IMD
@_exnihil0_
I like finding signal within noise
DeFi Data & Market Analysis
Trading & Risk Management
Articles & Videos @machinesmoneyA1
가입 January 2023
3K 팔로잉 중 736 팬
Professional asset managers are using @Morpho to generate yield
@SteakhouseFi, @SentoraHQ, and @gauntlet_xyz are leaders among the emerging group of DeFi risk curators (onchain asset/risk managers) taking advantage of Morpho's unique infrastructure to manage billions of dollars in capital
Some stats to know:
Total curators managing capital on Morpho: 30+
Total curator AUM on Morpho: $4.01M
Total curator AUM in DeFi: $7.29M
Morpho market share: 55%
Fees earned by curators:
2025 - $11.3M
2026 - $4.4M
Total - $16.8M
Morpho V2 growth:
AUM growth 2025 -> 2026 - 1,166% (+$2.15B)
Fee growth Q2 -> Q1 - 126% (+$752K)
더 보기
The correlation between @Morpho's growth and onchain asset management is striking!
Looking at @DefiLlama's Risk Curator sector, you can see that it tracks right alongside Morpho's TVL (both are $7B+)
Within the past 2 years, Risk Curation has gone from being non-existent to a DeFi sector with ~$10.5M in annual net income
The 3 largest Risk Curators also manage the top 8 vaults by deposits on Morpho v2:
@SentoraHQ - 3 vaults, $623M in deposits
@SteakhouseFi - 3 vaults, $425M in deposits
@gauntlet_xyz - 2 vaults, $170M in deposits
While Morpho was the first to scale vault-based professional onchain asset management, other platforms like @kamino, @eulerfinance, and @aave v4 have found success as well
As DeFi continues to mature, this will be one of the most important sectors to watch!
더 보기
