The Curve Bull Case, StakeDAO Strategies and Managing Mbappé

FEB 09, 2021 • 8 Min Read

Jonathan Erlich

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Last week I sat down with Julien Bouteloup (CEO of Stake Capital and Curve team member) on the Delphi Podcast. In this piece, I want to share some highlights and after-thoughts from that episode, as it was a conversation I really enjoyed. You can listen to the complete interview here.

Since it’s hard-to-concentrate season again, I’ll try to keep this one short so you can go back to refreshing Coingecko 🙂

Curve: An Ambitious Vision

One of the most interesting parts of the conversation was Julien’s take on Curve’s vision and future (00:48:50). His take was simple: Curve is uniquely positioned to win in a space that will be huge: stablecoins. He shared that there are projections that suggest that stablecoins will capture 50-60% of the total crypto market. Why? Because of CBDCs (central bank digital currencies). Taking just the USD as an example, the current USD stablecoin supply is ~$31B, while M1 money supply currently sits at ~$6,900B. However,

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