Rent collection is still rising, and inventory density is capped at 8.7.
$AAVE on Binance at 122.7, day -4.3%; about -5.1% from the day high, spot around 14.19 million.
Aave V3 daily fees about 1.23 million, up 5.5% month-over-month.
Perpetual positions around 69 million, daily notional about 7.94 million.
Hot in fees, cold on getting orders.
Density drops back to before it was 4x—
#蓝筹DeFi #lending inventory
$AAVE on Binance at 122.7, day -4.3%; about -5.1% from the day high, spot around 14.19 million.
Aave V3 daily fees about 1.23 million, up 5.5% month-over-month.
Perpetual positions around 69 million, daily notional about 7.94 million.
Hot in fees, cold on getting orders.
Density drops back to before it was 4x—
#蓝筹DeFi #lending inventory