Everyone building on @Morpho is excited about Earn, and I get it yield is one of the most compelling things you can show users. But to truly stand out rn I think the Borrow side deserves just as much attention. Borrow is structurally different and the advantages are very real: → Low competition (way fewer borrowing opportunities than yield) → Often a 0 to 1; capital that was doing nothing can now be used as collateral (think BTC under custody, RWA, etc.) → A largely untapped revenue stream (think origination fee, cut on the principal, etc.) The earn side will always matter, but if you are building on Morpho and not thinking hard about both sides of the flywheel, I think you are missing a big revenue opportunity bc they bootstrap and feed off each other. If you’re a team exploring this, lmk 👀
