That's a really tough call. It seems to me that there will be a dumping event. The price will go down temporarily. Until more sinks come online the increase in supply, which will continue to be rapid even after the flow gets cut in half, will cause the price to continue to decline slowly because the greatest gains will still be in the CUB/BUSD and the CUB/BNB farm. The difference between the two is small both in terms of yield and the price action of BUSD and BNB in the short term.
For those reasons I believe the fastest way to accumulate CUB will be to stay in the CUB/BUSD farm for the next few days. When the Bridge is launched, it its rate of adoption will determine whether the CUB/BNB farm or the CUB den will be the most profitable option.
Come crypto bear market in Q4 this year, the stablecoin farms will be the overwhelmingly most profitable options.
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Yeah, there is plenty of supply out there, farms are still highest APR even after the cut. I tend to agree with your scenario of outcomes. You seem to have it quite well figured out ;) Good luck to you in the coming days, weeks and months :D
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