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Key factors that will influence whether $MORPHO hits higher or lower end of these ranges 🌟🚀
💝💰 Revenue capture / fee switch activation: If #Morpho protocol begins capturing meaningful fees (instead of zero or minimal revenue), that supports token value. 📈✨
Token buy-back or burn mechanism: 🔗⚡Reduction in circulating supply or active buy-back would shift token dynamics positively.
TVL growth, market expansion & chain integrations: 👾🐳 Adoption across new chains, deep vault usage, and strong metrics bolster fundamentals. 🔥💝
@Morpho Labs 🦋 #Morpho $MORPHO
Token supply/vesting schedule: Large unlocks or high inflation could press price lower; conversely, supply control helps.
Broader crypto market cycle: MORPHO is in the DeFi infrastructure space — it will likely benefit in a bull market and suffer in bear.
💝💰 Revenue capture / fee switch activation: If #Morpho protocol begins capturing meaningful fees (instead of zero or minimal revenue), that supports token value. 📈✨
Token buy-back or burn mechanism: 🔗⚡Reduction in circulating supply or active buy-back would shift token dynamics positively.
TVL growth, market expansion & chain integrations: 👾🐳 Adoption across new chains, deep vault usage, and strong metrics bolster fundamentals. 🔥💝
@Morpho Labs 🦋 #Morpho $MORPHO
Token supply/vesting schedule: Large unlocks or high inflation could press price lower; conversely, supply control helps.
Broader crypto market cycle: MORPHO is in the DeFi infrastructure space — it will likely benefit in a bull market and suffer in bear.
Key factors that will influence whether $MORPHO 🌟🚀 hits higher or lower end of these ranges 🔥
💰🔥 Revenue capture / fee switch activation: If #Morpho protocol 💝🐳 begins capturing meaningful fees, that supports token value. 🔗⚡
📈✨ Token buy-back or burn mechanism:
♥️👀 Reduction in circulating supply or active buy-back would shift token dynamics 🌟🚀positively
🔥💰 TVL growth, market expansion & chain integrations: Adoption across new chains, deep vault usage, 📈✨ and strong metrics bolster fundamentals.
Token supply/vesting schedule: Large unlocks or high inflation 👾👀 could press price lower; conversely, supply control helps.
💝💰 Broader crypto market cycle: MORPHO is in the DeFi infrastructure space 🔥 — it will likely benefit in a bull market and suffer in bear.
On-chain indicators: Utilization rates, APY spreads, number of markets created, 🐳💝 vault AUM — strong improving numbers = positive.
Regulatory / macro risks: Lending protocols face regulatory scrutiny; macro downturns can hurt risk assets like crypto strongly. 📈✨
@Morpho Labs 🦋 #Morpho $MORPHO
💰🔥 Revenue capture / fee switch activation: If #Morpho protocol 💝🐳 begins capturing meaningful fees, that supports token value. 🔗⚡
📈✨ Token buy-back or burn mechanism:
♥️👀 Reduction in circulating supply or active buy-back would shift token dynamics 🌟🚀positively
🔥💰 TVL growth, market expansion & chain integrations: Adoption across new chains, deep vault usage, 📈✨ and strong metrics bolster fundamentals.
Token supply/vesting schedule: Large unlocks or high inflation 👾👀 could press price lower; conversely, supply control helps.
💝💰 Broader crypto market cycle: MORPHO is in the DeFi infrastructure space 🔥 — it will likely benefit in a bull market and suffer in bear.
On-chain indicators: Utilization rates, APY spreads, number of markets created, 🐳💝 vault AUM — strong improving numbers = positive.
Regulatory / macro risks: Lending protocols face regulatory scrutiny; macro downturns can hurt risk assets like crypto strongly. 📈✨
@Morpho Labs 🦋 #Morpho $MORPHO
Competitive landscape $XPL 💝🔥
#Plasma 📈✨ The global stablecoin market is large and traditional infrastructure (banks, SWIFT) is relatively slow, 🔗⚡ expensive. Plasma’s value proposition taps into that. 🔥
💝💰 However, many projects are chasing payments/bridging/scale; 🔗⚡ differentiating by being stablecoin-native (rather than general dApp chain) is a potential edge. 🐳💝
👀🔥 Many chains allow stablecoins, but Plasma is building features specific to stablecoin flows (zero-fee transfers, 📈✨ paymaster, custom gas). That can be meaningful if they deliver. 🔥
@Plasma #Plasma $XPL
#Plasma 📈✨ The global stablecoin market is large and traditional infrastructure (banks, SWIFT) is relatively slow, 🔗⚡ expensive. Plasma’s value proposition taps into that. 🔥
💝💰 However, many projects are chasing payments/bridging/scale; 🔗⚡ differentiating by being stablecoin-native (rather than general dApp chain) is a potential edge. 🐳💝
👀🔥 Many chains allow stablecoins, but Plasma is building features specific to stablecoin flows (zero-fee transfers, 📈✨ paymaster, custom gas). That can be meaningful if they deliver. 🔥
@Plasma #Plasma $XPL
Notable recent proposals $MORPHO 🌟🚀
📈✨ Proposal titled “Vote to Enable Transferability of the #Morpho Token” 🔥💰 (Oct 30-Nov 2024) — approved by the community. 🐳💝
🔗⚡ Proposal “MORPHO-ETH Protocol-Owned Liquidity (POL) Strategy” (Oct 2024) 🔥👾 — about deploying liquidity using DAO funds
👀♥️ in Uniswap V3 to support token liquidity on DEXs. 🌟🚀
Proposal “MORPHO On-chain 🔗⚡ Liquidity Strategy Improvement” (Jan 27 2025) — focusing on improving 🔥♥️ MORPHO token liquidity via single-sided liquidity provision and retail LP incentives, but not buy-back. 📈✨
💰🔥 The DAO has the power to activate and adjust the fee-switch (capped at 25% of interest paid). 📈✨ That’s relevant because fee capture would enable potential buy-backs or treasury accumulation. 🔥
@Morpho Labs 🦋 #Morpho $MORPHO
📈✨ Proposal titled “Vote to Enable Transferability of the #Morpho Token” 🔥💰 (Oct 30-Nov 2024) — approved by the community. 🐳💝
🔗⚡ Proposal “MORPHO-ETH Protocol-Owned Liquidity (POL) Strategy” (Oct 2024) 🔥👾 — about deploying liquidity using DAO funds
👀♥️ in Uniswap V3 to support token liquidity on DEXs. 🌟🚀
Proposal “MORPHO On-chain 🔗⚡ Liquidity Strategy Improvement” (Jan 27 2025) — focusing on improving 🔥♥️ MORPHO token liquidity via single-sided liquidity provision and retail LP incentives, but not buy-back. 📈✨
💰🔥 The DAO has the power to activate and adjust the fee-switch (capped at 25% of interest paid). 📈✨ That’s relevant because fee capture would enable potential buy-backs or treasury accumulation. 🔥
@Morpho Labs 🦋 #Morpho $MORPHO
What to Watch 🌟🚀 $XPL
🔗⚡ Monitor #Plasma the validator staking / delegation rollout and how decentralised the network becomes. 🔥💰
💝👾 Observe on-chain usage statistics: transfer volumes, number of unique users, 🔥 stablecoin flows, number of active dApps.
📈✨ Check for feature delivery: when confidential payments, full BTC bridge, custom gas tokens are live and how well they perform. 🌟🚀
Tokenomics / unlock schedule: 🐳💝 Keep an eye on upcoming unlocks, how tokens are distributed, 🌟🚀 and how many enter circulation.
🌟🚀 Partnerships & integrations: Which exchanges, wallets, payment systems, remittance providers adopt Plasma. 💰🔥
Competitive landscape: 💝💝How Plasma differentiates vs other stablecoin rails or payment-oriented chains.
@Plasma #Plasma $XPL
🔗⚡ Monitor #Plasma the validator staking / delegation rollout and how decentralised the network becomes. 🔥💰
💝👾 Observe on-chain usage statistics: transfer volumes, number of unique users, 🔥 stablecoin flows, number of active dApps.
📈✨ Check for feature delivery: when confidential payments, full BTC bridge, custom gas tokens are live and how well they perform. 🌟🚀
Tokenomics / unlock schedule: 🐳💝 Keep an eye on upcoming unlocks, how tokens are distributed, 🌟🚀 and how many enter circulation.
🌟🚀 Partnerships & integrations: Which exchanges, wallets, payment systems, remittance providers adopt Plasma. 💰🔥
Competitive landscape: 💝💝How Plasma differentiates vs other stablecoin rails or payment-oriented chains.
@Plasma #Plasma $XPL
Why buy-back matters $MORPHO 🌟🚀
📈✨ Here’s how a #Morpho buy-back mechanism would fit into Morpho’s token & protocol structure 💝💰
🔗⚡ If fees from markets/vaults accumulate,
🐳💝 those fees could be used to purchase MORPHO tokens in open markets or via pre-arranged aggregate contracts. 🌟🚀
👾💰 Purchased tokens could be burned (reducing supply) 🔥💝 or locked/staked which in theory increases scarcity and may improve value for token holders. 📈✨
🌟🚀 A buy-back signals value-accrual to token holders, aligning incentives.
@Morpho Labs 🦋 #Morpho $MORPHO
📈✨ Here’s how a #Morpho buy-back mechanism would fit into Morpho’s token & protocol structure 💝💰
🔗⚡ If fees from markets/vaults accumulate,
🐳💝 those fees could be used to purchase MORPHO tokens in open markets or via pre-arranged aggregate contracts. 🌟🚀
👾💰 Purchased tokens could be burned (reducing supply) 🔥💝 or locked/staked which in theory increases scarcity and may improve value for token holders. 📈✨
🌟🚀 A buy-back signals value-accrual to token holders, aligning incentives.
@Morpho Labs 🦋 #Morpho $MORPHO
Strengths $XPL 📈✨
🔗⚡ #Plasma A blockchain optimized for stablecoins rather than general 🔥 -purpose might mean fewer trade 💰💝 -offs and stronger product-market fit.🔗⚡
Ambitious backing & liquidity: 📈✨ The reported launch numbers are strong which suggests initial adoption. 💝💰
👀🐳 Technical design aligned with payments: Features like zero-fee transfers, 💰💰 custom gas tokens, and compatibility with major standards. 🌟🚀
🌟🚀 EVM compatibility + Bitcoin anchoring: A combination that may appeal to both smart-contract developers and large-scale holders of Bitcoin. 🔗⚡
@Plasma #Plasma $XPL
🔗⚡ #Plasma A blockchain optimized for stablecoins rather than general 🔥 -purpose might mean fewer trade 💰💝 -offs and stronger product-market fit.🔗⚡
Ambitious backing & liquidity: 📈✨ The reported launch numbers are strong which suggests initial adoption. 💝💰
👀🐳 Technical design aligned with payments: Features like zero-fee transfers, 💰💰 custom gas tokens, and compatibility with major standards. 🌟🚀
🌟🚀 EVM compatibility + Bitcoin anchoring: A combination that may appeal to both smart-contract developers and large-scale holders of Bitcoin. 🔗⚡
@Plasma #Plasma $XPL
Security And audits $MORPHO 🌟🚀
#Morpho 📈✨ has undergone multiple
👾🔥 security reviews: Trail of Bits, Spearbit, Pessimistic, Omniscia, ChainSecurity, 🔗⚡etc. Audit reports & remediation history are published in the docs.💰💝 Audit/verification reduces but does not eliminate risk 🔥— also important because any fee-capture change still depends on secure treasury multisig execution. 💰♥️
@Morpho Labs 🦋 #Morpho $MORPHO
#Morpho 📈✨ has undergone multiple
👾🔥 security reviews: Trail of Bits, Spearbit, Pessimistic, Omniscia, ChainSecurity, 🔗⚡etc. Audit reports & remediation history are published in the docs.💰💝 Audit/verification reduces but does not eliminate risk 🔥— also important because any fee-capture change still depends on secure treasury multisig execution. 💰♥️
@Morpho Labs 🦋 #Morpho $MORPHO
The fee model $MORPHO 📈✨
Protocol-level fee switch 🔥
🌟🚀 The core #Morpho smart contracts include a fee parameter 💰🔥 / switch that governance can activate and set (0–25% cap). 🔗⚡ When enabled, 🐳💰 a fraction of borrower interest is diverted from the P2P spread into a fee recipient (the DAO treasury or designated address). 💝👾
Capped at 25% 🌟🚀
💝🔥 Governance can set the percent but cannot exceed 25% (this is enforced in contract logic / protocol docs). 🔗⚡ In practice this means borrowers would still pay the underlying interest + P2P margin, 🌟🚀 but up to 25% of interest paid could be captured. ♥️💝
Per-market vs global behaviour 📈✨
📈✨ The docs and governance notes indicate fee control can be adjusted via governance and managed at the protocol 💰♥️ (Morpho) level; some markets may be governed or configured with their own settings. 🌟🚀 The fee switch is a governance action that affects markets where it's enabled. 👀👾
@Morpho Labs 🦋 #Morpho $MORPHO
Protocol-level fee switch 🔥
🌟🚀 The core #Morpho smart contracts include a fee parameter 💰🔥 / switch that governance can activate and set (0–25% cap). 🔗⚡ When enabled, 🐳💰 a fraction of borrower interest is diverted from the P2P spread into a fee recipient (the DAO treasury or designated address). 💝👾
Capped at 25% 🌟🚀
💝🔥 Governance can set the percent but cannot exceed 25% (this is enforced in contract logic / protocol docs). 🔗⚡ In practice this means borrowers would still pay the underlying interest + P2P margin, 🌟🚀 but up to 25% of interest paid could be captured. ♥️💝
Per-market vs global behaviour 📈✨
📈✨ The docs and governance notes indicate fee control can be adjusted via governance and managed at the protocol 💰♥️ (Morpho) level; some markets may be governed or configured with their own settings. 🌟🚀 The fee switch is a governance action that affects markets where it's enabled. 👀👾
@Morpho Labs 🦋 #Morpho $MORPHO
Key Use-Cases $XPL 🌟🚀
🔥💝 Global remittances $XPL / cross-border payments: By enabling low-feecost or feefree stablecoin transfers, 🔗⚡ Plasma aims to streamline moving money internationally.🔥🐳
👾🔥 Everyday spending & savings in stablecoins: With a focus on stablecoin rails,
📈✨ it’s targeting real-world use rather than only speculative DeFi. ♥️🐳
💰🔥 DeFi infrastructure: Since it's EVM-compatible, 📈✨ DeFi protocols can deploy on Plasma with stablecoin-native advantages. 🔗⚡
🔥♥️ Bridging Bitcoin liquidity into smart-contract ecosystem: 🔗⚡ Through pBTC and the Bitcoin bridge, it brings Bitcoin holders into DeFi. 🔥💰
@Plasma #Plasma $XPL
🔥💝 Global remittances $XPL / cross-border payments: By enabling low-feecost or feefree stablecoin transfers, 🔗⚡ Plasma aims to streamline moving money internationally.🔥🐳
👾🔥 Everyday spending & savings in stablecoins: With a focus on stablecoin rails,
📈✨ it’s targeting real-world use rather than only speculative DeFi. ♥️🐳
💰🔥 DeFi infrastructure: Since it's EVM-compatible, 📈✨ DeFi protocols can deploy on Plasma with stablecoin-native advantages. 🔗⚡
🔥♥️ Bridging Bitcoin liquidity into smart-contract ecosystem: 🔗⚡ Through pBTC and the Bitcoin bridge, it brings Bitcoin holders into DeFi. 🔥💰
@Plasma #Plasma $XPL
Vault fees 🌟🚀 $MORPHO
📈✨ $MORPHO Vault V1 / V2 fee mechanisms: Vault managers / curators can set fees 🔗⚡ within the Vault contract design. 🔥💝 Those fees are taken from vault returns and paid to curators — this is independent of the protocol fee switch.
🌟🚀Vaults therefore already enable economic activity and revenue capture at the vault level. 👾💰
Universal Rewards Distributor : 🔗⚡ Morpho uses Merkle/URD distributors to pay multi-token rewards;💝🔥 incentives distribution is on-chain and timelocked/updatable via multisig/updaters. 🐳♥️ This is how MORPHO rewards and partner incentives are delivered. 📈✨
@Morpho Labs 🦋 #Morpho $MORPHO
📈✨ $MORPHO Vault V1 / V2 fee mechanisms: Vault managers / curators can set fees 🔗⚡ within the Vault contract design. 🔥💝 Those fees are taken from vault returns and paid to curators — this is independent of the protocol fee switch.
🌟🚀Vaults therefore already enable economic activity and revenue capture at the vault level. 👾💰
Universal Rewards Distributor : 🔗⚡ Morpho uses Merkle/URD distributors to pay multi-token rewards;💝🔥 incentives distribution is on-chain and timelocked/updatable via multisig/updaters. 🐳♥️ This is how MORPHO rewards and partner incentives are delivered. 📈✨
@Morpho Labs 🦋 #Morpho $MORPHO
Revenue & earnings reality 📈✨
🔗⚡ Many $MORPHO analytics sites currently report protocol revenue = $0 and fees (annualized) as a separate metric; 🔥💝 earnings may be negative after incentives. That aligns with docs showing the fee capture is optional and must be activated; 🌟🚀 otherwise most value flows to users via improved rates or incentive rewards. 💰🔥 If you want a project to generate treasury revenue, 🔗⚡ governance must enable the fee switch and determine. 🌟🚀
@Morpho Labs 🦋 #Morpho $MORPHO
🔗⚡ Many $MORPHO analytics sites currently report protocol revenue = $0 and fees (annualized) as a separate metric; 🔥💝 earnings may be negative after incentives. That aligns with docs showing the fee capture is optional and must be activated; 🌟🚀 otherwise most value flows to users via improved rates or incentive rewards. 💰🔥 If you want a project to generate treasury revenue, 🔗⚡ governance must enable the fee switch and determine. 🌟🚀
@Morpho Labs 🦋 #Morpho $MORPHO
How matching & rates work $MORPHO 💝🔥
🌟🚀 Two layers of rates: the base pool rate, and (B) the P2P rate that $MORPHO computes for matched participants. 💰👾 Morpho sets P2P rates so matched lenders get a share of the spread 📈✨ and matched borrowers pay less than base pool borrow APR. 🔗⚡ The Yellow Paper formalises this: matching reduces the spread between ♥️💰 supply/borrow while preserving pool invariants (liquidity, liquidations). 🌟🚀
📈✨ Utilization & matching priority: 🔗⚡ Morpho maintains internal accounting of available P2P supply and demand per market.
📈✨ When utilization is high, 🔥💝 more matching occurs and P2P rates deviate more from base pool rates. ♥️💰 When utilization is low, transactions route to the pool and P2P benefits shrink. 🌟🚀
@Morpho Labs 🦋 #Morpho $MORPHO
🌟🚀 Two layers of rates: the base pool rate, and (B) the P2P rate that $MORPHO computes for matched participants. 💰👾 Morpho sets P2P rates so matched lenders get a share of the spread 📈✨ and matched borrowers pay less than base pool borrow APR. 🔗⚡ The Yellow Paper formalises this: matching reduces the spread between ♥️💰 supply/borrow while preserving pool invariants (liquidity, liquidations). 🌟🚀
📈✨ Utilization & matching priority: 🔗⚡ Morpho maintains internal accounting of available P2P supply and demand per market.
📈✨ When utilization is high, 🔥💝 more matching occurs and P2P rates deviate more from base pool rates. ♥️💰 When utilization is low, transactions route to the pool and P2P benefits shrink. 🌟🚀
@Morpho Labs 🦋 #Morpho $MORPHO
Governance mechanics $MORPHO 🌟🚀
📈✨ $MORPHO governance has explicit privileges including: control of governance treasury, 🌟🚀 ownership of upgradeable token contract, activating/adjusting the fee switch (0–25% cap), 🔗⚡ setting fee recipient, and whitelisting LLTV/IRM param sets for markets.
💝💰 Because the fee switch is a governance-activated lever, 👀🐳 revenue to treasury is political — it requires proposals and votes. 🌟🚀
@Morpho Labs 🦋 #Morpho $MORPHO
📈✨ $MORPHO governance has explicit privileges including: control of governance treasury, 🌟🚀 ownership of upgradeable token contract, activating/adjusting the fee switch (0–25% cap), 🔗⚡ setting fee recipient, and whitelisting LLTV/IRM param sets for markets.
💝💰 Because the fee switch is a governance-activated lever, 👀🐳 revenue to treasury is political — it requires proposals and votes. 🌟🚀
@Morpho Labs 🦋 #Morpho $MORPHO
Strengths 🌟🚀 $XPL
📈✨ The $XPL stablecoin/payment-first model is distinct from many chain projects that chase “everything”. 🔥💰 This specialization can be a strength if executed. 🔗⚡
🔗⚡Security anchoring: If truly anchored to Bitcoin’s security, that could offer a robust trust base. 🌟🚀
💝🔥 Lower fees + high throughput: If fee-less or very low-fee transfers become practical at scale, 💰🐳 this is an attractive value proposition in payments/remittances. 🌟🚀
📈✨ Strong investor/backer mentions: Some commentary references backing by firms such as Framework Ventures, 👀💝 Founders Fund, and associations with stablecoin/crypto infrastructure players. 🌟🚀
@Plasma #Plasma $XPL
📈✨ The $XPL stablecoin/payment-first model is distinct from many chain projects that chase “everything”. 🔥💰 This specialization can be a strength if executed. 🔗⚡
🔗⚡Security anchoring: If truly anchored to Bitcoin’s security, that could offer a robust trust base. 🌟🚀
💝🔥 Lower fees + high throughput: If fee-less or very low-fee transfers become practical at scale, 💰🐳 this is an attractive value proposition in payments/remittances. 🌟🚀
📈✨ Strong investor/backer mentions: Some commentary references backing by firms such as Framework Ventures, 👀💝 Founders Fund, and associations with stablecoin/crypto infrastructure players. 🌟🚀
@Plasma #Plasma $XPL
Tokenomics & vesting 🌟🚀
📈✨ Total supply: 1,000,000,000 $MORPHO .🔥🔥$MORPHO Token distribution includes founders, strategic partners, 🔗⚡ community, treasury; cohorts have multi-year vesting schedules.
💰💝 Exact cohort details are documented in the token page and third-party trackers (unlocks & cliffs noted)🌟🚀. Expect periodic unlocks that can create sell pressure. 📈✨
@Morpho Labs 🦋 #Morpho $MORPHO
📈✨ Total supply: 1,000,000,000 $MORPHO .🔥🔥$MORPHO Token distribution includes founders, strategic partners, 🔗⚡ community, treasury; cohorts have multi-year vesting schedules.
💰💝 Exact cohort details are documented in the token page and third-party trackers (unlocks & cliffs noted)🌟🚀. Expect periodic unlocks that can create sell pressure. 📈✨
@Morpho Labs 🦋 #Morpho $MORPHO
トークンと経済 $XPL 🌟🚀
🌟🚀 ネイティブトークンのシンボルは、多くの解説で$XPL のように見えます。 💰💝
🔗⚡ 2025年9月末にローンチされる際、🔥 トークンはすでに取引所に上場されており、プロモーション/ローンチプールキャンペーンが行われています。 📈✨
💝💰 供給/評価の主張は様々です。例えば、Redditの要約ではFDV ~ 📈✨ 5億米ドルと主張されていますが、独立した確認が必要です。 🔗⚡
🌟🚀 トークンユーティリティ：トークンは、チェーンの決済活動🐳🔥（手数料、送金、バリデーター報酬）を通じて価値を蓄積し、ネットワーク参加を支援することが期待されています。 🔥
@Plasma #Plasma $XPL
🌟🚀 ネイティブトークンのシンボルは、多くの解説で$XPL のように見えます。 💰💝
🔗⚡ 2025年9月末にローンチされる際、🔥 トークンはすでに取引所に上場されており、プロモーション/ローンチプールキャンペーンが行われています。 📈✨
💝💰 供給/評価の主張は様々です。例えば、Redditの要約ではFDV ~ 📈✨ 5億米ドルと主張されていますが、独立した確認が必要です。 🔗⚡
🌟🚀 トークンユーティリティ：トークンは、チェーンの決済活動🐳🔥（手数料、送金、バリデーター報酬）を通じて価値を蓄積し、ネットワーク参加を支援することが期待されています。 🔥
@Plasma #Plasma $XPL
この $MORPHO の解釈方法 📈✨
🔗⚡ $MORPHO の「手数料」が報告されています（約 年間 284 万米ドル相当） 🌟🚀 これは総プロトコル手数料であり、プロトコルの財務/ガバナンスによって認識される純収益ではないようです 🔥💝🔥。📈✨
💰💝 報告されている「収益」がゼロであることは、プロトコル 🔥 がまだ手数料を財務/ガバナンスに捕捉し保持するメカニズムを有効にしていないことを示唆しています。🔗⚡ 現在、プロトコルはほとんどの価値をユーザー（供給者/借り手）に通過させている可能性がありますが、それを捕捉していません。📈✨
💰💰 「利益」がマイナスであることは、インセンティブの後にプロトコルの純ポジションが損失であることを意味します（年間 -22.28 万米ドル）。🌟🚀 これは、インセンティブが重要であり、プロトコルの手数料捕捉を超えていることを示唆しています。💝💝
📈✨ 「ゼロプロトコル手数料」に関する記事は、手数料モデルがまだアクティブではないことを裏付けており、ガバナンスが手数料スイッチをオンにすることを選択したときに収益が始まる可能性があることを示しています。💰💝
@Morpho Labs 🦋 #Morpho $MORPHO
🔗⚡ $MORPHO の「手数料」が報告されています（約 年間 284 万米ドル相当） 🌟🚀 これは総プロトコル手数料であり、プロトコルの財務/ガバナンスによって認識される純収益ではないようです 🔥💝🔥。📈✨
💰💝 報告されている「収益」がゼロであることは、プロトコル 🔥 がまだ手数料を財務/ガバナンスに捕捉し保持するメカニズムを有効にしていないことを示唆しています。🔗⚡ 現在、プロトコルはほとんどの価値をユーザー（供給者/借り手）に通過させている可能性がありますが、それを捕捉していません。📈✨
💰💰 「利益」がマイナスであることは、インセンティブの後にプロトコルの純ポジションが損失であることを意味します（年間 -22.28 万米ドル）。🌟🚀 これは、インセンティブが重要であり、プロトコルの手数料捕捉を超えていることを示唆しています。💝💝
📈✨ 「ゼロプロトコル手数料」に関する記事は、手数料モデルがまだアクティブではないことを裏付けており、ガバナンスが手数料スイッチをオンにすることを選択したときに収益が始まる可能性があることを示しています。💰💝
@Morpho Labs 🦋 #Morpho $MORPHO
Things to Monitor 🌟🚀 $XPL
💰💝 $XPL Mainnet real-usage metrics: actual volume of stablecoin transfers on the Plasma chain, 🔗⚡ number of active users, number of validators, performance benchmarks. 📈✨
🔥💝Tokenomics document: check supply cap, inflation, token release schedule, 🐳♥️ team & advisor allocations, vesting/lock-ups. 🌟🚀
🔗⚡ Partnerships and integrations: Are stablecoin issuers, 🔗⚡ exchanges, wallets integrating Plasma? For example support for USD₮ transfers, bridges from Bitcoin/Ethereum, etc. 💰👾
💝💝Governance & decentralization: 🔥 Is the validator set broad and independent? Is there on-chain governance for upgrades? 🌟🚀
🔗⚡ Regulatory disclosures: Especially in payments/stablecoin context, 💝💝 compliance with jurisdictional frameworks. 🔥💰
@Plasma $XPL #Plasma
💰💝 $XPL Mainnet real-usage metrics: actual volume of stablecoin transfers on the Plasma chain, 🔗⚡ number of active users, number of validators, performance benchmarks. 📈✨
🔥💝Tokenomics document: check supply cap, inflation, token release schedule, 🐳♥️ team & advisor allocations, vesting/lock-ups. 🌟🚀
🔗⚡ Partnerships and integrations: Are stablecoin issuers, 🔗⚡ exchanges, wallets integrating Plasma? For example support for USD₮ transfers, bridges from Bitcoin/Ethereum, etc. 💰👾
💝💝Governance & decentralization: 🔥 Is the validator set broad and independent? Is there on-chain governance for upgrades? 🌟🚀
🔗⚡ Regulatory disclosures: Especially in payments/stablecoin context, 💝💝 compliance with jurisdictional frameworks. 🔥💰
@Plasma $XPL #Plasma
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