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 Shoutout
00:37 Meet the CVX5 Team
00:56 Overview of Resupply Launch
01:24 Detailed Discussion on Resupply Mechanics
02:16 Introduction of Llama Risk Team
02:51 Team Introductions and Backgrounds
06:22 Origins and Mission of CVX5
09:34 Resupply's Role in Convex Ecosystem
10:34 Collaborative Effort with Yearn
15:24 Tokenomics and Community Impact
18:48 Resupply System Overview
29:43 Potential Impact on Curve and Frax Ecosystems
37:17 LlamaLand Interest Rate Model
46:12 Managing Market Liquidity and Risk
47:59 Identifying Optimal Utilization
49:21 Evaluating Interest Rate Models
52:02 Optimizing Market Parameters
56:51 Future Research and Developments
01:01:09 Fee Model and Redemption Mechanics
01:02:29 Insurance Pool and Market Safety
01:07:25 Collateral and Market Selection
01:16:47 Liquidations and Risk Management
01:24:50 Upcoming Dashboard and Final Thoughts