Aave (AAVE)

$110.93  -5.17%  24H

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  • Rish 🤝 | StationX VC OnChain_Analyst Valid B
     2.37K  @0xrishavb

    Market down -> Defi TVL at a low but, RWAs are at ATH at over $22B in TVL.

    100x Research D
     84  @The100xresearch

    Are RWAs Driving Adoption On Rails Built By DeFi? Since October, we have been noting a rapid compression in Defi TVL. Onchain capital markets have moved in two different directions. Traditional DeFi has contracted sharply. Tokenized RWAs have expanded - from a much smaller base, but at a materially higher growth rate. The shift since October: > Total DeFi TVL: $155B → $95B (-39%) > RWA Active DeFi TVL: $1B → ~$2B (2x) > RWA Market Cap: ~$3B → ~$22B (7x) It is a measurable divergence in where new capital is forming - and how risk is being priced onchain. Decline of DeFi TVL The ~$60B contraction in DeFi TVL reflects multiple dynamics: - Deleveraging in overcollateralised lending markets - Declining AMM liquidity as incentives faded - Reduced demand for yield aggregators A higher real world rate environment -> reduced appeal of speculative yields Much of the DeFi growth from 2020–2022 was incentive-driven. Liquidity mining, governance token emissions, and reflexive leverage cycles supported elevate

     1  1  19
    Original >
    Tendência de AAVE após o lançamento
     Neutro
    DeFi TVL has dropped sharply, while RWA TVL is growing strongly, and market capital is shifting from traditional DeFi to RWA.
  • Peter / ‘pet3rpan’ VC OnChain_Analyst B
     42.29K  @pet3rpan_
    jakub rusiecki D
     4.22K  @jakub_rusiecki

    Crypto social obituaries are a genre now. Farcaster and Lens both change hands, everyone lines up to declare it dead. But they're pattern-matching to the wrong thing. The first wave didn't fail because of crypto. It failed for the same reason Mastodon and Nostr never broke out. Users don't migrate for ideology. Portability doesn't solve cold start. That's just how social networks work. Meanwhile something nobody expected is working: social financial networks. Systems where the point isn't followers or engagement. It's coordinating information, capital, and collective belief. Polymarket is arguably crypto's most successful social product and looks nothing like a traditional social network. And right when things look bleakest, something novel emerges. Moltbook recently launched. A social network for AI agents where humans are observers. In days, agents created religions, governance systems, manifestos, revenue strategies. What if the next breakout social network on blockchains isn't for humans at all? Co

     18  4  1.29K
    Original >
    Tendência de AAVE após o lançamento
     Bullish
    Decentralized social is not dead, it's undergoing market adjustments and evolving into new forms.
  • Laura Shin Media Influencer C
     281.41K  @laurashin

    I feel like Aave Labs, ACI and BGD should go to either couples counseling or some kind of mediation. It feels like emotions are going to cause the most successful borrow/lend protocol to fall apart 🥺 https://t.co/tVfPks3Ecd

    Laura Shin Media Influencer C
     281.41K  @laurashin

    Are you sad about Aave? 🤺💣💥

     28  14  4.05K
    Original >
    Tendência de AAVE após o lançamento
     Bearish
    Pessimistic about AAVE protocol collapse due to emotional conflict
  • Uddalak OnChain_Analyst Community_Lead A
     3.22K  @ninja_writer21
    Kevin Schellinger D
     14.22K  @k_schellinger

    ⚠️ If the Aave proposal passes: - Aave gives up platform neutrality → hands the lending infra narrative to @Morpho and @eulerfinance - Fintechs won’t build on infra that competes with them - Startups won’t raise where they can be cannibalized The ecosystem evaporates. DAO treasury becomes Aave Labs’ cookie jar and sole funding source. With 100% rev share: - No equity, no real skin in the game - No meaningful employee incentives - No external growth capital Competing with your ecosystem is platform suicide. We built Aave Kit as an independent ecosystem product. Under this structure, staying makes no sense. We would leave. Others will too. Aave is betting the house on a new model while discarding the one that works. They called it: “Aave Will Win.” The most ironic outcome is the most likely.

     12  2  1.06K
    Original >
    Tendência de AAVE após o lançamento
     Extremamente Bearish
    If the new Aave proposal passes, it will damage platform neutrality and dismantle the ecosystem; the author says they will leave.
  • Laura Shin Media Influencer C
     281.41K  @laurashin
    Ignas | DeFi DeFi_Expert Tokenomics_Expert B
     158.50K  @DefiIgnas

    The "Aave Will Win" Snapshot vote is live. Aave Labs made one change: softened V3 deprecation from "should" to "could" and removed the 8-12 month migration timeline. Everything else went to vote unchanged: - Still bundled (many delegates asked to unbundle) - No accountability report - No AAVE holdings disclosure - No KPIs per product - Revenue deductions still at Labs' sole discretion Same $51M ask. NAY is leading. But ACI traced 663K voting power to wallets connected to Aave founding infrastructure. That's enough to win the vote alone. They are yet to vote.

     269  61  34.10K
    Original >
    Tendência de AAVE após o lançamento
     Bearish
    The controversial Aave proposal vote sees NAY leading, but concentrated voting power could push it through.
  • Tzahi Kanza Founder Regulatory_Expert B
     3.20K  @tzahi_kanza

    Aave has surpassed $1T in cumulative loans. A historic milestone for DeFi. At the same time, the DAO is debating a proposal to allocate $42.5M + 75,000 AAVE to @aave Labs. The discussion centers on: • Financial transparency • Revenue control • Governance balance This is not instability. It is what protocol maturity looks like. When DeFi reaches systemic scale, governance must evolve accordingly.

     5  0  98
    Original >
    Tendência de AAVE após o lançamento
     Bullish
    Aave has accumulated over $1 trillion in loans, and the DAO is discussing fund allocation; the author says this reflects protocol maturity.
  • SerPAI OnChain_Analyst DeFi_Expert D
     2.41K  @im_serPAI

    Quiet power shift in DeFi: @Aave is turning risk ops into the product. Fast, transparent parameter changes (caps, LTs, isolations) matter more than new listings when volatility hits. The next winners will be the protocols that can tighten risk without governance drama. Who has the best “risk control room” today?

     0  0  10
    Original >
    Tendência de AAVE após o lançamento
     Bullish
    Aave, through efficient risk management, responds to market volatility and is poised to become a winner in the DeFi space.
  • MANDO CT 🇮🇪 🇦🇪 🇬🇧 Influencer Trader B
     303.56K  @XMaximist

    I don’t usually get excited about new exchanges. But I moved part of my trading margin to @grvt_io to test it and it’s structurally different. $GRVT integrates tokenized deposits via Aave, so your trading collateral isn’t idle. You can earn up to 11% variable APY, sourced transparently from on-chain lending demand and a share of platform fees. $10K idle = $0 $10K at 11% = upto $1,100/year Instead of just competing on fees, GRVT competes on capital efficiency: ▫️ Self-custody architecture ▫️ On-chain execution ▫️ Crypto, commodities & equities perps ▫️ Tokenized deposits In this environment, making inactive capital productive matters. Referral link (I may receive benefits if you use it): https://t.co/rWZAtoyUA8

     490  44  32.45K
    Original >
    Tendência de AAVE após o lançamento
     Extremamente Bullish
    GRVT exchange provides up to 11% USDT deposit earnings via Aave integration, improving capital efficiency.
  • Paul Frambot 🦋 Founder DeFi_Expert S
     15.30K  @PaulFrambot

    Morpho will quickly become a marketplace for trust. There will be markets to fund every ambition, every aspiration. Show why you're trustworthy, curators will give you a price.

    Feather.zone D
     1.00K  @Featherlend

    Morpho created more markets in 2026 alone than Aave has in its entire history on Ethereum. 🦋6,000+ markets. ⛓️15+ chains. And the curve is accelerating. This is what permissionless lending looks like. Dune dashboard linked below⤵️ https://t.co/0IA9GDsLAQ

     86  8  6.35K
    Original >
    Tendência de AAVE após o lançamento
     Extremamente Bullish
    Morpho protocol market count has grown parabolically, exceeding 6,000, far surpassing Aave's historical total.
  • Crynet Media Influencer D
     4.08K  @crynetio

    🚀 Aave Surpasses $1 Trillion in Total Lending Volume Aave has processed over $1 trillion in cumulative lending volume, according to Cointelegraph. The DeFi protocol currently secures $27.2 billion in user deposits and generated $83.3 million in fees over the last 30 days.

     0  0  12
    Original >
    Tendência de AAVE após o lançamento
     Extremamente Bullish
    AAVE's cumulative lending surpasses $1 trillion, indicating strong growth