Aave has had ~$1.2B in net inflows so far in July. Not TVL growth, which can be affected by asset prices: fresh capital inflows. Liquidity is returning to @aave en masse. Upcoming catalysts: - @avax deployment - @arc deployment - @babylonlabs_io native BTC collateral - @ether_fi integration Oh,
Aave has seen ~$1.2B in net inflows in July, with upcoming catalysts and improved tokenomics.
$AAVE is starting to look very interesting as a lending protocol against its peers. In terms of valuation, it's not cheap. You're paying for dominant positioning with $13.2B in TVL, 3.9x larger than its next peer. So this isn't a mispricing story, $AAVE trades at 29.8x P/S vs. the median for thei
Aave has had ~$1.2B in net inflows so far in July. Not TVL growth, which can be affected by asset prices: fresh capital inflows. Liquidity is returning to @aave en masse. Upcoming catalysts: - @avax deployment - @arc deployment - @babylonlabs_io native BTC collateral - @ether_fi integration Oh,
Aave V4 hit $275 million deposits.
Aave Q2 update call. Biggest highlight to me is that run rate revenue is now higher than it was before the kelpDAO exploit in April, driven by product expansion, revenue diversification and deposit base recovery Aave has overcome a number of challenges in the last year, including DAO drama and the