Michael pfp

Michael

@michaellwy

247 Following
192 Followers


Michael pfp
Michael
@michaellwy
is this still active? or has it died
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Michael pfp
Michael
@michaellwy
pls gib alpha ser
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Michael pfp
Michael
@michaellwy
(4) Another innovation of Morpho Blue is AdaptiveCurveIRM (Interest rate model), it is a model that targets a 90% utilization and can dynamically shift the rate curve up or down as a whole depending on the current utilization vs. target utilization.
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Michael pfp
Michael
@michaellwy
(3) Through Morpho Blue, asset managers can create MetaMorpho Vaults, which are more specialized lending markets that can be curated for different risk profiles.
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Michael pfp
Michael
@michaellwy
(2) Morpho Blue is a lending primitive with permissionless market creation. It enables the deployment of isolated lending markets by specifying one loan asset, one collateral asset, a liquidation LTV (LLTV), and an oracle.
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Michael pfp
Michael
@michaellwy
(1) Morpho Blue consists of isolated pairs, which are individual markets with their own set of assets, collateral, and risk parameters. Each isolated pair operates autonomously without the need for manual intervention from the DAO to adjust risk parameters.
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Michael pfp
Michael
@michaellwy
Earlier this year, Morpho Labs launched Morpho Blue. It seeks to be the base layer of lending markets with a trustless and permissionless design. Overall there are 4 core features:
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Michael pfp
Michael
@michaellwy
Morpho's initial product, Morpho Optimizer, is a peer-to-peer (P2P) matching layer built on top of existing lending pools. It utilizes a matching engine to connect borrowers and lenders, providing a better rate for both parties compared to the interest rates determined by the lending protocols.
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Michael pfp
Michael
@michaellwy
Check out my latest post on Blockcrunh https://blockcrunch.substack.com/p/morpho-blue-a-new-defi-bluechip-in
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Michael pfp
Michael
@michaellwy
Compound and AAVE are the most forked protocols aside from Uniswap, which speaks to the strength and soundness of their designs. But is this gonna be the final form that lending markets will take? Can @morpho Blue's new model emerge to challenge their dominance?
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Michael pfp
Michael
@michaellwy
Two weeks ago @fehrsam posted the question “Will stablecoins become the largest holders of US treasuries?” I’m happy to share that my submission has been selected as one of the winners of this bounty! Sharing the response I wrote below. https://michaellwy.substack.com/p/will-stablecoins-become-the-largest
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Fred Ehrsam pfp
Fred Ehrsam
@fehrsam
2 weeks ago I tried an experiment in bounty based research. Could a $1k @bountycaster bounty successfully solve a research question? TL;DR: Bounty-based research worked pretty well!
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Michael pfp
Michael
@michaellwy
Two weeks ago @fehrsam posted the question “Will stablecoins become the largest holders of US treasuries?” I’m happy to share that my submission has been selected as one of the winners of this bounty! Sharing the response I wrote below. https://michaellwy.substack.com/p/will-stablecoins-become-the-largest
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Linda Xie pfp
Linda Xie
@linda
Research results from @fehrsam's bounty on if crypto stablecoins will become the largest holders of US debt Congrats winners @jeremybatchelder @lxn @michaellwy ($1k each) and honorable mention to @paulx ($250)! 🔥
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Michael pfp
Michael
@michaellwy
Why are we pumping
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Fred Ehrsam pfp
Fred Ehrsam
@fehrsam
Will stablecoins become the world's largest owners of US Treasuries? 💵 It seems possible that crypto stablecoins become the largest holders of US Treasuries in the world. Putting up $1000 for the one layer deeper analysis to support or debunk that thesis. @bountybot
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Michael pfp
Michael
@michaellwy
Before: "meEMeS are dummbbb" Now: attention theory of value egalitarian prediction markets internet native culture user-generated assets globally accessible speculative liquidity schelling points for collective zeitgeist antidote for financial nihilism
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Michael pfp
Michael
@michaellwy
Here's my submission: https://docs.google.com/document/d/1xdnsVk-Q0h2Vrc_Ggaisqozr9vB1yMB8/edit?usp=sharing&ouid=101708739575855739206&rtpof=true&sd=true
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Michael pfp
Michael
@michaellwy
@linda @fehrsam Here's my submission: https://docs.google.com/document/d/1xdnsVk-Q0h2Vrc_Ggaisqozr9vB1yMB8/edit?usp=sharing&ouid=101708739575855739206&rtpof=true&sd=true
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Michael pfp
Michael
@michaellwy
what do you think about Arweave's AoComputer (http://ao.computer/)? Feels like this is an architecture without strict global consensus but building towards the "stateless infra' direction
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