Bullish:

• 🟢 $MORPHO - Morpho is seen as an innovative DeFi lending platform with a well-defined curator role and modular approach, potentially disrupting traditional DeFi lending models. Its V2 version is expected to introduce more complex fixed-rate lending, attracting sophisticated players.
  • “I think Morpho was really the first to have this clearly defined nomenclature and role of a curator that I feel is kind of two things. One of them is modularization. So this fits very well with sort of Morpher's philosophy of having the smallest possible financial primitive that you can build.” - Adrian (2:05)
  • “I think it's it's gonna get a lot more challenging, to be a curator. You know? As it stands now, you have to identify kind of what pools you feel safely about and have some sort of, like, light infrastructure to be rebalancing between the pools that you white list, to, you know, kind of optimize the risk reward, not be over concentrated. But it's it's in a in a sense, it's fairly simple. When you look at v two where you're, you know, basically bidding on these fixed rate loans, you have to manage not only, you know, what sort of collaterals and LTVs that you're comfortable with as an example, which is same as v one. But you also need to be thinking about how much duration you wanna take.” - MonetSupply (1:34:43)
• 🟢 $DEFI - 🔒

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Bearish:

• 🔻 $TRADFI - 🔒

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