➥ On Onchain Banking Trend
IMHO, the protocols that solve these problems will own the next phase of DeFi
- capital efficiency
- execution speed/regulation
- institutional‑grade credit at scale
in my analysis, @Morpho + @JupiterExchange are positioned to gain the most share over the next 12‑18 months
because they optimize exactly where traditional banking is slowest and most expensive
> the ticker: ethereum:0x58d97b57bb95320f9a05dc918aef65434969c2b2 solana:JUPyiwrYJFskUPiHa7hkeR8VUtAeFoSYbKedZNsDvCN
