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"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...

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Laura Shin

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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 🌶️

19,108 Aufrufe • vor 1 Jahr

New Podcast with Aave founder Stani.eth just dropped: Aave is at a turning point - will the new proposal lead to innovation or chaos? Aave is navigating a pivotal moment with the recent "Aave will win" proposal. This initiative aims to redirect 100% of protocol revenue back to the Aave DAO, a move that many in the community have embraced. But with any major change comes scrutiny. Critics are questioning the governance structure, suggesting that Aave Labs may have too much influence. Stani Kulechov addresses these concerns, clarifying that no votes from Aave Labs swayed the outcome. Stani also discussed the 'Hub and Spoke' architecture of Aave V4, explaining how it will solve liquidity bootstrapping for developers and pave the way for Real World Assets (RWAs) like solar farms and GPUs. It’s clear that Aave is focused on growth and innovation. But will it be enough to keep Aave competitive in the evolving DeFi landscape? 👉 Watch the full interview below
52:22

New Podcast with Aave founder Stani.eth just dropped: Aave is at a turning point - will the new proposal lead to innovation or chaos? Aave is navigating a pivotal moment with the recent "Aave will win" proposal. This initiative aims to redirect 100% of protocol revenue back to the Aave DAO, a move that many in the community have embraced. But with any major change comes scrutiny. Critics are questioning the governance structure, suggesting that Aave Labs may have too much influence. Stani Kulechov addresses these concerns, clarifying that no votes from Aave Labs swayed the outcome. Stani also discussed the 'Hub and Spoke' architecture of Aave V4, explaining how it will solve liquidity bootstrapping for developers and pave the way for Real World Assets (RWAs) like solar farms and GPUs. It’s clear that Aave is focused on growth and innovation. But will it be enough to keep Aave competitive in the evolving DeFi landscape? 👉 Watch the full interview below

The Defiant

74,010 Aufrufe • vor 4 Monaten

"This market is about to explode." Andy on why the RWA thesis changes everything for DeFi and why the opportunity hasn't been this big since 2017: If the thesis plays out, Hyperliquid, Lighter, Aerodrome, Uniswap, Aave, and Morpho all expand. "We're not just going to trade it on perps. We're going to trade it spot. Lend it. Collateralize it. Put it in vaults. Earn yield. Move it cross-chain." "If we get this right, that's how big of an opportunity this is."
2:08

"This market is about to explode." Andy on why the RWA thesis changes everything for DeFi and why the opportunity hasn't been this big since 2017: If the thesis plays out, Hyperliquid, Lighter, Aerodrome, Uniswap, Aave, and Morpho all expand. "We're not just going to trade it on perps. We're going to trade it spot. Lend it. Collateralize it. Put it in vaults. Earn yield. Move it cross-chain." "If we get this right, that's how big of an opportunity this is."

The Rollup

31,830 Aufrufe • vor 20 Tagen

🎙️New pod just dropped! I sit down with my old friend Stani, Founder of Aave Labs, to deep dive into Aave v4 and its biggest updates compared to v3. This is Ep. 1 of a new series where I analyze the evolving architecture of onchain lending markets and their impact on DeFi. Just as onchain spot trading evolved from p2p models like EtherDelta to pooled AMMs like Uniswap v2—and now to modular designs like Uniswap v4, built as lower-level protocols for sophisticated actors to run custom strategies without fragmenting liquidity—lending is following a similar path. ETHLend struggled to scale its p2p fixed-rate lending approach and lacked sophisticated actors building on top of the protocol to abstract this complexity. Aave v1 introduced pooled liquidity, making it easier for retail users to borrow and lend using the same strategy dictated by the Aave DAO. Now, Aave v4 marks a new phase: a modular hub-and-spoke design for deploying bespoke credit markets. 🧩 Hubs = Capital allocators that determine rates & provide credit lines 🛠️ Spokes = isolated, configurable lending strategies that draw capital from a Hub Use cases range from RWAs to fixed-rate credit to looped LP vaults (e.g., strategies pioneered by Arrakis on Uniswap v3 + MakerDAO). Critically, Aave evolves from a vertically integrated DAO—the sole allocator of protocol capital—into a permissionless platform where institutions (e.g., BlackRock) and DAOs can co-allocate capital alongside Aave itself. This is the beginning of a modular credit layer for all of DeFi. 🎧 Listen here: 📺 Watch here: 📖 Aave v4 proposal:
37:14

🎙️New pod just dropped! I sit down with my old friend Stani, Founder of Aave Labs, to deep dive into Aave v4 and its biggest updates compared to v3. This is Ep. 1 of a new series where I analyze the evolving architecture of onchain lending markets and their impact on DeFi. Just as onchain spot trading evolved from p2p models like EtherDelta to pooled AMMs like Uniswap v2—and now to modular designs like Uniswap v4, built as lower-level protocols for sophisticated actors to run custom strategies without fragmenting liquidity—lending is following a similar path. ETHLend struggled to scale its p2p fixed-rate lending approach and lacked sophisticated actors building on top of the protocol to abstract this complexity. Aave v1 introduced pooled liquidity, making it easier for retail users to borrow and lend using the same strategy dictated by the Aave DAO. Now, Aave v4 marks a new phase: a modular hub-and-spoke design for deploying bespoke credit markets. 🧩 Hubs = Capital allocators that determine rates & provide credit lines 🛠️ Spokes = isolated, configurable lending strategies that draw capital from a Hub Use cases range from RWAs to fixed-rate credit to looped LP vaults (e.g., strategies pioneered by Arrakis on Uniswap v3 + MakerDAO). Critically, Aave evolves from a vertically integrated DAO—the sole allocator of protocol capital—into a permissionless platform where institutions (e.g., BlackRock) and DAOs can co-allocate capital alongside Aave itself. This is the beginning of a modular credit layer for all of DeFi. 🎧 Listen here: 📺 Watch here: 📖 Aave v4 proposal:

Hilmar

26,014 Aufrufe • vor 1 Jahr

"Finance is like essentially 50,000 different banks and credit unions that all have segregated infrastructure.” Morpho 🦋 cofounder Paul Frambot 🦋 on why crypto can reshape lending: “Ethereum is like one single database for the entire world, like one single computer for the entire world.” “Instead of going to a specific bank, you’re gonna come to the open blockchain … and then you’re gonna have the entire world quote you on your interest rate.”
1:15

"Finance is like essentially 50,000 different banks and credit unions that all have segregated infrastructure.” Morpho 🦋 cofounder Paul Frambot 🦋 on why crypto can reshape lending: “Ethereum is like one single database for the entire world, like one single computer for the entire world.” “Instead of going to a specific bank, you’re gonna come to the open blockchain … and then you’re gonna have the entire world quote you on your interest rate.”

a16z crypto

27,005 Aufrufe • vor 3 Monaten

"This is like Kraken offering to buy a food truck for slightly more than the value of the tacos it sold last week. Aave throws off $134 million in revenue a year" "Kraken is in talks to buy a 15% stake in DeFi lender Aave at a $385 million valuation. The founder Stani Kulechov is pushing back saying that valuation is inaccurate. Kraken denies selling Aave at a 70% discount, which is what this would be" "It's about a $71 million deal, the first under a new Payward Asset Management arm ahead of Kraken's expected IPO. This is a big deal for Kraken because they're expanding their market and their business. But Aave is a very robust business and this would be an extremely low valuation" "The real story here is that DeFi is back, baby. Aave was the secondary victim of all the DeFi hacks we saw because they ended up with toxic collateral. Now DeFi interest is back and we're seeing huge targets and huge interest in investing in the blue chip protocols"
1:56

"This is like Kraken offering to buy a food truck for slightly more than the value of the tacos it sold last week. Aave throws off $134 million in revenue a year" "Kraken is in talks to buy a 15% stake in DeFi lender Aave at a $385 million valuation. The founder Stani Kulechov is pushing back saying that valuation is inaccurate. Kraken denies selling Aave at a 70% discount, which is what this would be" "It's about a $71 million deal, the first under a new Payward Asset Management arm ahead of Kraken's expected IPO. This is a big deal for Kraken because they're expanding their market and their business. But Aave is a very robust business and this would be an extremely low valuation" "The real story here is that DeFi is back, baby. Aave was the secondary victim of all the DeFi hacks we saw because they ended up with toxic collateral. Now DeFi interest is back and we're seeing huge targets and huge interest in investing in the blue chip protocols"

The Wolf Of All Streets

35,159 Aufrufe • vor 20 Tagen

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 Aufrufe • vor 3 Monaten

"We are specialists in moving money for people across borders, and with our own stablecoin, we're going to be able to do that faster, cheaper, but most importantly, we're going to allow our customers around the world to hold a dollar-denominated asset with USDPT." - Devin Mcgranahan, President & CEO of Western Union
0:25

"We are specialists in moving money for people across borders, and with our own stablecoin, we're going to be able to do that faster, cheaper, but most importantly, we're going to allow our customers around the world to hold a dollar-denominated asset with USDPT." - Devin Mcgranahan, President & CEO of Western Union

Solana Payments

29,504 Aufrufe • vor 3 Monaten

"We are crossing the chasm from early adopters to mainstream acceptance (of stablecoins)." - Jeremy Allaire - jerallaire.arc, co-founder of Circle "The laws and regulations of a publicly traded company matter in terms of trust, transparency, compliance, and governance." "We're a market-neutral infrastructure company that people can build on top of. We're not competing for end users or businesses." "I really think now is a significant moment, where lots of mainstream companies feel like they can do this and there's a great platform company to work with."
1:54

"We are crossing the chasm from early adopters to mainstream acceptance (of stablecoins)." - Jeremy Allaire - jerallaire.arc, co-founder of Circle "The laws and regulations of a publicly traded company matter in terms of trust, transparency, compliance, and governance." "We're a market-neutral infrastructure company that people can build on top of. We're not competing for end users or businesses." "I really think now is a significant moment, where lots of mainstream companies feel like they can do this and there's a great platform company to work with."

TBPN

10,821 Aufrufe • vor 1 Jahr

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 a hybrid between CeFi and DeFi lending 🌾 3:37 How Maple's Syrup stablecoin generates yield from institutional loans 🤝 7:14 Why Ethena proposed using Maple as a backing asset for USDe 🏛️ 11:43 How institutional interest in crypto has held up despite the bear market ⚙️ 18:05 How Maple thinks about multi-chain deployment and Ethereum vs. Solana 🗳️ 22:25 Why DAO governance creates tension with moving nimbly as a business 🦙 35:24 How Morpho powers Coinbase's DeFi lending with a Web2 user experience 🔄 49:27 Why Morpho V2 introduces fixed-rate, fixed-term lending to DeFi 🏗️ 59:52 How Morpho's foundation-only structure avoids the DAO governance trap 🤖 1:05:28 Why Morpho uses formal verification, not just AI, to defend against smart contract hacks
1:12:28

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 a hybrid between CeFi and DeFi lending 🌾 3:37 How Maple's Syrup stablecoin generates yield from institutional loans 🤝 7:14 Why Ethena proposed using Maple as a backing asset for USDe 🏛️ 11:43 How institutional interest in crypto has held up despite the bear market ⚙️ 18:05 How Maple thinks about multi-chain deployment and Ethereum vs. Solana 🗳️ 22:25 Why DAO governance creates tension with moving nimbly as a business 🦙 35:24 How Morpho powers Coinbase's DeFi lending with a Web2 user experience 🔄 49:27 Why Morpho V2 introduces fixed-rate, fixed-term lending to DeFi 🏗️ 59:52 How Morpho's foundation-only structure avoids the DAO governance trap 🤖 1:05:28 Why Morpho uses formal verification, not just AI, to defend against smart contract hacks

Laura Shin

26,793 Aufrufe • vor 4 Monaten

"I think that's one of the reasons why our guys plays so freakin' hard -- they see what we're building, they see what we're about and they want to be a part of it. "It's not where we want to be, but there are some foundational things we're excited about. We just have to make sure the record catches up with those things that we're doing"
0:32

"I think that's one of the reasons why our guys plays so freakin' hard -- they see what we're building, they see what we're about and they want to be a part of it. "It's not where we want to be, but there are some foundational things we're excited about. We just have to make sure the record catches up with those things that we're doing"

New York Jets

36,984 Aufrufe • vor 7 Monaten

"DeFi is up 30 to 40% over the last three months even though broad crypto is down. You do not usually get small caps rallying while large caps decline in a bear market. That happens at the peak of a bull market" Matt Hougan on why the DeFi renaissance is the most overlooked story in crypto right now "People are excited about Morpho, Aave, Uniswap growing on the Robinhood chain. There is a whole DeFi renaissance taking place and Hyperliquid is the beacon showing you that"
1:00

"DeFi is up 30 to 40% over the last three months even though broad crypto is down. You do not usually get small caps rallying while large caps decline in a bear market. That happens at the peak of a bull market" Matt Hougan on why the DeFi renaissance is the most overlooked story in crypto right now "People are excited about Morpho, Aave, Uniswap growing on the Robinhood chain. There is a whole DeFi renaissance taking place and Hyperliquid is the beacon showing you that"

The Wolf Of All Streets

36,360 Aufrufe • vor 9 Tagen

Former Liberal Finance Minister John Manley on the eve of the Carney budget "We're rich in natural resources. We've been very poor at getting those out of the ground and into foreign hands where we want to sell them in order to get the returns on them." "That's the quickest way for us to earn the kind of money that we need to make is to get those resources to markets." "And it means regulatory reforms and it means that we've got to have the Prime Minister and a cabinet and provincial premiers that are out there saying we can do this, we are going to do this." "We're going to strip down those inter provincial trade barriers once and for all." "We're going to build the infrastructure necessary in our ports, on our highways, our transportation systems, not just pipelines, but all of the other things that we need to do in order to get our goods into foreign hands."
1:57

Former Liberal Finance Minister John Manley on the eve of the Carney budget "We're rich in natural resources. We've been very poor at getting those out of the ground and into foreign hands where we want to sell them in order to get the returns on them." "That's the quickest way for us to earn the kind of money that we need to make is to get those resources to markets." "And it means regulatory reforms and it means that we've got to have the Prime Minister and a cabinet and provincial premiers that are out there saying we can do this, we are going to do this." "We're going to strip down those inter provincial trade barriers once and for all." "We're going to build the infrastructure necessary in our ports, on our highways, our transportation systems, not just pipelines, but all of the other things that we need to do in order to get our goods into foreign hands."

cbcwatcher

82,593 Aufrufe • vor 8 Monaten

Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."
1:51

Austen Allred on Gauntlet AI: "We're very up front that we're 80 to 100 hours a week. If you think that that's a terrible idea, please don't come." "We're in Austin, all right? That's a sacrifice for a lot of people. If you don't think like coming to Austin for 100 hours a week and jamming on AI unpaid and just building stuff to figure out how much you can learn and hopefully getting a job on the other side... if you don't think that's awesome, that's totally fine. Please don't come." "There are some psychos out there that think that that's a good time. We wanna collect all those psychos. So come all, come all ye crazy people. And if that's not for you, that's okay." "There are companies that come to us and say, "Hey, we want, you know, 100 engineers that are going to sit in our division of printer drivers and sit there." And I'm like, "They would kill themselves." The people that are coming to Gauntlet would not do that. And so we turn companies down too." So we know who we are, we know what we stand for. You know, it helps that I'm one of those people that would've loved that. So is Ash Tilawat, and so is everybody else that works at Gauntlet. "So it's not hard for us to find other crazy people like ourselves. And that doesn't have to be you. That's okay." "We're not trying to empire build or solve all of humanity's greatest problems. We know that there's a limit to who we're addressing and what we're addressing at any given time." "So our goal is to be the best thing we can possibly be for that weird island of misfits. And for the companies that need a weird island of misfits, we'll be that all day long."

Ben Averbook

12,153 Aufrufe • vor 8 Monaten

Texas Rep. Gene Wu, who looks like he's aged about 10 years in the last week, has what can only be seen as a cry for help on MSNBC as the entire narrative of "we'll stay as long as it takes" collapses. "We're doing our absolute best to hold on. And it's not easy. And like you all said before, we have lots of expenses, lots of fees. People are calling in bomb threats. People are threatening to use the FBI on us. They're harassing our families back in Texas. They're trying to break into people's houses." He adds, "This is a lot of stress on not only us, but on our families and our loved ones. We're not Republicans. We're not wealthy. Most of us are working class people."
1:51

Texas Rep. Gene Wu, who looks like he's aged about 10 years in the last week, has what can only be seen as a cry for help on MSNBC as the entire narrative of "we'll stay as long as it takes" collapses. "We're doing our absolute best to hold on. And it's not easy. And like you all said before, we have lots of expenses, lots of fees. People are calling in bomb threats. People are threatening to use the FBI on us. They're harassing our families back in Texas. They're trying to break into people's houses." He adds, "This is a lot of stress on not only us, but on our families and our loved ones. We're not Republicans. We're not wealthy. Most of us are working class people."

DeVory Darkins

926,735 Aufrufe • vor 11 Monaten

Aave v4 has just officially launched on the Ethereum mainnet. Setting aside the marketing hype, take one minute for an objective breakdown of what v4 actually changes.👇 1. Farewell to the fragmented "hub & spoke" architecture In previous DeFi lending, liquidity pools were isolated, resulting in extremely low capital efficiency. V4 consolidates all core assets into a single main hub, which then channels liquidity to targeted markets including Core, Prime and Plus. Liquidity is no longer fragmented but centrally coordinated. 2. Introduction of traditional finance-style risk premiums V4 implements genuine institutional-grade risk frameworks: using blue-chip collateral such as wETH and USDC grants lower borrowing costs, while holding volatile assets requires you to pay a clear risk premium. Collateral quality directly determines your cost of capital. 3. Institutional-grade terminal: Aave Pro The era of retail users jumping between pools to manage positions is over. Aave Pro delivers a unified macro dashboard, displaying cross-market health factors, interest rates and risk exposure at a glance. It is a dedicated command center built for large-scale capital. Aave already commands over 50% of DeFi lending volume. So v4’s real target is not Compound or other on-chain competitors. It is rebuilding core infrastructure to absorb the massive liquidity soon to spill over from traditional finance.
0:29

Aave v4 has just officially launched on the Ethereum mainnet. Setting aside the marketing hype, take one minute for an objective breakdown of what v4 actually changes.👇 1. Farewell to the fragmented "hub & spoke" architecture In previous DeFi lending, liquidity pools were isolated, resulting in extremely low capital efficiency. V4 consolidates all core assets into a single main hub, which then channels liquidity to targeted markets including Core, Prime and Plus. Liquidity is no longer fragmented but centrally coordinated. 2. Introduction of traditional finance-style risk premiums V4 implements genuine institutional-grade risk frameworks: using blue-chip collateral such as wETH and USDC grants lower borrowing costs, while holding volatile assets requires you to pay a clear risk premium. Collateral quality directly determines your cost of capital. 3. Institutional-grade terminal: Aave Pro The era of retail users jumping between pools to manage positions is over. Aave Pro delivers a unified macro dashboard, displaying cross-market health factors, interest rates and risk exposure at a glance. It is a dedicated command center built for large-scale capital. Aave already commands over 50% of DeFi lending volume. So v4’s real target is not Compound or other on-chain competitors. It is rebuilding core infrastructure to absorb the massive liquidity soon to spill over from traditional finance.

Shawn

59,262 Aufrufe • vor 3 Monaten

David from USD.AI on the institutional shift happening behind CHIP, why every borrower they have is institutional, and why the AI super cycle has had no real on-chain exposure until now: "We have personally beat out other investment banks in running deals that we've signed. They're starting to view us as a threat. One call we had, she ended it early: 'I think you're a competitor, I can't talk anymore.' We're just cheaper financing, even for the bigger deals. People think we only do small deals, but we're starting to get bigger and bigger. As we attract more capital, we have to deploy in bigger deals to keep up. All of our customers are institutional. There's not a single retail borrower. These chips are expensive: The minimum we lend against is H200s, clusters of eight, that's like 300k. We're working with many of the brand names in San Francisco that are actually in the AI sector. People appreciate the positioning of Chip; it's actually engaging with the AI economy. A lot of people claim to be AI. They're in their own version of AI that they think is AI. But then there's the OpenAIs of the world. There's the Cursors of the world. Real customers, with real backing, that have cash flows. That is what people in our space want exposure to. We just haven't had a good way to do it. There's a reason you can get a loan against an airplane or a Honda Civic, but not a GPU. And GPUs are going to be worth a lot more than cars or airplanes in the future." Clip from the Modern Market interview with David | www.usd.ai
2:40

David from USD.AI on the institutional shift happening behind CHIP, why every borrower they have is institutional, and why the AI super cycle has had no real on-chain exposure until now: "We have personally beat out other investment banks in running deals that we've signed. They're starting to view us as a threat. One call we had, she ended it early: 'I think you're a competitor, I can't talk anymore.' We're just cheaper financing, even for the bigger deals. People think we only do small deals, but we're starting to get bigger and bigger. As we attract more capital, we have to deploy in bigger deals to keep up. All of our customers are institutional. There's not a single retail borrower. These chips are expensive: The minimum we lend against is H200s, clusters of eight, that's like 300k. We're working with many of the brand names in San Francisco that are actually in the AI sector. People appreciate the positioning of Chip; it's actually engaging with the AI economy. A lot of people claim to be AI. They're in their own version of AI that they think is AI. But then there's the OpenAIs of the world. There's the Cursors of the world. Real customers, with real backing, that have cash flows. That is what people in our space want exposure to. We just haven't had a good way to do it. There's a reason you can get a loan against an airplane or a Honda Civic, but not a GPU. And GPUs are going to be worth a lot more than cars or airplanes in the future." Clip from the Modern Market interview with David | www.usd.ai

The Modern Market Show

10,397 Aufrufe • vor 2 Monaten

Aave's tokenomics might be about to get A LOT better... Despite dominance of the DeFi lending sector, $AAVE's price performance has not lived up to it, down -68% on the year. This might be about to change. In a recent post, Aave founder Stani revealed that the team is currently working on "Aavenomics 3.0". All we know so far is that it will include a "new automated and non-discretionary buyback mechanism", with further details to follow. The news comes against a backdrop of Grayscale sharing a belief that $AAVE could reach $3,500 per coin.
0:20

Aave's tokenomics might be about to get A LOT better... Despite dominance of the DeFi lending sector, $AAVE's price performance has not lived up to it, down -68% on the year. This might be about to change. In a recent post, Aave founder Stani revealed that the team is currently working on "Aavenomics 3.0". All we know so far is that it will include a "new automated and non-discretionary buyback mechanism", with further details to follow. The news comes against a backdrop of Grayscale sharing a belief that $AAVE could reach $3,500 per coin.

BSCN

32,479 Aufrufe • vor 20 Tagen

Tim Hodgson: "By the end of this month, we're going to start to see allies running out of fuels. That's not what our situation here is in Canada. Fortunately, we are energy secure. But our allies are going to have a really tough time ... we should be doing everything we can to help our allies."
1:54

Tim Hodgson: "By the end of this month, we're going to start to see allies running out of fuels. That's not what our situation here is in Canada. Fortunately, we are energy secure. But our allies are going to have a really tough time ... we should be doing everything we can to help our allies."

Scott Robertson

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