SebVentures
SebVentures|11月 01, 2026 17:12
Interesting difference in behaviors between @ethereum and @base main @Morpho market. On @base borrowers are stable and a decrease in supply, need to be fixed with an manual inflow of supply (which comes with a lag). On @ethereum , a supply decrease, triggers directly (I guess automatically) a borrower to deleverage its carry trade, vaults to divest from the market. ... Until the borrower comes back because of lower rates which is again compensated by vault allocation (automatic).
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