...features, improvements over legacy lending and the conditions needed for modular lending to take over DeFi money...markets....The Morpho team subsequently decided to tackle the broader limitations of DeFi money markets and built...Euler V1 addressed the critical problem of limited support for non-mainstream tokens in DeFi money markets...

If you examine tradfi, money markets are considered back office departments, internal non-client-facing...unlike money markets which just facilitate liquidity against existing assets....Yet DeFi today is almost entirely money markets, not very productively deployed capital....This makes sense given all our markets are liquid. ...

Show Me The Money New types of narratives are emerging in a maturing industry....In crypto, many market participants value coins 1 of 2 ways....Today’s market values revenue....Anyways, manipulating data and creating visualizations is cool and all, but making money is, uh, ice...And Code Interpreter got me thinking: How can I make money off this thing?

Alpha’s native token $ALPHA has suffered the worst drawdown among comparable money markets since May,...While most money markets are overcollateralized, Alpha uses leverage which allows it to generate fees...shows that Alpha’s utilization rates for longer tail assets (excluding SNX) is the highest among the money...markets.

Users who have traded crypto derivatives or taken loans from DeFi money markets will be familiar with...A good liquidation mechanism is essential for trustworthy money markets, and should help protocols weather...Maker (B.AMM) – an AMM that optimizes for money market liquidations.

Ripping Off The Rate Hike Band-Aid [Excerpt from our Mar. 17 Market Insights] Reading Through the Tea...outpacing inflation, then we could sustain higher prices because people would still wind up with more money...They’re banking on a strong labor market that’s resilient enough to handle this, but only time will tell...But will JPEGs always rule the NFT market?

Welcome back to Market Musings, our weekly memo covering timely market happenings....market environment....the broad crypto market)....the crypto market....Market prices react when something causes a change in market expectations....The central theme of last week’s Musings was the catalyst driven nature of the current market environment...

Market Swaps – This is the money maker....So can our magic internet money really become money? A store of value? Medium of exchange?...It makes sense then to think of their coins as real money then too. ...Where do most users want to spend their money?...Far below the marketing numbers we’re used to seeing.

Where does that leave markets today?...Outside of the BTC ETFs, we have seen very little ‘new money’ flow into crypto markets, either through...If investors can clip 4-5% on USTs, there’s little incentive to move money on-chain compared to the near-zero...in crypto markets to continue....turned into a tale of two markets.

Forged in the fires of the bear market, Aave’s community has self-selected for the most knowledgeable...products and integrations such as flash loans, delegated credit lines, and most recently acquiring its e-money...believe that most tokens will eventually incorporate governance functionality and thus Aave may lose market...

markets....The money may be allocated to different areas, but it will be allocated....It feels like money is flowing into meme coins almost instantly, with only a few exceptions....Last cycle we had stables grow from $5-$10bn market cap to nearly $200bn market cap at peak.

...carte menu for veToken perks, rendering the locking mechanism powerless, while those who do lock lose money...Banking – Settlement, Clearing, Remittances Sending money or making transactions in legacy finance is...Cycles is refocusing the discussion around money to the debt side....To clear the most debt, for the most people, with the least amount of money.

First, it was money, then the Internet, and now society itself....The total money in the market stays the same — what one person wins, another person loses....If all the money bet on prediction markets accrued interest, then the total pot of capital would grow...

There’s 3x more money held in US money market funds compared to BTC’s market cap....There’s now over $6 trillion sitting in money market funds too, some of which will flow out in search...As traditional money managers make their foray into crypto, big money will be made by those who can front...of money to rotate to NFTs.

...important and timely crypto market happenings....BTC Market Structure — Market Structure Shift Solidified When looking at BTC price action on the higher...For more information about low/high volume nodes, market structure, and auction market theory, check...What are prediction markets? What are the different types of prediction markets?

...important and timely developments in the crypto market....It’s not been the bull market many had hoped for....Market Structure Musings While markets were certainly experiencing some excruciating pains last week,...This is very much like the market: the bigger the liquidation event, the longer it will take markets...

...important and timely developments in the crypto market....Stablecoin market cap was ~$5 billion at the time....If investors can clip 4-5% on USTs, there’s little incentive to move money on-chain compared to the near-zero...Delphi’s Market Matters (Delphi Research) The crypto markets are teetering on a knife’s edge.

...important and timely developments in the crypto market....Market Structure Musings – Will History Rhyme?...When we look into the market structure landscape, historical seasonality exhibited by these markets,...BTC Rally Breathes New Life Into Broad Crypto Market Two weeks ago in our July 15th edition of Market...

Much of the last week in markets can be attributed to a few factors completely external to crypto markets...Nothing has fundamentally changed within crypto markets aside from a complete reset in market structure...make yoself a spaghetti chart and learn to watch what recovers fastest some of the easiest money youll...Do Prediction Markets Work?

It erodes the notion of “just another bear market rally” and adds pressure on investors and money managers...Money market funds (MMFs) have been reallocating out of the RRP into USTs — specifically T-bills — as...Ethereum’s “ultra-sound money” narrative offers a case in point....This begs the question, where will the money flow next?