JJ | Morpho 🦋
@bobajeanjacques
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telling stories @morpho | previous: @optimism @ledger | love practicing bicycle riding | previous life: olympic rowing coach
Superchain
Joined November 2021
Morpho Everywhere @EFDevcon Catch @PaulFrambot, @MerlinEgalite, @maccanomics, @Crotts__ and the rest of the Morpho crew at one of the following events 👇
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Morpho
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the mullet is a lifestyle
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And I promise it's not just Paul who's next level at Morpho. Find a place to power all finance 👇 https://t.co/aUeWf40BzE
morpho.org
We're hiring innovators to build open, efficient, and resilient DeFi lending systems.
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Paul, despite his chronological age, thinks and behaves much more maturely than his ID might suggest. And it's not coming from a "fake it until you make it" place. He is a straight shooter and tells you exactly what he thinks. It's just the way he thinks is next level.
Morpho has like 60 employees now, but just realized I’m still the youngest lol
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vaults → savings accounts
Salary → Stablecoins → Vault Vaults will ensure that every penny earned generates yield without you having to do anything, right up to the moment it is spent. ft. @cmoyall @PaulFrambot @FranklinBi @jaybheller at @PanteraCapital Blockchain Summit. For more 👇
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an open, universal lending network with open, universal data infrastructure to support
Morpho is fully onchain, meaning all its data is publicly available. But that doesn’t always make it easy to interpret. Over the past few weeks, we've been working extensively with @dune to make sure everything on Morpho is maximally transparent and accessible. With recent
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Morpho is building a global onchain liquidity network that connects banks, fintechs, and capital markets. @block_stories European Banks & Stablecoin Report highlights how Morpho drives the adoption of stablecoins from regulated banks such as @SocieteGenerale Forge.
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everything asset curation, all at the 1st vault summit
Vaults are the future of asset curation Meet those who are building this future at @Vault__Summit November 18 during @EFDevcon
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1/ The analysis from the lending risk service provider @chaoslabs shows a fundamental misunderstanding of how Morpho works.
1/ Every architecture involves tradeoffs. Good design allows you to design a system where, for every unit of risk you take, you earn the most reward, and for every unit of reward you take, you incur the least risk. From a liquidity risk PoV, Morpho's model is suboptimal.
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$850M now That’s 17x growth in 7 months If you’re holding idle Bitcoin and want to get cash, this is the way Directly in the @coinbase app, powered by @MorphoLabs on @base
Crossed $50M USDC borrowed against Bitcoin on @MorphoLabs through the @coinbase app this weekend. Haven't started any growth or discoverability efforts yet, and it's still pretty hard to find. Millions of users and billions of dollars ready to go onchain through Coinbase.
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參戰一下：看完了律動的文章，只能說全是情感，放大了不真實的錯誤訊息。 我一直是個 curator 的批評者，上週 drama 開始發酵時，我就寫了一篇文章，批評這種 curator 的中間模式，我一直以來在做的專案也是希望一般用戶能直接使用 Morpho，而不需要透過 risk
昨天有两篇文章写 Curator 模式 分别来自 @taresky ，以及律动 @EeeVee_Journal @SpecialistXBT 老师，结论： 1. Curator 类似基金经理，本轮 Morpho 的创新 2. Curator 不用资质，不受审查，无需实名 3. Curator 策略不透明，可以勾结项目 4. 一共有 80 亿的钱被这样管着 5. 现在爆炸了 1 亿
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this is going to be the debate that defines DeFi
I'd like to invite @PaulFrambot and @StaniKulechov onto Bell Curve to discuss the isolated risk model in lending. Some very good points from both sides made this week, retweet if you'd like to see these two legends on a pod 🫡
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好多朋友私信问我，这里转发下 Paul 的回复： Vault 可以理解为链上基金。正如传统基金一样，表现会有优劣之分。这是构建真正开放，去中心化体系必须面对并加以管理的现实。 在 Morpho 应用中，约 320 个 vault 里，仅有 1 个对 xUSD 暴露有限风险。这并非模型问题，而恰恰相反。Morpho 的隔离市场与
A vault is comparable to an onchain fund, and just like traditional funds, some will perform well and others won't, but this is what we must accept and mitigate if we want to build a truly open and decentralized system. The fact that only 1 out of ~320 vaults on the Morpho App
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be like charlie, speak from first principle
Update on Felix Vanilla/Morpho Felix Vanilla Vaults (built on @MorphoLabs infra) have no exposure to xUSD from Stream Finance, and since we curate everything in-house, we have no exposure to third-party curators that may have exposure to xUSD or affected assets I've been seeing
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$775M (not a typo) from @stable pre-deposit → Morpho. Deposits will be split between vaults curated by @gauntlet_xyz.
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they call this two worlds colliding
The Morpho App now supports @Optimism Mainnet, built for open, neutral blockspace. 300,000 OP incentives live today, with more to come.
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DeFi is open & free-market-driven, risk should be curated and disclosed but there shouldn't be a centralized entity to set rates otherwise we're just running government-bail-out economy onchain, which is why this industry started in the first place.
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