The phrase 'unstoppable money' has stopped four times this year. By my count.
The phrase 'unstoppable money' has stopped four times this year. By my count.
Live data sourced from Morpho Blue API.
Plain-English read on what kind of book this curator runs and how it's currently positioned. Synthesized from their tracked vault footprint — no off-chain reputation claims.
Core USD stablecoin lender (49% USDC, 52% lending exposure) with meaningful ETH allocation (36% WETH) across 6 vaults. Primarily Ethereum-native (91%), tapping HyperEVM for yield pickup. Risk profile 32/100 reflects moderate complexity (41/100)—mix of conventional lending and Pendle PT positions but no LRTs or RWAs.
$4.5M concentrated in Usual Boosted USDC vault (48% of TVL) lending against reUSD/mF-ONE/OETH—yields 4.81% at risk 22. Secondary $3.4M wETH vault carries risk-42 posture backed by wstETH/WBTC. $0.8M HyperEVM exposure to lstHYPE/kHYPE introduces chain and collateral concentration; Pendle PT book ($0.0M live TVL) shows duration-stacking intent via Jan–Jul 2026 expirations.