Morpheus (MOR)

Also what is interesting about Morpho now is that for the first time lenders have direct access to markets? You can't do this for variable but you can do this for fixed? This can forever change the fabric of society

"Oh, but Wolf, you can do this via Monarch."

No bro don't underestimate UX/UI-driven flows. In some ways, Morpho is trying to be like HyperCore. The rest is just people building on top.

Morpho's built and approved front end is a signal for credibility. People generally don't trust free alternative front ends.

Usually, people who build alternative ways to access will charge fees (like builder code, or CB requiring you to sub to access Morpho).

So having direct access via Morpho is a great signal. Plus visibility is way better alt front ends

Will this affect the curation business? Hmm idk.

yes:
for the degens

no:
I think more emphasis on signalling that you know what you are doing (as always) is key.

Institutions have their own mandates and constraints so I think they aren't affected