Morpho (MORPHO)

Crypto Watchlist for the week ahead: $MORPHO $ZAMA - Morpho's first vault with built-in privacy will be launched on June 23 in partnership with Zama $AAVE - Aave App is launching "very soon" according to its team $COIN - Base will launch B20, a token standard with a built-in compliance toolkit, on June 25 $LDO - Lido will share its updated roadmap during a community call on June 25 $ARX - Arcium will launch its token called ARX on June 22 $AERO - Aerodrome is expected to announce the Aero DEX launch timeline soon, as its audits near completion Tori Finance - Tori Finance, a new dApp generating yield via delta-neutral strategies, will launch its pre-deposit vault on June 23 If you enjoyed reading this, a like and a repost would be appreciated🫡

Crypto Watchlist for the week ahead: $MORPHO $ZAMA - Morpho's first vault with built-in privacy will be launched on June 23 in partnership with Zama $AAVE - Aave App is launching "very soon" according to its team $COIN - Base will launch B20, a token standard with a built-in compliance toolkit, on June 25 $LDO - Lido will share its updated roadmap during a community call on June 25 $ARX - Arcium will launch its token called ARX on June 22 $AERO - Aerodrome is expected to announce the Aero DEX launch timeline soon, as its audits near completion Tori Finance - Tori Finance, a new dApp generating yield via delta-neutral strategies, will launch its pre-deposit vault on June 23 If you enjoyed reading this, a like and a repost would be appreciated🫡

🔴 We're welcoming @dennisbree, Head of Institutional Growth at @Morpho, as a speaker at our private event in NYC, on June 22nd. Morpho has become one of the core infrastructure layers of institutional onchain finance. Holding $10B + in TVL, and recently raising $175M . Its design gives institutions something most DeFi protocols don't: control over their own risk parameters, without shared exposure to other participants. Dennis joined Morpho to lead its institutional growth, after four years building the GTM function at Figment. He'll join @MorganStanley, @tradeon21x, and @FireblocksHQ on the panel "New Rails, New Power: Who Controls Onchain Finance?" When lending, collateral and credit infrastructure are built onchain, the question of who sets the terms becomes a structural one.

In the upcoming process, sector‑wise Lending: $Morpho, $aave, $syrup Stablecoin: $Pendle RWA: $Ondo, $cfg, syrup, $zbcn Above BTC: $STX and projects using its network Dex: $Uni, $Cake, $hype, $aero $GMX L2: $Arb What I wrote are already proven projects; mentioning them does not mean I think they are great and I’m adding them to my basket. Many of these projects I already hold, but while researching, small projects that possess the “well‑executed aspects” factor of these altcoin projects can make a difference. For example, MORPHO stood out with its cross‑lending and flexible pools; when looking at more gem‑type lending DeFi altcoins, you need to see who further improves it. There was AAVE before; Morpho improved it a bit and moved it to the Base network, and for months now this altcoin has delivered more than 2× returns. Another example: I have ZBCN which has been giving good returns for a while; the team took micro‑features from all RWA projects, amplified them, and turned them into a protocol. Payments, transfers, collateral...

$MORPHO has shown tremendous growth this year, climbing to $7B in TVL. But what's interesting is that $AAVE and $SYRUP are quietly leading the segment across several metrics. Let's compare $AAVE vs $MORPHO vs $SYRUP on everything that counts, leading and lagging indicators.👇 ➨ LEADING INDICATORS (what moves before the price does) 1⃣Utilization Rate (how hard each deposit base actually works) SYRUP: 46.7% AAVE: 44.2% MORPHO: 34.5% Maple runs the tightest book in the category. Nearly half its deposits are actively lent out. Morpho's lower number is structural, its curator-driven markets don't deploy all liquidity at once. 2⃣Net Deposit Flows (30d) SYRUP: +0.8% MORPHO: −6.5% AAVE: −7.7% Maple is the only one of the three taking in capital right now. Aave and Morpho are contracting in near-lockstep, which reads as market-wide deleveraging, not a problem with either protocol. 3⃣ Revenue Mix (who actually gets the fees) AAVE: 87% to LPs, 13% to protocol SYRUP: 88% to LPs, 12% to protocol MORPHO: 100% to