Morpho (MORPHO)

Immutability is foundational to DeFi credibility. When teams can change contracts at will, TradFi gains the regulatory edge and the entire ecosystem suffers. Kudos to @Morpho for leading by example.

Immutable protocols have always carried a curse: every new version had to re-bootstrap its users from scratch. Teams had to re-incentivize the supply side, wait for demand to appear, and repeat the cycle until the system bootstrapped again. Morpho Vaults V2 can break this cycle entirely. By allocating through a Morpho DAO–controlled registry, they supply into Markets V1 today—and the moment Markets V2 (or any future immutable version) launches, it can simply be added to the registry. The vaults instantly recognize it as an eligible destination. The result: Morpho Markets V2 will launch with deep liquidity on day one. In other words, every dollar flowing into a Morpho Vault V2 becomes reusable, persistent liquidity for the entire Morpho network, across all current and future immutable market versions.

Glad to see founders are exploring miniapps. There’s a common misconception that miniapps are NOT a good fit for your product. But that’s far from true. In the last 15 months, we have built dozens of simple miniapps through a complex webapp. For example: Take Morpho — the DeFi miniapp we built. We stripped away everything, focussed on the core functionality, and shipped the miniapp within a week. This led to thousands of opens and over $100,000 in deposit… all within a single month. Miniapps are VERY powerful. Every crypto project should have them in their GTM playbook! https://t.co/nTXwIUwDX4

🚨🇯🇵 FINANCE ALERT: THE YEN IS DISRUPTING GLOBAL LIQUIDITY + BREAKING NEWS ON $MORPHO 🔵 🎥 NEW YOUTUBE VIDEO: https://t.co/6KG4na8cKy https://t.co/y7nZoXcUCP

💥 $MORPHO keeps growing… and $SPK plays a major role! In the Morpho ecosystem, several vault managers stand out. Among them, Spark holds a special position: it is one of the first to structure institutional liquidity and to cross the symbolic one‑billion‑dollar assets‑under‑management threshold. Today, Spark manages roughly $280M on Morpho, split between Ethereum and Base, with a clear focus on stablecoins: USDS, DAI and especially USDC. Moreover, the USDC vault on Base alone accounts for nearly 95 % of Spark's funds on Morpho. This strength also comes from the Spark Liquidity Layer, the layer that automatically deploys $SKY liquidity across multiple chains. A portion of these flows (just over 7 %) is sent to Morpho, and those deposits represent nearly two‑thirds of Spark’s vault funds. But the most interesting aspect is the consistency: since fee activation in June 2025, Spark has been among the top revenue generators in the system, with over $1.4M collected in Q3. Even with AUM declining from its September peak, Spark remains in the race for the top‑2 in performance fees. A clean, regular, and above all, very robust management over time.

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💥 COINBASE + $MORPHO = THE DUO THAT COULD TRANSFORM FINANCE? Crypto loans guaranteed via @Morpho have become one of the most important drivers of Coinbase’s strategy. What’s happening clearly looks like a virtuous circle that is very hard to stop. Coinbase is attracting more and more assets because it offers a utility that no other centralized platform masters at this level: the ability to borrow on the blockchain, directly with its assets, to fund real‑world needs. 👉 Re‑borrow, buy a house, invest elsewhere… This utility creates attachment, and turns Coinbase into the primary financial platform for millions of users. Assets like BTC, ETH or other tokenized tokens are no longer passive. They become liquid, usable, productive assets. 👉 This is exactly what’s needed to build a global financial super‑app. And the key figure is here: Since the start of Q4, Coinbase has already surpassed $367,8 million in loans issued via $MORPHO, about $6,69 million per day. 👉 It’s faster than any previous quarter. For comparison: Q3 = $500,5 million in loans over 92 days At the current pace, Q4 should reach around $615 million. 👉 It’s a net growth, quarter over quarter, and the fastest issuance rate of the year...

New round of @Theo_Network PT is back on the Morpho lending market, and still supports @arbitrum's incentive system. DRIP~ The three-step strategy hasn't changed since I wrote it a month ago.~ https://t.co/7F1vM2RczW https://t.co/sIMKsVGdXF