$6T in stablecoin volume through Fireblocks last year and most of it sitting idle between deployment cycles — even a fraction of that flowing into Aave and Morpho supply-side would meaningfully compress lending rates across the board, given Aave already handles ~60% of onchain lending activity. Pairing this with Apollo's move to acquire 9% of MORPHO's token supply makes the institutional convergence on Morpho hard to ignore. Curious whether Sentora's vault curation will stay conservative enough to avoid the Celsius-style blowup cycle that made institutions allergic to yield products in the first place.

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