...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...

We will discuss the high level operations of zkVerify, potential target markets, and dive into the protocol...Potential Markets Unlike other standalone chains, zkVerify does not have smart contract capabilities....Protocols have become more modular leveraging robust tooling, often referred to as “money legos”.

, including bitcoin and crypto markets more broadly....As we’ve noted in prior reports, one of the biggest headwinds for markets entering the year was nearly...This trend is already putting strain onto global bond markets....These companies blend capital markets access with digital asset exposure.

There’s 3x more money held in US money market funds compared to BTC’s market cap....As traditional money managers make their foray into crypto, big money will be made by those who can front...Bankless wants to build better money than Bitcoin....We think 2025 will usher in a wave of new retail money....of money to rotate to NFTs.

First, it was money, then the Internet, and now society itself....This looks like free money, so you want to size in and capture it....If all the money bet on prediction markets accrued interest, then the total pot of capital would grow...In both cases, you make money by trading at good prices (buying low and selling high) and lose money...

This week we focus almost entirely on crypto markets (with a bit of TradFi)....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....There is simply not enough money for the ‘everything’ rally people have hoped for.

Internet capital markets (ICM) is the new narrative taking CT by storm....“internet capital markets” bro they are literally just memecoins pic.twitter.com/tnm7j4OIzv — Steve (...TL;DR: Internet capital markets appears to be a hollow narrative....It has an intuitive connection to the internet capital markets brand and offers strong r/r relative to...

...morning and will be distributing 150 million liquid, non-dilutive $PLUME via Royco’s Incentived-Action Markets...It’s simple:  Protocols (Nest, Rooster, Solera, Tempest, etc.) have already created Royco markets that...And, Plume has allocated additional $PLUME token incentives for each of these markets....the highest risk-adjusted yield between markets. ...

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.

Quinn Thompson (founder & CIO of Lekker) & Kevin give their takes on current financial conditions and the treasury market, with parallels being drawn to March 2023. If you haven’t had the chan...

AI Summary Market Overview Markets showing positive momentum with green candles despite recent volatility...happening after Liberation Day and tariff effects Recent tech earnings came in better than expected, giving markets...

Yen Carry Trade – It’s Free Money For context, the yen carry trade involves borrowing Japanese yen at...But the actual problem is within the health of the overall markets....Money Printer Go Brrr Back to the topic on macro factors....The main theme here is centered around global money printing, and the catalyst is tariffs.

However, while TVL certainly provides money markets with some degree of defensibility, the nuance lies...However, I would argue that for the rest of money markets that have yet to reach this scale, their TVL...– I would argue that for the majority of money markets, the answer is in fact, yes.

...risks by designing decentralized ownership models, crypto-based revenue-sharing systems, and labor markets...productivity gains, fostering open economic participation, and expanding access to innovation across global markets...

Then came DeFi Summer, when the vision sharpened: we weren’t just building new forms of money but reimagining...markets and access....Since then, we’ve sprinted through eras of traditional finance at breakneck speed: DEXs, perpetuals, money...markets, bonding curves, stablecoins, liquid staking, and tokenized real‑world assets.

Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for...Last month, crypto markets were in a rough spot....Where do markets go from here? Are bulls out of the woods? Don’t miss this month’s conversation!...Hey Delphi Community, Join the Macro & Markets team this Friday (5/17) from 11am ET – 12PM ET for...

Digital and SecondLane, in which experts discuss and aim to shed light on the opaque world of secondary markets...of this collaboration is to educate the industry as part of a broader research series on secondary markets..., exploring their function, mechanics, and impact on spot markets.

Lack of active secondary markets: These assets also lack a canonical secondary markets akin to NYSE for...Composability: Blockchains enable other derivative markets to exist on top of these markets which fosters...Similar to domestic payments, the high transaction fees associated with moving money globally is less...

Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...Hey Delphi Community,  Join the Macro & Markets team this Wednesday (4/17) from 11am ET – 12PM ET...

Aries Markets Aries is not only the largest money market on Aptos, but also the second-largest protocol...markets across chains....While borrower risk limits on Aries are reasonable, they are higher than more established money markets...The protocol’s frontend consists of access to Aries money markets, a bridging portal powered by Wormhole...