Which story would you be more interested in hearing about on the pod:
1. Aave/Chaos/$AAVE
2. Morgan Stanley BTC ETF + Charles Schwab/TradFi BTC roundup
3. Other pls comment
Aave (AAVE)
Sentiment
Shows the token's social media mindshare and sentiment over time
$AAVE vs. $MORPHO: YTD price performance appears to be hitting an inflection point.
Aave continues to deal with the fallout from the DAO drama and the departure of key contributors from the ecosystem.
(Much of this has overshadowed their V4 launch)...
4/7/2026 15:29
1.8K
6
0
12
1
The Castle Chronicle #166 is out!
⌠@ethena is bringing new changes to $USDe!
⌠@chaoslabs backing out of the Aave DAO?
⌠Huge report on @HyperliquidX's oil market data included
⌠DeFi is still alive
Link below đ° âŹď¸ https://t.co/Z7lkaIeG4W
4/7/2026 14:45
1.2K
3
1
15
2
Curious how Aave v4 will play out. I can see why the features make sense from a protocol perspective. However, as a user, I currently see zero incentive to switch. v3 is much more battle-tested and has much more liquidity and integrations. So unless ...
4/7/2026 12:25
7.6K
8
0
89
3
Crypto + Macro Stuff I'm Looking At Today
...
- Oil at $114 as Iran situation continues
- $BTC at $69.8k
- Chaos Labs is leaving Aave, citing "a fundamental misalignment on how risk should be managed..."
- Citrini analyst makes gonzo journalism ...
4/6/2026 19:39
3.2K
11
10
71
7
We respect the decision of Chaos Labs to step down as one of the two risk managers for the Aave DAO.
We want to thank Chaos Labs for their work over the years. They have been a valuable partner to the Aave DAO, and their contributions have helped Aa...
4/6/2026 18:19
253K
75
88
875
152
Over the past 2 hours, thomasg.eth (@thomasg_eth) has sold 4,700 $ETH for $9.67M $USDC and deposited 6,345 $ETH ($13.03M) into #Coinbase, losing ~$1.4M.
He also sold 13,150 $AAVE for 364 $ETH ($750K) and $459,618 $USDC, and deposited it into #Coinba...
4/6/2026 00:40
3.6K
1
1
34
3
New Bank of Canada report on Aave is mostly favorable, they're basically saying yeah, this DeFi thing actually works, and we now have data to prove it.
A central bank endorsing a bankless bank.
We're getting there. https://t.co/WPDu6658hQ
4/3/2026 16:37
62K
19
39
291
34
Real-World Assets
Tokenisation
Institutions
Privacy
Post-Quantum Cryptography
Agentic Finance
These were all the key themes seen across last week at @EthCC.
With the talks, we also witnessed a few major launches:
⌠@aave v4 went live.
⌠@aztecnetwo...
4/3/2026 14:43
1.5K
9
4
27
3
Aave V4 just went live on Ethereum. Announced here at EthCC, the upgrade brings institution-specific borrowing environments and RWA-backed lending into a unified liquidity system.
@StaniKulechov, CEO and Founder of @Aave, on the future of DeFi at Pr...
4/2/2026 12:59
5.4K
2
11
48
1
Aave DAO is voting on the updated Aave Will Win Framework.
$25M in stables, 75K AAVE (~$9M), and $17.5M in growth grants. ~$51M total.
Following DAO feedback, Aave Labs made some changes:
- Vote is unbundled. V4 and foundation are now separate pro...
4/2/2026 11:05
13K
29
7
123
13
11 BTC added in last month.
100% transparency.
All BTC addresses held on chain.
95% of our BTC is held in Bitgo with multiple signers and legacy planning protocols.
The other 5% is held in AAVE.
100% on chain verifiability.
Cost of capital 3.5%
If...
4/1/2026 17:05
41K
25
12
237
70
Did you know that enabling E-Mode on Aave X Layer takes one tap inside @OKX Wallet? Itâs so easy!
LTV goes up to 88% for liquid staking pairs. That's 18% points of borrowing power most people are leaving on the table. Go check it out đ https://t.co...
3/31/2026 23:31
1.4K
4
0
13
0
In todayâs @Unchained_pod Daily newsletter:
đ Nakamoto dumps BTC at a 40% loss â corporate demand down 99%
đď¸ $10T retirement market could unlock for crypto
âď¸ âMined in America Actâ pushes U.S. Bitcoin dominance
đď¸ Aave V4 targets Wall Street wit...
3/31/2026 11:16
1.2K
6
0
8
2
SPECIAL: Stani Kulechov on Why Aave V4 Is The Most Resilient DeFi In The World
@StaniKulechov joins The Rollup live from DeFi Day in Cannes at EthCC to reflect on the V4 launch today & break down the hub-and-spoke architecture, how @Aave is posi...
3/30/2026 20:43
39K
8
11
50
19
Serious talk: what's a risk-adjusted rate depositors should demand for deploying funds into AAVE v4, considering its untested nature?
No serious allocator should touch this for months unless there's a -very- healthy premium compared to alternatives
3/30/2026 16:07
7.2K
14
2
52
12
Contrary to common belief, Europe isn't behind on digital assets.
Johann Eid on why DeFi is disproportionately European and why that's not a coincidence.
European regulation compressed innovation energy for years. Permissionless DeFi was the one ou...
3/30/2026 14:16
641
1
0
6
0
đ¨ NEW: Aave, the largest DeFi protocol with $40B+ in net deposits, has expanded its adoption of Chainlink SVR to new chains
@aave is now using SVR to recapture non-toxic liquidation MEV on @ethereum and L2 networks @base and @arbitrum
Since integ...
3/28/2026 16:06
15K
24
49
397
5
$25 million stolen.
In this episode of Uneasy Money, hosts @kaiynne, @tayvano_ & @LucaNetz are joined by @omeragoldberg to unpack the Resolv exploit and Aave v4 governance approval:
đ¤ Why was the USR minting function governed by a single accou...
3/27/2026 17:57
9.6K
4
3
27
6
morpho processing 2x aave volume on base with zero protocol fees and zero token incentives. organic growth without mercenary capital. the MORPHO token doesn't capture fees yet but governance controls the fee switch. when that activates the entire vol...
3/26/2026 22:53
13K
14
3
59
9
I'm lazy and tapped out, would like some help in keeping up to date
Is there any farm that isn't risk correlated with Ethena? Would like the answer with/without Aave<>Ethena risk and amongst the ones that have that risk what looping strategy h...
3/26/2026 21:29
29K
23
1
79
32
The Whop x Aave news is huge for DeFi
Whop just launched Whop Treasury paying up to 6% APY on balances held by its 21M creators
It's all powered by Aave, Plasma & Veda under the hood with no user interaction required
21M Whop creators just bec...
3/26/2026 12:57
1.4K
1
0
12
2
kamino at 3.6% MC/TVL while aave trades at 18.75%. $67m annualized fees on $2.33b TVL with zero bad debt across all markets. 229m token unlock in january broke the chart. the protocol generating more fee revenue per dollar of TVL than aave is priced ...
3/26/2026 12:44
7.6K
13
1
32
3
The Morning Minute (3.26)
Powered by @yeet
â°Top News:
-Crypto majors fall as oil spikes 7%; BTC -3% at $69,400
-Fannie Mae to allow crypto collateral for mortgages
-Whop partners with Aave and Plasma for new Whop Treasury product
-Circle stock reb...
3/26/2026 12:22
2.6K
11
2
27
1
A Token Millionaire staked $3.4M of $AAVE on @ethereum in a single transaction.
Also in the last 24 hours:
- Apollo Capital: fresh $184K fund entry into stkAAVE
- Boros Trader: new $543K position
All three entered near the 30D price low of $104. h...
3/26/2026 09:30
3.6K
4
1
25
1
A Comparison between Crypto Lenders
Aave trades at 2.2x p/s vs. Morpho trading at 6.6x p/s (Fees generated/Valuation)
Aave trades at 2.8x p/b (price-to-book) vs. Morpho trades at 51x; price-to-book is calculated by mktcap/treasury.
Aave has a $17....
3/25/2026 15:59
1.5K
5
1
15
0
AAVE at $110 with BGD Labs exiting april 1, ACI gone by july, parafi and blockchain capital dumping $55m combined in march, revenue down 52% from Q4 peak. V4 launches without the team that built V3. market pricing ETF hopium over operational collapse...
3/24/2026 11:23
14K
18
3
57
7
In todayâs @Unchained_pod Daily newsletter:
đď¸ Balancer scraps its corporate wrapper after exploit fallout
đŻ Prediction markets race to lock down insider trading
đŚ Aave V4 clears a key vote after weeks of internal drama
đ Read todayâs must-know ...
3/24/2026 11:00
1.5K
6
2
12
4
Someone borrowed $1 billion, used it to vote themselves the right to rob a protocol, took $182 million and then even returned the billion
In April 2022 an attacker took a $1 billion flash loan from Aave and used the borrowed money to buy enough gove...
3/22/2026 18:05
258K
149
191
2.5K
898
Aave has no exposure to Resolv USR.
Resolv is a liquidity provider on Aave, supplying its backing assets to the protocol. These assets remain safe, as the backing itself was unaffected. Resolv will be able to exit gracefully and already started to r...
3/22/2026 08:17
79K
47
36
514
32
Should Aave have stopped the user from losing $50 million?
Itâs actually not that simple, say @kaiynne and
@tayvano_:
đ¤ If, on the offchance, a user really, really wanted to do that, the app needs to let them
đ¸ Why itâs so hard to test transactio...
3/21/2026 14:45
3.5K
8
1
8
1
morpho trades at 57% of aave's valuation. apollo just bought 90m tokens for governance control. meanwhile blockchain capital dumped $24.8m in AAVE after BGD labs announced exit. aave's core technical team leaves april 1. morpho's fee switch still off...
3/20/2026 22:44
14K
14
2
67
9
Crypto users deserve better protections.
Jessi Brooks, @kkirkbos & Jane Khodarkovsky unpack:
đŠ The conflicting post-mortems for the $50 million Aave swap gone wrong
𤨠Why incidents like this conflict with DeFi's desire to stay unregulated
đĽ ...
3/20/2026 00:00
2.6K
6
0
17
1
On March 12, a user swapped $50.4M on Aave and got back $36K worth of tokens.
A lot has already been written about it. I'm not here to talk about that.
When I was digging into what actually happened, I read ~$34M went to Titan, the block builder wh...
3/19/2026 23:42
8.4K
25
12
89
36
apollo global management took a 9% stake in morpho. 90m tokens over 4 years from an $840B AUM manager. protocol doing $260m annualized revenue with fee switch still off at $1B market cap. parafi sold AAVE to buy SKY tokens and deposit into morpho. th...
3/18/2026 12:39
7.2K
23
3
32
7
aave down 2.5% on the day SEC 33-11412 classifies governance tokens as digital tools not securities. $26.5B TVL protocol at 13x revenue multiple. compliance departments that couldn't touch defi yield yesterday can allocate today. market selling the n...
3/18/2026 11:18
8.8K
8
4
41
4
the end goal in crypto isnt to retire and leave completely
its to build enough social capital so you need to wake up from hibernation and shitposting like 3 times a year
..to shill some bullshit like plasma, stable, aave, zec, get 6 figs for it a...
3/18/2026 05:27
1.6K
16
1
47
2
What Happened Last Week in DeFi?
DeFi Updatesđ:
- Pendle launches one-click PT looping for 20%+ yields
- HyperLend partners with Hyperion for institutional lending
- Aave DAO cuts buyback budget 40% amid revenue drop
- Lido launches EarnETH and Ear...
3/17/2026 03:32
399
0
0
5
1
Pendle PT-srUSDe = 4.72% Fixed APY
Borrow USDe on @Aave = 2.35%
That's 32% Max APY for a PT loop.
And just like that suddenly, that plain looking girl-next-door (who always subtly beautiful) is suddenly a head-turning hottie after taking off her gl...
3/17/2026 03:16
2.7K
6
4
40
5
GHO generates 15-25% of aave's $140m annual revenue at zero cost of capital. the team that grew it from $35m to $565m exits july 2026. if GHO trades below $0.98 for 24+ hours that's your exit signal on AAVE weeks before price catches up. nobody watch...
3/16/2026 15:33
12K
37
2
49
10
blockchain capital just moved $24.8m in AAVE to coinbase prime. parafi swapped their position into SKY tokens. meanwhile MORPHO crossed $10b TVL with apollo's 9% stake backing them. the teams that drove 61% of aave governance actions are gone by apri...
3/15/2026 22:20
17K
20
4
73
20
đ¨THE BIGGEST SINGLE TRANSACTION LOSS IN DEFI? A POST-MORTEM OF HOW A USER LOST ~$50M IN ONE CLICK
Recently, a DeFi user swapped $50.4 million of aEthUSDT into just $36,000 of aEthAAVE on the Aave platform using a CoW Swap widget.
Both protocols h...
3/15/2026 20:55
29K
81
58
280
53
Aave DAO is voting to cut its AAVE buyback budget from $50M to $30M per year.
Revenue dropped 25% from peak and the 2026 budget runs a deficit.
The proposal also shifts buybacks from stablecoins to ETH-denominated assets to preserve stablecoin rese...
3/14/2026 17:32
20K
48
7
176
21
Whale Selling $AAVE?
Blockchain Capital deposited their remaining 216,292 $AAVE($24.8M) into Coinbase Prime.
Meanwhile, whale 0xFF5D withdrew 10,008 $AAVE($1.15M) from Aave and deposited it to #Binance.
https://t.co/6IyCN4HHmG
https://t.co/eNF1Hwz...
3/14/2026 08:58
35K
38
11
209
17
blockchain capital dumped 216k aave at $115 after holding 3-5 years. 22% total return. 4-7% annualized. worse than holding eth. worse than yield farming. the vc defi thesis is dead but they're probably 3-6 months early. aave v4 q3 2026 will drive one...
3/14/2026 01:40
13K
19
4
62
9
morpho generating $260m annualized revenue. aave generating $140m. morpho market cap $1.02b. aave market cap $1.71b. one protocol has 2x the revenue at 60% of the valuation. 3.9x P/S vs 12.2x P/S. market is sleeping on the modular lending thesis unti...
3/13/2026 22:09
12K
19
7
70
21
Crypto + Macro Stuff I'm Looking At Today
...
- Brypto majorly outperforming stonks over the last week
- $50M loss on Aave frontend generating massive discussion... personally I don't think it was money laundering or anything like that, I think so...
3/13/2026 21:11
4.9K
10
6
52
5
New Pod with @salveboccaccio and @defi_kay_
We Discuss:
- The $50M Aave Swap Error
- Pumpfunâs Potential Multichain Expansion
- ACX Transitioning from Tokens to Equity
- And more!
Timestamps đ
(0:00) Introduction
(3:16) Aave Swap
(14:31) Pumpfun
(...
3/13/2026 19:20
703
0
0
5
1
It appears that @aave has surreptitiously raised PT-srUSDe caps to $200m, leaving ~$70M for loopers.
Conveniently, there ALSO appears to be over $70m in the PT-srUSDe orderbook just WAITING for you to fill.
Intern's take?
Just DO it.
Pendle Strata...
3/13/2026 14:42
3K
1
3
35
4
My dumb take on arguably the worst on chain trade of all time:
My whole professional life I have been working on decentralized products. I like to think of myself as one of the biggest DeFi advocates on the planet. I have used the @aave front end an...
3/13/2026 13:22
6.1K
11
9
63
17
The Morning Minute (3.13)
Powered by @yeet
â°Top News:
-Crypto majors green and outperforming other markets; BTC 3% at $72,300
-BlackRockâs ETHB staking ETF debuts with $15.5M volume
-CFTC moves forward on formal rules for prediction markets
-Trade...
3/13/2026 12:15
3K
18
3
30
1
CoW Swap solver routed $50m through a Sushiswap pool with $73k liquidity. received 324 AAVE worth $36k. 99.93% loss. MEV bots extracted $45m in one block. block builder took $34m. Lido earned $1.2m as proposer. if you're moving >$10m through aggre...
3/13/2026 11:27
41K
44
26
273
57
Whale losing $50m on Aave proves DeFi on mobile sucks.
If heâd just used Binance and even fat-fingered an $AAVE market order, heâd be okay.
Instead, he withdrew 50m from Binance, deposited to Aave, and 20days later swapped on Aave.
Easy to say "ju...
3/13/2026 11:26
30K
78
15
251
29
đ¨THE 50M AAVE SWAP MAY TRACE BACK TO A WHALE
LookOnChain says the trader who swapped 50.43M aEthUSDT for just 327 aEthAAVE ($36K) may be Garrett Jin.
On-chain tracing links 13 wallets funded from Binance (Feb 16â20) that later funneled funds into ...
3/13/2026 05:15
18K
49
22
130
15
Just 3 days ago, Trend Research's @Jackyi_ld said that any $ETH below $2,000 is a buying opportunity.
Today, he borrowed and shorted 27,000 $ETH($55.72M).
A wallet possibly linked to #TrendResearch deposited 100M $USDC into #Aave 5 hours ago, then ...
3/13/2026 02:11
66K
46
20
253
23
This is unbelievable!
Someone swapped 50.43M aEthUSDT for only 327.241 aEthAAVE ($36K), losing $50.4M.
When trading on Aave, users are clearly warned about high slippage, and they must check the checkbox to confirm the risk of loss before the trade...
3/13/2026 01:58
61K
62
27
230
26
A trader just lost over $50M on a single onchain swap.
No hack. No exploit. Just liquidity and AMM math.
They held ~50M in aUSDT on Aave and wanted to rotate into AAVE. The route executed as:
USDT â WETH â AAVE, across multiple pools.
The fatal de...
3/13/2026 00:43
58K
1
0
9
1
đ¨ HOW TO LOSE 50 MILLION DOLLARS IN ONE CLICK.
The founder of Aave just confirmed one of the most brutal transactions in DeFi history. Here is the exact breakdown:
⢠A user attempted to market buy 50 million in AAVE using USDT.
⢠The interface wa...
3/12/2026 23:36
122K
208
144
981
152
Pathetic and broken Aave protocol (interface has been bad FOREVER) extracts user of $50 Million on a very large transaction.
Billionaire founder blames "user error" (he clicked the box to agree to be fucked) and offers to return 1% of the loss.
Cry...
3/12/2026 22:20
28K
76
12
244
19
Context behind Aave having gimmicky swap widgets on their UI in the first place is that Labs needed to shoehorn in shitty features in search of revenue streams that could dodge tokenholders and go straight to Labs (Labs has no $, AAVE supply was jeet...
3/12/2026 21:14
10K
7
6
99
6
Earlier today, a user attempted to buy AAVE using $50M USDT through the Aave interface.
Given the unusually large size of the single order, the Aave interface, like most trading interfaces, warned the user about extraordinary slippage and required c...
3/12/2026 20:33
6.5M
2.9K
1K
11K
2.6K
someone just swapped $50m for $36k on cowswap through aave's frontend, effectively losing 50m
if you try to make this swap on llamaswap the UI won't let you at all, buttons get locked
we've spent years building a price API with the highest coverage...
3/12/2026 19:49
265K
185
130
1.8K
176
Aave oracle failure 2 days ago liquidated $21m across 34 accounts with zero coverage or recourse. Catalysis launching on EigenLayer as first restaking-based insurance AVS with automatic payouts via EigenCloud verification. 4m+ restaked ETH sitting th...
3/12/2026 06:52
12K
16
4
69
9
Aave Labs is strengthening its Product and Enterprise Sales teams, and weâre hiring with open roles!
Senior Product Designer
Staff Design Engineer
Senior Design Engineer
Staff Smart Contract Engineer
Product Marketing Manager
Sales Engineer
Directo...
3/11/2026 12:23
134K
105
75
843
361
LINK ETFs recorded 13 consecutive weeks of inflows including $2m on march 10 when every other altcoin bled. that $21m aave liquidation was a chaos labs config error, not chainlink infrastructure failure. top 100 wallets accumulated 20.46m LINK since ...
3/11/2026 10:53
19K
18
56
392
15
stani kulechov bought $3.53m in AAVE on feb 7 while his top contributors announced exits. arthur hayes sold the same week at a loss. founder buying during brain drain at 4.6x P/S when morpho trades at 4.2x with similar revenue. the $21m oracle bug re...
3/11/2026 06:50
15K
10
3
87
10
đ¨ AAVE ORACLE GLITCH TRIGGERS $26M IN WRONGFUL LIQUIDATIONS
A pricing oracle error on Aave caused about $26million in wstETH positions across 34 accounts to be unfairly liquidated after the system reported an incorrect exchange rate, with affected ...
3/11/2026 04:15
45K
78
52
321
52
pendle at $1.26 with $45m annual revenue and 80% flowing to stakers. arthur hayes just realized a $990k loss selling at $1.34 after buying at $1.77. 60% of circulating supply locked in sPENDLE with 14-day withdrawal. trading at 4.6x P/S against aave ...
3/11/2026 02:22
18K
18
9
110
19
morpho trading at 4.2x P/S with $260m annualized revenue. apollo just took a 9% stake, that's an $840b AUM TradFi giant buying 90m tokens over four years. coinbase routes their entire $1.2b loan product through morpho vaults. aave trades at 12x P/S w...
3/10/2026 15:04
8.2K
7
4
33
7
Right now on @OdysseyFi there are some TASTY yields going on
Linn's favourite is 21.82% on Aave v3 Ethena PT-sUSDe-9APR2026-USDe
But what strategies does Odyssey employ to get such tasty yields?
- Metronome Synth: Uses Metronomeâs looped method to...
3/9/2026 08:02
3.6K
8
7
50
14
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)
1.98%
Mindshare Momentum
Down
Net Sentiment
Neutral
Sentiment Momentum
Down
Featured Tweet
Post with highest engagement and good quality mentioning Aave in the past week