Aave (AAVE)

$89.68  +3.21%  24H

Índice de sentimiento social (ISS)

Clasificación del pulso del mercado (CPM)

Publicaciones de X

  • jfab.eth FA_Analyst OnChain_Analyst S
     9.26K  @josefabregab

    The receivables financing market is $700B globally, growing ~10% annually. @aave is arguably the best-positioned DeFi protocol to onboard this sector, given its liquidity depth, permissioned pool architecture built for institutional counterparties, and its status as the #1 DeFi lending platform. The hard part isn't tokenization. It's continuous verification that obligor, aging, and concentration data hasn't been cherry-picked post-origination without exposing the underlying dataset publicly. Originators won't put sensitive portfolio data on a public ledger but, without proper verification, DeFi lending on receivables is just TradFi credit risk with worse recourse. That's verifiable computation over private data. That's what @HyveXYZ is building.

    Luigi D'Onorio DeMeo D
     69.30K  @luigidemeo

    It’s been a little less than a month since my official start at @aave. A few quick observations: 1. DeFi is the use case for blockchains and is much more welcomed among institutions and fintechs than I even expected. 2. QC backed lending will provide the next growth spurt for DeFi lending - Aave will win here. 3. The old game that chains played for logo slapping is now happening to DeFi protocols. Astute players will price deals wisely and have a way to monetize or just watch their token go into oblivion. Lot of smoke and mirrors here. 4. Receivables financing is a tangible use case for DeFi to step in, really helps if the player is willing to put the full dataset on chain 5. DeFi lending will essentially redefine how prime brokerage works ($25B revenue industry) 6. Aave has work to do on BD side. It’s getting fixed and will be a sight to see. 7. @StaniKulechov is actually a beast - impressive ability to grind.

     7  0  300
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    Tendencia de AAVE tras el lanzamiento
     Alcista
    Aave被看好在万亿级应收账款融资市场中引领DeFi借贷新增长。
  • Stani Founder DeFi_Expert C
     299.92K  @StaniKulechov

    Proposal to deploy Aave on Monad. https://t.co/iBFh2FaFs1

    TokenLogic D
     3.44K  @Token_Logic

    12 assets, $GHO from day one, and a $15M incentive package from the Monad Foundation. TokenLogic has submitted an ARFC to deploy Aave on @monad. Breakdown below ↓ 🧵 https://t.co/y6v4shh9r9

     65  7  7.48K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Alcista
    The Aave protocol proposes deployment on Monad, offering 12 assets and GHO, with a $15M incentive.
  • Stani Founder DeFi_Expert C
     299.92K  @StaniKulechov
    Kolten D
     6.93K  @0xKolten

    Active loans on @aave V4 have grown every week since launch. Even under security-first supply/borrow caps, V4's unique market structure is quickly attracting users. https://t.co/sbSHhsdRiY

     61  3  5.62K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Extremadamente alcista
    Active loans on Aave V4 have been growing weekly since launch, showing strong user attraction.
  • Tradinator Trader OnChain_Analyst B
     37.98K  @Tradinator33

    Current leaders in DeFi: • Aave → ~$11.46B • Morpho → ~$4.05B • Maple → ~$1.71B • Spark → ~$1.68B Then you got Solana boys: • Kamino • Jupiter Basically: • Morpho → optimized permissionless efficiency • Maple → institutional credit • Spark → stablecoin leverage • Kamino/Jupiter → ecosystem-centric Solana liquidity Feels like DeFi lending is entering a more mature phase rn.

     181  12  2.61K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Alcista
    The tweet analyzes the leaders in the DeFi lending space and their characteristics, noting that the sector is becoming mature.
  • Tradinator Trader OnChain_Analyst B
     37.98K  @Tradinator33

    Current leaders in DeFi: • Aave → ~$11.46B • Morpho → ~$4.05B • Maple → ~$1.71B • Spark → ~$1.68B Then you got Solana boys: • Kamino • Jupiter Basically: • Morpho → optimized permissionless efficiency • Maple → institutional credit • Spark → stablecoin leverage • Kamino/Jupiter → ecosystem-centric Solana liquidity Feels like DeFi lending is entering a more mature phase rn.

     0  0  0
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    Tendencia de AAVE tras el lanzamiento
     Alcista
    The tweet lists leaders in the DeFi lending space and notes that the sector is maturing.
  • nzt FA_Analyst DeFi_Expert B
     1.37K  @nazarius_amb
    nzt FA_Analyst DeFi_Expert B
     1.37K  @nazarius_amb

    Only 14 lending protocols have generated more than $1M in revenue over the last 365 days @aave - $137.8M @sparkdotfi - $102.7M @maplefinance - $13.6M @0xfluid - $12.5M @VenusProtocol - $11.6M @eulerfinance - $9.2M Cash - $7.7M @Compound_xyz - $4.8M @SiloFinance - $2.8M @MoonwellDeFi - $2.3M @Dolomite_io - $2.0M @BendDAO - $1.1M @BenqiFinance - $1.0M @jup_lend - $1.0M

     8  4  573
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    Tendencia de AAVE tras el lanzamiento
     Neutral
    Past year DeFi lending protocol revenue performance, Aave and SparkProtocol are top.
  • Stani Founder DeFi_Expert C
     299.92K  @StaniKulechov

    Kraken Ink has been one of the most successful Aave deployments, structured as a white-label lending market with full ownership that provides onchain DeFi infrastructure for a centralized exchange. Eventually, all exchanges will transition their backends to onchain-first systems.

    Aave D
     697.79K  @aave

    The launch of @tydrohq on @inkonchain shows how Aave’s infrastructure enables deployments that can quickly scale to hundreds of millions in deposits. We published a case study on Tydro's post-launch growth and Aave's role in @krakenfx's DeFi Earn product. https://t.co/qMlIbb7Tqp

     124  10  11.66K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Alcista
    Aave successfully empowers Kraken Ink, showcasing the potential of DeFi infrastructure.
  • Delphi Digital FA_Analyst OnChain_Analyst D
     401.42K  @Delphi_Digital

    Aave is moving from a lending protocol to a full-stack financial platform. The protocol has a structural problem at scale. USDC borrowers in Prime pay 3.7% while Core USDC borrowers pay 3.4%. The two instances are completely isolated. Prime has roughly $532M in market size and Core has $35B, and the rates drift away from what an efficient market would produce. Aave v4 is built to fix this. Its Hub & Spoke architecture turns instances like Prime and Core into hubs that can share liquidity with each other through approved credit lines. Prime can then borrow from Core and the rates converge. v4 extends Aave's network effects across every current and future instance, but it does not rebuild the core trust model. Governance still authorizes every spoke and grants every credit line. The bigger question is whether Aave can build the consumer products on top of it at scale.

    Delphi Digital FA_Analyst OnChain_Analyst D
     401.42K  @Delphi_Digital

    Read the full analysis here. https://t.co/0xtqSc9OQG

     14  4  2.55K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Alcista
    Aave v4 solves liquidity issues and improves efficiency through a Hub & Spoke architecture.
  • Ignas | DeFi DeFi_Expert OnChain_Analyst C
     160.30K  @DefiIgnas

    Ethena isn’t a basis-trade protocol anymore: only $21M (0.5%) of AUM is in basis trades. It’s now a stablecoin yield aggregator. An onchain money market fund. Yields come from DeFi lending, fully tied to crypto risk and rates. The risk also shifted from CEXs exposure to DeFi. And Defi isn’t having the best days when it comes to security.

     108  20  9.63K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Bajista
    Ethena transitions into a DeFi lending aggregator, risk shifts to DeFi, and the author worries about DeFi security.
  • Stani Founder DeFi_Expert C
     299.92K  @StaniKulechov

    What’s next for DeFi lending. Aave will win. https://t.co/kQJpdcrTWq

    Luigi D'Onorio DeMeo D
     69.30K  @luigidemeo

    It’s been a little less than a month since my official start at @aave. A few quick observations: 1. DeFi is the use case for blockchains and is much more welcomed among institutions and fintechs than I even expected. 2. QC backed lending will provide the next growth spurt for DeFi lending - Aave will win here. 3. The old game that chains played for logo slapping is now happening to DeFi protocols. Astute players will price deals wisely and have a way to monetize or just watch their token go into oblivion. Lot of smoke and mirrors here. 4. Receivables financing is a tangible use case for DeFi to step in, really helps if the player is willing to put the full dataset on chain 5. DeFi lending will essentially redefine how prime brokerage works ($25B revenue industry) 6. Aave has work to do on BD side. It’s getting fixed and will be a sight to see. 7. @StaniKulechov is actually a beast - impressive ability to grind.

     167  12  20.70K
    Leer original >
    Tendencia de AAVE tras el lanzamiento
     Alcista
    AAVE will usher in the next wave of growth in DeFi lending