Aave’s data is really solid. V4 deposits have nearly reached $250 million, and V3 brought in $75 million in a single day on Monad—this kind of cold-start speed isn’t common in the current market.
More importantly, the deep integration of GHO and institutional-grade securities lending strategies are being advanced in parallel: a stablecoin use case + an entry point for traditional financial assets. Once it’s running smoothly, the cash-flow narrative behind $AAVE will be tougher than a lending-only protocol.
At the current price of $86.11, with a market cap of $1.33 billion and $200 million in 24h trading volume, the valuation isn’t expensive relative to the fundamentals. In the short term, follow broader market volatility; in the medium term, watch the two main lines—V4 TVL trend and GHO minting volume. Whether it can hold at a higher tier depends on that.
#Aave #DeFi #GHO
More importantly, the deep integration of GHO and institutional-grade securities lending strategies are being advanced in parallel: a stablecoin use case + an entry point for traditional financial assets. Once it’s running smoothly, the cash-flow narrative behind $AAVE will be tougher than a lending-only protocol.
At the current price of $86.11, with a market cap of $1.33 billion and $200 million in 24h trading volume, the valuation isn’t expensive relative to the fundamentals. In the short term, follow broader market volatility; in the medium term, watch the two main lines—V4 TVL trend and GHO minting volume. Whether it can hold at a higher tier depends on that.
#Aave #DeFi #GHO