Everyone is looking at AAVE as a DeFi lending giant. I’m looking at something else.
What happens when the protocol’s growth starts creating a more direct relationship with the token itself?
That’s the part I find interesting about AAVE right now.
V4 is expanding, GHO is becoming a bigger part of the ecosystem, and Aave is building more ways for its financial activity to stay inside its own economy.
I’m bullish on AAVE here.
Not because “DeFi is back.”
Because the more Aave turns usage into an economic loop around AAVE, the harder it becomes to value the token as just another governance asset.
That’s the shift I’m watching.
Are we still looking at AAVE as a DeFi token, or are we starting to look at it as financial infrastructure?
#AAVE #DeFi #GHO
$AAVE
What happens when the protocol’s growth starts creating a more direct relationship with the token itself?
That’s the part I find interesting about AAVE right now.
V4 is expanding, GHO is becoming a bigger part of the ecosystem, and Aave is building more ways for its financial activity to stay inside its own economy.
I’m bullish on AAVE here.
Not because “DeFi is back.”
Because the more Aave turns usage into an economic loop around AAVE, the harder it becomes to value the token as just another governance asset.
That’s the shift I’m watching.
Are we still looking at AAVE as a DeFi token, or are we starting to look at it as financial infrastructure?
#AAVE #DeFi #GHO
$AAVE