
CM|Aug 06, 2025 13:18
Global analysis of loan agreements, let me provide a simple and straightforward version:
(1) The Aave fault is leading.
(3) The growth of Euler and Fluid comes from innovation, with all aspects of capabilities online. The competitive pressure is the high cost of liquidity migration on the chain, which can be entrusted to time in the future.
(2) Compound is lying flat, and its sensitivity is definitely lacking. Its main focus is stability, non change, and weak governance.
(4) This table should be complete by adding Morpho.
The original post is very hardcore and worth studying @ ChingChaLong02
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