Jul 8, 2026 5:22 PM
Updated Jul 9, 2026 3:18 PM
Michael Egorov joins Jackson Hinkle to break down Curve's business model, moat, finances, and more for the Roundtable 100.
00:00 Intro
01:15 Leadership — running a DAO with no CEO, and the veCRV time-lock idea
05:00 Innovation — inventing StableSwap, soft liquidations (LLAMMA) & the FX frontier
11:45 Business Model — turning on the fee switch and paying veCRV lockers
13:30 Financial Stability — why revenue beats TVL as the metric
14:30 Defensibility — the moat, and DeFi hack fears vs. TradFi fraud
16:00 The next five years
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