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DeFi Dad ⟠ defidad.eth
🎙️ New @edge_pod
🦋 Morpho V2 and Collapsing The Cost of Trust With DeFi
0:00 - Intro
6:01 - The vision for Morpho
9:02 - Modular approach
10:35 - The role of risk curators in Morpho
13:11 - Integration with @coinbase
20:56 - Education aspect of DeFi loans
24:34 - Exploring RWAs on Morpho
28:01 - Decentralized BD for scaling Morpho
30:01 - How Morpho makes money
32:49 - Transitioning to token-only model
37:40 - V2 fixed rates and institutional focus
42:35 - V2 will be multichain
44:50 - The future of Morpho pricing trust
47:24 - Closing
🙏 Thanks to @MorphoLabs CoFounder & CEO @PaulFrambot for joining us!
5,57K
Tell me you’re offsides without telling me


sassal.eth/acc 🦇🔊14 tuntia sitten
Over the last 30 days:
* Net new ETH issued: 74,000 ETH
* ETH bought by treasury companies: 1.8 million
* ETH bought by the ETFs: 1.7 million
47x more ETH was bought by these entities than was net issued by the network over the last 30 days.
The ETH supply crunch is real!
7,69K
DeFi Dad ⟠ defidad.eth kirjasi uudelleen
All ETH people upset Arc isn't an L2 should consider Circle gets everything it wants from the ETH eco since every stable other than USDC's treated as a 2nd class citizen in all products. So why act surprised when Circle is like "Arc is an L1 what're you gonna do about it lol."
31,79K
DeFi Dad ⟠ defidad.eth kirjasi uudelleen
eth shorts built $1.3b positions into the tightest supply since 2016. otc desks have nothing.
etfs inhale everything.
$27b waits to deploy. exchanges down to 12% reserves.
$5k triggers the liquidation cascade. no inventory to absorb it.
crypto's first real squeeze plays out with zero escape routes available
181,57K
DeFi Dad ⟠ defidad.eth kirjasi uudelleen
After 10 years, Ethereum's vision is clearer than ever. 👓
It's not about being the world's fastest computer. It's about becoming the world's most trusted and reliable ledger.
Our new, 45-page research report, in collab with @OnchainHQ, explores how we got here and where we are headed.
👇🏼Link to download further down.
We cover:
🔸What shaped Ethereum: Key milestones that built the foundation
🔹A strong Layer 1: What makes Ethereum Mainnet special and why it's the most trusted ledger
🔸A thriving ecosystem: The rise of Layer 2s, their economics, and a deeper look into the cost differences between Layer 1s and Layer 2s on the example of @Celo
🔹The benefits of blockchain: Real-world adoption via stablecoins & tokenization
🔸What's ahead: A deep dive into the technical roadmap
🔎 Get the data, not the narrative. Read the full report:

63,97K
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