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$AAVE vs $MORPHO is the wrong comparison. They're completely different animals. "If this is TradFi, I'd say Aave is a bank. So Aave is Standard Chartered. Morpho is more like a platform for asset managers. Kind of like a BlackRock." Standard Chartered and BlackRock are very different but can...

11,961 görüntüleme • 29 gün önce •via X (Twitter)

8 Yorum

Kevihaiceth 💹🧲 profil fotoğrafı
Kevihaiceth 💹🧲29 gün önce

Aave is still the liquidity king

Trustyfy profil fotoğrafı
Trustyfy28 gün önce

The more useful distinction is how risk and liquidity are organized. Pooled markets concentrate liquidity under shared parameters, while isolated markets let different risk strategies develop without forcing every lender into the same model.

Sarah Mitchell profil fotoğrafı
Sarah Mitchell29 gün önce

Great comparison— $AAVE and $MORPHO serve very different roles. You and @msperfectlex are two accounts I genuinely enjoy following.

Devin NFT Hunter profil fotoğrafı
Devin NFT Hunter29 gün önce

yeah the comparison's fine, saying so doesn't make it dumb lol. but the vault point is the whole thesis. morpho's model literally depends on external actors for risk, that's a very different bet than just holding assets on a bank balance sheet

TradewindCryptoRider profil fotoğrafı
TradewindCryptoRider28 gün önce

Exactly why we need both in a wallet. And notes that lending represents 55% of the revenue of Tradfi banks. $Morpho and $Aave are the most undervaluated assets after $BTC. Each are under 3 trillions FDV. Insane

Claire Morgan profil fotoğrafı
Claire Morgan29 gün önce

Morpho's Vault product is the key distinction. I value your analysis and @DENNISBRUCEROD1's. Both of you are among my favorite accounts to follow.

Titi Figs profil fotoğrafı
Titi Figs28 gün önce

Terrible analysis, these dude no clue: $AAVE is still being framed as “DeFi lending.” Meanwhile Aave has: V4 Hub & Spoke GHO / sGHO Horizon RWAs Tokenized equity collateral Aave App Stable Vaults Aave Kit / MCP That’s not a lending app anymore. That’s an onchain credit stack.

Gitster 🪑 profil fotoğrafı
Gitster 🪑27 gün önce

@HeyEva If Aave is the bank and Morpho is the BlackRock, what is Everything? And more importantly, what happens when one protocol can make the same capital do the jobs of BOTH while also powering spot trading and leverage? @every_thing

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