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SebVentures

Verified account Steakhouse Financial

@SebVentures

interest rate scholar
Founding Chef at @SteakhouseFi
Too boring for #DeFi, too punk for #TradFi
Joined June 2009
981 Following 13K Followers 5.5K Posts

Latest posts 5

SebVentures Verified account @SebVentures
Interesting difference in behaviors between @ethereum and @base main @Morpho market.
On @base borrowers are stable and a decrease in supply, need to be fixed with an manual inflow of supply (which comes with a lag).
On @ethereum , a supply decrease, triggers directly (I guess automatically) a borrower to deleverage its carry trade, vaults to divest from the market. ... Until the borrower comes back because of lower rates which is again compensated by vault allocation (automatic).