0xResearch Morpho, Hyperliquid & The State of HyperEVM | Charlie, Felix Protocol
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Nov 10, 2025 This week, the hosts dive into the fallout from Stream’s DeFi disaster and its implications for Morpho. They explore permissionless markets versus curated safety, and the exposure of curators in the XUSD incident. The discussion also covers the evolving landscape of HyperEVM and the potential of Hyperliquid. Topics include multi-asset margin flows, AMM performance issues, and the strategic choices Hyperliquid faces. They also speculate on optimal collateral strategies and governance trade-offs, making for a thought-provoking conversation.
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XUSD Blowup Exposed Curator Risks
- The XUSD event highlighted curator-led risk: big curators like MEV Capital and RE7 may have been exposed.
- That exposure shows strict-listing curators could still be the ones causing systemic losses.
Check Vault Allocations Before Depositing
- Do inspect vault allocations and research opaque collateral before depositing, not just sort by APY.
- If a vault directs funds to unknown targets, avoid lending until the borrower and collateral are public.
HIP-3 Is Key For HyperEVM Utility
- HyperEVM's growth depends on HIP-3 to enable native multi-asset margin flows into HyperCore.
- Direct integration of EVM markets into HyperCore will unlock smoother collateral-to-trade user journeys.