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[@badacha24](/creator/twitter/badacha24)
"10/ Risk Assessment: ⚠ Younger protocol = higher smart contract risk ⚠ Depends on borrowed liquidity from base protocols ⚠ Token distribution not yet fully decentralized But the risk/reward at current prices heavily skews toward reward"  
[X Link](https://x.com/badacha24/status/1979425530903470342) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"12/ My Position: I'm accumulating $MORPHO under $500M market cap as a 3-5 year hold. Target: $2-3B MC (5-7x) as TVL crosses $10B and revenue sharing activates. This isn't financial advice - just my on-chain research"  
[X Link](https://x.com/badacha24/status/1979425539728212110) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, XX engagements


"Crypto Recap: Last 24H 🧵 Bitcoin stuck at $111.6K ETH near $4K. DeFi TVL dips X% as markets still digest $9.5B liquidation from last weeks tariff shock. Traders waiting for new catalysts. #CryptoNews #DeFi"  
[X Link](https://x.com/badacha24/status/1978697941914149349) [@badacha24](/creator/x/badacha24) 2025-10-16T05:42Z XX followers, XX engagements


"Multicoin Capital scoops $51M in $AAVE as Aave ramps protocol fee buybacks. Institutional + buyback trends could tighten float and spark future rallies. #Aave #DeFiInsight"  
[X Link](https://x.com/badacha24/status/1978697947719008685) [@badacha24](/creator/x/badacha24) 2025-10-16T05:42Z XX followers, XX engagements


"ETF approvals dominate Crypto Twitter & TG. Privacy narratives (ZKPs shielded contracts) surge as new DeFi frontier. #CryptoNarrative #ZK"  
[X Link](https://x.com/badacha24/status/1978697979482575354) [@badacha24](/creator/x/badacha24) 2025-10-16T05:42Z XX followers, XX engagements


"9/ The Valuation Gap: @compoundfinance : $500M MC $7.2B TVL (14x ratio) @aave : $5.2B MC $13B TVL (2.5x ratio) Morpho: $400M MC $3.2B TVL (8x ratio) By TVL multiples alone Morpho should be valued 2-3x higher"  
[X Link](https://x.com/badacha24/status/1979425527808000325) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"11/ The Thesis: As DeFi lending evolves from monolithic pools to modular customizable markets Morpho is positioned to capture: ✅ Institutional flow via permissioned vaults ✅ Retail seeking better yields ✅ DAOs wanting isolated risk markets"  
[X Link](https://x.com/badacha24/status/1979425536402219361) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"@UtimaChain 3-second blocks are impressivecurious about the consensus mechanism. How does UChain balance finality guarantees with that speed and what's the validator set decentralization strategy"  
[X Link](https://x.com/badacha24/status/1979079245419941942) [@badacha24](/creator/x/badacha24) 2025-10-17T06:57Z XX followers, XX engagements


"@0xReflection Andrew Kang's track record is legendary$5K to $208M is generational. His macro calls on market drops have been eerily accurate. How much of his holdings are concentrated in liquid L1s/L2s vs early-stage illiquid positions Also interested in his risk management approach"  
[X Link](https://x.com/badacha24/status/1979090179311775764) [@badacha24](/creator/x/badacha24) 2025-10-17T07:40Z XX followers, XX engagements


"Thread: Why Morpho is Undervalued: An On-Chain Analysis 1/ @MorphoLabs ($MORPHO) is currently trading at a $400M market cap but the on-chain data suggests it's dramatically undervalued compared to legacy lending giants Let me break down"  
[X Link](https://x.com/badacha24/status/1979425499152564512) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"2/ The TVL Story: Morpho has quietly climbed to become the 2nd largest lending protocol by TVL growth in 2024-2025 yet its market cap is a fraction of Aave ($5.2B) and Compound ($500M+). Current TVL: $3.2B TVL/MC Ratio: 8x (vs Aave's 2.5x)"  
[X Link](https://x.com/badacha24/status/1979425502227034278) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, XX engagements


"3/ The Innovation Edge: Unlike monolithic protocols Morpho operates as a lending optimizer and modular infrastructure layer. It creates isolated lending markets with customizable risk parameters - think of it as "Uniswap V3 for lending""  
[X Link](https://x.com/badacha24/status/1979425506580742352) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"4/ Revenue & Efficiency Metrics: While Aave and Compound control XX% of DeFi lending TVL they're capital-inefficient. Morpho improves lender APY by 10-30% by eliminating the pooling inefficiency through peer-to-peer matching. Better UX = sticky users"  
[X Link](https://x.com/badacha24/status/1979425510431297574) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, XX engagements


"7/ Token Utility & Upcoming Catalysts: MORPHO holders govern risk parameters across all markets Revenue sharing model launching Q4 2025 Integration with Ethereum Layer 2s expanding addressable market Current price doesn't reflect these value accrual mechanisms"  
[X Link](https://x.com/badacha24/status/1979425521466233275) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"8/ Competitive Positioning: Lending protocols make up XX% of total DeFi TVL ($89B sector). Top X control XX% of market share. Morpho is capturing share from Compound/Aave faster than any competitor while maintaining better capital efficiency"  
[X Link](https://x.com/badacha24/status/1979425524658086207) [@badacha24](/creator/x/badacha24) 2025-10-18T05:53Z XX followers, X engagements


"What would you do if Bitcoin got hacked tomorrow"  
[X Link](https://x.com/badacha24/status/1979442815558967566) [@badacha24](/creator/x/badacha24) 2025-10-18T07:01Z XX followers, X engagements