As a seasoned player Ethan who has been tracking the core DeFi protocols for a long time, I can confidently say: $AAVE is currently standing on the starting line of an imminent explosion. (Current price around 307)
First, the overall market environment is completely warming up, and the rise of ETH has rapidly brought back DeFi liquidity, with lending demand soaring once again. As the world's leading decentralized lending protocol, Aave is naturally the biggest beneficiary of this influx of capital—recent continuous increases in TVL are the most direct evidence.
Secondly, the Aave V4 upgrade is in its final countdown. This is not just a version iteration, but a comprehensive leap in performance. The modular liquidity layer, AI risk control engine, and cross-chain lending structure will significantly enhance capital utilization and fund allocation efficiency, making it exceptionally attractive to institutional users and the cross-chain ecosystem. It's like installing a turbocharger at the beginning of a bull market.
Additionally, the GHO stablecoin has been fully launched in the multi-chain ecosystem, forming a closed loop of funds; at the same time, the community has just passed a proposal to increase the weekly buyback size to $1.5 million, directly reducing market supply. Both the funding side and the supply-demand structure are putting upward pressure on prices, which historically often signals the start of a major market movement.
What is most noteworthy is that on-chain whales are quietly accumulating at low levels, and wallet data shows a significant increase in long-term addresses' holdings—this silent accumulation often means that large funds have already bet on the next major upward trend.
The current Aave is like a spring that has been continuously compressed; once market sentiment ignites, the speed and magnitude of the rebound will exceed expectations. This will not be a slow boil, but rather a momentous surge. Hesitation will mean missing the entire flight.