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davidesilverman
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next: top 10 curator on DeFiLlama
goal: before end of next week
what next: first fintech & non-agglayer chain join VaultBridge 👀
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davidesilverman
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This quarter alone @0xPolygon Labs has launched 2 net new products each already exceeding 5MM annualized revenue. Some folks talk about the revenue meta, we are quietly delivering it.
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Morpho V2 vs Aave V4 is going to be super interesting to watch. Morpho is going all in on the curator model while Aave appears to be doubling down on the monolithic design. One is clearly optimized towards the mullet play the other is very much a vertical integration play.
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