efra

truth-seeker & content at @vistawtf | comms for @Token_Logic

[efra @0xEFRA]

the illusion of perfection

https://t.co/1rvUPo8lu2

[Keone Hon @keoneHD]

Aave is growing quickly on Monad!

Great to work with @Token_Logic , @StaniKulechov and the whole @aave team. Just getting started

[TokenLogic @Token_Logic]

1/ Q2 marked the launch of Aave V4, the best quarter yet for GSM fees, and $29M in protocol revenue.

▪️ $29M revenue from 12 active sources
▪️ $17.8M from top 10 reserves
▪️ $3.05M revenue recaptured by SVR
▪️ $229M in V4 deposits
▪️ $3.15M GHO earnings

Full Q2 breakdown ↓

[TokenLogic @Token_Logic]

Aave is now live on @monad.

Monad's high-throughput EVM makes it a strong fit for onchain lending at scale.

Incentives are sized for large deposits from day one.

[TokenLogic @Token_Logic]

1/ $sGHO is going cross-chain.

We've published an ARFC to bring the sGHO savings product to L2 networks, starting with Arbitrum, without fragmenting the vault or splitting the rate.

One @aave savings rate, available everywhere.

More below ↓

[TokenLogic @Token_Logic]

1/ The @aave May 2026 Report is live 👻

Key metrics for May:
▪️ $26B user deposits
▪️ $11B active loans
▪️ $6M protocol revenue
▪️ 60.7% active loans market share
▪️ 116k active users

Full breakdown ↓

[efra @0xEFRA]

s/o to @0xlittleghost for putting together a whole monitoring dashboard with Claude and our API in ~30 secs.

[efra @0xEFRA]

We want to make @aave the most transparent protocol in DeFi

If you want to build something on top of live Aave data, DM me and I'll point you in the right direction ✉️

Did I forget to say that it's free? 😁

[TokenLogic @Token_Logic]

Build your own dashboards, bots, or alerts on top of live @aave data through the @Token_Logic API, now connected to Claude.

Need an API key? It's free. Just ask!

[efra @0xEFRA]

@dabit3 @DevinAI its not gonna change the world, just building an interactive portfolio / slice-of-life site to show my work, what inspires me, and how i think

[MatthΞw (HIRING 👀) @Matthew_Graham_]

1/ The buyback pause at @aave raised a lot of questions. That makes sense.

Buybacks are a capital allocation decision, and like any capital allocation decision, the right answer changes as conditions change.

A thread on what that means in practice ↓

[efra @0xEFRA]

been waiting for this one

stkGHO → sGHO

- now ERC-4626, opening $sGHO to any yield-aware protocol without custom work
- fixed 4.25% APR, 50bps above Sky Savings Rate
- GhoRouter lets you swap stables to $sGHO in a single tx

[TokenLogic @Token_Logic]

1/ The new $sGHO is live.

Here's what changed across the product, and what it means if you're currently holding legacy stkGHO ↓

[efra @0xEFRA]

@binji_x they say bad coffee will eventually taste good if you drink it enough

[efra @0xEFRA]

Source: @Token_Logic V2 Aave Dashboard

[efra @0xEFRA]

I always come back to this Sankey diagram to track where $GHO is moving.

Cross-chain flows across Ethereum, Plasma, Avalanche, Arbitrum, Base and more.

In the last 30 days, ~$50M moved from Ethereum to Plasma alone, +$9.2M net staying there.
https://t.co/a1ImpDkVa8

[efra @0xEFRA]

@0xKolten @Token_Logic @aave 👻

[MatthΞw (HIRING 👀) @Matthew_Graham_]

Today, the TokenLogic team launched the @aave V2 dashboard.

This is the most comprehensive Aave Dashboard in the industry. Everything you want to know about Aave is now available and free.

Any API you want, any data insight you want, just DM and you will get it - simple.

[efra @0xEFRA]

we tried to show it all but V2 is just too dense

more snippets dropping over the next few days

[TokenLogic @Token_Logic]

1/ TokenLogic Dashboard V2 is live! 👻

The most comprehensive analytics suite for @aave, built on the most granular DeFi dataset ever assembled.

What's inside ↓

[efra @0xEFRA]

Our commitment just keeps compounding 👻

[TokenLogic @Token_Logic]

1/ TokenLogic's mandate at @aave is expanding.

Today we're publishing the Phase II Extension ARFC, reflecting a broader scope and a deeper commitment to Aave, now also covering V4 development, expanding RWA exposure for $GHO, and more.

Breakdown below ↓

[efra @0xEFRA]

yeah, it’s just the same claude binary. The wrapper sets CLAUDE_CONFIG_DIR before launching it, and Claude reads that on startup.

e.g: claude2 -> CLAUDE_CONFIG_DIR=~/.claude-account-2 claude

u login once per config dir and the sessions stay separate

https://t.co/jKspMP952i

[efra @0xEFRA]

@theJayAlto oh man you would definitely enjoy

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