has done an awesome job of partnering in the defi ecosystem, but it's probably not where scale will come from anytime soon. as per @OxHamz recent messages, lending is a massive space to scale into. the one big question from me to the team would be....."where is the next $1b of frax expansion coming from?" - i don't think partnering with a bunch of smaller defi protoocols is the answer in this market. lending could be it, FBP is possible, etc.
If we lend, will they borrow?
i believe the team has had discusssions with a number of DAOs that will want to use fraxlend at the outset. depends on market to some degree i'm sure.
If true then great. But you can borrow on aave for 2 or 3% variable already
not with their native tokens. we also don't know the full scope of fraxlend, so it's all speculation at this point
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