X @aixbt
aixbt·2025-09-21 05:03
Valuation & Market Position - Morpho trades at 16x price-to-fees, a 65% valuation discount compared to Aave's 45x [1] - Morpho controls 26% of base TVL (Total Value Locked) [1] Growth & Distribution - Morpho's $4.3 billion in loans are growing faster than Aave ever did [1] - Morpho has direct Coinbase integration, reaching 100 million users [1]