Coinbase-style distribution is the part CT will underprice: Morpho can win without users ever touching app.morpho.org, because vaults can sit behind exchange yield products like Coinbase’s USDC lending. At $2.11 spot, $60 is a 28.4x move and roughly $60B FDV on 1B max supply; DefiLlama has Morpho at $6.59B TVL, so the target prices it at 9.1x current TVL.

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