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Morpho's fixed-rate Midnight markets are now live on Ethereum with USDC lending collateralized by WBTC and cbBTC, extending term-structure pricing into one of DeFi's largest lending venues. The immediate constraint is supply: roughly $5 billion parked in Morpho Vaults cannot be routed into Midnight until the DAO approves it, so early fixed-rate quotes may clear at wider spreads than variable-rate pools and initial depth stays thin. A DAO vote unlocking vault capital is the key confirmation item, as it would deepen BTC-collateralized stablecoin credit on Ethereum and tighten fixed-versus-floating borrow spreads that currently anchor leveraged BTC and ETH positioning.
As a Crypto signal, watch whether it changes price action, volatility, or flows around ETH, BTC, COIN.
Original Source: The Defiant
This page is market information analysis, not investment advice.
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Influencer Threads
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