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How Coinbase Is Powering the Next DeFi Boom w/ @MorphoLabs & @AerodromeFi Founders @MerlinEgalite @wagmiAlexander
DeFi’s moat isn’t UX.
It isn’t branding.
It’s liquidity.
Merlin and Alexander explain why Coinbase can’t win by building in-house.
Tune in to know more
⏱ TIME POINTS ⏱
00:00 – Intro
01:08 – Aerodrome & Morpho explained
04:16 – Has DeFi gone mainstream?
13:00 – Why Coinbase matters for Morpho & Aerodrome
15:33 – The “DeFi Mullet” model
20:36 – Figure Markets
21:11 – KGeN
21:40 – DeFi competition & partnerships
30:02 – How these partnerships work
33:30 – DeFi as platforms?
39:30 – Tokenized stocks & RWAs
45:12 – Tokens vs equity for founders
52:46 – Key metrics that matter
57:36 – Wrap-Up
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