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Write that down and frame it for the generations to come: "When an ecosystem spins out a second token, the combined market cap of the two will eventually drop below that of the original token."
Write that down and frame it for the generations to come:
"When an ecosystem spins out a second token, the combined market cap of the two will eventually drop below that of the original token."
lemiscate
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If Circle FDV is above NAV, what is Aave's fair value?
If Circle FDV is above NAV, what is Aave's fair value?
AAVE
lemiscate
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Jeremy sold 1,582,160 CRCL shares at $30 each, cashing out $47.5m. At today’s $240, those shares are worth $380m. Tokenized on Aave, he could have kept every share, posted it as collateral, and borrowed $250m in a single transaction. Just Use Aave.
Jeremy sold 1,582,160 CRCL shares at $30 each, cashing out $47.5m.
At today’s $240, those shares are worth $380m.
Tokenized on Aave, he could have kept every share, posted it as collateral, and borrowed $250m in a single transaction.
Just Use Aave.
AAVE
lemiscate
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Interesting stuff was recently merged into the Aave AIP repo.
Interesting stuff was recently merged into the Aave AIP repo.
AAVE
APT
lemiscate
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Except for @TheBlock__ it feels like every crypto outlet has become pay to play slop. With Kaito’s noise added, finding non shill coverage is nearly impossible. Only onchain data still delivers facts. Has crypto media really sunk this low?
Except for @TheBlock__ it feels like every crypto outlet has become pay to play slop.
With Kaito’s noise added, finding non shill coverage is nearly impossible.
Only onchain data still delivers facts.
Has crypto media really sunk this low?
lemiscate
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Currently, working to onboard the following two "billy" assets on aave. Can you guess what they are?
Currently, working to onboard the following two "billy" assets on aave. Can you guess what they are?
lemiscate
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Casual 1 billy deposit in @aave from our @PlasmaFDN and @veda_labs friends. Just use Aave.
Casual 1 billy deposit in @aave from our @PlasmaFDN and @veda_labs friends.
Just use Aave.
AAVE
USDC
lemiscate
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A 26-year-old TikTok “trader” was abducted in France. Kidnappers wanted €50k in crypto, checked his wallet, found pennies, and let him go. Reminder: most trading KOLs are LARPs. Just Use Aave https://www.europe1.fr/Police-Justice/information-europe-1-essonne-un-trader-influent-sur-tiktok-enleve-et-sequestre-758775
A 26-year-old TikTok “trader” was abducted in France.
Kidnappers wanted €50k in crypto, checked his wallet, found pennies, and let him go.
Reminder: most trading KOLs are LARPs.
Just Use Aave
https://www.europe1.fr/Police-Justice/information-europe-1-essonne-un-trader-influent-sur-tiktok-enleve-et-sequestre-758775
AAVE
lemiscate
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Another day, another Aave market joining the Billy Club. Just Use Aave.
Another day, another Aave market joining the Billy Club.
Just Use Aave.
AAVE
lemiscate
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Me when checking @sparkdotfi airdrop as a large sDAI holder on @gnosischain. Sad! @koeppelmann save us!
Me when checking @sparkdotfi airdrop as a large sDAI holder on @gnosischain.
Sad! @koeppelmann save us!
GNO
lemiscate
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The 180-day avg APY on $EURe with Aave v3 Gnosis is 2.66%, which is quite lower than what you'd get with a USD stablecoin. The EUR DeFi ecosystem is growing, but it's still in its early stages. However, due to USD 2025's weakness, you actually earned more being in aEURe than most USD deposits (except stkGHO). Diversification is key, and Aave makes this possible for you. Just use Aave.
The 180-day avg APY on $EURe with Aave v3 Gnosis is 2.66%, which is quite lower than what you'd get with a USD stablecoin.
The EUR DeFi ecosystem is growing, but it's still in its early stages.
However, due to USD 2025's weakness, you actually earned more being in aEURe than most USD deposits (except stkGHO).
Diversification is key, and Aave makes this possible for you.
Just use Aave.
AAVE
lemiscate
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It’s amazing how everyone loved Aya and congratulated her on her tenure at the EF, but as soon as she left and people doing the actual work replaced her, $ETH hit its bottom and has only risen since. You can fool everyone but the market.
It’s amazing how everyone loved Aya and congratulated her on her tenure at the EF, but as soon as she left and people doing the actual work replaced her,
$ETH hit its bottom and has only risen since.
You can fool everyone but the market.
ETH
lemiscate
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The Aave DAO has now acquired 45,243 $AAVE at an average price of $191.87. If someone had replicated our DCA strategy, their uPNL would be at a healthy $5.4m. No voodoo TA lines on charts, no Mumbo jumbo. Just hitting the buy button every 6h. Just use Aave.
The Aave DAO has now acquired 45,243 $AAVE at an average price of $191.87.
If someone had replicated our DCA strategy, their uPNL would be at a healthy $5.4m.
No voodoo TA lines on charts, no Mumbo jumbo.
Just hitting the buy button every 6h.
Just use Aave.
AAVE
lemiscate
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Umbrella closed its first day at 60m$ TVL. We will likely reach the target liquidity on all assets before Monday. Get in while you still can. http://Stake.onaave.com
Umbrella closed its first day at 60m$ TVL.
We will likely reach the target liquidity on all assets before Monday.
Get in while you still can.
http://Stake.onaave.com
AAVE
lemiscate
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Checked this morning and witnessed with horror that all my $USDC are still worth 1$ despite the incredible $CRCL performance. How is @jerallaire getting away with this?
Checked this morning and witnessed with horror that all my $USDC are still worth 1$ despite the incredible $CRCL performance.
How is @jerallaire getting away with this?
USDC
lemiscate
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Checked this morning and witnessed with horror that all my $USDC are still worth 1$ despite the incredible $CRCL performance. How does @jerallaire is getting away with this.
Checked this morning and witnessed with horror that all my $USDC are still worth 1$ despite the incredible $CRCL performance.
How does @jerallaire is getting away with this.
USDC
lemiscate
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36m$ day one is a decent start. Still plenty of size for USDC, wETH and USDT. Don’t stake GHO tho, you’re earning less than sGHO that is liquid and slashing risk free. Just use Aave.
36m$ day one is a decent start.
Still plenty of size for USDC, wETH and USDT.
Don’t stake GHO tho, you’re earning less than sGHO that is liquid and slashing risk free.
Just use Aave.
USDC
ETH
lemiscate
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Frankly I really like the http://stake.onaave.com new app design. congrats @bgdlabs
Frankly I really like the http://stake.onaave.com new app design.
congrats @bgdlabs
AAVE
lemiscate
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Umbrella is activated. Enjoy. https://stake.onaave.com/
Umbrella is activated.
Enjoy.
https://stake.onaave.com/
USDC
ETH
lemiscate
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Small liquidity crush on Aave v3 Core $USDT, It will not last long, enjoy it before the market closes the opportunity.
Small liquidity crush on Aave v3 Core $USDT,
It will not last long, enjoy it before the market closes the opportunity.
AAVE
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$BTC 🖇️ $BNB 🖇️ $ETH 🌪️ ¿Qué pasó el jueves? Una tormenta en el mercado Lo que vivimos este jueves fue una de las caídas más fuertes en la historia cripto. Imagínense que se borraron más de $2.6 mil millones en liquidaciones (dinero que los exchanges cierran a la fuerza a los traders que operan con dinero prestado y no tienen para cubrir las pérdidas). Bitcoin cayó hasta los $60,000, su punto más bajo desde octubre de 2024. Pero aquí viene lo interesante: Según el RSI (un indicador que mide qué tan estirado está el precio), Bitcoin entró en zona de sobreventa (cuando el precio baja tanto y tan rápido que históricamente suele venir un rebote pronto). Y efectivamente, apenas despertó el mercado en Asia, el precio rebotó de los $60,000 a los $65,000. No solo son las criptos... Incluso los mercados tradicionales la están pasando mal. El Nasdaq 100 (el índice que agrupa a las empresas tecnológicas más grandes de EE. UU.) ha caído un 6%, y hasta el oro y la plata han bajado. En el mundo de los futuros (donde la gente apuesta al precio futuro de una moneda), por primera vez desde marzo de 2025 el valor total del mercado bajó de los $100 mil millones. Además, las tasas de financiación (el pequeño interés que se pagan entre sí los que apuestan a que sube o baja) se pusieron negativas. Esto significa que ahora hay mucha gente apostando a que el precio seguirá cayendo. ¿Cuál es nuestra mentalidad hoy? 🧘🏻♀️ Estamos viendo niveles de miedo extremo, incluso en las opciones de BlackRock (la gestora de fondos más grande del mundo). Pero recuerden: los grandes como Cathie Wood aprovechan este caos para reajustar sus piezas con mente fría. Mientras el mercado se limpia de quienes operan con demasiado riesgo, nosotros mantenemos nuestra paz mental y seguimos nuestro plan. Y tú, ¿ves este rebote a $65,000 como una señal de alivio o crees que todavía nos falta ver más caídas antes de la calma? #noticie #RiskAssetsMarketShock #MarketCorrection
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