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.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

Bankless · Morpho Midnight: The Future of Fixed-Rate Lending | Paul Frambot · 29 Jul 2026 podcast

But that's still in the order of magnitude of tens of billions, right?

And that's probably going to take a few years to get there anyway.

What I'm excited about is what are the new addressable markets that were going to be unlocked by midnight?

What are those like?

Because...

The order of magnitude can very quickly change if you onboard new types of asset curators or asset managers in the network that basically handle trillions of dollars, right?

So I'm not saying, obviously, midnight will be trillions of dollars by 2027.

Those are timelines.

I don't fully control myself.

But I think... I think...

I think, I hope it will be more than $10 billion.

That would be like, I hope he would have outgrown MorphoBlue.

If that's not the case, I would be very disappointed, to be frank.

And I would not be surprised if we've crossed like the $100 billion mark then.

Because it, you know, frankly, like took two years to MorphoBlue to reach like $10 billion.

So I think that's not unreasonable to think in those orders of magnitude.

Yeah, I agree with that.

And to be fair, I'm very bad at quantifying predictions.

I've turned out to be pretty good in defining like directions and, you know, at the high level.

But quantifying how much and when is like, you know, depends a lot on, you know, maybe clarity not passing or clarity passing.

Showing 401–420 of 486 · page 21 of 25