Particle.news

Apollo Strikes Morpho Deal Allowing Purchases of Up to 90 Million Tokens Over Four Years

The plan positions Apollo for a near-9% governance stake, underscoring the institutional shift into on‑chain credit.

Overview

  • A cooperation agreement lets Apollo and affiliates acquire up to 90 million MORPHO over 48 months through open‑market buys, OTC deals, or other arrangements.
  • Ownership caps and transfer and trading restrictions are built into the deal to curb sudden supply increases and manage market impact.
  • If fully executed, the allocation would represent roughly 9% of Morpho’s governance token supply, valued near $107 million to $115 million at recent prices.
  • Beyond potential token purchases, Apollo and Morpho will work together to bolster lending markets and credit infrastructure on the protocol, with Galaxy Digital UK advising Morpho.
  • Following the announcement, MORPHO gained about 12% in 24 hours and exchange supply stayed flat, as analysts balanced optimism on institutional adoption with caution over the agreement’s vague language and uncertain execution timeline.