AAVE v Morpho
The battle of the 2 big money markets is getting tighter.
@aave is the 2nd largest app in DeFi by AUM followed by @Morpho in 3rd place.
These have really cemented their place as the go to for DeFi lending/borrowing and I see them both, only growing from here.
The next era of growth comes from non-crypto native assets. What I mean by this is new asset classes we're tokenising currently:
1. Equities - It's started already, there is still alot more work to be done but as the asset issuers like xStocks, Ondo, Coinbase, Dinari etc all improve, get more traction/AUM and the friction

AAVE0.47%

MORPHO-0.07%

ONDO0.02%

COIN0.34%

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wajahatmughal

2026-08-21

The bears are in disbelief

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wajahatmughal

2026-08-03

The home of finance
Londonmaxxing

HOME-1.66%

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wajahatmughal

2026-07-31

One company you can always bet on is $AMZN
- $200.6 billion in revenue in a single quarter, the first time it has ever crossed $200B in 90 days
- Revenue grew 20% year over year with EPS beat (ignore the anthopric valuation)
- Operating income hit $27.5 billion, up 43% in one year, profits growing twice as fast as revenue
- AWS did $42.2 billion in revenue, up 37%, fastest growth in over 4 years
- AWS has a $496 billion backlog
- Amazon's AI (tranium) business has crossed a $25 billion annual run rate with multi gigawatt commitments from Anthropic and OpenAI
- Jassy confirmed Amazon may start

AMZN-1.55%

NVDA8.55%

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wajahatmughal

2026-07-22

The space sector needs crypto
Crypto needs the space sector
It’s time

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wajahatmughal

2026-07-14

Very refreshing to see my mutuals all over the timeline again
a very big gm to you all

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wajahatmughal

2026-07-13

So $SPCX is down 35% from the highs.
Spent sometime looking at ways to express the bet on ‘launch’ with 300+ this year & thousands of satellites alongside.
Tickers for ‘launch’, marketcap & how much they’re off the highs
SPCX $1.93T -36%
BA $168B -13%
LMT $123B -25%
NOC $76B -30%
LHX $54B -23%
RKLB $51B -46%
FLY $4B -67%
AVIO €1.5B -51%
Everyone is sleeping on space.

SPCX0.93%

BA-1.04%

LMT0.03%

NOC-0.90%

LHX-0.41%

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wajahatmughal

2026-07-06

The AI wave has created multiple trillion dollar companies.
There is going to be another sector.
Trillions in market cap, commercial usage & the ‘chatGPT moment’ coming.
The more I chat with founders, research the bottlenecks and how they’re being solved for & see the innovation coming over the next decade the more conviction I have.
The sector is _____

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wajahatmughal

2026-07-06

I can’t take it anymore!!!
Felt tachycardic the entire second half. How do we go to sleep after that???
That was the bloody trenches, come on you backed beans
🏴󠁧󠁢󠁥󠁮󠁧󠁿

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wajahatmughal

2026-07-05

Some stuff on my watchlist from ATH:
HYPE -8%
ZEC -37%
LIT -46%
BTC -50%
DRV -53%
MORPHO -54%
ETH -64%
METADAO -68%
SOL -72%
AERO -78%
PENDLE -80%
GRASS -86%
AAVE -87%

HYPE2.92%

ZEC-0.32%

LIT7.54%

BTC1.36%

DRV-4.57%

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