I think Aave’s latest proposal is more worth paying attention to than simply expanding to another chain
I’ve been following the development of Aave V4 closely.
On October 16, the Aave community put forward a new proposal to deploy V4 on Tempo.
Tempo is a public blockchain for stablecoin payments incubated with the participation of Stripe and Paradigm. It primarily targets use cases such as corporate payments and cross-border settlement.
What I find interesting isn’t that Aave is preparing to deploy on yet another chain, but that it’s beginning to explore corporate financial needs more deeply.
When researching DeFi growth in the past, it was easy to focus on TVL, capital size, and market conditions.
But I increasingly feel that what really matters in the long run is where lending demand comes from.
If companies use stablecoins for payments and settlement in the future, while also generating genuine working capital needs, then DeFi lending may no longer rely solely on trading and leverage demand from within the crypto world.
Of course, for now, this is only a governance proposal.
Whether it can be implemented, whether real companies will use it, and how much protocol revenue it will ultimately generate all remain to be seen.
And growth in protocol revenue doesn’t necessarily mean the AAVE token will benefit in tandem.
To me, the key to assessing a DeFi project’s long-term value isn’t how many chains it connects to, but whether it can consistently generate real revenue and how much of that value ultimately flows through to the token.
$AAVE #DeFi
I’ve been following the development of Aave V4 closely.
On October 16, the Aave community put forward a new proposal to deploy V4 on Tempo.
Tempo is a public blockchain for stablecoin payments incubated with the participation of Stripe and Paradigm. It primarily targets use cases such as corporate payments and cross-border settlement.
What I find interesting isn’t that Aave is preparing to deploy on yet another chain, but that it’s beginning to explore corporate financial needs more deeply.
When researching DeFi growth in the past, it was easy to focus on TVL, capital size, and market conditions.
But I increasingly feel that what really matters in the long run is where lending demand comes from.
If companies use stablecoins for payments and settlement in the future, while also generating genuine working capital needs, then DeFi lending may no longer rely solely on trading and leverage demand from within the crypto world.
Of course, for now, this is only a governance proposal.
Whether it can be implemented, whether real companies will use it, and how much protocol revenue it will ultimately generate all remain to be seen.
And growth in protocol revenue doesn’t necessarily mean the AAVE token will benefit in tandem.
To me, the key to assessing a DeFi project’s long-term value isn’t how many chains it connects to, but whether it can consistently generate real revenue and how much of that value ultimately flows through to the token.
$AAVE #DeFi