Using borrowing against treasury to finance growth—risks and mitigations

We went live with leaders from across the Base DeFi ecosystem to discuss Aerodrome’s tokenomics, buyback system, and relationship with Coinbase; Morpho’s lending model, fixed-rate loans, and TradFi integrations; and Moonwell’s vaults, Mamo agent, and card products.

Thanks for tuning in!

As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice.

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Katana directs chain revenue back to DeFi users for consistently higher yields. It starts with VaultBridge, which turns bridged assets into yield streams that back a perpetually funded real yield, boosting rewards for DeFi users. Katana is pioneering Productive TVL, assets actually being used in DeFi and reinforces this with Chain-owned Liquidity, permanent liquidity the chain controls. 

Stop sleeping on your bags: https://app.katana.network/?utm_source=BW-Pod 

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Allora is the new AI standard for DeFi platforms and agents to achieve sharper, faster, and more reliable financial systems than any single language model can offer. Instead of choosing and managing models, users state their goal, and the system delivers the best result. 

To learn more about Allora Network, visit https://www.allora.network/ and https://x.com/AlloraNetwork

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Blockworks is hiring a Research Data Analyst. If you live in SQL and love making sense of onchain chaos, apply today: https://jobs.ashbyhq.com/Blockworks?utm_source=EQPb2dAAxr

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Timestamps:

(0:00) Introduction

(1:59) Dromos Labs

(4:46) Aerodrome's Foundations

(11:54) Aerodrome's Buybacks

(15:44) Relationship With Coinbase

(29:26) Katana Ad

(29:58) Morpho Overview

(31:57) Morpho v2

(45:59) Undercollateralized Loans

(48:27) The Morpho Token

(58:42) Ads (Katana & Allora)

(59:46) Moonwell Overview

(1:02:11) Joining The Base Ecosystem

(1:04:17) Coinbase's DeFi Mullet Playbook

(1:10:35) The Mamo Bot

(1:15:02) The Mamo Token

(1:17:14) Moonwell Vaults

(1:25:52) The Moonwell Card

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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Danny, and our guests may hold positions in the companies, funds, or projects discussed.