The Future of Base DeFi With Aerodrome, Morpho, and Moonwell

The Future of Base DeFi With Aerodrome, Morpho, and Moonwell | Livestream – 0xResearch

Mentioned

Bullish

AERO— Aerodrome is the second largest DEX across EVM chains and the highest revenue producing DEX, outperforming Uniswap in revenue generation despite lower volume
BASE— Base ecosystem is experiencing massive project migration from other chains, driven by Coinbase integration benefits and growing network effects
MORPHO— Morpho protocol has reached $13 billion in total deposits across multiple chains, with Base being the second largest deployment showing strong product-market fit
BTC— Bitcoin holders below $100,000 are reluctant to sell and prefer to access liquidity through borrowing, indicating strong long-term conviction
CBBTC— Coinbase's wrapped Bitcoin product is seeing strong adoption with $1.5 billion of Bitcoin used as collateral to borrow nearly $1 billion
FIXEDRATE— Growing institutional demand for fixed-rate DeFi products as the market matures, particularly for traditional finance rails integration

Bearish

DOT— Polkadot ecosystem has failed to meet expectations with significant decline in market cap and ecosystem activity, leading protocols to migrate to other chains
UNI— Uniswap token lacks value accrual mechanism and remains purely a governance token without revenue sharing to token holders

Not investment advice.