Morpho (MORPHO)

$1.75863  +0.62%  24H

ソーシャル・センチメント・インデックス（SSI）

マーケット・パルス・ランキング（MPR）

Xへの投稿

  • Paul Frambot 🦋 Founder DeFi_Expert S
     15.30K  @PaulFrambot

    Seeing quite a bit of talk around crypto lending deposits being down 35% from October highs, but @Morpho is holding steady at ~$11B in deposits. I like to think this is the reflection of what we have always aimed for: sustainable lending built on organic, long-term demand rather than chasing short-term trades (and sometimes I swear it’s very tempting to lose focus). That way, growth compounds over time in a more stable and durable manner and is less correlated to market downturns.

    Artemis D
     41.65K  @artemis

    Crypto lending deposits fell 35% since October highs. But @Morpho, Maker, and @JupiterExchange moved the opposite direction. Deposits rose from $18.4B → $20.9B (+13.6%). • Morpho: $10.7B (roughly flat, 2nd largest base) • Maker: $6.4B to $8.0B (+25%) • Jupiter: $1.3B to $2.2B (+69%)

     23  1  2.26K
    オリジナル >
    リリース後のMORPHOのトレンド
     非常に強気
    Overall crypto lending is down, but deposits for Morpho, Maker, and Jupiter are growing counter‑seasonally, showing resilience.
  • Route 2 FI Trader Influencer C
     302.51K  @Route2FI

    @thedefivillain thoughts on this for morpho? https://t.co/IiQQl1EWdn

    Four Pillars D
     15.41K  @FourPillarsFP

    https://t.co/c8nz30ebHP

     0  0  57
    オリジナル >
    リリース後のMORPHOのトレンド
     中立
    Request for thoughts on Morpho
  • Stablecoin Sean FA_Analyst VC B
     22.91K  @seanlippel

    Agree, I don't know why folks criticize DeFi protocols such as $Uni that have done the work to put on the fee switch and are now fully unlocked, espouse buying $Morpho It is one of the tokens I very much struggle with, for reasons stated here, + still has massive unlock overhead

    Stablecoin Sean FA_Analyst VC B
     22.91K  @seanlippel

    may seem like i'm hating, it just seems very fairly valued but still has a lot of question marks on it morpho is great modular tech and have heard great things on the founders

     32  1  1.53K
    オリジナル >
    リリース後のMORPHOのトレンド
     非常に弱気
    Morpho协议估值严重虚高，即使费用开关激活，代币仍面临至少30%下跌风险。
  • Jeff Dorman FA_Analyst Tokenomics_Expert A
     46.73K  @jdorman81

    Another example of "good project, bad token" https://t.co/SCMU6jr98j

    Jordi in Cryptoland D
     10.56K  @lordjorx

    Don’t confuse a great protocol with a great investment. With $6.7 billion in TVL, @Morpho has proven it can dominate even in a mercenary market. However, we need to take a deeper look at the revenue switch we mentioned earlier today. They currently generate roughly $121 million in annualized interest, but exactly zero goes to the protocol. It all goes to LPs and curators. The only thing keeping the token’s $2B FDV alive is "narrative optionality", the hope that the fee switch will eventually be flipped. But this "hope" is mathematically dangerous: > The code allows for a 25% fee switch. At current numbers, that’s $30M in revenue. Even with a generous P/S ratio of 25, the "fair" valuation would be around $750M. If they only take 10%, the token would need to drop over 70% to reach a rational price. > Governance is controlled by a tiny group (essentially 4 entities). Gauntlet, one of the main voters, already earns $6M–$12M in fees as a curator. Why would they vote to give a slice of their pie to token h

     34  1  9.22K
    オリジナル >
    リリース後のMORPHOのトレンド
     非常に弱気
    Morpho token is severely overvalued, the fee switch is unlikely to be implemented, and there is a risk of more than 70% decline.
  • Sjuul | AltCryptoGems TA_Analyst Trader C
     479.87K  @AltCryptoGems

    Lately, I am not just catching a lot of movers and smashing very clear targets, but I also sniped the pico top like I did with $MORPHO. The price tapped the target and instantly dropped. Remember to take profit; until it's in your pocket, it's just a PnL card! https://t.co/3MF9EsCqOk

     267  8  21.06K
    オリジナル >
    リリース後のMORPHOのトレンド
     弱気
    After MORPHO reached the $2.1 target price, it swiftly dropped, and the author advises taking profit promptly.
  • Dami-Defi TA_Analyst Trader B
     91.39K  @DamiDefi

    RWA Projects YTD Performance 2026 (Jan 1 → Mar 16, 2026) $MORPHO: $1.10 → $1.94 | +76.2% $CFG: $0.1108 → $0.1207 | +8.9% $LINK: $12.50 → $9.48 | -24.0% $XLM: $0.2085 → $0.1709 | -18.0% $ONDO: $0.3866 → $0.2788 | -27.9% $AVAX: $13.55 → $9.72 | -28.3% $PLUME: $0.01729 → $0.01239 | -28.3% $XDC: $0.05144 → $0.03193 | -37.9% $MORPHO the clear standout, +76% while most of the RWA sector bleeds. The RWA narrative is intact. The prices just need to catch up with the fundamentals. Accumulation season or dead cat? You decide Data: CoinGeko & CoinMarketCap

     142  9  14.46K
    オリジナル >
    リリース後のMORPHOのトレンド
     中立
    RWA multi-coin decline, MORPHO up 76%, fundamentals remain strong, await accumulation or sell-off
  • CBduck 🛡️ Influencer Media B
     14.66K  @CoinbaseDuck
    Merlin Egalite 🦋 D
     7.54K  @MerlinEgalite

    I can't tell you what this is exactly, but I can tell you the morpho team is laser-focused on adding more colors to this chart 🎨 https://t.co/1fFVs97Bl2

     63  9  3.87K
    オリジナル >
    リリース後のMORPHOのトレンド
     非常に強気
    The Morpho team is focused on future growth, and the chart shows that its protocol data is expected to rise sharply until 2026.
  • Web3 Princess 👑 Educator Influencer C
     16.37K  @BrianneFrey
    Web3 Princess 👑 Educator Influencer C
     16.37K  @BrianneFrey

    Some narratives are already pumping ahead of the rest. 30 day performance + picks I’m watching: 1️⃣ DeFi +9.2%: $MORPHO $AERO $AAVE $SKY $HYPE $INJ 2️⃣ DePIN +9.0%: $ATH $GRASS $GEOD $ZBCN $ANYONE 3️⃣ AI +5.2%: $TAO $RENDER $VIRTUAL $TIBBIR $NEAR Privacy and RWAs (as narratives) are underperforming but these ones are worth watching: $LINK $ONDO $PLUME $ENA $PENDLE $XMR $ZEC

     78  32  2.81K
    オリジナル >
    リリース後のMORPHOのトレンド
     強気
    DeFi, DePIN, and AI narrative sectors are performing strongly; the author recommends several related tokens worth attention.
  • Laura Shin Media Influencer C
     281.42K  @laurashin

    "The world is coming onchain ... Morpho provides the infrastructure" @PaulFrambot https://t.co/iSjFuEDUZe

     7  4  1.33K
    オリジナル >
    リリース後のMORPHOのトレンド
     強気
    Morpho will become on-chain infrastructure, outlook looks good
  • Paul Frambot 🦋 Founder DeFi_Expert S
     15.30K  @PaulFrambot

    Morpho’s market share in active loans has been growing steadily recently. That said, active loans remain a limited metric. Much of DeFi activity still comes from endogenous looping and rehypothecation, which can inflate numbers without necessarily reflecting real economic demand.

     84  13  7.02K
    オリジナル >
    リリース後のMORPHOのトレンド
     中立
    Morpho's loan share is increasing, but the DeFi active loans metric may be overstated.