Paul Frambot
speaker
486 appearances
1 recordings
1 series
first heard Jul 2026
last heard 29 Jul
Paul Frambot’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Stablecoins is the major focus for us, like in general.
One interesting statistic is that 92% of Morpho's loans are stablecoins, whereas the average for lending protocols is like around 50% or 60%.
So there's still a lot of like ease, leverage, lending, et cetera, et cetera.
We're actually the largest USDC, like DeFi protocol on EVM by quite far now.
And because we focus so much on just like, because we think stablecoin markets are the one that will eventually grow the most.
That being said, there is a lot of value
It's a smaller market, but there is a lot of value for allowing people to lend assets and to short assets, whether that is ETH, Bitcoin, tokenized stocks at some points, like SEC lending, for example, securities lending in general is a big, big use case in TrotFi.
And so eventually Morpho Midnight should allow for this with the right compliance guidelines.
And so I'd say I am excited because I think it's going to be a huge use case eventually if you look at TratFind numbers.
But I'm even more excited about stablecoin lending in general.
All the large ones that have a crypto arm.
If they haven't touched midnight already, they will in the next 24 months.
And I'm not saying this just like, you know,
like we literally talked to all of them.
We actually built POCs with a bunch of them and some of them, they're not at POC stage anymore.
They're actually like launching entire businesses.
So, which by the way, is like a true interesting moment for the institutional adoption of crypto is like moving out of POCs.
But yeah, I think, you know, the order of things has always been like wallets first, then exchanges, then fintechs, then neobanks, then asset managers, and then the actual banks is the order of the adoption.
And then for each of those buckets, you look at the most aggressive players and they will move in first, right?
And then they will force the bigger players that are usually the most conservative in the category to lean in eventually.
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