Aave (AAVE)

$AAVE Still Undervalued? 👀 Grayscale Research believes $AAVE may still be undervalued, citing strong revenue growth and expanding DeFi adoption. 📊 12-month outlook: • Bear Case: $90.91 (+18%) • Base Case: $179.11 (+132%) • Bull Case: $270.57 (+251%) The thesis is driven by stablecoin growth, institutional adoption, and tokenized real-world assets. Still, these projections depend on market conditions and execution. 📈⚖️ #Grayscale #Aave

$AAVE to watch. It'll explode when the trend breaks DYOR https://t.co/YmJGYaYBTR

When black box yield turns into a shock, transparency becomes a survival weapon. On June 20th, the DeFi community was shaken when MSUSD suddenly de-pegged sharply to ~0.38 USD. The cause was a lack of transparency in asset management, which led the auditing partner to terminate the partnership. An expensive lesson in DeFi, if you don’t know what your money is doing, that’s not investing, that’s gambling. This is also a turning point with @TermMaxFi V2 Yield Transparency 2.0 No more ambiguous APR numbers, TermMax V2 has just upgraded its Yield Transparency 2.0 feature with a Bloomberg mindset for DeFi, bringing absolute peace of mind: ▸ Absolute transparency: clearly displays the origin of passive yield (Morpho, Aave) directly on the dashboard ▸ Onchain verification: direct redirect links allow you to verify cash flow yourself, without needing to rely on empty promises. ▸ Resource optimization: with the composable yield mechanism, your capital is always working and generating profit, even while waitin

this is how i'm moving for this summer to stay active and maximize roi on my portfolio onchain 1. perp dex stack: @HyperliquidX + @variational_io > hyperliquid is the king. always running my main positions there. > variational could be one of the best airdrops of the season. 450+ markets across crypto, stocks, commodities, indices. 2. @bulktrade > pre-positioning for the mainnet launch > low effort, asymmetric airdrop exposure on solana 3. defi core: @kamino, @JupiterExchange (juplend), @aave, @Morpho, @0xfluid, @maplefinance > battle-tested protocols with real revenue. where the bulk of my stables sit for yields 4. @onrefinance (ONyc) for high-yield RWA exposure > 12%+ APY backed by reinsurance premiums uncorrelated to crypto cycle > loop via @ExponentFinance or @Loopscale for stacked points + boosted APY 5. tokenized credit exposure: $PRIME + $PST > $PRIME backed by figure HELOC warehouse, ~8% APY (can loop to 24% on kamino) > $PST via @humafinance, rwa-backed credit on real-world payment receivables

Higher.

Not many people are yapping about DeFi anymore, even though it was supposed to be the new financial primitive. DeFi didn’t die at all, it just ran out of fake yield and got boring. The game now isn't the same as 2021, with emissions, ponzi APYs, and users farming anything that blinked. I think the market matured into something more sustainable for larger capital flows. DeFi is plugging itself into RWAs, aka the largest yield market in the world. – tokenized RWAs are already ~$32B in distributed value – tokenized Treasuries are ~$15B across 82 assets – meanwhile DeFi TVL got cut from a ~$172B peak in late 2025 to $72B One side is bleeding speculative capital. The other is compounding real cash flow. The new DeFi stack looks very different from the old money lego dream. 1/ Asset issuers: BlackRock BUIDL, Franklin BENJI, Ondo USDY/OUSG, Circle USYC, Superstate USTB/USCC, Janus/Centrifuge JTRSY, VanEck VBILL. 2/ Tokenization infra: Securitize, Ondo, Centrifuge, Superstate, Chainlink NAV/oracles, Wormhole, Ethereum, Solana, Avax. 3/ Lending markets: Aave, Morpho, Spark, Euler, Maple, Sky. 4/ Yield transformation: ERC-4626 vaults, sUSDS, sUSDe, USDtb, structured vaults. 5/ Leverage and derivatives: Pendle PT/YT, Boros, Hyperliquid & RWA perps, Aave/Morpho loops, Fluid smart debt. That's the path for DeFi to survive, and you can already see every major protocol moving there. – @SkyEcosystem: from crypto-collateral revenue to an RWA-driven money market with DAI + USDS supply at ~$26B. 60-70% of the yield stack now comes from RWAs and other offchain sources. – @aave: Horizon is the obvious RWA bridge. It launched with names like VanEck, Circle, Securitize, Ripple, WisdomTree, Superstate, and Centrifuge, and already did $500M+ in deposits. – @Morpho: RWA deposits went from near zero to $620M+ peak, and it powers Coinbase lending with $2B+ in originations, plus Apollo, SG Forge, and https://t.co/YJf0LNaUbm. – @eulerfinance: RWA vaults are around $80M and growing, with K3 curating Treasury vaults and BlackRock BUIDL integration already referenced. – @ethena: cut perp exposure to 11% while building USDtb with BUIDL as collateral. – @pendle_fi: TVL went crazy during the LRT wave then normalized, and now it keeps absorbing anything with yield, from Ethena and USDG to Apollo, STRC, and RWAs. RWAs are probably the biggest bull case for DeFi because they import exogenous yield that doesn't require new bagholders. We're slowly turning into a crypto-native execution layer for programmable institutional finance.

New day, new ATH. User deposits on @aave v4 just crossed $200M. This is a big milestone for v4, but growth will only accelerate from here, as there are huge catalysts lined up, such as: - @arc deployment - @avax deployment (heavily incentivized) - Native BTC as collateral enabled by @babylonlabs_io There's clear demand for Aave v4's Hub & Spokes architecture.

Aave V4 has reached a new all-time high, surpassing $200M in deposits. An exciting milestone for Aave and strong validation of the new modular infrastructure.