How Coinbase Is Powering the Next DeFi Boom w/ Morpho & Aerodrome Founders

In this episode, we sit down with Alexander Cutler (Aerodrome) and Merlin Egalité (Morpho Labs) to unpack how Coinbase is plugging into DeFi rails letting millions of users borrow, lend, and trade onchain without ever touching a MetaMask wallet. Here’s the twist: Coinbase doesn’t own Morpho or Aerodrome. Yet, they’re routing billions in volume through them, buying governance tokens, and earning revenue as if they built them. This is the hidden playbook that could define the next DeFi boom.

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🎙 GUEST INFO 🎙
Alexander Cluter: https://x.com/wagmiAlexander
Merlin Egalite: https://x.com/MerlinEgalite

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⏱ TIME POINTS ⏱
00:00 – Intro
01:08 – What Are Aerodrome and Morpho?
04:16 – Has DeFi Crossed the Chasm Into Mainstream Adoption?
13:00 – The Advantage of Integrating Coinbase with Morpho & Aerodrome
15:33 – Is DeFi Growth Coming from the “DeFi Mullet” Model?
20:36 – Figure Markets
21:11 – KGeN
21:40 – Competition & Partnerships in DeFi: Coinbase, Crypto.com, and More
30:02 – How Do These DeFi Partnerships Actually Work?
33:30 – Will DeFi Follow the Platformization Model?
39:30 – Are Tokenized Stocks & RWAs the Next Big Wave for DeFi?
45:12 – What’s It Like Building with a Token vs Equity? (Founder Perspective)
52:46 – Key Metrics That Actually Matter: TVL, Volume, Fees, Revenue
57:36 – Wrap-Up
58:19 - Swap seamlessly across Ethereum and Solana with Milk Road Swap!

#crypto #defi #coinbase

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.