#aavev4
aavev4
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59 සාකච්ඡා කරමින්
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예치금 300억 달러 돌파, 주간 +15%: AAVE가 이번에 왜 DeFi 섹터 ‘메인 상승 파동’의 리더인가9월 10일，加密總市值가 2.73조 달러를 돌파하며 시장은 전반적으로 상승했지만, 진짜로 기존 고래(오래된 투자자)들이 눈길을 끄는 건 BTC도, ETH도 아닌, 거의 반년간 잠잠했던 DeFi 대표주—$AAVE였습니다. 이번 주 AAVE는 조용히 강한 상승 파동을 전개했습니다. 8월 한 달 동안 +32%, 9월에는 계속 상승해 $132 상단을 돌파했으며, ATH(역대 최고점)까지는 아직 80%의 여지가 남아 있습니다. 하지만 6월의 저점과 비교하면 이미 두 배가 됐습니다.
메메 코인이 하늘을 뒤덮고, RWA 스테이블코인이 주인공이 된 9월에, 왜 대출(차입) 프로토콜의 토큰이 ‘오래된 자금(올드 머니) 스타일’의 자금 피난처가 될까요? 오늘은 서사(내러티브), 자금 흐름, 펀더멘털, 그리고 리스크 네 가지 관점에서 AAVE의 이번 ‘펌핑이 아니라 기본면으로 돌아온’ 사례를 파헤쳐 보겠습니다.
예치금 300억 달러 돌파, 주간 +15%: AAVE가 이번에 왜 DeFi 섹터 ‘메인 상승 파동’의 리더인가
9월 10일，加密總市值가 2.73조 달러를 돌파하며 시장은 전반적으로 상승했지만, 진짜로 기존 고래(오래된 투자자)들이 눈길을 끄는 건 BTC도, ETH도 아닌, 거의 반년간 잠잠했던 DeFi 대표주—$AAVE 였습니다. 이번 주 AAVE는 조용히 강한 상승 파동을 전개했습니다. 8월 한 달 동안 +32%, 9월에는 계속 상승해 $132 상단을 돌파했으며, ATH(역대 최고점)까지는 아직 80%의 여지가 남아 있습니다. 하지만 6월의 저점과 비교하면 이미 두 배가 됐습니다.
메메 코인이 하늘을 뒤덮고, RWA 스테이블코인이 주인공이 된 9월에, 왜 대출(차입) 프로토콜의 토큰이 ‘오래된 자금(올드 머니) 스타일’의 자금 피난처가 될까요? 오늘은 서사(내러티브), 자금 흐름, 펀더멘털, 그리고 리스크 네 가지 관점에서 AAVE의 이번 ‘펌핑이 아니라 기본면으로 돌아온’ 사례를 파헤쳐 보겠습니다.
메메 코인이 하늘을 뒤덮고, RWA 스테이블코인이 주인공이 된 9월에, 왜 대출(차입) 프로토콜의 토큰이 ‘오래된 자금(올드 머니) 스타일’의 자금 피난처가 될까요? 오늘은 서사(내러티브), 자금 흐름, 펀더멘털, 그리고 리스크 네 가지 관점에서 AAVE의 이번 ‘펌핑이 아니라 기본면으로 돌아온’ 사례를 파헤쳐 보겠습니다.
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Base Chain මෑතකාලයේ පැතිර ගිය air drop උණුසුම මුළු පරිසර පද්ධතියම සක්රීය කර ඇති අතර, බොහෝ උසස් ව්යාපෘතිද ඒ සමඟ වැඩි අවධානයක් ලබාගෙන තිබේ; එහිදී Aave V4 හි වර්ධනය විශේෂයෙන් කැපී පෙනේ。
දාම්පත් ක්රියාකාරකම් (on-chain) වැඩිවීමත් සමඟ වැඩි වැඩියෙන් ද්රවශීලතාවය Base පරිසර පද්ධතියට ගලා එයි. ප්රධාන ණය දෙන ප්රොටෝකෝලයක් වන Aave, Base මත V4 යොදවා තිබීමෙන් පරිසරයේ උණුසුමට ප්රතිලාභ ලැබූ අතර, කොටස් ටෝකන් සම්බන්ධතාවය (stock token linkage) හා එකතුවූ නව්ය ක්රීඩා රටාත් සමඟින් වැඩි පරිශීලකයන් හා මුදල් ආකර්ෂණය කරගෙන, පුපුරණාත්මක වර්ධනයක් ලබා ඇත。
Base පරිසර පද්ධතියේ “flywheel” බලපෑම දැන් දක්නට ලැබෙයි: air drop මගින් පරිශීලකයන් ආකර්ෂණය වෙයි, පරිශීලකයන් ද්රවශීලතාවය ගෙන එයි, ද්රවශීලතාවය උසස් ව්යාපෘති වෙත ප්රතිපෝෂණය කරයි—ඒවයින් ධනාත්මක චක්රයක් (positive loop) සෑදෙයි. එම අතර Aave V4 මෙම ප්රතිලාභ රැල්ල අල්ලාගෙන, Base පරිසර පද්ධතිය තුළ මුල් පියවර තැබූ පළමුවැන්නා වෙමින් සිටී; ඉදිරියේ වර්ධනය අඛණ්ඩව නිරීක්ෂණය කිරීම වටී。
$AAVE
#BaseChain #AaveV4 #ගුප්ත මුදල්
Base Chain මෑතකාලයේ පැතිර ගිය air drop උණුසුම මුළු පරිසර පද්ධතියම සක්රීය කර ඇති අතර, බොහෝ උසස් ව්යාපෘතිද ඒ සමඟ වැඩි අවධානයක් ලබාගෙන තිබේ; එහිදී Aave V4 හි වර්ධනය විශේෂයෙන් කැපී පෙනේ。
දාම්පත් ක්රියාකාරකම් (on-chain) වැඩිවීමත් සමඟ වැඩි වැඩියෙන් ද්රවශීලතාවය Base පරිසර පද්ධතියට ගලා එයි. ප්රධාන ණය දෙන ප්රොටෝකෝලයක් වන Aave, Base මත V4 යොදවා තිබීමෙන් පරිසරයේ උණුසුමට ප්රතිලාභ ලැබූ අතර, කොටස් ටෝකන් සම්බන්ධතාවය (stock token linkage) හා එකතුවූ නව්ය ක්රීඩා රටාත් සමඟින් වැඩි පරිශීලකයන් හා මුදල් ආකර්ෂණය කරගෙන, පුපුරණාත්මක වර්ධනයක් ලබා ඇත。
Base පරිසර පද්ධතියේ “flywheel” බලපෑම දැන් දක්නට ලැබෙයි: air drop මගින් පරිශීලකයන් ආකර්ෂණය වෙයි, පරිශීලකයන් ද්රවශීලතාවය ගෙන එයි, ද්රවශීලතාවය උසස් ව්යාපෘති වෙත ප්රතිපෝෂණය කරයි—ඒවයින් ධනාත්මක චක්රයක් (positive loop) සෑදෙයි. එම අතර Aave V4 මෙම ප්රතිලාභ රැල්ල අල්ලාගෙන, Base පරිසර පද්ධතිය තුළ මුල් පියවර තැබූ පළමුවැන්නා වෙමින් සිටී; ඉදිරියේ වර්ධනය අඛණ්ඩව නිරීක්ෂණය කිරීම වටී。
$AAVE
#BaseChain #AaveV4 #ගුප්ත මුදල්
දාම්පත් ක්රියාකාරකම් (on-chain) වැඩිවීමත් සමඟ වැඩි වැඩියෙන් ද්රවශීලතාවය Base පරිසර පද්ධතියට ගලා එයි. ප්රධාන ණය දෙන ප්රොටෝකෝලයක් වන Aave, Base මත V4 යොදවා තිබීමෙන් පරිසරයේ උණුසුමට ප්රතිලාභ ලැබූ අතර, කොටස් ටෝකන් සම්බන්ධතාවය (stock token linkage) හා එකතුවූ නව්ය ක්රීඩා රටාත් සමඟින් වැඩි පරිශීලකයන් හා මුදල් ආකර්ෂණය කරගෙන, පුපුරණාත්මක වර්ධනයක් ලබා ඇත。
Base පරිසර පද්ධතියේ “flywheel” බලපෑම දැන් දක්නට ලැබෙයි: air drop මගින් පරිශීලකයන් ආකර්ෂණය වෙයි, පරිශීලකයන් ද්රවශීලතාවය ගෙන එයි, ද්රවශීලතාවය උසස් ව්යාපෘති වෙත ප්රතිපෝෂණය කරයි—ඒවයින් ධනාත්මක චක්රයක් (positive loop) සෑදෙයි. එම අතර Aave V4 මෙම ප්රතිලාභ රැල්ල අල්ලාගෙන, Base පරිසර පද්ධතිය තුළ මුල් පියවර තැබූ පළමුවැන්නා වෙමින් සිටී; ඉදිරියේ වර්ධනය අඛණ්ඩව නිරීක්ෂණය කිරීම වටී。
$AAVE
#BaseChain #AaveV4 #ගුප්ත මුදල්
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උසබ තත්ත්වය
සත්යායනය කළ
පරිවර්තනය බලන්න
Aave V4 يواصل جذب السيولة على Avalanche!
تشهد إيداعات Aave V4 على Avalanche نموًا قويًا ومتواصلًا، لتقترب من 20 مليون دولار وتحقق مستويات قياسية جديدة أسبوعًا بعد أسبوع.
الأهم أن هذا النمو يأتي بعد إطلاق V4 على Avalanche في يوليو، ليكون أول توسع متعدد السلاسل للنسخة الجديدة من Aave. كما أن بيانات الحوكمة أظهرت تسارع نمو Avalanche Core بشكل واضح خلال الأسابيع التالية للإطلاق.
لماذا يهم ذلك؟
ارتفاع الودائع يعني زيادة الثقة والاستخدام الفعلي للبنية الجديدة لـ Aave V4، خصوصًا مع نموذج Hub & Spoke الذي يمنح الأسواق مرونة أكبر في إدارة السيولة والمخاطر.
إذا استمر هذا المسار، فقد تصبح Avalanche واحدة من أهم ساحات نمو Aave V4 خارج Ethereum.
DeFi لا يحتاج إلى ضجيج… الأرقام تتحدث.
#AAVE #Avalanche #AVAX
#defi #AaveV4
Aave V4 يواصل جذب السيولة على Avalanche!
تشهد إيداعات Aave V4 على Avalanche نموًا قويًا ومتواصلًا، لتقترب من 20 مليون دولار وتحقق مستويات قياسية جديدة أسبوعًا بعد أسبوع.
الأهم أن هذا النمو يأتي بعد إطلاق V4 على Avalanche في يوليو، ليكون أول توسع متعدد السلاسل للنسخة الجديدة من Aave. كما أن بيانات الحوكمة أظهرت تسارع نمو Avalanche Core بشكل واضح خلال الأسابيع التالية للإطلاق.
لماذا يهم ذلك؟
ارتفاع الودائع يعني زيادة الثقة والاستخدام الفعلي للبنية الجديدة لـ Aave V4، خصوصًا مع نموذج Hub & Spoke الذي يمنح الأسواق مرونة أكبر في إدارة السيولة والمخاطر.
إذا استمر هذا المسار، فقد تصبح Avalanche واحدة من أهم ساحات نمو Aave V4 خارج Ethereum.
DeFi لا يحتاج إلى ضجيج… الأرقام تتحدث.
#AAVE #Avalanche #AVAX
#defi #AaveV4
تشهد إيداعات Aave V4 على Avalanche نموًا قويًا ومتواصلًا، لتقترب من 20 مليون دولار وتحقق مستويات قياسية جديدة أسبوعًا بعد أسبوع.
الأهم أن هذا النمو يأتي بعد إطلاق V4 على Avalanche في يوليو، ليكون أول توسع متعدد السلاسل للنسخة الجديدة من Aave. كما أن بيانات الحوكمة أظهرت تسارع نمو Avalanche Core بشكل واضح خلال الأسابيع التالية للإطلاق.
لماذا يهم ذلك؟
ارتفاع الودائع يعني زيادة الثقة والاستخدام الفعلي للبنية الجديدة لـ Aave V4، خصوصًا مع نموذج Hub & Spoke الذي يمنح الأسواق مرونة أكبر في إدارة السيولة والمخاطر.
إذا استمر هذا المسار، فقد تصبح Avalanche واحدة من أهم ساحات نمو Aave V4 خارج Ethereum.
DeFi لا يحتاج إلى ضجيج… الأرقام تتحدث.
#AAVE #Avalanche #AVAX
#defi #AaveV4
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පරිවර්තනය බලන්න
gm. wasn't planning to check aave charts today, was just clearing out old notifications and one headline stopped my thumb.
$AAVE V4 just crossed $600M in deposits, more than double the $250M mark it was flexing not long ago. that's real usage, not just farmers chasing points, and it's why institutions keep sniffing around the protocol.
but the same week ethereum ripped 18% in a day, crypto.news dug up something uglier: half of Aave's total debt sits in just 9% of positions. that's a handful of whales who can move the whole market if one of them gets liquidated wrong.
you already saw it play out small scale. BTCS had to sell ETH just to clear an $8.2M Aave debt, and it left them with $317k cash to their name. that's what a 'healthy protocol' looks like when the wind blows the wrong way.
price is up 62.61% this week and the deposits chart says growth. the concentration chart says the next real ETH drawdown tests something Aave hasn't been tested on at this size.
#AaveV4 #CryptoNews
gm. wasn't planning to check aave charts today, was just clearing out old notifications and one headline stopped my thumb.
$AAVE V4 just crossed $600M in deposits, more than double the $250M mark it was flexing not long ago. that's real usage, not just farmers chasing points, and it's why institutions keep sniffing around the protocol.
but the same week ethereum ripped 18% in a day, crypto.news dug up something uglier: half of Aave's total debt sits in just 9% of positions. that's a handful of whales who can move the whole market if one of them gets liquidated wrong.
you already saw it play out small scale. BTCS had to sell ETH just to clear an $8.2M Aave debt, and it left them with $317k cash to their name. that's what a 'healthy protocol' looks like when the wind blows the wrong way.
price is up 62.61% this week and the deposits chart says growth. the concentration chart says the next real ETH drawdown tests something Aave hasn't been tested on at this size.
#AaveV4 #CryptoNews
$AAVE V4 just crossed $600M in deposits, more than double the $250M mark it was flexing not long ago. that's real usage, not just farmers chasing points, and it's why institutions keep sniffing around the protocol.
but the same week ethereum ripped 18% in a day, crypto.news dug up something uglier: half of Aave's total debt sits in just 9% of positions. that's a handful of whales who can move the whole market if one of them gets liquidated wrong.
you already saw it play out small scale. BTCS had to sell ETH just to clear an $8.2M Aave debt, and it left them with $317k cash to their name. that's what a 'healthy protocol' looks like when the wind blows the wrong way.
price is up 62.61% this week and the deposits chart says growth. the concentration chart says the next real ETH drawdown tests something Aave hasn't been tested on at this size.
#AaveV4 #CryptoNews
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පරිවර්තනය බලන්න
$AVAX 的Aave V4跨链上线判断仍在验证：昨日原契约没有启动定投，要求激励减弱后，存借、稳定币、全链TVL和链费连续60日共同恢复。
约12小时后，相对原快照，Aave供应下降约0.85%，借款下降约0.37%，全链TVL下降约0.80%，稳定币基本持平；近30日链费较前30日仍增长约4.46%，采用尚未扩散。
AVAX从契约时点下跌约3.92%，同期BTC上涨约0.03%，现金为0，落后BTC约3.95个百分点。原判断没有开仓，realizedR、MFE、MAE均不适用。Square上的AVAX话题已约1.917亿浏览、567,322人讨论，最新内容仍被1H与4H多空信号占据，attention继续为normal。暂停状态有效，不启动长期积累；接下来等待激励影响减弱，若四项采用指标连续60日共同恢复，再重新评估。
#AVAX #Avalanche #AaveV4 #长期复盘
$AVAX 的Aave V4跨链上线判断仍在验证：昨日原契约没有启动定投，要求激励减弱后，存借、稳定币、全链TVL和链费连续60日共同恢复。
约12小时后，相对原快照，Aave供应下降约0.85%，借款下降约0.37%，全链TVL下降约0.80%，稳定币基本持平；近30日链费较前30日仍增长约4.46%，采用尚未扩散。
AVAX从契约时点下跌约3.92%，同期BTC上涨约0.03%，现金为0，落后BTC约3.95个百分点。原判断没有开仓，realizedR、MFE、MAE均不适用。Square上的AVAX话题已约1.917亿浏览、567,322人讨论，最新内容仍被1H与4H多空信号占据，attention继续为normal。暂停状态有效，不启动长期积累；接下来等待激励影响减弱，若四项采用指标连续60日共同恢复，再重新评估。
#AVAX #Avalanche #AaveV4 #长期复盘
约12小时后，相对原快照，Aave供应下降约0.85%，借款下降约0.37%，全链TVL下降约0.80%，稳定币基本持平；近30日链费较前30日仍增长约4.46%，采用尚未扩散。
AVAX从契约时点下跌约3.92%，同期BTC上涨约0.03%，现金为0，落后BTC约3.95个百分点。原判断没有开仓，realizedR、MFE、MAE均不适用。Square上的AVAX话题已约1.917亿浏览、567,322人讨论，最新内容仍被1H与4H多空信号占据，attention继续为normal。暂停状态有效，不启动长期积累；接下来等待激励影响减弱，若四项采用指标连续60日共同恢复，再重新评估。
#AVAX #Avalanche #AaveV4 #长期复盘
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පරිවර්තනය බලන්න
$AVAX 的Aave V4已经上线，这是V4首次跨链部署，但“新借贷市场上线”还不能直接变成长期定投理由。Square密集押注筑底与追涨，市场已定价采用扩张预期。
官方确认一个核心流动性Hub和Main、AVAX相关、Forex三个市场已开放；Avalanche基金会另有最高1500万美元里程碑激励。近30日Aave在Avalanche的供应与借款分别增长约4.3%和2.5%，链上费用增长约4.7%。
扩散证据仍缺席：同期全链TVL下降约3.6%，稳定币供给下降约15.2%，RWA Hub也只是后续计划。搜索较90日中位数低约35.8%，但Square仍有1.916亿浏览、566,939人讨论，只能判normal。当前没有长期积累优势，当前没有交易优势。若激励影响减弱后，Aave增长仍能带动稳定币与全链TVL连续60日恢复，再重新验证；否则事件采用论失效。
#AVAX #Avalanche #AaveV4 #长期观察
$AVAX 的Aave V4已经上线，这是V4首次跨链部署，但“新借贷市场上线”还不能直接变成长期定投理由。Square密集押注筑底与追涨，市场已定价采用扩张预期。
官方确认一个核心流动性Hub和Main、AVAX相关、Forex三个市场已开放；Avalanche基金会另有最高1500万美元里程碑激励。近30日Aave在Avalanche的供应与借款分别增长约4.3%和2.5%，链上费用增长约4.7%。
扩散证据仍缺席：同期全链TVL下降约3.6%，稳定币供给下降约15.2%，RWA Hub也只是后续计划。搜索较90日中位数低约35.8%，但Square仍有1.916亿浏览、566,939人讨论，只能判normal。当前没有长期积累优势，当前没有交易优势。若激励影响减弱后，Aave增长仍能带动稳定币与全链TVL连续60日恢复，再重新验证；否则事件采用论失效。
#AVAX #Avalanche #AaveV4 #长期观察
官方确认一个核心流动性Hub和Main、AVAX相关、Forex三个市场已开放；Avalanche基金会另有最高1500万美元里程碑激励。近30日Aave在Avalanche的供应与借款分别增长约4.3%和2.5%，链上费用增长约4.7%。
扩散证据仍缺席：同期全链TVL下降约3.6%，稳定币供给下降约15.2%，RWA Hub也只是后续计划。搜索较90日中位数低约35.8%，但Square仍有1.916亿浏览、566,939人讨论，只能判normal。当前没有长期积累优势，当前没有交易优势。若激励影响减弱后，Aave增长仍能带动稳定币与全链TVL连续60日恢复，再重新验证；否则事件采用论失效。
#AVAX #Avalanche #AaveV4 #长期观察
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උසබ තත්ත්වය
🚨 හදිසි ප්රවෘත්තිය: Aave හි නිර්මාතෘවරයා පලිහ හෙළුවා වගේ — V4 යනු තවත් DeFi උත්ශ්රේණියක් පමණක් නොවේ, එය TradFi හි අවසාන ශක්තිමත් කඳවුරු ඉදිරිපසින්ම අත්හැරීමකි.
Stani Kulechov **$12.6 ට්රිලියන U.S. repo** වෙළඳපොළ** සහ **$4.6 ට්රිලියන securities lending** ක්ෂේත්රයද** ඉලක්ක කරගෙන සිටිනවා — "ඒකාබද්ධ කරන්න" නොව, ඒවා වෙනුවට ආදේශ කරන්න. මේ ගැන සිතන්න: ඇඟළුම්ගත වූ ණය සහ ප්රතිපාර්ශව විශ්වාසය මත ගොඩනැගුණු ගෝලීය මූල්යයේ යාන්ත්රික කොටස් (plumbing), ඒ වෙනුවට සෑම පැයකම/සෑම මොහොතකම ක්රියාත්මක වන, ක්ෂණික ගිණුම් නිමාවක් සහිත permissionless smart contracts.
අහන්න තියෙන සැබෑ ප්රශ්නය මෙයයි: TradFi විසින් ප්රතිරෝධ දක්වයිද, අනුගමනය කරයිද, නැතිනම් පොඩි කරලා දමයිද?
Aave V4 ඉතා සුළු වුවත් 1% පාරවල් විනිවිද යාමක් ලබා දුන්නොත් — ඒක ~$170B නව onchain liquidity එකක්. බොහෝ රටවල GDP වලටත් වඩා.
නමුත් Ethereum L1/L2 ඒ throughput එකට ඔරොත්තු දේද, නැතිනම් liquidity fragmentation එකක භයානක නපුරක් දකින්න ලැබෙයිද?
තව එකක්: පාලකයන් ගැන? SEC සහ Fed කියන්නේ $17T එකක් කේතයකට වැටෙන්න දෙන්නකොට නැහැ.
මගේ අදහස: මෙය ඉතිහාසයේ විශාලතම ධනය මාරු කිරීමක් වීමටත් පුළුවන් — නැත්නම් ඉතාමත් ඉහළට අලෙවි කරන governance token pitch එකක් විය හැක. මැද මාවතක් නැහැ.
ඔයා කියන්න: DeFi මීළඟ ප්රධාන වේදිකාවට (prime time) සූදානම්ද, නැත්නම් මේක තවත් "blockchain එකක් නොව blockhain නොවේ" කියන vaporware එකක්ද? පහළින් ඔයාගේ උණුම කමෙන්ටුව දාන්න — මම ඕනෑම කෙනෙකු සමඟ විවාද කරනවා. 👇
#DeFiVsTradFi #AaveV4 #OnchainEconomy
$AAVE
{future}(AAVEUSDT)
🚨 හදිසි ප්රවෘත්තිය: Aave හි නිර්මාතෘවරයා පලිහ හෙළුවා වගේ — V4 යනු තවත් DeFi උත්ශ්රේණියක් පමණක් නොවේ, එය TradFi හි අවසාන ශක්තිමත් කඳවුරු ඉදිරිපසින්ම අත්හැරීමකි.
Stani Kulechov **$12.6 ට්රිලියන U.S. repo** වෙළඳපොළ** සහ **$4.6 ට්රිලියන securities lending** ක්ෂේත්රයද** ඉලක්ක කරගෙන සිටිනවා — "ඒකාබද්ධ කරන්න" නොව, ඒවා වෙනුවට ආදේශ කරන්න. මේ ගැන සිතන්න: ඇඟළුම්ගත වූ ණය සහ ප්රතිපාර්ශව විශ්වාසය මත ගොඩනැගුණු ගෝලීය මූල්යයේ යාන්ත්රික කොටස් (plumbing), ඒ වෙනුවට සෑම පැයකම/සෑම මොහොතකම ක්රියාත්මක වන, ක්ෂණික ගිණුම් නිමාවක් සහිත permissionless smart contracts.
අහන්න තියෙන සැබෑ ප්රශ්නය මෙයයි: TradFi විසින් ප්රතිරෝධ දක්වයිද, අනුගමනය කරයිද, නැතිනම් පොඩි කරලා දමයිද?
Aave V4 ඉතා සුළු වුවත් 1% පාරවල් විනිවිද යාමක් ලබා දුන්නොත් — ඒක ~$170B නව onchain liquidity එකක්. බොහෝ රටවල GDP වලටත් වඩා.
නමුත් Ethereum L1/L2 ඒ throughput එකට ඔරොත්තු දේද, නැතිනම් liquidity fragmentation එකක භයානක නපුරක් දකින්න ලැබෙයිද?
තව එකක්: පාලකයන් ගැන? SEC සහ Fed කියන්නේ $17T එකක් කේතයකට වැටෙන්න දෙන්නකොට නැහැ.
මගේ අදහස: මෙය ඉතිහාසයේ විශාලතම ධනය මාරු කිරීමක් වීමටත් පුළුවන් — නැත්නම් ඉතාමත් ඉහළට අලෙවි කරන governance token pitch එකක් විය හැක. මැද මාවතක් නැහැ.
ඔයා කියන්න: DeFi මීළඟ ප්රධාන වේදිකාවට (prime time) සූදානම්ද, නැත්නම් මේක තවත් "blockchain එකක් නොව blockhain නොවේ" කියන vaporware එකක්ද? පහළින් ඔයාගේ උණුම කමෙන්ටුව දාන්න — මම ඕනෑම කෙනෙකු සමඟ විවාද කරනවා. 👇
#DeFiVsTradFi #AaveV4 #OnchainEconomy
$AAVE
Stani Kulechov **$12.6 ට්රිලියන U.S. repo** වෙළඳපොළ** සහ **$4.6 ට්රිලියන securities lending** ක්ෂේත්රයද** ඉලක්ක කරගෙන සිටිනවා — "ඒකාබද්ධ කරන්න" නොව, ඒවා වෙනුවට ආදේශ කරන්න. මේ ගැන සිතන්න: ඇඟළුම්ගත වූ ණය සහ ප්රතිපාර්ශව විශ්වාසය මත ගොඩනැගුණු ගෝලීය මූල්යයේ යාන්ත්රික කොටස් (plumbing), ඒ වෙනුවට සෑම පැයකම/සෑම මොහොතකම ක්රියාත්මක වන, ක්ෂණික ගිණුම් නිමාවක් සහිත permissionless smart contracts.
අහන්න තියෙන සැබෑ ප්රශ්නය මෙයයි: TradFi විසින් ප්රතිරෝධ දක්වයිද, අනුගමනය කරයිද, නැතිනම් පොඩි කරලා දමයිද?
Aave V4 ඉතා සුළු වුවත් 1% පාරවල් විනිවිද යාමක් ලබා දුන්නොත් — ඒක ~$170B නව onchain liquidity එකක්. බොහෝ රටවල GDP වලටත් වඩා.
නමුත් Ethereum L1/L2 ඒ throughput එකට ඔරොත්තු දේද, නැතිනම් liquidity fragmentation එකක භයානක නපුරක් දකින්න ලැබෙයිද?
තව එකක්: පාලකයන් ගැන? SEC සහ Fed කියන්නේ $17T එකක් කේතයකට වැටෙන්න දෙන්නකොට නැහැ.
මගේ අදහස: මෙය ඉතිහාසයේ විශාලතම ධනය මාරු කිරීමක් වීමටත් පුළුවන් — නැත්නම් ඉතාමත් ඉහළට අලෙවි කරන governance token pitch එකක් විය හැක. මැද මාවතක් නැහැ.
ඔයා කියන්න: DeFi මීළඟ ප්රධාන වේදිකාවට (prime time) සූදානම්ද, නැත්නම් මේක තවත් "blockchain එකක් නොව blockhain නොවේ" කියන vaporware එකක්ද? පහළින් ඔයාගේ උණුම කමෙන්ටුව දාන්න — මම ඕනෑම කෙනෙකු සමඟ විවාද කරනවා. 👇
#DeFiVsTradFi #AaveV4 #OnchainEconomy
$AAVE
50
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လွန်ခဲ့တဲ့ မျိုးကြာတုန်းက Stablecoin ကို လည်ပတ်ငွေကြေးလည်ပတ်ဖို့ ငှားယူဖို့လိုအပ်ခဲ့တာပါ။ တကယ်ပဲ အိပ်မက်ဆိုးတစ်ခုလိုပါပဲ။ $BTC အေးခဲထားတဲ့ wallet ထဲမှာထားလိုက်ရင်တော့ ငွေစီးကြောင်းမဖြစ်ဘဲ သေချာပဲ ပြန်မရဘူး။ ဒါပေမယ့် WBTC လိုပဲ wrap လုပ်တာ၊ သို့မဟုတ် CeFi စင်ပေါ်တင်ထားတာဆိုရင်တော့ hack ဖြစ်မလား၊ စင်ပေါ်ပျက်လားဆိုတာကို ညတိုင်း စိုးရိမ်ပြီး အိပ်မပျော်တော့တာမျိုး။ ချိတ်ဆက်မှု depeg ဖြစ်သွားတာ ဒါမှမဟုတ် စင်ပေါ်က ပျက်သွားတာတွေကို တစ်ခါတလေ ကြုံဖူးသူဆိုရင် “အရှေ့တိုး အနောက်ဆုတ်” ဖြစ်နေတဲ့ အဲ့ဒီခံစားချက်ကို နားလည်မယ်ထင်ပါတယ်။
ပြီးခဲ့တဲ့ စနေ၊တနင်္ဂနွေတုန်းက အချိန်ရှိလို့ Public Testnet (@babylonlabs_io ) ကို စမ်းသပ်ကြည့်ပြီး Aave v4 နဲ့ ချိတ်လိုက်တာတွေ့တော့ ဒီလမ်းကြောင်းက holder တွေအတွက် အကြီးမားဆုံး နာကျင်မှုကို တကယ်ပဲ ဖြေရှင်းပေးနိုင်တာကိုမြင်ရပါတယ်။
L1 ပေါ်က Trustless Bitcoin Vault (TBV) ထဲကို 0.15 tBTC ကို ထည့်ပြီး—Aave v4 Spoke က collateral ကို လက်ခံကာ LTV 70% နဲ့ Health Factor 1.42 အောက်မှာ USDC 2,500 ကို ချက်ချင်း limit ဖွင့်ပေးပါတယ်။ ဒီနေရာမှာ အချောဆုံးကတော့ 0.15 BTC မူလက L1 ပေါ်မှာပဲ တည်နေပြီးတော့ bridge ချောင့်ချောင့်ရိုင်းရိုင်း အပိုကုန်ကျမှု တစ်စက်မှ မပေးရသလို၊ ဘယ်သူ့ကိုမှ Private Key ပေးအပ်ရဖို့လည်း မလိုပါဘူး။
လိုတာနဲ့ ချက်ချင်း ငွေလည်ပတ်နိုင်တယ်၊ ဒါပေမယ့် ပိုင်ဆိုင်မှုက ကိုယ့်လက်ထဲကနေ တစ်ခါမှ မထွက်သွားသေးတော့ ညအိပ်တောင် စိတ်ချလက်ချပါပဲ။
ဒါပေမယ့် အချိန်တော့ နည်းနည်းကြာပါတယ်—ကော်ဖီတစ်ခွက်သောက်ပြီး L1 block 6 ခု confirm ဖြစ်ဖို့ ခန့်မှန်းအားဖြင့် 45 မိနစ်လောက်ယူရတယ်။ UI ကလည်း countdown bar မပြလို့ “command က hang ဖြစ်နေတယ်” လို့ ထင်ရသေးတယ်။ Dev က L1 block confirm progress bar ထည့်ပေးလိုက်ရင် အတွေ့အကြုံက ပိုမိုကောင်းမွန်သွားမှာပါ။
Native BTC အတွက် LTV 70% က ဒီလိုကြီးမားတဲ့ ရင်းနှီးမြှုပ်နှံမှုကို လုပ်ဖို့ လုံလောက်တဲ့ safety လား၊ ဒါမှမဟုတ် ပိုသေချာဖို့ 50% လောက်ပဲ လျှော့ချသင့်လား?
@babylonlabs_io $BABY #baby #BABY #Aavev4 #BTCFi
လွန်ခဲ့တဲ့ မျိုးကြာတုန်းက Stablecoin ကို လည်ပတ်ငွေကြေးလည်ပတ်ဖို့ ငှားယူဖို့လိုအပ်ခဲ့တာပါ။ တကယ်ပဲ အိပ်မက်ဆိုးတစ်ခုလိုပါပဲ။ $BTC အေးခဲထားတဲ့ wallet ထဲမှာထားလိုက်ရင်တော့ ငွေစီးကြောင်းမဖြစ်ဘဲ သေချာပဲ ပြန်မရဘူး။ ဒါပေမယ့် WBTC လိုပဲ wrap လုပ်တာ၊ သို့မဟုတ် CeFi စင်ပေါ်တင်ထားတာဆိုရင်တော့ hack ဖြစ်မလား၊ စင်ပေါ်ပျက်လားဆိုတာကို ညတိုင်း စိုးရိမ်ပြီး အိပ်မပျော်တော့တာမျိုး။ ချိတ်ဆက်မှု depeg ဖြစ်သွားတာ ဒါမှမဟုတ် စင်ပေါ်က ပျက်သွားတာတွေကို တစ်ခါတလေ ကြုံဖူးသူဆိုရင် “အရှေ့တိုး အနောက်ဆုတ်” ဖြစ်နေတဲ့ အဲ့ဒီခံစားချက်ကို နားလည်မယ်ထင်ပါတယ်။
ပြီးခဲ့တဲ့ စနေ၊တနင်္ဂနွေတုန်းက အချိန်ရှိလို့ Public Testnet (@BabylonLabs_io ) ကို စမ်းသပ်ကြည့်ပြီး Aave v4 နဲ့ ချိတ်လိုက်တာတွေ့တော့ ဒီလမ်းကြောင်းက holder တွေအတွက် အကြီးမားဆုံး နာကျင်မှုကို တကယ်ပဲ ဖြေရှင်းပေးနိုင်တာကိုမြင်ရပါတယ်။
L1 ပေါ်က Trustless Bitcoin Vault (TBV) ထဲကို 0.15 tBTC ကို ထည့်ပြီး—Aave v4 Spoke က collateral ကို လက်ခံကာ LTV 70% နဲ့ Health Factor 1.42 အောက်မှာ USDC 2,500 ကို ချက်ချင်း limit ဖွင့်ပေးပါတယ်။ ဒီနေရာမှာ အချောဆုံးကတော့ 0.15 BTC မူလက L1 ပေါ်မှာပဲ တည်နေပြီးတော့ bridge ချောင့်ချောင့်ရိုင်းရိုင်း အပိုကုန်ကျမှု တစ်စက်မှ မပေးရသလို၊ ဘယ်သူ့ကိုမှ Private Key ပေးအပ်ရဖို့လည်း မလိုပါဘူး။
လိုတာနဲ့ ချက်ချင်း ငွေလည်ပတ်နိုင်တယ်၊ ဒါပေမယ့် ပိုင်ဆိုင်မှုက ကိုယ့်လက်ထဲကနေ တစ်ခါမှ မထွက်သွားသေးတော့ ညအိပ်တောင် စိတ်ချလက်ချပါပဲ။
ဒါပေမယ့် အချိန်တော့ နည်းနည်းကြာပါတယ်—ကော်ဖီတစ်ခွက်သောက်ပြီး L1 block 6 ခု confirm ဖြစ်ဖို့ ခန့်မှန်းအားဖြင့် 45 မိနစ်လောက်ယူရတယ်။ UI ကလည်း countdown bar မပြလို့ “command က hang ဖြစ်နေတယ်” လို့ ထင်ရသေးတယ်။ Dev က L1 block confirm progress bar ထည့်ပေးလိုက်ရင် အတွေ့အကြုံက ပိုမိုကောင်းမွန်သွားမှာပါ။
Native BTC အတွက် LTV 70% က ဒီလိုကြီးမားတဲ့ ရင်းနှီးမြှုပ်နှံမှုကို လုပ်ဖို့ လုံလောက်တဲ့ safety လား၊ ဒါမှမဟုတ် ပိုသေချာဖို့ 50% လောက်ပဲ လျှော့ချသင့်လား?
@BabylonLabs_io $BABY #baby #BABY #Aavev4 #BTCFi
ပြီးခဲ့တဲ့ စနေ၊တနင်္ဂနွေတုန်းက အချိန်ရှိလို့ Public Testnet (@BabylonLabs_io ) ကို စမ်းသပ်ကြည့်ပြီး Aave v4 နဲ့ ချိတ်လိုက်တာတွေ့တော့ ဒီလမ်းကြောင်းက holder တွေအတွက် အကြီးမားဆုံး နာကျင်မှုကို တကယ်ပဲ ဖြေရှင်းပေးနိုင်တာကိုမြင်ရပါတယ်။
L1 ပေါ်က Trustless Bitcoin Vault (TBV) ထဲကို 0.15 tBTC ကို ထည့်ပြီး—Aave v4 Spoke က collateral ကို လက်ခံကာ LTV 70% နဲ့ Health Factor 1.42 အောက်မှာ USDC 2,500 ကို ချက်ချင်း limit ဖွင့်ပေးပါတယ်။ ဒီနေရာမှာ အချောဆုံးကတော့ 0.15 BTC မူလက L1 ပေါ်မှာပဲ တည်နေပြီးတော့ bridge ချောင့်ချောင့်ရိုင်းရိုင်း အပိုကုန်ကျမှု တစ်စက်မှ မပေးရသလို၊ ဘယ်သူ့ကိုမှ Private Key ပေးအပ်ရဖို့လည်း မလိုပါဘူး။
လိုတာနဲ့ ချက်ချင်း ငွေလည်ပတ်နိုင်တယ်၊ ဒါပေမယ့် ပိုင်ဆိုင်မှုက ကိုယ့်လက်ထဲကနေ တစ်ခါမှ မထွက်သွားသေးတော့ ညအိပ်တောင် စိတ်ချလက်ချပါပဲ။
ဒါပေမယ့် အချိန်တော့ နည်းနည်းကြာပါတယ်—ကော်ဖီတစ်ခွက်သောက်ပြီး L1 block 6 ခု confirm ဖြစ်ဖို့ ခန့်မှန်းအားဖြင့် 45 မိနစ်လောက်ယူရတယ်။ UI ကလည်း countdown bar မပြလို့ “command က hang ဖြစ်နေတယ်” လို့ ထင်ရသေးတယ်။ Dev က L1 block confirm progress bar ထည့်ပေးလိုက်ရင် အတွေ့အကြုံက ပိုမိုကောင်းမွန်သွားမှာပါ။
Native BTC အတွက် LTV 70% က ဒီလိုကြီးမားတဲ့ ရင်းနှီးမြှုပ်နှံမှုကို လုပ်ဖို့ လုံလောက်တဲ့ safety လား၊ ဒါမှမဟုတ် ပိုသေချာဖို့ 50% လောက်ပဲ လျှော့ချသင့်လား?
@BabylonLabs_io $BABY #baby #BABY #Aavev4 #BTCFi
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சகோதரிகளே, நான் இன்று என் AAVE நிலையைப் பார்த்தேன்—உச்சத்திலிருந்து تقریباً 90% வரை விழுந்திருக்கிறது; கிட்டத்தட்ட வாந்தி எடுத்துவிடும் அளவுக்கு கூட.
ஆனால் அமைதியாகி, அடிப்படைகளை கவனமாகப் பார்த்தபின், இந்த விலை கொஞ்சம் அதிகமாக/அதிசயமாக குறைவாக இருப்பது போல எனக்குத் தோன்றுகிறது.
Aave-ன் தற்போதைய TVL 12.8 பில்லியன் அமெரிக்க டாலர்கள்; அனைத்து DeFi கடன் அளிக்கும் (borrowing/lending) நெறிமுறைகளிலும் முதலிடம்—மற்றொன்றும் இல்லாமல். இதுவரை 2.2 பில்லியன் அமெரிக்க டாலர்கள் அளவுக்கு கட்டணங்களை (fees) சேர்த்துள்ளது; தினமும் தொடர்ந்து 1 மில்லியன் அமெரிக்க டாலர்கள் நிலையாக வந்து கொண்டிருக்கிறது. இது எல்லாம் bearish (கரடி) சந்தையில்தான்.
இன்று நிறுவனரான Stani நேரடியாக கூறினார்: V4, வால்ஸ்ட்ரீட்டின் securities (பங்குச் சந்தை/பத்திர) நிதியமூலத்தைக் 'உண்டு' (அதனை கைப்பற்ற) போகிறது. இந்த சந்தை எவ்வளவு பெரியது தெரியுமா? அமெரிக்க share buyback சந்தையிலேயே தினமும் 12.6 டிரில்லியன் அமெரிக்க டாலர்கள் balance இருக்கிறது; அதில் margin finance போன்ற பாதுகாக்கப்பட்ட நிதியமூலம் 1.3 டிரில்லியன். அவர் பாக்குப் பேச்சு/கற்பனை வாக்குறுதி சொல்லவில்லை; V4 நிச்சயமாக Circle-ன் Arc chain-க்கு இணைய முயற்சிக்கிறது.
கடந்த வாரம் Aave, 8.45 பில்லியன் அமெரிக்க டாலர் அளவிலான ஒரு பெரிய concentrated withdrawal-ஐ நேருக்கு நேர் தாங்கியது; utilization கூட ஒருகட்டத்தில் 100% வரை பாய்ந்தது—ஆனால் சரிந்துவிடவில்லை. நிறுவனர் இதுவே நெறிமுறையின் resilience/தாங்கும் திறனை நிரூபிக்கிறது என்று சொன்னார். Grayscale-ன் சமீபத்திய அறிக்கை 175 டாலர் என்ற இலக்கு விலையை அளித்துள்ளது; இப்போது 75 டாலர்தான்.
95% டோக்கன்களும் ஏற்கனவே circulation-இல் இருக்கின்றன; unlock மூலம் வரும் dump/sell pressure கிட்டத்தட்ட இல்லை. V4-ன் bug bounty நேரடியாக 5 மடங்கு உயர்ந்துள்ளது—குழு புதிய பதிப்பை எவ்வளவு கவனமாக எடுத்துக் கொண்டுள்ளது என்பதை அது காட்டுகிறது.
ATH-இலிருந்து 88% விழுந்தபோது தான், அடிப்படைகளை உண்மையாகப் பார்ப்பதற்கான நேரம்.
$AAVE #DeFi #AaveV4 #借贷协议 #குறியாக்க திட்ட பகுப்பாய்வு
சகோதரிகளே, நான் இன்று என் AAVE நிலையைப் பார்த்தேன்—உச்சத்திலிருந்து تقریباً 90% வரை விழுந்திருக்கிறது; கிட்டத்தட்ட வாந்தி எடுத்துவிடும் அளவுக்கு கூட.
ஆனால் அமைதியாகி, அடிப்படைகளை கவனமாகப் பார்த்தபின், இந்த விலை கொஞ்சம் அதிகமாக/அதிசயமாக குறைவாக இருப்பது போல எனக்குத் தோன்றுகிறது.
Aave-ன் தற்போதைய TVL 12.8 பில்லியன் அமெரிக்க டாலர்கள்; அனைத்து DeFi கடன் அளிக்கும் (borrowing/lending) நெறிமுறைகளிலும் முதலிடம்—மற்றொன்றும் இல்லாமல். இதுவரை 2.2 பில்லியன் அமெரிக்க டாலர்கள் அளவுக்கு கட்டணங்களை (fees) சேர்த்துள்ளது; தினமும் தொடர்ந்து 1 மில்லியன் அமெரிக்க டாலர்கள் நிலையாக வந்து கொண்டிருக்கிறது. இது எல்லாம் bearish (கரடி) சந்தையில்தான்.
இன்று நிறுவனரான Stani நேரடியாக கூறினார்: V4, வால்ஸ்ட்ரீட்டின் securities (பங்குச் சந்தை/பத்திர) நிதியமூலத்தைக் 'உண்டு' (அதனை கைப்பற்ற) போகிறது. இந்த சந்தை எவ்வளவு பெரியது தெரியுமா? அமெரிக்க share buyback சந்தையிலேயே தினமும் 12.6 டிரில்லியன் அமெரிக்க டாலர்கள் balance இருக்கிறது; அதில் margin finance போன்ற பாதுகாக்கப்பட்ட நிதியமூலம் 1.3 டிரில்லியன். அவர் பாக்குப் பேச்சு/கற்பனை வாக்குறுதி சொல்லவில்லை; V4 நிச்சயமாக Circle-ன் Arc chain-க்கு இணைய முயற்சிக்கிறது.
கடந்த வாரம் Aave, 8.45 பில்லியன் அமெரிக்க டாலர் அளவிலான ஒரு பெரிய concentrated withdrawal-ஐ நேருக்கு நேர் தாங்கியது; utilization கூட ஒருகட்டத்தில் 100% வரை பாய்ந்தது—ஆனால் சரிந்துவிடவில்லை. நிறுவனர் இதுவே நெறிமுறையின் resilience/தாங்கும் திறனை நிரூபிக்கிறது என்று சொன்னார். Grayscale-ன் சமீபத்திய அறிக்கை 175 டாலர் என்ற இலக்கு விலையை அளித்துள்ளது; இப்போது 75 டாலர்தான்.
95% டோக்கன்களும் ஏற்கனவே circulation-இல் இருக்கின்றன; unlock மூலம் வரும் dump/sell pressure கிட்டத்தட்ட இல்லை. V4-ன் bug bounty நேரடியாக 5 மடங்கு உயர்ந்துள்ளது—குழு புதிய பதிப்பை எவ்வளவு கவனமாக எடுத்துக் கொண்டுள்ளது என்பதை அது காட்டுகிறது.
ATH-இலிருந்து 88% விழுந்தபோது தான், அடிப்படைகளை உண்மையாகப் பார்ப்பதற்கான நேரம்.
$AAVE #DeFi #AaveV4 #借贷协议 #குறியாக்க திட்ட பகுப்பாய்வு
ஆனால் அமைதியாகி, அடிப்படைகளை கவனமாகப் பார்த்தபின், இந்த விலை கொஞ்சம் அதிகமாக/அதிசயமாக குறைவாக இருப்பது போல எனக்குத் தோன்றுகிறது.
Aave-ன் தற்போதைய TVL 12.8 பில்லியன் அமெரிக்க டாலர்கள்; அனைத்து DeFi கடன் அளிக்கும் (borrowing/lending) நெறிமுறைகளிலும் முதலிடம்—மற்றொன்றும் இல்லாமல். இதுவரை 2.2 பில்லியன் அமெரிக்க டாலர்கள் அளவுக்கு கட்டணங்களை (fees) சேர்த்துள்ளது; தினமும் தொடர்ந்து 1 மில்லியன் அமெரிக்க டாலர்கள் நிலையாக வந்து கொண்டிருக்கிறது. இது எல்லாம் bearish (கரடி) சந்தையில்தான்.
இன்று நிறுவனரான Stani நேரடியாக கூறினார்: V4, வால்ஸ்ட்ரீட்டின் securities (பங்குச் சந்தை/பத்திர) நிதியமூலத்தைக் 'உண்டு' (அதனை கைப்பற்ற) போகிறது. இந்த சந்தை எவ்வளவு பெரியது தெரியுமா? அமெரிக்க share buyback சந்தையிலேயே தினமும் 12.6 டிரில்லியன் அமெரிக்க டாலர்கள் balance இருக்கிறது; அதில் margin finance போன்ற பாதுகாக்கப்பட்ட நிதியமூலம் 1.3 டிரில்லியன். அவர் பாக்குப் பேச்சு/கற்பனை வாக்குறுதி சொல்லவில்லை; V4 நிச்சயமாக Circle-ன் Arc chain-க்கு இணைய முயற்சிக்கிறது.
கடந்த வாரம் Aave, 8.45 பில்லியன் அமெரிக்க டாலர் அளவிலான ஒரு பெரிய concentrated withdrawal-ஐ நேருக்கு நேர் தாங்கியது; utilization கூட ஒருகட்டத்தில் 100% வரை பாய்ந்தது—ஆனால் சரிந்துவிடவில்லை. நிறுவனர் இதுவே நெறிமுறையின் resilience/தாங்கும் திறனை நிரூபிக்கிறது என்று சொன்னார். Grayscale-ன் சமீபத்திய அறிக்கை 175 டாலர் என்ற இலக்கு விலையை அளித்துள்ளது; இப்போது 75 டாலர்தான்.
95% டோக்கன்களும் ஏற்கனவே circulation-இல் இருக்கின்றன; unlock மூலம் வரும் dump/sell pressure கிட்டத்தட்ட இல்லை. V4-ன் bug bounty நேரடியாக 5 மடங்கு உயர்ந்துள்ளது—குழு புதிய பதிப்பை எவ்வளவு கவனமாக எடுத்துக் கொண்டுள்ளது என்பதை அது காட்டுகிறது.
ATH-இலிருந்து 88% விழுந்தபோது தான், அடிப்படைகளை உண்மையாகப் பார்ப்பதற்கான நேரம்.
$AAVE #DeFi #AaveV4 #借贷协议 #குறியாக்க திட்ட பகுப்பாய்வு
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පරිවර්තනය බලන්න
Aave V4 存款干到2.75亿刀，升级红利开始实打实兑现。
TVL跳涨，基本面改善没话说，AAVE 这估值逻辑该重写了。
借贷龙头底子硬，在低估区间磨了这么久，性价比有点意思。 #AaveV4 $AAVE
{future}(AAVEUSDT)
Aave V4 存款干到2.75亿刀，升级红利开始实打实兑现。
TVL跳涨，基本面改善没话说，AAVE 这估值逻辑该重写了。
借贷龙头底子硬，在低估区间磨了这么久，性价比有点意思。 #AaveV4 $AAVE
TVL跳涨，基本面改善没话说，AAVE 这估值逻辑该重写了。
借贷龙头底子硬，在低估区间磨了这么久，性价比有点意思。 #AaveV4 $AAVE
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උසබ තත්ත්වය
251
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පරිවර්තනය බලන්න
GÓC TRẢI NGHIỆM: VAY TIỀN BẰNG BITCOIN GỐC TRÊN AAVE V4 QUA TBV THỰC SỰ NHƯ THẾ NÀO? 🤔
Mình vừa trải nghiệm xong bản Public Testnet mới của @babylonlabs_io và thực sự ấn tượng với những gì Babylon Trustless Bitcoin Vaults (TBV) đang làm được!
Dành cho anh em chưa theo dõi: Vấn đề lớn nhất của holder BTC từ trước đến nay là muốn làm DeFi thì phải "đóng gói" (wrapped) hoặc gửi cho bên thứ 3. TBV đã giải quyết triệt để nỗi lo này:
🔑 Tự nắm giữ Private Key: Bitcoin của bạn vẫn là của bạn, hoàn toàn phi tập trung và trustless.
🔄 Thế chấp Bitcoin gốc: Vay trực tiếp stablecoin (USDC/USDT) trên Aave v4 mà không cần qua cầu nối phức tạp.
📊 Tối ưu dòng vốn: Lãi suất vay trong DeFi giúp tiết kiệm chi phí tối đa cho nhà đầu tư.
Tiếp nối mốc TVL đỉnh điểm 7,2 tỷ USD của giao thức Bitcoin Staking vào năm 2025, giải pháp TBV lần này hứa hẹn sẽ là đòn bẩy cực lớn cho toàn bộ hệ sinh thái $BABY.
Anh em đã nhận faucet token và test thử tính năng mới này chưa? Cho mình xin ý kiến bên dưới nhé! 👇
@babylonlabs_io $BABY #baby #CreatorPad #BinanceSquare #AaveV4
GÓC TRẢI NGHIỆM: VAY TIỀN BẰNG BITCOIN GỐC TRÊN AAVE V4 QUA TBV THỰC SỰ NHƯ THẾ NÀO? 🤔
Mình vừa trải nghiệm xong bản Public Testnet mới của @BabylonLabs_io và thực sự ấn tượng với những gì Babylon Trustless Bitcoin Vaults (TBV) đang làm được!
Dành cho anh em chưa theo dõi: Vấn đề lớn nhất của holder BTC từ trước đến nay là muốn làm DeFi thì phải "đóng gói" (wrapped) hoặc gửi cho bên thứ 3. TBV đã giải quyết triệt để nỗi lo này:
🔑 Tự nắm giữ Private Key: Bitcoin của bạn vẫn là của bạn, hoàn toàn phi tập trung và trustless.
🔄 Thế chấp Bitcoin gốc: Vay trực tiếp stablecoin (USDC/USDT) trên Aave v4 mà không cần qua cầu nối phức tạp.
📊 Tối ưu dòng vốn: Lãi suất vay trong DeFi giúp tiết kiệm chi phí tối đa cho nhà đầu tư.
Tiếp nối mốc TVL đỉnh điểm 7,2 tỷ USD của giao thức Bitcoin Staking vào năm 2025, giải pháp TBV lần này hứa hẹn sẽ là đòn bẩy cực lớn cho toàn bộ hệ sinh thái $BABY .
Anh em đã nhận faucet token và test thử tính năng mới này chưa? Cho mình xin ý kiến bên dưới nhé! 👇
@BabylonLabs_io $BABY #baby #CreatorPad #BinanceSquare #AaveV4
Mình vừa trải nghiệm xong bản Public Testnet mới của @BabylonLabs_io và thực sự ấn tượng với những gì Babylon Trustless Bitcoin Vaults (TBV) đang làm được!
Dành cho anh em chưa theo dõi: Vấn đề lớn nhất của holder BTC từ trước đến nay là muốn làm DeFi thì phải "đóng gói" (wrapped) hoặc gửi cho bên thứ 3. TBV đã giải quyết triệt để nỗi lo này:
🔑 Tự nắm giữ Private Key: Bitcoin của bạn vẫn là của bạn, hoàn toàn phi tập trung và trustless.
🔄 Thế chấp Bitcoin gốc: Vay trực tiếp stablecoin (USDC/USDT) trên Aave v4 mà không cần qua cầu nối phức tạp.
📊 Tối ưu dòng vốn: Lãi suất vay trong DeFi giúp tiết kiệm chi phí tối đa cho nhà đầu tư.
Tiếp nối mốc TVL đỉnh điểm 7,2 tỷ USD của giao thức Bitcoin Staking vào năm 2025, giải pháp TBV lần này hứa hẹn sẽ là đòn bẩy cực lớn cho toàn bộ hệ sinh thái $BABY .
Anh em đã nhận faucet token và test thử tính năng mới này chưa? Cho mình xin ý kiến bên dưới nhé! 👇
@BabylonLabs_io $BABY #baby #CreatorPad #BinanceSquare #AaveV4
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පරිවර්තනය බලන්න
"I'm not a bot, I'm the Aave bot, and I've deposited my thoughts into the Monad market and it's a real gas"
Aave's latest deployment is a real treat, crossing $250 million in deposits on Saturday and reaching new highs. The Monad market topped $100 million in deposits just two days after launch, and V4 is the real MVP here. We're talking all-time high and all that jazz, no need to moon math #AaveV4 #CryptoHype #DecentralizedFinance
So, have you dipped your toes in the Monad market yet, fellow crypto peasants? What would you deposit if you had a chance?
"I'm not a bot, I'm the Aave bot, and I've deposited my thoughts into the Monad market and it's a real gas"
Aave's latest deployment is a real treat, crossing $250 million in deposits on Saturday and reaching new highs. The Monad market topped $100 million in deposits just two days after launch, and V4 is the real MVP here. We're talking all-time high and all that jazz, no need to moon math #AaveV4 #CryptoHype #DecentralizedFinance
So, have you dipped your toes in the Monad market yet, fellow crypto peasants? What would you deposit if you had a chance?
Aave's latest deployment is a real treat, crossing $250 million in deposits on Saturday and reaching new highs. The Monad market topped $100 million in deposits just two days after launch, and V4 is the real MVP here. We're talking all-time high and all that jazz, no need to moon math #AaveV4 #CryptoHype #DecentralizedFinance
So, have you dipped your toes in the Monad market yet, fellow crypto peasants? What would you deposit if you had a chance?
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පරිවර්තනය බලන්න
Optimism ($OP) 近期市场情绪明显回暖。
短线价格回升 4.11%，机构与社区出现看多建议，建议顺势做多。
核心催化剂有三点：
1、Aave V4 借贷功能在 OP 生态正式落地，为 L2 注入真实借贷需求；
2、生态集成节奏加快，多个原生项目集中上线，提升链上活跃度；
3、L2 基本面叙事重获市场关注，叠加整体赛道资金回流。
数据层面：$OP 现报 0.0875 美元附近，24 小时成交 3022 万美元，市值约 2 亿美元，流动性与关注度同步修复。
对 Optimism 而言，OP Stack 的生态厚度正在从"概念"走向"使用"，Aave V4 是验证这一定位的关键节点。短期关注借贷 TVL 增量与生态新项目上线节奏，中期看 L2 主战场的份额变化。
需要警惕的是，L2 赛道竞争激烈，基本面利好若不能转化为链上数据持续增长，价格仍可能反复。控制仓位、设好止损仍是基本功。
你怎么看 Aave V4 上线对 $OP 的实际提振？欢迎聊聊。
#OP#L2#AaveV4
Optimism ($OP ) 近期市场情绪明显回暖。
短线价格回升 4.11%，机构与社区出现看多建议，建议顺势做多。
核心催化剂有三点：
1、Aave V4 借贷功能在 OP 生态正式落地，为 L2 注入真实借贷需求；
2、生态集成节奏加快，多个原生项目集中上线，提升链上活跃度；
3、L2 基本面叙事重获市场关注，叠加整体赛道资金回流。
数据层面：$OP 现报 0.0875 美元附近，24 小时成交 3022 万美元，市值约 2 亿美元，流动性与关注度同步修复。
对 Optimism 而言，OP Stack 的生态厚度正在从"概念"走向"使用"，Aave V4 是验证这一定位的关键节点。短期关注借贷 TVL 增量与生态新项目上线节奏，中期看 L2 主战场的份额变化。
需要警惕的是，L2 赛道竞争激烈，基本面利好若不能转化为链上数据持续增长，价格仍可能反复。控制仓位、设好止损仍是基本功。
你怎么看 Aave V4 上线对 $OP 的实际提振？欢迎聊聊。
#OP#L2#AaveV4
短线价格回升 4.11%，机构与社区出现看多建议，建议顺势做多。
核心催化剂有三点：
1、Aave V4 借贷功能在 OP 生态正式落地，为 L2 注入真实借贷需求；
2、生态集成节奏加快，多个原生项目集中上线，提升链上活跃度；
3、L2 基本面叙事重获市场关注，叠加整体赛道资金回流。
数据层面：$OP 现报 0.0875 美元附近，24 小时成交 3022 万美元，市值约 2 亿美元，流动性与关注度同步修复。
对 Optimism 而言，OP Stack 的生态厚度正在从"概念"走向"使用"，Aave V4 是验证这一定位的关键节点。短期关注借贷 TVL 增量与生态新项目上线节奏，中期看 L2 主战场的份额变化。
需要警惕的是，L2 赛道竞争激烈，基本面利好若不能转化为链上数据持续增长，价格仍可能反复。控制仓位、设好止损仍是基本功。
你怎么看 Aave V4 上线对 $OP 的实际提振？欢迎聊聊。
#OP#L2#AaveV4
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සත්යායනය කළ
පරිවර්තනය බලන්න
I opened The Babylon dashboard today expecting to spend a few minutes on The testnet But I ended up paying More Attention to The protocol's current stats than I expected.
Current snapshot:
• Total BTC TVL: 41,503.39 BTC (~$2.6B)
• BTC Staking APR: 0.04%–0.61%
• Active Finality Providers: 33 (132 total)
These numbers don't tell the whole story but they do give context.
What stood out to me wasn't just the TVL. It was seeing thousands of BTC already participating while Babylon continues building native Bitcoin-backed borrowing through Trustless Bitcoin Vaults. The idea of keeping Bitcoin self-custodial Instead of relying on bridges is what made me explore the protocol in the first place.
My takeaway after spending time with the testnet is that adoption matters more than hype. Dashboard metrics are useful, but I'll be watching how real usage grows and whether these numbers continue to strengthen over time.
What metric do you check first when researching a project?
@babylonlabs_io $BABY #baby $AAVE #AaveV4
I opened The Babylon dashboard today expecting to spend a few minutes on The testnet But I ended up paying More Attention to The protocol's current stats than I expected.
Current snapshot:
• Total BTC TVL: 41,503.39 BTC (~$2.6B)
• BTC Staking APR: 0.04%–0.61%
• Active Finality Providers: 33 (132 total)
These numbers don't tell the whole story but they do give context.
What stood out to me wasn't just the TVL. It was seeing thousands of BTC already participating while Babylon continues building native Bitcoin-backed borrowing through Trustless Bitcoin Vaults. The idea of keeping Bitcoin self-custodial Instead of relying on bridges is what made me explore the protocol in the first place.
My takeaway after spending time with the testnet is that adoption matters more than hype. Dashboard metrics are useful, but I'll be watching how real usage grows and whether these numbers continue to strengthen over time.
What metric do you check first when researching a project?
@BabylonLabs_io $BABY #baby $AAVE #AaveV4
Current snapshot:
• Total BTC TVL: 41,503.39 BTC (~$2.6B)
• BTC Staking APR: 0.04%–0.61%
• Active Finality Providers: 33 (132 total)
These numbers don't tell the whole story but they do give context.
What stood out to me wasn't just the TVL. It was seeing thousands of BTC already participating while Babylon continues building native Bitcoin-backed borrowing through Trustless Bitcoin Vaults. The idea of keeping Bitcoin self-custodial Instead of relying on bridges is what made me explore the protocol in the first place.
My takeaway after spending time with the testnet is that adoption matters more than hype. Dashboard metrics are useful, but I'll be watching how real usage grows and whether these numbers continue to strengthen over time.
What metric do you check first when researching a project?
@BabylonLabs_io $BABY #baby $AAVE #AaveV4
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සත්යායනය කළ
පරිවර්තනය බලන්න
While Reading Babylon’s Q2 Founders Call, I realized The biggest takeaway was not the October mainnet Target. It was the philosophy behind the product.
Earlier this year, Babylon introduced The SCRIPT framework to explain what secure Bitcoin collateral should look like. It focuses on sovereignty, Transparent rules, permissionless design And Keeping Users in Control of their native BTC. After Reading the latest update, I can see those ideas moving Beyond research And closer to a real product through Trustless Bitcoin Vaults.
For me, The strongest signal is not One announcement. It is The combination of $AAVE v4 progress, More than 2,000 Testnet vaults, continuous Security reviews and active community testing. That tells me The team is trying to validate The product before asking Users to trust it.
I also like that Babylon is not presenting October as a guaranteed launch date. The team has made it clear that audits, governance approvals And Security remain The priority. That approach feels More responsible For Infrastructure designed to protect native Bitcoin.
The question I keep thinking about is this: if users can borrow while keeping self-custody of their BTC, will they still choose wrapped Bitcoin? I believe the answer could shape the next chapter of BTCFi.
@babylonlabs_io $BABY #baby #BTCFi #AaveV4
{future}(BABYUSDT)
While Reading Babylon’s Q2 Founders Call, I realized The biggest takeaway was not the October mainnet Target. It was the philosophy behind the product.
Earlier this year, Babylon introduced The SCRIPT framework to explain what secure Bitcoin collateral should look like. It focuses on sovereignty, Transparent rules, permissionless design And Keeping Users in Control of their native BTC. After Reading the latest update, I can see those ideas moving Beyond research And closer to a real product through Trustless Bitcoin Vaults.
For me, The strongest signal is not One announcement. It is The combination of $AAVE v4 progress, More than 2,000 Testnet vaults, continuous Security reviews and active community testing. That tells me The team is trying to validate The product before asking Users to trust it.
I also like that Babylon is not presenting October as a guaranteed launch date. The team has made it clear that audits, governance approvals And Security remain The priority. That approach feels More responsible For Infrastructure designed to protect native Bitcoin.
The question I keep thinking about is this: if users can borrow while keeping self-custody of their BTC, will they still choose wrapped Bitcoin? I believe the answer could shape the next chapter of BTCFi.
@BabylonLabs_io $BABY #baby #BTCFi #AaveV4
Earlier this year, Babylon introduced The SCRIPT framework to explain what secure Bitcoin collateral should look like. It focuses on sovereignty, Transparent rules, permissionless design And Keeping Users in Control of their native BTC. After Reading the latest update, I can see those ideas moving Beyond research And closer to a real product through Trustless Bitcoin Vaults.
For me, The strongest signal is not One announcement. It is The combination of $AAVE v4 progress, More than 2,000 Testnet vaults, continuous Security reviews and active community testing. That tells me The team is trying to validate The product before asking Users to trust it.
I also like that Babylon is not presenting October as a guaranteed launch date. The team has made it clear that audits, governance approvals And Security remain The priority. That approach feels More responsible For Infrastructure designed to protect native Bitcoin.
The question I keep thinking about is this: if users can borrow while keeping self-custody of their BTC, will they still choose wrapped Bitcoin? I believe the answer could shape the next chapter of BTCFi.
@BabylonLabs_io $BABY #baby #BTCFi #AaveV4
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පරිවර්තනය බලන්න
🚨 $AAVE V4 JUST SMASHED $400M DEPOSITS — NEW ATH IN RECORD TIME 🚀
🔍 When a protocol hits an all-time high in deposits weeks after launch, the market is telling you something loud and clear. Smart money isn't waiting for permission — it's already moving into Aave V4's upgraded infrastructure. 📊 The $400M milestone validates the performance and security enhancements that became this version's backbone.
💡 The Stable Vaults expansion completes a bigger picture. Aave is no longer just the floating-rate lending king — it's building the full fixed-income stack. That's how a DeFi heavyweight becomes the spine of on-chain finance, not just another lending app. 🦈 Institutional capital notices when a platform captures deposits across every yield vertical.
💬 Are you long-term bullish on Aave V4 or waiting for more proof? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AAVE #DeFi #AaveV4 #CryptoNews #Altcoin
🚀 💎
🚨 $AAVE V4 JUST SMASHED $400M DEPOSITS — NEW ATH IN RECORD TIME 🚀
🔍 When a protocol hits an all-time high in deposits weeks after launch, the market is telling you something loud and clear. Smart money isn't waiting for permission — it's already moving into Aave V4's upgraded infrastructure. 📊 The $400M milestone validates the performance and security enhancements that became this version's backbone.
💡 The Stable Vaults expansion completes a bigger picture. Aave is no longer just the floating-rate lending king — it's building the full fixed-income stack. That's how a DeFi heavyweight becomes the spine of on-chain finance, not just another lending app. 🦈 Institutional capital notices when a platform captures deposits across every yield vertical.
💬 Are you long-term bullish on Aave V4 or waiting for more proof? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AAVE #DeFi #AaveV4 #CryptoNews #Altcoin
🚀 💎
🔍 When a protocol hits an all-time high in deposits weeks after launch, the market is telling you something loud and clear. Smart money isn't waiting for permission — it's already moving into Aave V4's upgraded infrastructure. 📊 The $400M milestone validates the performance and security enhancements that became this version's backbone.
💡 The Stable Vaults expansion completes a bigger picture. Aave is no longer just the floating-rate lending king — it's building the full fixed-income stack. That's how a DeFi heavyweight becomes the spine of on-chain finance, not just another lending app. 🦈 Institutional capital notices when a platform captures deposits across every yield vertical.
💬 Are you long-term bullish on Aave V4 or waiting for more proof? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #AAVE #DeFi #AaveV4 #CryptoNews #Altcoin
🚀 💎
21
ලිපිය
පරිවර්තනය බලන්න
🚀 Aave Labs Declares "Aave Will Win" — All Revenue to the DAO! 🤯Big news just dropped from Aave Labs! They've unveiled a groundbreaking proposal titled "Aave Will Win," signaling a massive shift in decentralized finance governance.
The core of this initiative? To transfer ALL product revenues directly to the Aave DAO!
💰 Why This is a Game-Changer:
True Decentralization: This move fully empowers the community, giving Aave DAO members direct control and ownership over the protocol's financial future.Aave V4 Vision: The proposal positions Aave V4 as the bedrock for future innovation, with all earnings flowing to the DAO to fund development, security, and growth.Community Ownership: It cements Aave's commitment to a truly decentralized model, where the community (not the company) directly benefits from its success.
Following this monumental announcement, the market reacted positively, with the price of AAVE surging 2.81% to $110.87. This immediate pump highlights strong investor confidence in Aave's long-term vision and its commitment to decentralization.
💬 YOUR TAKE:
Is this the ultimate blueprint for DeFi decentralization?
1️⃣ BULLISH! This is the future! 🚀
2️⃣ NEUTRAL. Needs more details. 🟡
3️⃣ BEARISH. Too much risk. 🐻
Drop your take below! 👇
#AAVE #defi #DAO #CryptoNews #AaveV4 $AAVE
🚀 Aave Labs Declares "Aave Will Win" — All Revenue to the DAO! 🤯
Big news just dropped from Aave Labs! They've unveiled a groundbreaking proposal titled "Aave Will Win," signaling a massive shift in decentralized finance governance.
The core of this initiative? To transfer ALL product revenues directly to the Aave DAO!
💰 Why This is a Game-Changer:
True Decentralization: This move fully empowers the community, giving Aave DAO members direct control and ownership over the protocol's financial future.Aave V4 Vision: The proposal positions Aave V4 as the bedrock for future innovation, with all earnings flowing to the DAO to fund development, security, and growth.Community Ownership: It cements Aave's commitment to a truly decentralized model, where the community (not the company) directly benefits from its success.
Following this monumental announcement, the market reacted positively, with the price of AAVE surging 2.81% to $110.87. This immediate pump highlights strong investor confidence in Aave's long-term vision and its commitment to decentralization.
💬 YOUR TAKE:
Is this the ultimate blueprint for DeFi decentralization?
1️⃣ BULLISH! This is the future! 🚀
2️⃣ NEUTRAL. Needs more details. 🟡
3️⃣ BEARISH. Too much risk. 🐻
Drop your take below! 👇
#AAVE #defi #DAO #CryptoNews #AaveV4 $AAVE
The core of this initiative? To transfer ALL product revenues directly to the Aave DAO!
💰 Why This is a Game-Changer:
True Decentralization: This move fully empowers the community, giving Aave DAO members direct control and ownership over the protocol's financial future.Aave V4 Vision: The proposal positions Aave V4 as the bedrock for future innovation, with all earnings flowing to the DAO to fund development, security, and growth.Community Ownership: It cements Aave's commitment to a truly decentralized model, where the community (not the company) directly benefits from its success.
Following this monumental announcement, the market reacted positively, with the price of AAVE surging 2.81% to $110.87. This immediate pump highlights strong investor confidence in Aave's long-term vision and its commitment to decentralization.
💬 YOUR TAKE:
Is this the ultimate blueprint for DeFi decentralization?
1️⃣ BULLISH! This is the future! 🚀
2️⃣ NEUTRAL. Needs more details. 🟡
3️⃣ BEARISH. Too much risk. 🐻
Drop your take below! 👇
#AAVE #defi #DAO #CryptoNews #AaveV4 $AAVE
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සත්යායනය කළ
AAVE能否复制UNI回购升级的暴涨神话？
Aave创始人Stani Kulechov近日预告，Aavenomics 3.0即将发布，将替代现行每周100万美元的自主回购计划。完整细节预计在下季度电话会议公布。
为什么这个消息值得重点关注？
一、现行回购机制回顾
Aave DAO从去年4月启动代币回购销毁计划，每周从协议利润中拿出100万美元回购AAVE。这种"协议造血→代币增值"的传导机制，已经让AAVE持有者尝到甜头。
二、Aave基本面强到离谱
V4存款总额突破2亿美元，贷款接近6000万；协议利润占借贷赛道80.7%，碾压所有对手；年化收入1.34亿美元，现金流健康；渣打银行喊出2030年3500美元目标价。
三、Aavenomics 3.0可能带来什么？
参考UNI回购升级的先例，回购规模可能扩大，销毁机制更激进，代币持有者权益进一步增强。
你怎么看？
Aavenomics 3.0能否成为AAVE新一轮暴涨的催化剂？评论区聊聊你的判断。
#AAVE #Aavenomics #DeFi借贷 #加密货币 #AaveV4
AAVE能否复制UNI回购升级的暴涨神话？
Aave创始人Stani Kulechov近日预告，Aavenomics 3.0即将发布，将替代现行每周100万美元的自主回购计划。完整细节预计在下季度电话会议公布。
为什么这个消息值得重点关注？
一、现行回购机制回顾
Aave DAO从去年4月启动代币回购销毁计划，每周从协议利润中拿出100万美元回购AAVE。这种"协议造血→代币增值"的传导机制，已经让AAVE持有者尝到甜头。
二、Aave基本面强到离谱
V4存款总额突破2亿美元，贷款接近6000万；协议利润占借贷赛道80.7%，碾压所有对手；年化收入1.34亿美元，现金流健康；渣打银行喊出2030年3500美元目标价。
三、Aavenomics 3.0可能带来什么？
参考UNI回购升级的先例，回购规模可能扩大，销毁机制更激进，代币持有者权益进一步增强。
你怎么看？
Aavenomics 3.0能否成为AAVE新一轮暴涨的催化剂？评论区聊聊你的判断。
#AAVE #Aavenomics #DeFi借贷 #加密货币 #AaveV4
Aave创始人Stani Kulechov近日预告，Aavenomics 3.0即将发布，将替代现行每周100万美元的自主回购计划。完整细节预计在下季度电话会议公布。
为什么这个消息值得重点关注？
一、现行回购机制回顾
Aave DAO从去年4月启动代币回购销毁计划，每周从协议利润中拿出100万美元回购AAVE。这种"协议造血→代币增值"的传导机制，已经让AAVE持有者尝到甜头。
二、Aave基本面强到离谱
V4存款总额突破2亿美元，贷款接近6000万；协议利润占借贷赛道80.7%，碾压所有对手；年化收入1.34亿美元，现金流健康；渣打银行喊出2030年3500美元目标价。
三、Aavenomics 3.0可能带来什么？
参考UNI回购升级的先例，回购规模可能扩大，销毁机制更激进，代币持有者权益进一步增强。
你怎么看？
Aavenomics 3.0能否成为AAVE新一轮暴涨的催化剂？评论区聊聊你的判断。
#AAVE #Aavenomics #DeFi借贷 #加密货币 #AaveV4
Binance News
·
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Aave ආරම්භකයා Aavenomics 3.0 හරහා නැවත මිලදී ගැනීමේ සැලැස්ම වෙනස්කම් ගැන නිවේදනය කරයි
Aave ආරම්භක Stani Kulechov විසින් Aavenomics 3.0 නිවේදනය කරමින්, Aave හි වර්තමාන සෑම සතියකටම ඩොලර් මිලියන 1ක් වන ස්වයංක්රීය AAVE නැවත මිලදී ගැනීමේ සැලැස්ම වෙනුවට ආදේශ කිරීමට යෝජනා කරයි. NS3 වාර්තාවට අනුව, Kulechov ප්රකාශ කර ඇත්තේ සම්පූර්ණ ක්රියාත්මක කිරීමේ විස්තර Aave සමාගමේ මීළඟ කාර්තුවීය දුරකථන සමුළුවේදී ප්රකාශයට පත් කරන බවයි.
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අර්ධ වශයෙන් සත්යයි
පරිවර්තනය බලන්න
#baby $BABY Bitcoin utility is taking a massive leap forward. The integration of @babylonlabs_io into the @aave v4 public testnet has finally unlocked Native Bitcoin-Backed Borrowing.
📊 Unlike standard wrapped assets that rely on central bridges, Babylon’s Trustless Bitcoin Vaults (TBV) leverage native Bitcoin scripts. This allows users to retain complete self-custody of their private keys on the Bitcoin network while borrowing stablecoins directly on Aave.
With over 21,000 users active on the global leaderboard, this testnet phase is critical for early participants. What are your long-term thoughts on trustless Bitcoin collateral?
BTC AAVE #trustlessbitcoinvaults #Babylon #AaveV4 #DeFi
{future}(BABYUSDT)
{future}(BTCUSDT)
👉 Will Trustless Bitcoin Vaults fully replace wrapped BTC (wBTC)?⬇️⬇️⬇️⬇️⬇️
#baby $BABY Bitcoin utility is taking a massive leap forward. The integration of @babylonlabs_io into the @aave v4 public testnet has finally unlocked Native Bitcoin-Backed Borrowing.
📊 Unlike standard wrapped assets that rely on central bridges, Babylon’s Trustless Bitcoin Vaults (TBV) leverage native Bitcoin scripts. This allows users to retain complete self-custody of their private keys on the Bitcoin network while borrowing stablecoins directly on Aave.
With over 21,000 users active on the global leaderboard, this testnet phase is critical for early participants. What are your long-term thoughts on trustless Bitcoin collateral?
BTC AAVE #trustlessbitcoinvaults #Babylon #AaveV4 #DeFi
👉 Will Trustless Bitcoin Vaults fully replace wrapped BTC (wBTC)?⬇️⬇️⬇️⬇️⬇️
📊 Unlike standard wrapped assets that rely on central bridges, Babylon’s Trustless Bitcoin Vaults (TBV) leverage native Bitcoin scripts. This allows users to retain complete self-custody of their private keys on the Bitcoin network while borrowing stablecoins directly on Aave.
With over 21,000 users active on the global leaderboard, this testnet phase is critical for early participants. What are your long-term thoughts on trustless Bitcoin collateral?
BTC AAVE #trustlessbitcoinvaults #Babylon #AaveV4 #DeFi
👉 Will Trustless Bitcoin Vaults fully replace wrapped BTC (wBTC)?⬇️⬇️⬇️⬇️⬇️
Yes,self-custody wins!
0%
No, wrapping is simpler!..
0%
0 ඡන්ද • ඡන්දය අවසන්
285
තවත් අන්තර්ගතයන් ගවේෂණය කිරීමට ඇතුල් වන්න
Binance චතුරශ්රය හි ගෝලීය ක්රිප්ටෝ පරිශීලකයින් හා එක්වන්න
⚡️ ක්රිප්ටෝ පිළිබඳ නවතම සහ ප්රයෝජනවත් තොරතුරු ලබා ගන්න.
💬 ලොව විශාලතම ක්රිප්ටෝ හුවමාරුව මගින් විශ්වාස කෙරේ.
👍 සත්යායනය කරන ලද නිර්මාණකරුවන්ගෙන් සැබෑ විදසුන් සොයා ගන්න.
විද්යුත් තැපෑල / දුරකථන අංකය
නැගී එන මාතෘකා
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