ConvexはveCRV支配力と手数料設計が強いが、TVL縮小とCurve依存が成熟度を制限する。
Investment View
焦点はTVL10億ドル回復、Curve外の手数料源、veCRV支配率50%以上の維持だ。
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Report Type
Project Maturity Analysis
Version
v1
Analysis Date
2026年6月9日
Language
ja
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.