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I spoke with Maple's Sid Powell (Sid Powell 🥞 ) and Paul Frambot 🦋 of Morpho about where institutional crypto lending is heading, why DAOs struggle to move fast, and what the DeFi mullet model really requires to work. Don’t miss it! Timestamps: 🏦 0:58 What makes Maple Finance...

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Laura Shin

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26,793 görüntüleme • 4 ay önce •via X (Twitter)

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DeFi has always run on variable rates. The next unlock is fixed-rate, fixed-term lending onchain. Paul Frambot 🦋, co-founder and CEO of Morpho 🦋, joined DeFi Drip at the Real-World Asset Summit in Cannes. - The DeFi Mullet, and how Morpho became the backend for major earn products - Why fixed-rate, fixed-term lending is the unlock for institutional capital - RWAs as Morpho's fastest-growing collateral category: treasuries, credit, and indices Watch the full episode ↓
11:08

DeFi has always run on variable rates. The next unlock is fixed-rate, fixed-term lending onchain. Paul Frambot 🦋, co-founder and CEO of Morpho 🦋, joined DeFi Drip at the Real-World Asset Summit in Cannes. - The DeFi Mullet, and how Morpho became the backend for major earn products - Why fixed-rate, fixed-term lending is the unlock for institutional capital - RWAs as Morpho's fastest-growing collateral category: treasuries, credit, and indices Watch the full episode ↓

Centrifuge

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LIVE NOW - Coinbase x Morpho: The DeFi Mullet is Here! | Will Robinson & Paul Frambot Join us for a groundbreaking episode exploring the historic partnership between Coinbase 🛡️ and Morpho Labs, bringing DeFi's power to millions through Bitcoin-backed loans. Featuring Paul Frambot 🦋 from Morpho Labs and Will Robinson | wrobinson.eth 🛡️ from Coinbase, as we dive deep into how this integration represents the perfect embodiment of the "DeFi mullet" - fintech in the front, DeFi in the back. -------------- TIMESTAMPS 0:00 Intro 5:02 DeFi Integration 7:19 Technical Implementation 11:32 Why Morpho? 15:34 Tech Tree for Crypto 19:25 Base Deployment 22:13 Personal Accounts and Yields 26:41 Morpho's Vision 36:08 What’s Next? 39:58 Closing & Disclaimers
40:49

LIVE NOW - Coinbase x Morpho: The DeFi Mullet is Here! | Will Robinson & Paul Frambot Join us for a groundbreaking episode exploring the historic partnership between Coinbase 🛡️ and Morpho Labs, bringing DeFi's power to millions through Bitcoin-backed loans. Featuring Paul Frambot 🦋 from Morpho Labs and Will Robinson | wrobinson.eth 🛡️ from Coinbase, as we dive deep into how this integration represents the perfect embodiment of the "DeFi mullet" - fintech in the front, DeFi in the back. -------------- TIMESTAMPS 0:00 Intro 5:02 DeFi Integration 7:19 Technical Implementation 11:32 Why Morpho? 15:34 Tech Tree for Crypto 19:25 Base Deployment 22:13 Personal Accounts and Yields 26:41 Morpho's Vision 36:08 What’s Next? 39:58 Closing & Disclaimers

Bankless

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new episode 🎧 i met Paul Frambot | Morpho at a parisian meetup in 2021. he was still a student and building a protocol to improve the efficiency of aave and compound. four years later, Morpho 🦋 is the second-largest lending protocol by tvl and is about to expand to 16 new chains. morpho innovates on traditional defi lending products by creating lending market infrastructure rather than a direct lending platform. the distinction is subtle but it allows the creation of custom lending markets where users define risk parameters, collateral assets, and interest rates. morpho vaults sit on top of these markets. lenders provide liquidity to a single vault, while curators efficiently distribute it across isolated markets. each vault has a unique risk profile, enabling lenders to deposit their collateral in alignment with their own risk tolerance. the rise of morpho as a leading lending protocol is nothing short of astounding. paul's story and journey as a young startup founder is nothing short of astounding. chapters 00:00 intro & paul's journey 01:49 building morpho in france 06:07 what makes morpho unique 11:32 curators’ role in risk management 20:14 fee switch & open source transition 29:52 token transferability 35:37 scaling morpho cross-chain 44:41 fintechs & institutional defi adoption 47:03 is morpho competing with aave? 49:25 challenges of building morpho
51:53

new episode 🎧 i met Paul Frambot | Morpho at a parisian meetup in 2021. he was still a student and building a protocol to improve the efficiency of aave and compound. four years later, Morpho 🦋 is the second-largest lending protocol by tvl and is about to expand to 16 new chains. morpho innovates on traditional defi lending products by creating lending market infrastructure rather than a direct lending platform. the distinction is subtle but it allows the creation of custom lending markets where users define risk parameters, collateral assets, and interest rates. morpho vaults sit on top of these markets. lenders provide liquidity to a single vault, while curators efficiently distribute it across isolated markets. each vault has a unique risk profile, enabling lenders to deposit their collateral in alignment with their own risk tolerance. the rise of morpho as a leading lending protocol is nothing short of astounding. paul's story and journey as a young startup founder is nothing short of astounding. chapters 00:00 intro & paul's journey 01:49 building morpho in france 06:07 what makes morpho unique 11:32 curators’ role in risk management 20:14 fee switch & open source transition 29:52 token transferability 35:37 scaling morpho cross-chain 44:41 fintechs & institutional defi adoption 47:03 is morpho competing with aave? 49:25 challenges of building morpho

seb3point0 🌶️

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Wall Street is no longer exploring crypto — they’re building onchain. Franklin Bi joins senior leaders from Apollo, Nasdaq, and Morpho to discuss how TradFi and DeFi are converging to reshape global markets. Christine Moy $APO 💎🔥🦈 | Apollo Global Management, Inc. Paul Frambot 🦋 | Morpho Labs Jay Heller | Nasdaq Exchange 00:49 - “Law of Financial Physics” & Tokenization Gravity 08:00 - Presenting the Value Proposition of Tokenization 12:54 - NASDAQ Adopting Tokenization 17:28 - Protocol and Institutional Collaboration 22:53 - Morpho & Apollo: Parallel Financing Models 25:18 - DeFi Insurance & Just-In-Time Finance 26:46 - Institutional Hedging vs. DeFi Disruption 29:17 - Morpho v2: Institutional Credit & Term Markets
36:58

Wall Street is no longer exploring crypto — they’re building onchain. Franklin Bi joins senior leaders from Apollo, Nasdaq, and Morpho to discuss how TradFi and DeFi are converging to reshape global markets. Christine Moy $APO 💎🔥🦈 | Apollo Global Management, Inc. Paul Frambot 🦋 | Morpho Labs Jay Heller | Nasdaq Exchange 00:49 - “Law of Financial Physics” & Tokenization Gravity 08:00 - Presenting the Value Proposition of Tokenization 12:54 - NASDAQ Adopting Tokenization 17:28 - Protocol and Institutional Collaboration 22:53 - Morpho & Apollo: Parallel Financing Models 25:18 - DeFi Insurance & Just-In-Time Finance 26:46 - Institutional Hedging vs. DeFi Disruption 29:17 - Morpho v2: Institutional Credit & Term Markets

Pantera Capital

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🎙️ New The Edge Podcast 🥞 Maple’s 10X Growth Story and What The Next 5 Years Look Like 0:00 - Intro 6:52- The mission behind Maple 9:50 - Institutional lending / borrowing onchain 12:28 - Maple BD is a moat 15:45 - 10X growth in 2025 17:28 - How revenue flows back to SYRUP 20:27 - Why TradFi finally sees DeFi as legit 26:01 - Future trends in onchain yields 30:51 - Expansion to Solana with syrupUSDC 34:37 - How syrupUSDC works 37:43 - Looping syrupUSDC + expansion to L2s 42:57 - Launch partner for Plasma 45:49 - The Aave Effect on Maple 48:45 - New syrupBTC coming soon 53:34 - 5-year outlook for Maple 56:15 - Closing 🙏 Thanks to Maple CoFounder and CEO Sid Powell 🥞 for joining us!
58:26

🎙️ New The Edge Podcast 🥞 Maple’s 10X Growth Story and What The Next 5 Years Look Like 0:00 - Intro 6:52- The mission behind Maple 9:50 - Institutional lending / borrowing onchain 12:28 - Maple BD is a moat 15:45 - 10X growth in 2025 17:28 - How revenue flows back to SYRUP 20:27 - Why TradFi finally sees DeFi as legit 26:01 - Future trends in onchain yields 30:51 - Expansion to Solana with syrupUSDC 34:37 - How syrupUSDC works 37:43 - Looping syrupUSDC + expansion to L2s 42:57 - Launch partner for Plasma 45:49 - The Aave Effect on Maple 48:45 - New syrupBTC coming soon 53:34 - 5-year outlook for Maple 56:15 - Closing 🙏 Thanks to Maple CoFounder and CEO Sid Powell 🥞 for joining us!

DeFi Dad ⟠ defidad.eth

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Lending is heating up. Real-world demand is here. Sam MacPherson (Co-Founder and CEO of Phoenix Labs) sat down with Merlin Egalite 🕛 (Co-Founder of Morpho Labs) to discuss: - What Ignition + Overdrive means for Morpho users - Why the cbBTC (Coinbase 🛡️) lending market is exploding - How Spark powers 80%+ of it - The key role both Morpho & Spark play in this rapidly growing market Don’t miss this one 👇
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Lending is heating up. Real-world demand is here. Sam MacPherson (Co-Founder and CEO of Phoenix Labs) sat down with Merlin Egalite 🕛 (Co-Founder of Morpho Labs) to discuss: - What Ignition + Overdrive means for Morpho users - Why the cbBTC (Coinbase 🛡️) lending market is exploding - How Spark powers 80%+ of it - The key role both Morpho & Spark play in this rapidly growing market Don’t miss this one 👇

Spark

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🔈BidCast - New Interview with Sid Powell 🥞 from Maple on $SYRUP on the back of Cantor x Maple announcement: We discuss: 📌 How Maple pivoted to achieve $2 Bn TVL today 📌 How it plans to achieve $4Bn TVL by year-end 2025 📌 The institutional adoption cycle and pending deals Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 00:45 Introduction to Maple Finance and TVL Growth 03:45 Transition to Over-Collateralized Lending 06:46 Loan Economics and Revenue Generation 09:42 Syrup USDC and Syrup USDT 12:42 Client Base and Borrowing Trends 15:47 Market Dynamics and Future Growth Strategies 18:49 Navigating the Credit Cycle in Crypto Lending 21:41 Future Projections and Product Development 28:43 Scaling Bitcoin Staking and Revenue Projections 31:19 Funding Strategies and Revenue Distribution 33:11 Future Growth and Institutional Partnerships 36:17 Navigating Competition and Market Dynamics 40:01 Exploring Bitcoin Treasury Lending Opportunities 41:09 Building a Sustainable Liability Base 46:47 Strategic Focus on Lending and Asset Management
52:28

🔈BidCast - New Interview with Sid Powell 🥞 from Maple on $SYRUP on the back of Cantor x Maple announcement: We discuss: 📌 How Maple pivoted to achieve $2 Bn TVL today 📌 How it plans to achieve $4Bn TVL by year-end 2025 📌 The institutional adoption cycle and pending deals Links 👇 Summary → YouTube → Timestamps 👇 00:00 Opening 00:45 Introduction to Maple Finance and TVL Growth 03:45 Transition to Over-Collateralized Lending 06:46 Loan Economics and Revenue Generation 09:42 Syrup USDC and Syrup USDT 12:42 Client Base and Borrowing Trends 15:47 Market Dynamics and Future Growth Strategies 18:49 Navigating the Credit Cycle in Crypto Lending 21:41 Future Projections and Product Development 28:43 Scaling Bitcoin Staking and Revenue Projections 31:19 Funding Strategies and Revenue Distribution 33:11 Future Growth and Institutional Partnerships 36:17 Navigating Competition and Market Dynamics 40:01 Exploring Bitcoin Treasury Lending Opportunities 41:09 Building a Sustainable Liability Base 46:47 Strategic Focus on Lending and Asset Management

BidClub

19,273 görüntüleme • 1 yıl önce

"Morpho doesn't manage assets. We're not comparable to Aave. We're infrastructure for asset managers like Aave" Morpho Co-Founder Paul Frambot on why Morpho came out nearly unscathed "Morpho provides a modular stack of isolated lending markets that anyone can deploy. You can have the safest as well as the riskiest products, but they're isolated" "People compare Morpho and Aave and try to put one against the other. But we're not competing with Aave. We're infrastructure for asset managers like Aave. Our builders are the ones competing with Aave" "90% of our volume is stablecoins in terms of active loans. We think stablecoin loans are what's truly going to be the scalable market if we want to unlock real-world lending. That's the only place where we spend our time and energy"
2:56

"Morpho doesn't manage assets. We're not comparable to Aave. We're infrastructure for asset managers like Aave" Morpho Co-Founder Paul Frambot on why Morpho came out nearly unscathed "Morpho provides a modular stack of isolated lending markets that anyone can deploy. You can have the safest as well as the riskiest products, but they're isolated" "People compare Morpho and Aave and try to put one against the other. But we're not competing with Aave. We're infrastructure for asset managers like Aave. Our builders are the ones competing with Aave" "90% of our volume is stablecoins in terms of active loans. We think stablecoin loans are what's truly going to be the scalable market if we want to unlock real-world lending. That's the only place where we spend our time and energy"

Laura Shin

46,124 görüntüleme • 2 ay önce

Bitcoin Holders NEVER NEED To Sell – Here’s What They Do Neil Steinhardt from Nexo US 0:00 Why Crypto Lending Is Back 1:47 Why Borrow Against Bitcoin Instead of Selling? 2:58 How Big Is the Crypto Lending Market? 4:54 Institutions, Stablecoins & OpenUSD 6:25 Why Regulation Is Bringing Institutions Back 8:08 What Makes a Crypto Lender Safe? 9:35 How Nexo Protects Customer Assets 11:18 Nexo's Products & U.S. Expansion 13:49 Why the Clarity Act Matters 16:50 Who Uses Crypto-Backed Loans? 18:42 Zero Interest Loans & Buying Without Selling Bitcoin 20:10 Loan-to-Value, Liquidation & Risk Management 22:24 Nexo's F1 Partnership & Brand Growth 24:12 Why Nexo Is Expanding Across the U.S. 27:12 Can Traditional Banks Compete? 30:22 Why Crypto Lending Is Just Getting Started
32:04

Bitcoin Holders NEVER NEED To Sell – Here’s What They Do Neil Steinhardt from Nexo US 0:00 Why Crypto Lending Is Back 1:47 Why Borrow Against Bitcoin Instead of Selling? 2:58 How Big Is the Crypto Lending Market? 4:54 Institutions, Stablecoins & OpenUSD 6:25 Why Regulation Is Bringing Institutions Back 8:08 What Makes a Crypto Lender Safe? 9:35 How Nexo Protects Customer Assets 11:18 Nexo's Products & U.S. Expansion 13:49 Why the Clarity Act Matters 16:50 Who Uses Crypto-Backed Loans? 18:42 Zero Interest Loans & Buying Without Selling Bitcoin 20:10 Loan-to-Value, Liquidation & Risk Management 22:24 Nexo's F1 Partnership & Brand Growth 24:12 Why Nexo Is Expanding Across the U.S. 27:12 Can Traditional Banks Compete? 30:22 Why Crypto Lending Is Just Getting Started

The Wolf Of All Streets

67,501 görüntüleme • 2 gün önce

Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.
20:47

Morpho launched Vaults V2, their new asset management stack aimed at bringing TradFi/Fintechs onchain. In this convo @paulframbot and I cover: - whats new in v2 - the state of the DeFi Mullet thesis - why we think onchain lending will follow the growth trajectory of stables.

Jesse Walden

23,326 görüntüleme • 9 ay önce

DeFi is not great at lending DeFi today is optimized for trading and arbitrage. Not lending to corporates, mortgages or private credit "How big actually is the target market / addressable market of DeFi lending? It remains to be proven. If it's as big as credit we are very, very far away" Luca Prosperi M0
1:04

DeFi is not great at lending DeFi today is optimized for trading and arbitrage. Not lending to corporates, mortgages or private credit "How big actually is the target market / addressable market of DeFi lending? It remains to be proven. If it's as big as credit we are very, very far away" Luca Prosperi M0

Empire 🟪

19,574 görüntüleme • 3 ay önce

Today's Talking Tokenization pod is with Euler Labs CEO Jonathan Han We discuss Euler's plans to build a credit layer for the internet, DeFi unlocking more retail exploration and opportunity, its recent Securitize DS integration and more. TIMESTAMPS 00:00 – Intro 01:19 – From Bridgewater Associates to crypto 04:04 – Becoming Euler CEO after leading partnerships and institutional growth 04:47 – Building the credit layer of the internet: democratizing access to credit 07:26 – Why crypto lending unlocks liquidity in seconds vs months for mortgages 08:12 – Euler's evolution from permissionless DeFi to serving institutions and fintech 10:06 – Making financial tools accessible without requiring a finance degree 14:57 – RWAs as diversification: Apollo funds performing independently of bitcoin volatility 20:06 – How tokenized treasuries and private credit reduce liquidation risk in DeFi 22:45 – Euler launching tokenized stock lending following Nasdaq, Kraken partnership 24:00 – What institutional partners actually ask: fixed-rate products and compliance 26:41 – Biggest misconceptions: crypto moving too fast vs traditional cycles 29:45 – Measuring success by plugging Euler into stablecoin issuers and fintech platforms 35:20 – Retail investors accessing exotic financial tools through education and AI 37:20 – How Jonathan uses AI agents for portfolio deployment and market summaries Full episode on Talking Tokens Podcast:
40:29

Today's Talking Tokenization pod is with Euler Labs CEO Jonathan Han We discuss Euler's plans to build a credit layer for the internet, DeFi unlocking more retail exploration and opportunity, its recent Securitize DS integration and more. TIMESTAMPS 00:00 – Intro 01:19 – From Bridgewater Associates to crypto 04:04 – Becoming Euler CEO after leading partnerships and institutional growth 04:47 – Building the credit layer of the internet: democratizing access to credit 07:26 – Why crypto lending unlocks liquidity in seconds vs months for mortgages 08:12 – Euler's evolution from permissionless DeFi to serving institutions and fintech 10:06 – Making financial tools accessible without requiring a finance degree 14:57 – RWAs as diversification: Apollo funds performing independently of bitcoin volatility 20:06 – How tokenized treasuries and private credit reduce liquidation risk in DeFi 22:45 – Euler launching tokenized stock lending following Nasdaq, Kraken partnership 24:00 – What institutional partners actually ask: fixed-rate products and compliance 26:41 – Biggest misconceptions: crypto moving too fast vs traditional cycles 29:45 – Measuring success by plugging Euler into stablecoin issuers and fintech platforms 35:20 – Retail investors accessing exotic financial tools through education and AI 37:20 – How Jonathan uses AI agents for portfolio deployment and market summaries Full episode on Talking Tokens Podcast:

Jacquelyn Melinek

12,361 görüntüleme • 3 ay önce

DROPS E19: Cyrille Contributor f(x) Protocol and AladdinDAO (STABLE, LEVERED) - How DeFi can deliver true transparency and sustainability in finance Cyrille explains how f(x) Protocol is redefining Stablecoins with fully on-chain, audited systems - no middlemen, no VC influence, and organic yield powered by real activity. We talk about: - How f(x) Protocol creates organic, sustainable on-chain yield - Why transparency and decentralisation must be at the centre of DeFi - The collapse of centralised trust after SVB and USDC’s depeg - Building FXUSD, a fully decentralised Stablecoin with real-time transparency - The Aladdin DAO model with no VC backing, no team allocation, 100% on-chain audits And much more! 0:00 Introduction 2:30 Explain What You Do Simply 3:50 Who Are You 4:16 From Tech To Crypto 6:18 Companies That Sparked Interest 7:03 Before DeFi, Yield Discussion 9:49 DAO Explained No Jargon 10:33 Why Build A DAO 12:32 What Is Aladdin DAO 13:25 Why You Decided To Join 15:15 Pricing Everything’s Onchain 15:42 Every Bit Of Code Audited? 18:18 No Team Token Allocation, Important? 20:05 Making It Work At Aladdin DAO 23:32 DAOs Working At Scale 24:44 f(x) Protocol Explained To Mom 25:43 What Happened In 2023 29:02 Silicon Bank Situation Simplified 30:45 No Decentralization Without Stable Coins 31:25 Difference Between f(x) And USDC 32:05 Yield Earned On FXUSD 33:19 Where The Yield Comes From 36:07 Why Everyone Isn’t Using f(x) Safe 37:27 Risk With f(x) Stable Coin 38:21 What Is A Funding Fee 40:19 Innovation To Remove Funding Fees 41:28 Exit Fee vs Ongoing Fee 42:04 Minimal Liquidation Risk 48:08 Market Cap Of $6 Million, Why? 50:04 One Thing To Remember
51:37

DROPS E19: Cyrille Contributor f(x) Protocol and AladdinDAO (STABLE, LEVERED) - How DeFi can deliver true transparency and sustainability in finance Cyrille explains how f(x) Protocol is redefining Stablecoins with fully on-chain, audited systems - no middlemen, no VC influence, and organic yield powered by real activity. We talk about: - How f(x) Protocol creates organic, sustainable on-chain yield - Why transparency and decentralisation must be at the centre of DeFi - The collapse of centralised trust after SVB and USDC’s depeg - Building FXUSD, a fully decentralised Stablecoin with real-time transparency - The Aladdin DAO model with no VC backing, no team allocation, 100% on-chain audits And much more! 0:00 Introduction 2:30 Explain What You Do Simply 3:50 Who Are You 4:16 From Tech To Crypto 6:18 Companies That Sparked Interest 7:03 Before DeFi, Yield Discussion 9:49 DAO Explained No Jargon 10:33 Why Build A DAO 12:32 What Is Aladdin DAO 13:25 Why You Decided To Join 15:15 Pricing Everything’s Onchain 15:42 Every Bit Of Code Audited? 18:18 No Team Token Allocation, Important? 20:05 Making It Work At Aladdin DAO 23:32 DAOs Working At Scale 24:44 f(x) Protocol Explained To Mom 25:43 What Happened In 2023 29:02 Silicon Bank Situation Simplified 30:45 No Decentralization Without Stable Coins 31:25 Difference Between f(x) And USDC 32:05 Yield Earned On FXUSD 33:19 Where The Yield Comes From 36:07 Why Everyone Isn’t Using f(x) Safe 37:27 Risk With f(x) Stable Coin 38:21 What Is A Funding Fee 40:19 Innovation To Remove Funding Fees 41:28 Exit Fee vs Ongoing Fee 42:04 Minimal Liquidation Risk 48:08 Market Cap Of $6 Million, Why? 50:04 One Thing To Remember

MR SHIFT 🦁

26,802 görüntüleme • 8 ay önce

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next
1:07:53

A new episode of Hivemind is out now! This week we discuss the market rebound, DeFi exploit fallout, Crypto AI resurgence, and more. Timestamps: 0:00 Intro + market sentiment shift 08:55 The Aave/KelpDAO exploit explained 17:00 Why DeFi lending models may need to change 37:30 Where DeFi yield still makes sense 38:00 USDAI and real-world AI infrastructure yield 48:20 Venice, Bittensor, and AI token narratives 54:00 How AI agents are changing productivity 1:00:50 What the team is watching next

Delphi Digital

12,551 görüntüleme • 2 ay önce

Open markets can make finance more transparent, competitive, and efficient. Paul Frambot 🦋, cofounder and CEO of Morpho 🦋, on what it means to build lending and borrowing onchain. 0:00 Intro 0:36 What Morpho actually does 5:26 Why Wall Street is paying attention now 6:46 Who’s adopting onchain finance first: Banks or asset managers? 9:57 The race for a Euro stablecoin 10:49 The future of finance, 5–10 years out 11:16 Why finance is still broken 13:30 What open mortgage and credit markets could become on open blockchains 15:14 The worst advice Paul's received as a founder 17:17 What's wrong with an $8 croissant
18:25

Open markets can make finance more transparent, competitive, and efficient. Paul Frambot 🦋, cofounder and CEO of Morpho 🦋, on what it means to build lending and borrowing onchain. 0:00 Intro 0:36 What Morpho actually does 5:26 Why Wall Street is paying attention now 6:46 Who’s adopting onchain finance first: Banks or asset managers? 9:57 The race for a Euro stablecoin 10:49 The future of finance, 5–10 years out 11:16 Why finance is still broken 13:30 What open mortgage and credit markets could become on open blockchains 15:14 The worst advice Paul's received as a founder 17:17 What's wrong with an $8 croissant

a16z crypto

14,166 görüntüleme • 3 ay önce

🚨 Huge steps from HMRC 🚨 Video format for the breakdown as to why lending against crypto could now be at a no gain no loss in the near future. #defi #hmrc #consultation #defi
2:26

🚨 Huge steps from HMRC 🚨 Video format for the breakdown as to why lending against crypto could now be at a no gain no loss in the near future. #defi #hmrc #consultation #defi

🇬🇧 Jme 🧪

38,883 görüntüleme • 7 ay önce

After an Incredible 2024 for USDe, Ethena Plans to Supercharge Growth On Unchained, Ethena Labs’s founder leptokurtic shares: ✅ How Ethena grew past OG DeFi protocols 👀 His target for USDe next year 🚀 TradFi’s billion-dollar potential in crypto 💹 How onchain strategies yield triple digits Timestamps: 01:52 The rapid rise of USDe and what surprised Guy about its ascent 05:11 Ethena’s growth plans for 2025 07:36 Ethena’s role in launching UStb 11:52 Regulatory challenges across different regions 16:24 Could a U.S. launch for USDe happen with a friendlier administration? 20:56 Why Ethena’s reserve fund hasn’t been tapped yet 22:22 How Ethena surpassed OG protocols, including Ethereum, Uniswap, etc., in fees 25:14 USDe’s growing role in DeFi applications 27:17 The “Aavethena” strategy and how it generates yield 30:38 Risks of liquidations tied to USDe 33:48 Supercharging growth with Pendle’s PT tokens on Aave 36:15 How Ethena mitigates centralization risks with exchanges 40:39 Guy’s thoughts on Ethena’s cross-chain strategy struggles 43:19 Why ENA has performed well despite airdrop fatigue 48:42 Why this bull cycle feels different 52:44 Guy’s target for 2025 Thank you to our sponsors! Polkadot Robinhood & Arbitrum
54:46

After an Incredible 2024 for USDe, Ethena Plans to Supercharge Growth On Unchained, Ethena Labs’s founder leptokurtic shares: ✅ How Ethena grew past OG DeFi protocols 👀 His target for USDe next year 🚀 TradFi’s billion-dollar potential in crypto 💹 How onchain strategies yield triple digits Timestamps: 01:52 The rapid rise of USDe and what surprised Guy about its ascent 05:11 Ethena’s growth plans for 2025 07:36 Ethena’s role in launching UStb 11:52 Regulatory challenges across different regions 16:24 Could a U.S. launch for USDe happen with a friendlier administration? 20:56 Why Ethena’s reserve fund hasn’t been tapped yet 22:22 How Ethena surpassed OG protocols, including Ethereum, Uniswap, etc., in fees 25:14 USDe’s growing role in DeFi applications 27:17 The “Aavethena” strategy and how it generates yield 30:38 Risks of liquidations tied to USDe 33:48 Supercharging growth with Pendle’s PT tokens on Aave 36:15 How Ethena mitigates centralization risks with exchanges 40:39 Guy’s thoughts on Ethena’s cross-chain strategy struggles 43:19 Why ENA has performed well despite airdrop fatigue 48:42 Why this bull cycle feels different 52:44 Guy’s target for 2025 Thank you to our sponsors! Polkadot Robinhood & Arbitrum

Laura Shin

82,248 görüntüleme • 1 yıl önce

What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments
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What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

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