š āDeFi Power Shift: AAVE, Maker, Uniswap & Balancer Set to Explode as Institutions Grasp Crypto Liquidityā
#longtermgame
Here's why they could surge once institutions go beyond ETFs and start capturing crypto structure and liquidity trades:
š¶ 1. Institutional Liquidity Farming
Institutions are already exploring crypto ETFs and custody. The next frontier is liquidity provisioning and on-chain yield generation:
Aave: Institutional money into on-chain lending will massively increase TVL and protocol fees.
MakerDAO: Real-world asset collateral (RWA) expansion aligns with institutional-grade DeFi integrations.
Balancer: Institutional automated market makers (AMMs) need programmable and capital-efficient pools.
Uniswap: Already doing more daily volume than Coinbase; once compliant rails are in, Wall Street will use it for stablecoin swaps and token-to-token trades.
š¶ 2. DeFi = Next Gen Prime Brokerage
Institutions want permissionless rails for high-frequency, 24/7 trading. DeFi protocols are the back-end infrastructure:
Expect TradFi giants to launch wrapped, compliant versions of these tokens, or create liquidity partnerships.
Example: BlackRock could use Uniswap LPs for token routing just like it does dark pools now.
š¶ 3. DeFi Fees Will Moon
More usage = more fees. These coins directly accrue value from platform usage:
AAVE holders earn from protocol revenue and governance.
UNI (if governance turns on the fee switch) could explode in value.
MKR sees value through DAI demand and protocol stability fees.
š„ HEADLINE OPTIONS:
āWhen Wall Street Discovers DeFi: AAVE, UNI, MKR, BAL Will Lead the Chargeā
āDeFi Protocols Are the Future Prime Brokers ā Institutions Will Chase Yield On-Chainā
āBlackRock Might Not Say It, But Theyāll Need Uniswapā
āMakerDAO and AAVE Are The JP Morgan and Goldman of Web3ā