i like to add on some of my analysis to
$MORHO on top of what
@Nick_Researcher shared
i believe in the lending sector
@Morpho is the highest-conviction lending play right now:
- it may not the biggest, but it's the fastest-improving on the metrics for token repricing
- its shown strength in fee velocity, product innovation, and capital efficiency.
here is my bullish case:
- Morpho is beating
@aave on efficiency and momentum
-
$AAVE is losing its dominance as
@bgdlabs and
@chaoslabs announced departure
- Morpho is the fastest-growing major lending protocol by fee velocity ( 13.6% weekly) and if this growth sustains in 6 months it will overtake Aave without competing with TVL
- Morpho is the #2 lending protocol by TVL at $7.6B, fees growing 13.6% in 7 days while Aave grows only 3.8%
- Morpho Midnight (fixed-rate protocol) launched PRIME HELOC RWA integration announced, both expand the addressable market
sector tailwind: defi lending TVL broadly growing, risk appetite returning (ETH/BTC ratio at 3-month high)
when the sector turns, the fastest-moving asset usually outperforms
right now, that looks like
$MORPHO