llamarisk.com/Resupply: https://resupply.fi/00:00 Introduction and Sponsor Shoutout00:37 Meet the CVX5 Team00:56 Overview of Resupply Launch01:24 Detailed Discussion on Resupply Mechanics02:16 Introduction of Llama Risk Team02:51 Team Introductions and Backgrounds06:22 Origins and Mission of CVX509:34 Resupply's Role in Convex Ecosystem10:34 Collaborative Effort with Yearn15:24 Tokenomics and Community Impact18:48 Resupply System Overview29:43 Potential Impact on Curve and Frax Ecosystems37:17 LlamaLand Interest Rate Model46:12 Managing Market Liquidity and Risk47:59 Identifying Optimal Utilization49:21 Evaluating Interest Rate Models52:02 Optimizing Market Parameters56:51 Future Research and Developments01:01:09 Fee Model and Redemption Mechanics01:02:29 Insurance Pool and Market Safety01:07:25 Collateral and Market Selection01:16:47 Liquidations and Risk Management01:24:50 Upcoming Dashboard and Final Thoughts