aave's core infrastructure team BGD Labs terminates all contributions april 1. they built v3, governance, and security frameworks for $33.6b in TVL. aave's current job postings are react native and devops. zero core protocol engineers. 38 days until ...
Aave (AAVE) Price data is delayed
Price data is delayed
Sentiment
Shows the token's social media mindshare and sentiment over time
Mantle dominating the TVL battle among major chains this week due to Aave deployment + incentives...
They are up 123% on the weekly and now the 15th largest chain by TVL...
On the monthly they are up 74.12%...
Only other major chains up considerab...
2/20/2026 22:43
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For four years, BGD has played an important role in Aave V3’s technical development, and it is fair to say that Aave V3 would not be what it is today without their contributions. That Aave V3 has lasted this long in an ever changing industry is a tes...
2/20/2026 16:37
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BGD Labs are rage quitting Aave DAO after 4 years.
They built Aave v3, governance infra, Umbrella, and most core systems.
Why they're leaving:
- Aave Labs pivoted from independent company to central contributor pushing v4
- Aave Labs controls the ...
2/20/2026 13:52
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"Aave Labs has a very strong position due to external factors: control of the brand and communication channels of “Aave”, and important voting power to actually influence major Aave DAO votes. We find those external factors very difficult to overcome...
2/20/2026 13:51
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"Your margin is my opportunity."
Net interest margin (or NIM) is a crucial metric for borrow lend protocols in the same way it is for banks.
While it's true that for protocols like Aave today it's lower than banks (~3%ish), the protocols also run F...
2/19/2026 21:38
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chaos labs secures $30b in TVL with no token and no way to invest. the play is the protocols running on their infrastructure. aave just requested $51m for V4 rollout and their $20b in liquidity runs on chaos risk oracles. you can't buy the infrastruc...
2/19/2026 16:41
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I want to buy some fundamental tokens
Ok, new or old?
New ones, they have the best tech
Well, new 1s have unlocks, ecosystem dump, and are generally DeFi (which underperform)
Ok, old 1s then. AAVE, UNI.
Well, those coins don't do anything. Floa...
2/18/2026 15:25
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Hard to not be bullish on Aave here.
Monthly revenue is in a very healthy place at $9.5M, down only modestly from the peak of $15M.
Historically revenue has been highly cylical, partially due to the tight correlation with the price of ETH (chart 2)...
2/18/2026 15:20
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memecore at $2.66b is valued higher than aave which has $800m revenue and $23b TVL. their pitch is infrastructure for meme coins but https://t.co/eQ9skbAnnv generated $125m in fees without needing a separate L1. the 30-day chart shows $1.89 to $1.20 ...
2/17/2026 19:04
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The persistent strength in $AAVE price action is a very clear signal from the market.
Investors are gravitating towards cash flow producing protocols winning in large addressable markets with value aligned around the token. https://t.co/Wl9vFcUkk8
2/17/2026 16:46
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aave filed first DeFi protocol ETF with coinbase custody. $800m revenue in 2025 at $1.9b market cap is a 2.4x multiple. fintech companies trade 5-15x revenue. stani bought $16m during the 53% crash. when TradFi analysts start applying real valuation ...
2/17/2026 07:38
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Is Aave becoming truly token-centric, or is governance just theater?
The “Aave Will Win” proposal has sparked a serious fight over control, funding, and decentralization.
I'm speaking with @StaniKulechov all about it now.
Join us!
https://t.co/m...
2/16/2026 20:31
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I think the AAVE DAO proposal was very clear in terms of aligning protocol revenue with token holders.
The path for Aave when it comes to V4, RWAs and consumer products built on top of the protocol (Aave Card and Aave App) is equally positive for th...
2/16/2026 14:45
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aave chainlink SVR integration pulled $4.73m in one week from liquidation MEV recapture. $17.7m total recovered. on-chain revenue 7x since late 2025 from a single infrastructure deal. everyone debating labs vs dao governance drama. the protocol is qu...
2/16/2026 08:28
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Stani reveals the key principle for Aave's foundation structure: pure independence.
"The foundation needs to be independent from any party, including Labs and everyone else."
The beauty of DAOs is that "the strongest voices don't own the DAO. What ...
2/15/2026 16:08
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morpho trades at half aave's valuation multiple despite 58000% tvl growth in 24 months. $6.4b tvl with $783m market cap vs aave's $20b tvl at $5.5b. société générale chose morpho for mica compliant stablecoin infrastructure not aave. the gap closes w...
2/15/2026 08:03
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NEW EP: The Aave Will Win Framework with Stani Kulechov
Aave Labs is at its most critical crossroads proposing a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model.
In today's episode, ...
2/14/2026 15:27
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🏦 GRAYSCALE FILES FOR AAVE ETF ON NYSE ARCA
Grayscale has filed with the SEC to convert its $AAVE trust into a spot ETF that could list on NYSE Arca.
If approved, this would let regular investors buy AAVE exposure in a regulated ETF format. https:...
2/14/2026 11:30
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IMO @hyperlendx is the best platform to use for yield at the moment
It offers crazy APY for SOL, more than SOL ecosystem platforms, sometimes it spikes to 40-50%.
USDC APY is also good enough, 5.21%.
At least better than Aave + Airdrop is coming ...
2/14/2026 09:25
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Crypto being so useful for circumventing the law creates this negative feedback loop where the yields get compressed below the risk free rate because there's so much shadow crime money with no other home pushing them down. Can't even shill Aave to no...
2/14/2026 00:46
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Stani on why DeFi is battle-tested and Aave V4 is about to change everything.
"October 10th last year, we liquidated over $200 million in minutes. A week ago, half a billion in a week."
TVL going from $200B to $120B isn't a failure story. It's a st...
2/13/2026 23:43
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How does a protocol that started as a 2017 ICO become the backbone for financial systems?
Stani Kulechov breaks down the Aave Will Win proposal, a framework for token value capture that reflects 8 years of DeFi evolution.
"The Aave Will Win proposa...
2/13/2026 23:05
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Just for perspective, Aave DAO could buy a US bank for this amount of money. I think that’s a good opportunity cost framing.
Aave team can probably deliver more growth but even a poorly run bank has better net interest margin than a DeFi protocol.
...
2/13/2026 20:11
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Breakouts above or breakdowns below the 50dma (purple line) have been incredibly predictive for AAVE price action. With strong token value accrual alignment/clarity after yesterday's proposal, looks like we're heading back towards the 50dma. If we se...
2/13/2026 18:33
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In today’s @Unchained_pod Daily newsletter:
📉 Coinbase feels the chill of a slowing crypto market
🏛️ Aave’s “Aave Will Win” plan ignites a power struggle
And more!
📈 Read the latest update… and get more daily! Subscribe.
https://t.co/CJmtuVR2WF ht...
2/13/2026 12:01
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Sexy proposal by Aave Labs:
- 100% of the revenue to the DAO
- Aave branding IP given to a new Foundation
I've been critical of Aave Labs exactly due to value leakage from the DAO.
But this seems like a big compromise from Aave Labs that $AAVE hol...
2/12/2026 21:55
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$AAVE went from $200 to $100 because investors adjusted the multiple they were willing to pay on cash flows because of increased token value capture uncertainty. That uncertainty is now gone. If investors are rational (as they were before), we should...
2/12/2026 19:59
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aave controls 87% of all defi lending revenue. $89m in january alone. $50b deposits. trading at 4x annualized revenue with active buybacks. berachain at $500m fdv with zero revenue just pumped 150%. the market is pricing novelty over dominance. 4.2% ...
2/12/2026 18:23
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cap premarket at $0.13 vs $0.19 ico. token down 32%. protocol at $317m tvl with https://t.co/Fbh7MpjT3S deploying $35m for 9% stablecoin yield. aave megaeth deployment confirmed feb 10 with cap assets proposed as collateral. protocol metrics pricing ...
2/12/2026 11:14
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aave captures 87% of all defi lending revenue. grew from 8% to 28% of total defi tvl in 24 months. token down 71% from peak. v4 trail of bits audit completed feb 10. $157m annualized revenue funding $50m annual buybacks. protocol at all-time dominanc...
2/11/2026 18:15
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You can still make outsized returns in this market.
No, I'm not talking about trenches.
Here are some ways to earn without exposing yourself to the volatility:
1. Farm stablecoin yield
- @re is offering 7% and 12% on reUSD and reUSDe, respectively...
2/11/2026 17:00
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Did you notice 2026 numbers of @aave?
‣ $52B in TVL (dropped by $3B but up 60% YoY)
‣ Still has 60% market share which is more than every competitor combined
‣ Generated $33M in revenue this quarter (revenue last quarter was $40M)
‣ MAU dropped to 1...
2/10/2026 04:15
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babylon staking has 57,759 btc committed. co-staking requires 20,000 BABY per btc. that's 1.16b BABY needed vs 690m circulating. 40% supply deficit at current staking levels. aave v4 integration vote in april adds native btc collateral to $50b lendin...
2/9/2026 11:57
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vitalik sold $6.69m eth at $2251. stani sold $8.36m at $1857. ethereum's creator and aave's founder both exiting during the same liquidation cascade. 2972 eth is a trim not capitulation. the signal isn't bearish. it's timing. historically vitalik sel...
2/8/2026 11:13
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morpho hit $1b on base and surpassed aave. but steakhouse vaults alone account for nearly half that tvl. isolated lending markets were supposed to eliminate single points of failure. instead morpho created operator concentration risk. one vault opera...
2/8/2026 03:46
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💸TRADING FIRM LOSES $686 MILLION AFTER $ETH PRICE CRASH
Trend Research just suffered a $686M loss on a leveraged Ethereum position.
The firm borrowed stablecoins on Aave and used ETH as collateral to build a $2B long position.
As ETH kept falling...
2/7/2026 09:54
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It’s been a remarkably resilient week for the Aave Protocol and DeFi as a whole.
Over the past seven days alone, the protocol liquidated more than $450M worth of collateral across multiple networks.
For a $50B+ lending protocol, this represents rou...
2/6/2026 10:36
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Trend Research just deposited another 20,000 $ETH($38.6M) to #Binance to sell and repay loans.
Trend Research now holds 416,149 $ETH($791.5M) on Aave and owes $343.77M.
The liquidation prices range from $1,509 to $1,800.
https://t.co/e2L0pYGex3 ht...
2/6/2026 07:05
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self protocol just shipped zero-knowledge identity for ai agents. aave's $20b tvl integration means every agent needs self verification to access defi governance and airdrops. no token yet but $9m raise with aave, velodrome, celo already integrated. ...
2/4/2026 21:26
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morpho at $1.28 trades 2.7x cheaper than aave by market cap. kraken routes 5.7m accounts through morpho vaults, 10x active loan growth on base year over year. aave at $20b tvl, morpho at $3.6b. the vault curator fees go to sentora and steakhouse, not...
2/4/2026 16:21
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V1 of @aave v3, deposit and withdraw skill for @openclaw - the kind of stuff you definitely want to run in verifiable compute ie @eigencloud
https://t.co/GV1E9kBF80
Aave V3 lending protocol on Base Sepolia testnet. Deposit WETH collateral, borrow ...
2/4/2026 15:56
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ondo tvl hits $2.58b all time high with 400% yearly growth. token trades at $0.28, down 54% from november. 0.53x tvl multiple versus aave at 0.24x on $20b. metamask integration gives 30m users direct access to tokenized stocks. token pricing january ...
2/4/2026 04:33
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Timely Aave DAO vote to shut down three L2 deployments:
1. zkSync
2. Metis
3. Soneium
Due to:
- Low and persistent usage
- No signs of organic growth
- No credible short-term path to becoming meaningful contributors to the Aave ecosystem
Ouch ht...
2/3/2026 21:48
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sky ecosystem sunsets february 12th. $6.5b in stablecoin reserves and $500m annualized revenue stream needs a new protocol in 9 days. aave reclaimed 50% defi lending share, processed $619m in liquidations february 3rd without breaking. sky capital ro...
2/3/2026 19:15
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Deleted my earlier Aave x MegaETH post. It mentioned the 6% MEGA token allocation which was in the original proposal last year.
The final vote has different terms:
An option (2) with $2M/year revenue guarantee only. Or another with points.
Option ...
2/3/2026 14:01
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🔥 CRYPTO FOUNDER BUYS $30 MILLION MANSION
Aave founder Stani Kulechov has bought £22M ($30M) mansion in Notting Hill, one of London’s most exclusive neighborhoods.
The buy makes it one of the most expensive home transactions in the UK over the pas...
2/3/2026 13:00
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Aave DAO internal conflict making MegaETH deployment into collateral damage.
ACI with @Marczeller were doing BD with MegaETH since March.
Aave Labs went around them, submitted the proposal directly, bypassing ACI's Skywards process.
As a result th...
2/3/2026 10:23
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Aave Labs revenue outpaces Aave DAO revenue from Cow swap partner fees in six months.
This used to flow to the DAO and could've been used for $AAVE burns.
To be clear: the DAO still makes $13M per month in total protocol revenue.
But $5M in fees q...
2/2/2026 14:53
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parafi locked $35m into jupiter at $0.19 with extended lockup terms. same firm that backed compound and aave early. jup generates $1m daily fees at $607m market cap, down 51% from november highs. parafi doesn't lock capital for years unless they see ...
2/2/2026 07:40
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Ethereum OGs are buying $ETH using looped borrowing.
Two wallets that were dormant for 5 years deposited 44,490 $ETH($98.3M) into #Aave, then borrowed 104M $USDT to buy 45,319 $ETH at $2,295 avg.
https://t.co/Wc1QkkFX2G
https://t.co/3ky7LSXIoc http...
2/2/2026 04:18
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Trend Research is also selling $ETH to repay its loan on Aave.
Over the past 20 hours, they deposited 33,589 $ETH($79M) into #Binance, then withdrew 77.5M $USDT to repay the debt.
They still hold 618,045 $ETH($1.4B).
https://t.co/e2L0pYGex3 https:...
2/2/2026 01:25
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This #BitcoinOG(1011short) is selling $ETH to repay his debt on Aave.
Over the past 2 days, he has deposited 121,185 $ETH($292M) into #Binance and withdrawn $92.5M in stablecoins to repay the loan.
He currently still holds 30,661 $BTC($2.36B) and 7...
2/2/2026 00:31
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morpho captured 50% of new lending market share with $3.6b tvl vs aave's $23.7b active loans. kraken, bitwise and coinbase integrated morpho in january alone. aave needs 2-4 week governance votes to add new assets. morpho lets anyone launch a market ...
2/1/2026 12:01
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Yesterday was another significant stress test to Aave's +$50B onchain lending markets.
Aave Protocol liquidated over $140M collateral across multiple networks without any issues, fully automated demontrating (yet again) the market leader protocol re...
2/1/2026 11:38
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But what does the token ACTUALLY do?
Everything about @aave $AAVE in 30 seconds 👇
GOVERNANCE RIGHTS
→ Vote on protocol upgrades
→ Control parameters
→ Shape tokenomics
REVENUE SHARING
→ Protocol earnings buy back $AAVE
→ Creates deflationary pres...
1/30/2026 14:54
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I recently applied a new strategy. Tbh, I think I would have never had the courage to apply it if it weren’t @Infinit_Labs Prompt-to-DeFi.
It consists of:
> Buy PT-sUSDe on @pendle_fi (5.18% fixed yield)
> Deposit as collateral on @aave V3
&g...
1/30/2026 12:00
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A whale has spent $6M $USDC to buy 1,108.79 $XAUT at a price of $5,411 and has supplied it for lending on #Aave V3.
The whale still holds $12.58M $USDC in lending and is likely to withdraw and buy more XAUT (#GOLD).
Address: 0xafd850735abcbFc71886b...
1/30/2026 06:22
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lombard's lbtc absorbing $550m from ava labs btc.b migration. holders get same defi utility plus 1% yield so the choice is obvious. $1.37b tvl doubling from forced distribution, not organic growth. bard at $0.76 with $171m fdv capturing fees from gua...
1/29/2026 00:48
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veda just went live powering kraken's 8% apy defi earn for 10m+ us/eu/canadian users. no token, just infrastructure fees on $5b+ secured across aave, compound, morpho. ex-sec general counsel on team closed the regulatory gap. protocols fight for user...
1/29/2026 00:06
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avax hosts $400m in tokenized hedge funds and clos from galaxy digital and skybridge. aave horizon pushed $350m in rwa loans through avalanche. vaneck etf live january 26. trading $11.67 below nobsfund's $12.68 entry. the only l1 with both an etf and...
1/27/2026 10:56
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This #BitcoinOG(1011short) held a massive long on #Hyperliquid for ~50 days, racking up $100M+ in losses and paying $8.2M+ in funding fees.
He's now closing longs and shifting to #Aave to loop $ETH longs.
Over the past 2 days, he withdrew 148,000 $...
1/27/2026 01:46
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Aave could go on a generational run here.
The legend @StaniKulechov is going to be speaking live at DAS about everything.
- Aave v4 is WILDLY slept on right now
- Huge integrations (sc @krakenfx earn)
- TVL set to go up only post CLARITY implementa...
1/26/2026 18:49
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So @maplefinance is now the 3rd protocol by revenue in the last 30 days.
$7.17M in fees. $801K flowing to the protocol. Sitting right behind Aave and Kamino.
‣ $4.3B+ in active AUM
‣ ~$10M+ in revenue
In yield bearing tokens by TVL, Maple holds tw...
1/26/2026 12:28
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After being dormant for 2 years, a whale supplied 2,000 $ETH ($5.76M) into #Aave V3, borrowed $2M $USDC, and bought 686 $ETH.
Currently, the whale holds 10,759 $ETH worth $31.24M across 3 different wallets.
https://t.co/DamSdQV0Jp https://t.co/gjbN...
1/26/2026 08:16
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Last Week's Launches and Updates:
Launches 🚀
- Twyne rolled out on Aave, letting borrowers raise the liquidation threshold
- HyENA Trade opens public access, cuts fees by ~50%, and adds 12% collateral APR
- RAILGUN tests RAILGUN_connect on CoW Swap...
1/26/2026 02:17
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foundry hitting 10k github stars marks the split between protocols that get hacked and those that don't. uniswap, aave, compound all migrated. 100x faster testing catches bugs javascript misses. check a protocol's test framework before you ape. found...
1/23/2026 19:57
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Social Statistics
Social media metrics tracking this token's online presence. Mindshare shows the percentage of crypto discussion focused on this token. Momentum indicates trend direction (rising or falling). Net Sentiment measures overall community sentiment (positive, negative, or neutral) based on the difference between positive and negative mentions.
Mindshare (24h)
1.60%
Mindshare Momentum
Up
Net Sentiment
Bearish
Sentiment Momentum
Down
Featured Tweet
Post with highest engagement and good quality mentioning Aave in the past week