Zero_web3

To be honest, if you haven't been watching the market these past few days, you might really miss out on this wave of the most powerful market trend.

I had been paying attention to the FHE sector, but I didn't expect the $FHE to start so decisively this time, simply not giving hesitant people a chance to board.

Just look at that K-line; since December 7th, it has been like a fuse that has been lit, and within just a few days, the price shot up directly from the bottom, reaching a peak increase of 247%, which is indeed more than doubled!

Especially on December 9th, the single-day increase hit 55%, such explosive power is really rare in the recent volatile market. At that time, I was staring at the screen, watching the price continuously break through the crucial position of 0.055U, and I thought to myself, this is definitely not something that retail investors can pull off, there must be large funds at work behind it.

Moreover, everyone shouldn't just focus on the price; go check out Binance's contract trading volume, that is the most honest data. The $FHE is now not just simply on the increase leaderboard; its contract trading volume on Binance has surged to 19th place, and who is in front of it? It's the recently popular SUI. This indicates that the current heat is indeed built on real money, and the liquidity is frighteningly good.

Such a level of turnover rate often means that the major players and institutional funds are deeply engaged in a game, and the subsequent space really invites imagination. Furthermore, the recent actions from the project party have been frequent, having secured the first batch of qualifications for Chainlink Rewards Season 1 and also launching contracts on Kucoin; this series of positive news actually provides the best fuel for the current rise. Although the price is now higher than before it started, considering that Cointelegraph's research report and Binance Research Institute have both highlighted the prospects of FHE technology, I feel this might just be the beginning of a 'value return'. For those brothers who haven't boarded yet, I suggest you really need to pay close attention to this, don't wait until it flies to the sky and then regret it.

$FHE #FHE

To be honest, these past few days looking at the market of $MERL , I can't help but sigh. It feels like watching a drowning person desperately trying to lift their head above water to breathe, only to be violently pushed down by a big wave each time they surface. Let's review the trend of the past few weeks; that sense of "powerlessness" is really specific. The bulls have made efforts, three times in total, gathering all their forces to attack the $0.5 hill, but what was the result? Each time they returned empty-handed. In trading psychology, this kind of continuous failure is the most demoralizing. Just think about it, if it were you, and you failed the first time, you'd think it was an adjustment; if you failed the second time, you'd think it was a shakeout; by the third time, being hit on the head by sell orders there, would you still confidently say, "Next time will definitely work"? The likelihood is you would have wanted to run away long ago. Now, the $0.5 is not just an ordinary resistance level; it has become a spell in the hearts of the bulls, an invisible yet tangible iron gate.

What keeps me awake even more is the upcoming "big day" in the next few days. I see many people still encouraging each other in the community, saying things like "unlocking doesn't necessarily mean crashing the market". Come on, let's not deceive ourselves, okay? Let's clear the accounts: this is a concentrated unlocking of 70 million pieces of $MERL , and it's being released intensively over just a few days. You have to know that the OTC investors holding these coins have costs that would make you envious. The current market price might be a "deep trap" for you, but for them, it's "huge profits". In an environment where even Bitcoin is retracing and everyone is racing to see who can run faster, do you expect these people who are making a fortune to be "long-termists"? Don't joke around. Their only thought right now is absolutely "to cash out". Even if the price drops a little more, they still make a profit, so they won't feel heartbroken when they crash the market.

Never go to catch the flying knife of HumanitybProtocol, the peak of $H is continuously declining, and the main force is obviously taking the opportunity of the so-called rebound to sell.

The weather is nice today, and I feel good

I have arrived

Two Wrenches from Risk Control to Experience: Pre-Liquidations + Bundler Make 'Pay Fewer Penalties, Sign Once' a Reality

Morpho has added a wrench to risk control and trading flow: Pre-Liquidations allows borrowers to voluntarily engage in 'pre-liquidation' contracts, enabling staggered liquidation or automatic full liquidation, to clear at a lower penalty rate before risks escalate, while preserving position continuity as much as possible;

This factory contract has passed auditing and is open source, allowing for free front-end integration. The other wrench is Bundler, which atomically packages multiple steps such as approval, staking, and borrowing into a single signature, greatly reducing lag and operational risk during high volatility.

The practical benefit of combining the two is that you can more easily write the 'predictable loss limit' and 'replicable entry process' into your strategy discipline.

My suggestion is to test a 'gradual reduction' of pre-liquidation with a small position, and then use Bundler to complete a one-click opening in the same market, comparing gas and delay, with the differences being clear at a glance.

@Morpho Labs 🦋 $MORPHO #Morpho

After the launch of Vaults V2＋V2 architecture, how can I make 'stable returns + exit paths' a standard configuration?

Vaults V2 pushes the upper limit of 'non-custodial vaults' further: the same vault can allocate funds to Morpho's current and future versions, with more refined role permissions and risk control, suitable for institutional compliance;

The V2 overall architecture introduces capabilities such as 'quote-based liquidity, market-based pricing, fixed term/fixed interest rate', aiming to facilitate on-chain lending in a manner more akin to traditional capital markets.

More critically, ecological validation: active loans on Base have surpassed 1 billion dollars, indicating that the front-end entry and real borrowing demand are thickening.

My approach is to first put 'stable position' into a V2 strategy vault, confirming in-kind redemption and threshold readability;

Then use a small amount of positions to connect directly to the fixed-term market, experiencing maturity and rolling; only then consider embedding this strategy into commonly used wallets or exchange entrances.

@Morpho Labs 🦋 $MORPHO #Morpho

The closed loop of compliance entry has taken shape: Coinbase's 'Front-end Experience + Back-end Morpho' makes lending and borrowing the default action.

Coinbase has launched USDC lending powered by Morpho within the app, creating a complete closed loop with 'Bitcoin Collateral Loans': users deposit USDC, routed by the curator's treasury to the Morpho lending market, with interest rates derived from real borrowing demand;

Users in need of liquidity can use BTC as collateral to borrow USDC, keeping the entire process within the same front-end, eliminating cross-application friction and compliance uncertainty. The official disclosure revealed that this lending combination has attracted hundreds of millions in supply within two months of launch, concealing complexity behind Morpho's 'DeFi Mullet' paradigm.

My own experience is that the paths for small-scale lending and redemption are clear, with interest accumulating per second, suitable for moving part of daily cash management into this compliant and transparent channel.

Advanced play involves: first completing a cycle of 'Lending - Interest Accumulation - Redemption,' and then experiencing once on the borrowing side the closed loop of 'Collateral - Obtain USDC - Repay - Release Collateral,' which feels very intuitive.

@Morpho Labs 🦋 $MORPHO #Morpho

Implementation of RWA's Composable Paradigm: Three Practical Cases Transforming 'Coupon' into 'Orchestrated Cash Flow'
Morpho's RWA Playbook does not discuss concepts; it directly clarifies the path of 'connecting real assets to DeFi lending' with three sets of cases: Fasanara's mF-ONE puts yield-generating private credit on-chain and uses it as collateral to leverage USDC liquidity on Morpho, having deposited nearly 190 million USD in Morpho within three months;

Apollo's sACRED allows for automated leverage through 'structured holdings' after KYC; Pareto's credit vault uses CV receipts as collateralizable assets, with an initial LLTV of up to 77%, and can choose to delegate Aera for rebalancing and risk control.

The common benefits are: lower volatility coupon-type assets that can both be used as collateral for borrowing working capital and enhance cycles within clear thresholds, transforming what was originally static coupon income into on-chain auditable, replayable cash flow.

My suggestion is to first select an RWA vault that you understand the disclosures and thresholds of, use a small position to run interest calculations for two weeks and make a one-time exit, and then assess whether to move the 'stable position' to this track.

@Morpho Labs 🦋