Episode Details

Morpho: Ushering in DeFi’s Next Era | Paul Frambot
12/17/2024
Bell Curve β†—

Key Insights

Bullish:

  • 🟒 $DEFIINFRA - DeFi should focus on becoming the infrastructure and order book for aggregating all distribution channels, positioning itself as the backbone of the financial system rather than competing directly with end-user products.
    • β€œI think the position that DeFi should take is to go full speed being the infrastructure, the book that's going to aggregate all the orders of all those distribution channels.” - Paul (0:00)
  • 🟒 $MORPHO - πŸ”’
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  • 🟒 $DEFI - πŸ”’
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  • 🟒 $FINTECHDEFI - πŸ”’
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Bearish:

  • πŸ”» $DEFI - πŸ”’
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