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🔁👥 Does the EVM have a network effect in DeFi? 1. @MorphoLabs is deployed on EVM chains 2. @RevolutApp is rumored to build on Morpho 3. Revolut joins the Ethereum ecosystem 4. Initially, by building on existing deployments & later via an L2, similar to @RobinhoodApp?
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🚨🏎️ ICYMI: @aave is closing in on @circle. The TVL gap between the two is approx. $10B.
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🌐💹 ICYMI: @solana (L1) processes ~10x more transactions than @base (L2).
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🏄🌊 a great startup needs a ... 1⃣ surfer (founding team) 2⃣ surfboard (product), and 3⃣ wave (macro trend) it's difficult to find a bigger wave than this:
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