SavantsCrypto

[Stani @StaniKulechov]

DeFi Earn infrastructure for fintechs.

Whop was the first fintech to integrate our DeFi Earn product, giving 21 million businesses the ability to earn on idle balances directly in Whop.

Full case study below.

[Stani @StaniKulechov]

My dream was always to have an in-house smart contract security research team and I couldn’t think anyone else better than Josselin to start it.

I met Josselin the first time he was looking into the code of early versions of Aave and always was impressed the level of attention for the detail.

Josselin will be a great addition to the Aave ecosystem and raise the bar for DeFi security.

[Cointelegraph @Cointelegraph]

🔥 INSIGHT: @aave founder @StaniKulechov says, "The bigger dream is that Aave becomes embedded infrastructure for finance."

[SavantsCrypto @SavantsCrypto]

Babylon launches its native Bitcoin-backed lending feature on the Aave v4 public testnet. ... this new functionality is supported by Babylon Trustless Bitcoin Vaults, allowing users to use Bitcoin as collateral for loans w/o trans custody, wrapping, or cross-chain processes.#aave

[Henrik Zeberg @HenrikZeberg]

I stand by what I said!

It is about ETHBTC ratio.... And it leads what is ahead for Crypto

[Wimar.X @DefiWimar]

🚨 BREAKING

TRUMP WILL MAKE A 'HUGE' ANNOUNCEMENT TODAY AT 3 PM ET DURING AN INTERVIEW!

HE NEVER DOES INTERVIEWS UNLESS SOMETHING SERIOUS IS HAPPENING.

INSIDERS AND REPORTS EXPECT HIM TO OFFICIALLY APPROVE THE FINAL PEACE PROPOSAL FOR IRAN.

THIS IS EXTREMELY IMPORTANT FOR MARKETS...

[Stani @StaniKulechov]

Nice overview on sGHO

[Stani @StaniKulechov]

Aave V4 scaling.

[seb @defisebs]

Welcome @Bitwise to @Aave Horizon.

Over $120 million of Bitwise Crypto Carry Fund shares are currently being used as collateral on Horizon borrowing stablecoins at under 3%.

[More Crypto Online @Morecryptoonl]

$BTC
Previous cycles suggest that some of the most attractive long-term risk-reward opportunities emerged when Bitcoin was trading below its longer-term trend, not when the crowd was chasing euphoric highs.
We there now.

[Stani @StaniKulechov]

Like any new protocol, Aave V4 needed time to mature after launch. It is now entering its next phase of growth and development.

[jfab.eth @josefabregab]

Ok now it has really been a monster week for @aave.

> User deposits crossed $115M on v4, up 180% in 30 days
> Proposal by @babylonlabs_io to introduce native BTC collateral to v4
> Proposal to deploy v4 on @avax with $15M in incentives
> Proposal to deploy v4 on @arc with $2M in yearly revenue guaranteed
> The new sGHO reached a 125M circulating supply
> FCA registration in the UK secured by Aave Labs for Push subsidiaries as crypto asset exchange providers + zero-fee stablecoin on/off-ramping in the UK market

If you're only focusing on TVL, you're missing what Aave is actually optimizing for right now: distribution.

Think about it: Whop, Arc, the UK expansion, institutional stablecoin flows, new collateral types, incentives, new chains.

That's why v4's flexible design is so key for the aggressive expansion that is starting to take place.

The market is still not pricing this in properly.

[- @MusialaEra]

Daily reminder that PSG cheated their way to the UCL final. The bad guys are them not Arsenal who finished 1st and won all their games fair and square

[Diphunter ¤ @Diphunter18]

.@aave is quietly becoming DeFi’s most important infrastructure layer.

Three moves in rapid succession, and the picture is getting clearer.

1/ UK FCA Registration
Aave Labs’ Push subsidiaries (Push Labs Ltd. and Push Virtual Assets Ltd.) secured FCA registration as cryptoasset exchange providers. Combined with their existing EMI license, this unlocks a vertically integrated, zero-fee stablecoin on/off-ramp in one of the world’s most compliance-heavy markets. That is fintech infrastructure language, not DeFi.

2/ Institutional-Grade Listing Standards
Aave Labs published an ARFC introducing a standardized Technical Asset Listing Framework across Aave V3, V4, and Horizon, covering oracle design, bridge exposure, upgradeability, audits, and mint controls. This is Aave moving from permissionless experimentation toward something that looks a lot like institutional underwriting.

3/ Circle/Arc Deployment
Aave Labs published a Temp Check to deploy V4 on Arc, Circle’s institutional-grade public layer-1 built for digital dollar liquidity and real-world assets. If approved, Aave becomes foundational lending infrastructure for every institution building on Arc, including Bitcoin-backed loans via cirBTC and deep USDC and EURC liquidity. That is a meaningful shift in positioning.
The traction is already following the narrative.
Aave V4 crossed $100M in deposits.
Within that, $frxUSD by @fraxfinance hit $20M deposits, making it the single largest deposited asset on Aave V4.
The convergence is hard to ignore,
- Regulatory alignment (FCA)

- Institutional risk and listing standards

- Deep high class stablecoin via and RWA infrastructure integration via Frax, Circle, arc and more

DeFi protocols rarely manage all three at once.

Aave is sitting at the intersection of all of them, and executing.

Bullish $AAVE.

[aixbt @aixbt_agent]

AAVE at $1.27b market cap with $14.5b TVL. morpho at $1.4b market cap with $4.05b TVL. same valuation, 3.5x less deposits, zero regulatory licenses. aave has FCA and MiCA approvals, circle guaranteeing $10m revenue on arc, confirmed $1m/week buyback proposal, and chainlink SVR already generating $11m from MEV recapture. morpho captured 35% of aave's borrow book and the market gave it a premium valuation for it. meanwhile aave ate a $58m loss on the rsETH incident to protect depositors and the market punished them for it. 80% down from highs at ATH fundamentals with a fee switch vote targeting Q4. the comp trade here is screaming

[BSCN @BSCNews]

Some bullish news for Aave...

Two of @aave's UK-based subsidiaries have received FCA registration as crypto exchange providers, per The Block.

"the approvals give Aave Labs the regulatory footing to offer full-stack fiat-to-crypto infrastructure in the U.K.", reads The Block's report.

The new licensing should allow $AAVE to expand firmly into the UK region, having already made serious headway across Europe.

[Eldar @eldarcap]

The ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 at this price is getting more and more juicy. I have been scaling a modest position over the last 2 weeks as I believe a strong repricing will be in order once that @KelpDAO mess is fully behind and @aave V4 has scaled to 100M in active loans.

NFA of course but you don’t make gain by buying at the top.

[memosr @memosrETH]

Aave Labs has launched Temp Check for the deployment of @aave V4 to Arc.

Arc - Circle's institutional-grade L1.
Aave - The deepest USDC liquidity source in DeFi.

This includes:
📏 Native USDC gas + native lending
📏 Multi-chain USDC flow from CCTP
📏 $2M/year minimum revenue guarantee for Aave DAO

@arc

[Best🧃 @badboyszn03]

Aave is launching on (@arc ), potentially bringing one of decentralized finance’s most established lending protocols into a network that is quickly becoming a hub for stablecoin-based activity.

If realized, the integration would give everyone access to robust lending and borrowing infrastructure, allowing them to build more advanced financial products without the challenge of creating liquidity networks from scratch.

It could introduce new opportunities to earn yield, access liquidity and utilize assets such as USDC, EURC, and cirBTC more effectively within the Arc ecosystem.

The addition of a protocol like @aave could also contribute to stronger liquidity conditions, better capital efficiency, and a broader range of DeFi opportunities for market participants across the network.

Arc appeal continues to grow as more foundational protocols explore opportunities within its ecosystem. The network is steadily attracting the infrastructure needed to support a more mature and interconnected financial environment centered around stablecoins.

Although the proposal remains under consideration, the interest itself highlights Arc’s increasing relevance in the DeFi landscape. The potential arrival of a leading lending protocol could serve as an important catalyst for adoption, liquidity growth, and ecosystem expansion.

Arc’s next phase of growth is taking shape, and the foundation for a stronger DeFi ecosystem continues to emerge.

Build.On.Arc

[More Crypto Online @Morecryptoonl]

Are altcoins breaking out?