$AAVE Report 143.07U。
Circle’s Arc mainnet went live on September 16. With Aave as one of the founding verification parties, there’s another on-chain destination for institutional stablecoin settlement.
Bullish thesis:
Ethereum DeFi locked-in value is around $50 billion, and Aave is still one of the leading lending protocols.
Institutional stablecoin settlement + DeFi lending demand—if more funds continue to flow back later, AAVE may benefit further.
For the short term, watch the 133U support level.
Circle’s Arc mainnet went live on September 16. With Aave as one of the founding verification parties, there’s another on-chain destination for institutional stablecoin settlement.
Bullish thesis:
Ethereum DeFi locked-in value is around $50 billion, and Aave is still one of the leading lending protocols.
Institutional stablecoin settlement + DeFi lending demand—if more funds continue to flow back later, AAVE may benefit further.
For the short term, watch the 133U support level.