everyone thinks big bank price targets mean it’s time to ape in… but actually that’s usually when retail starts taking the most risk.
a lot of traders see a headline like “$AAVE to $3,500 by 2030” and instantly start calculating 10x returns. then they fomo the local top and spend months bagholding while smarter money rotates elsewhere. seen this movie too many times ser.
case in point: a recent report from standard chartered analyst geoff kendrick floating the idea that $AAVE could reach $3,500 by 2030. the thesis isn’t random either. they’re betting on the next defi expansion cycle, especially growth in tokenized real‑world assets, deeper on‑chain lending markets, and potential aave buybacks that tighten supply.
they even frame aave like an automated onchain bank. if institutions actually start using products like horizon and rwa collateral becomes normal, protocols like $AAVE and even neighbors like $MKR could capture serious fee flow on $ETH rails. that’s the bull case.
but here’s the mistake i keep seeing: traders treat long‑term institutional forecasts like short‑term trade signals. a 2030 thesis doesn’t mean the next candle is up. narratives can take years to play out, and most people get shaken out long before that.
curious how others are playing this one… are you accumulating $AAVE now or waiting for the next defi cycle confirmation?