Today on MCG
$BOW |
@longbowlend w/
@giskandzc
Longbow is the first real credit/lending protocol on Robinhood Chain, letting people borrow against tokenized stocks (like Tesla or Nvidia) instead of selling them, built non-custodially on top of Morpho.
Highlights include:
00:54 – George's background: cybersecurity grad, ex-network engineer, co-founded with Emiliano
01:48 – Why they built on Morpho: immutable, non-custodial, most secure way to handle user funds
03:15 – Candleman's role: BizDev hire, background building Weave (precursor to Aerodrome)
05:05 – Longbow vs. Aerodrome, why it's a different kind of "credit layer" for Robinhood Chain
06:06 – How borrowing against stocks actually works (tax incentive angle, Tesla example)
07:45 – Vs. Aave comparison
11:04 – Target audience: TradFi/Robinhood retail migrating over, not just crypto natives
12:03 – Growth strategy: community, trust, and metrics-gated integrations already in discussion
13:24 – Current state: deposits/TVL rising, but engagement still low, degen capital vs. conservative depositors
15:07 – Metrics overview: early-stage numbers, vault growth since launch
17:59 – Tokenomics deep dive: fee splits across treasury, vault, buyback-and-burn, and stakers
36:52 – ETH Vault launching Thursday + first tokenized leverage on Robinhood Chain (2x dividends)
38:16 – Roadmap: cementing themselves as "the premier credit layer" for Robinhood Chain, highest options liquidity on-chain
38:54 – Composability: builders program + MCP support so AI agents can use Longbow directly