News linked to both this project and an event.
According to on-chain analyst Ai Yi, a certain ETH whale opened a position again after five months, spending 4.82 million USDT to buy 1,951 ETH at a cost of $2,469.6, and subsequently deposited it into Morpho.
According to on-chain analyst Ai Yi (@ai_9684xtpa), Justin Sun has again unstaked 5,000 ETH, increasing his total Lido redemptions to 10,000 ETH since August 26. Following the prior redemption, he deposited $12.3 million worth of ETH into Poloniex across two transactions at an approximate price of $2,481 per ETH. From this latest batch of 5,000 redeemed ETH, 3,500 were routed to a Poloniex hot wallet (purpose unknown), while the remaining 1,500 were deposited into Morpho. Justin Sun currently holds 238,000 stETH on-chain, valued at approximately $594 million.
Odaily News: On-chain analyst Tom Wan stated on platform X that the total market capitalization of Robinhood stock tokens has reached $50 million, and the number of holders with positions valued over $1 has doubled since the beginning of the month. Additionally, the integration of Robinhood Chain stock tokens with DeFi continues to expand, now connected to DEXs such as Uniswap, Arcus, Deepstate, and Rialto, as well as Lighter perpetual contracts and the Morpho lending protocol.
According to monitoring by PeckShieldAlert, wallet address 0x854e...690d purchased YT reUSD in the market, driving the implied yield up to 20%, before quickly dumping the position and triggering the liquidation of approximately $36.39 million in PT reUSD loop positions on Morpho.
Odaily News: According to Onchain Lens monitoring, a cryptocurrency whale that had been dormant for nearly two years has recently become active again, borrowing 81,640 WETH worth approximately $153.6 million from the decentralized lending protocols Morpho and Spark to execute an arbitrage trade.However, this large-scale trade did not yield substantial returns. According to on-chain data, the arbitrage operation generated only $1.88 in revenue, with $1.53 paid in fees, resulting in a final net profit of just $0.36.
Tom Wan, Head of Data at Entropy Advisors and former analyst at 21.co, stated on platform X that the Robinhood Earn vault, managed by Steakhouse Financial on Morpho, has currently reached a TVL of $16 million with an APY of 7.1%. Of this, 1.7% comes from protocol revenue, and 5.4% comes from incentive subsidies.Tom Wan noted that Robinhood allocates an annual incentive budget of $115 million in USDG to this vault. Based on the current incentive rate of approximately 5%, this could theoretically support a deposit scale of around $2 billion, corresponding to a TVL potential of between $1.5 billion and $2.5 billion.
according to on-chain analyst Ember CN's monitoring, HYPE has rebounded from $60 back above $70 in recent days. About an hour ago, a whale withdrew 212,500 HYPE ($15 million) from Morpho and then transferred the entire amount to Coinbase.
According to Cointelegraph, as tokenized TradFi assets continue to flow into DeFi, Standard Chartered Bank has rated Morpho for the first time, projecting the price could rise to $60 by the end of 2030, representing approximately 33x upside from current levels.
: On-chain analyst Tom Wan stated on platform X that the current ETH utilization rate has dropped below 90%, and the lending APY has fallen to 1.9%. Since the rsETH LayerZero cross-chain bridge was attacked, the deposits of wstETH and weETH have decreased by approximately $1.2 billion and $1.76 billion, respectively. As the strategy of leveraged looping wstETH/weETH against ETH becomes profitable again, market attention is turning to whether demand for ETH leveraged loops will return, or if capital will continue to wait on the sidelines or flow into protocols like Spark and Morpho.
Odaily reports: 3F, a vault protocol built on the decentralized lending protocol Morpho, has completed a total of $4 million in funding. The round was led by Maven 11, with participation from F-Prime, GSR, Gate Ventures, and other institutions. The company did not disclose its specific valuation.Built on top of Morpho, 3F aims to provide users with leveraged exposure to RWAs through a "one-click" operation. Users simply select their target asset and desired leverage multiple, and the protocol automatically executes the entire position-building process: purchasing the underlying asset via short-term bridge financing, depositing it as collateral on Morpho, and borrowing stablecoins to repay the financing.Essentially, this mechanism simplifies the traditional "looping" process in DeFi, which involves repeatedly buying assets, depositing them as collateral, borrowing, and reinvesting. While this process can be executed efficiently via flash loans in purely crypto-native assets, it is typically more complex and less efficient in the RWA context due to issues like settlement delays.3F is expected to officially launch in the second quarter of this year.
According to on-chain analyst Yujin (@EmberCN), since the rsETH incident, funds have continuously flowed out of the Aave platform—approximately $15.1 billion in total over 3.5 days. Total deposits dropped from $48.5 billion pre-incident to $30.7 billion, representing a withdrawal of roughly one-third of funds; stablecoin outflows amounted to $4.5 billion. However, due to this capital outflow, the platform’s stablecoin deposit APY temporarily remained elevated at 13.4%. During the same period, Morpho saw outflows of approximately $1.5 billion, with total deposits declining from $11.7 billion to $10.2 billion. In contrast, Spark experienced逆势 fund inflows: its TVL rose from $1.9 billion to $3.2 billion—an increase of about $1.3 billion—partly driven by reallocation from whales such as Justin Sun and institutions withdrawing from Aave.