Aave (AAVE)

$95.86  +1.47%  24H

Индекс социальных настроений (SSI)

Рейтинг пульса рынка (MPR)

Посты из X

  • MSB Intel Media Influencer B
     39.59K  @MSBIntel

    BREAKING: Monad’s DeFi TVL hit $486 million, up from $80 million at its November launch, per DefiLlama. Aave’s July 2 deployment drew $100 million in deposits within 48 hours. Weekly DEX volume rose 88% to $379 million. https://t.co/qFZPF662CL

     0  0  440
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    Monad TVL surged to $486 million, Aave deployment attracted $100 million in deposits, and DEX trading volume jumped 88%.
  • TM OnChain_Analyst Tokenomics_Expert B
     28.33K  @TMtheOG

    just. hold. both 75 aave 25 morpho imo

    TM OnChain_Analyst Tokenomics_Expert B
     28.33K  @TMtheOG

    $aave vs $morpho will be the next $hype vs $lit

     5  4  813
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    Recommend holding AAVE and MORPHO, expected to become the next hot spot
  • jfab.eth FA_Analyst OnChain_Analyst S
     9.26K  @josefabregab

    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, an Aavenomics 3.0 is coming. Some DeFi protocols are growing TVL at the cost of their tokenholders. Aave is improving its tokenomics to benefit tokenholders while seeing the most USD inflows out of all lending protocols.

    jfab.eth FA_Analyst OnChain_Analyst S
     9.26K  @josefabregab

    @aave @avax @arc @babylonlabs_io and*

     38  4  2.01K
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    Aave net inflows in July reached $1.2 billion, liquidity is returning, and several catalysts will drive its development.
  • ManLy OnChain_Analyst Educator B
     92.38K  @ManLyNFT
    ManLy OnChain_Analyst Educator B
     92.38K  @ManLyNFT

    Most people look at crypto yield and ask one question: “how high is the APY?” I think that’s the wrong starting point. The first question should be: “who is paying me, and why?” Because every yield source in crypto is just someone else’s cost, risk, or incentive budget showing up in your wallet with a nicer UI. Sometimes the payer is real. Borrowers paying interest. Traders paying fees. Validators paying staking rewards. Treasury bills paying cash flow. Market makers paying for balance sheet. Real companies paying for credit. And sometimes the payer is just a future token chart. Points. Emissions. Referral seasons. Airdrop hopes. Temporary liquidity bribes. “bootstrapping” that quietly becomes exit liquidity. Both can make money, but they are not the same game. That’s why I don’t group all yield together anymore. I split it into 5 buckets: 1⃣Cash-flow yield This is the cleanest bucket. Lending markets like @aave, @morpho, @sparkdotfi, @eulerfinance, @0xfluid, @KaminoFinance, @compoundfinance. Y

     1.02K  104  10.29K
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    The tweet analyzes cryptocurrency yield sources, emphasizing understanding the payer rather than just looking at APY.
  • Emperor Osmo 🐂 🎯 OnChain_Analyst FA_Analyst C
     92.63K  @Flowslikeosmo

    $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 their peers of 24.8x. It also trades at 3.97x vs. 2.96x against its peers. The real story here is that it's down -67% over the past year, worse than the peer median of -53%, even as TVL and Profitability have continued to compound throughout their V4 rollout and Horizon's RWA expansion. When you zoom in, the last 30 days already shows a re-rating taking place, with $AAVE +52% vs. peers at a 16% median. The thesis here is the market is playing catch-up to a year of dominance which has outpaced price, not "this is cheap". Yes, you're paying a premium for the leader in the space; the bet is the moat continues to grow, while the market plays catch-up.

     30  9  2.73K
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    AAVE, as a leading lending protocol, has strong fundamentals, and the market is catching up to its undervalued price.
  • Ethereum Media Community_Lead D
     4.28M  @ethereum
    Aave D
     698.00K  @aave

    Certora has formally verified Aave V4. This process covered the Liquidity Hub and Spoke contracts, along with the underlying mathematical libraries. The verification confirmed that the Solidity implementations of V4's contracts are correct according to Certora's formal rules. https://t.co/L8w454LAuc

     254  31  73.43K
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    Aave V4 contracts have been formally verified by Certora, confirming their correctness.
  • Cheds Trading TA_Analyst Trader C
     375.41K  @BigCheds

    $AAVE approaching big level from below on daily https://t.co/gL73doN1kH

     32  3  11.75K
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    The AAVE daily chart shows the price is approaching a key resistance level from below.
  • Stani Founder DeFi_Expert C
     300.57K  @StaniKulechov

    Aave is built for scale.

    maria paula D
     16.90K  @MPtherealmvp

    Someone deposited $490M on Aave v3 Core USDT. Nature is healing. 🌱 https://t.co/KOTXDJH4m9

     117  12  12.56K
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    Aave v3 Core USDT received a $490M deposit, indicating strong platform scalability.
  • captnhayz ¤ DeFi_Expert Community_Lead B
     3.30K  @captnhayz
    MSB Intel Media Influencer B
     39.59K  @MSBIntel

    BREAKING: Aave founder Stani Kulechov says DeFi must become “the backbone financial infrastructure” of the existing financial world. “We think that for DeFi to scale, we need to integrate DeFi as the backbone financial infrastructure into the existing financial world, whether it’s institutions, fintechs, or going directly to consumers.” Per @gazza_jenks of The Block interviewing @StaniKulechov

     90  5  8.72K
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    AAVE is seen as a DeFi cornerstone with a promising outlook
  • EMK TA_Analyst Trader B
     6.69K  @emkfinans

    #AAVE I shared a spot trade at $62, it hit the first target I set at $90, the second target is on the way. %80 spot profitably we are moving the spot position. Not only futures, I also have the right assets buy the dips on spot. https://t.co/bTc0y8dzEd

     20  1  1.32K
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    AAVE has reached the first target of $90, and the author says the $62 entry has yielded an 80% profit, with the second target underway.