$AAVE This round is really strong! 👍🏻
Bitcoin has dropped 10% over the past couple of days, while this has only dropped 3%—and it’s already bounced back now 😂
The idea I shared with everyone before was that, in my personal opinion, this bull market should be relatively favorable for tokens with sustained revenue, such as AAVE, UNI, HYPE, PENDLE, and others.
So why has AAVE held up so well this time around? Mainly because of the following points:
① Support from real revenue and TVL: Aave is a leading DeFi lending protocol. Its TVL is around $16 billion, with approximately $12 billion in active loans. The protocol continuously generates fees and revenue.
② V4 upgrades and product expansion
Aave V4 is moving forward, with growth in deposits and loans, cross-chain expansion, fixed-rate lending, and more.
③ Token economics and buyback expectations
The market has strong expectations around Aavenomics 3.0, a potential burn mechanism, and protocol fees flowing back to token holders.
④ The institutional and revenue-generating altcoin narrative
When Bitcoin weakens, capital rotates into DeFi protocols with clear revenue and strong product-market fit.
⑤ Relative independence
Although it is still affected by the broader market, the protocol’s own lending demand, GHO stablecoin, governance, and security modules provide some independent pricing factors.
👉 So, to sum up, as we look to trade some altcoins next, we should focus on projects with real businesses and revenue, rather than tokens whose price rises are driven purely by sentiment.
$AAVE
Bitcoin has dropped 10% over the past couple of days, while this has only dropped 3%—and it’s already bounced back now 😂
The idea I shared with everyone before was that, in my personal opinion, this bull market should be relatively favorable for tokens with sustained revenue, such as AAVE, UNI, HYPE, PENDLE, and others.
So why has AAVE held up so well this time around? Mainly because of the following points:
① Support from real revenue and TVL: Aave is a leading DeFi lending protocol. Its TVL is around $16 billion, with approximately $12 billion in active loans. The protocol continuously generates fees and revenue.
② V4 upgrades and product expansion
Aave V4 is moving forward, with growth in deposits and loans, cross-chain expansion, fixed-rate lending, and more.
③ Token economics and buyback expectations
The market has strong expectations around Aavenomics 3.0, a potential burn mechanism, and protocol fees flowing back to token holders.
④ The institutional and revenue-generating altcoin narrative
When Bitcoin weakens, capital rotates into DeFi protocols with clear revenue and strong product-market fit.
⑤ Relative independence
Although it is still affected by the broader market, the protocol’s own lending demand, GHO stablecoin, governance, and security modules provide some independent pricing factors.
👉 So, to sum up, as we look to trade some altcoins next, we should focus on projects with real businesses and revenue, rather than tokens whose price rises are driven purely by sentiment.
$AAVE
