Andrea Pederzoli 🇷🇺

Winner

[Stani @StaniKulechov]

Lots of discussions around Aave so I want to clarify a few things:

• First off, there is NO WAY we’d sell AAVE at a 70% discount lol.

• 100% of Aave Protocol and GHO revenue goes to the $AAVE token. This was established in the Aave Will Win proposal.

• AWW also applies to all product revenue, including the Aave App, Aave Pro, and Swaps.

• No protocol or product revenue goes to Aave Labs, which is a service provider to the DAO responsible for building and growing Aave.

• Aave Labs owns an allocation of AAVE that multiple market participants have discussed purchasing, directly or indirectly, through deeper long-term partnerships. The article’s framing is inaccurate.

• Aave is currently generating $134M in annualized revenue, which goes to the Aave DAO.

• As defined in AWW, all intellectual property, including the Aave brand and any software built for Aave, belongs to $AAVE.

• We haven’t shared much on this yet, but the Aave team is designing Aavenomics 3.0, which includes a new automated and non-discretionary buyback mechanism. More on this later.

• Aave is building not only for the crypto TAM, but for the entire finance asset TAM, including RWAs.

• Everyone at Aave Labs and Aave DAO works for $AAVE.

We’ll be hosting our quarterly call in the next couple of weeks. Join us if you want to catch up on what we’ve been working on and get some cool updates on the Aave roadmap.

[jfab @josefabregab]

Aavenomics 3.0 will kick off soon, activating automated $AAVE buybacks.

We've already seen the impact that buybacks can have on token price when looking at HYPE, PUMP, LIT, and others.

In the case of @aave buybacks were paused to strengthen the protocol's balance sheet after the LZ/Kelp incident.

Now, we're seeing growth efforts ramping up, especially when it comes to tokenization and payments.

> @Securitize submitted a proposal to onboard HINC, the tokenized share class of the Neuberger Securitize High Income Tokenized Fund as collateral on Aave Horizon
> @ether_fi is using Aave in the background for Cash and 20% of the revenue it generates will go to Aave
> @MidasRWA submitted a proposal to onboard mWIN as collateral on Aave Horizon

As tokenization and real world use cases grow, Aave will grow too, its revenue will grow with it, and automated token buybacks will ramp up.

[bobdbldr @0xBobdbldr]

Aave's revenue goes deeper than people know

they make a casual 500k to 1million net revenue for the company monthly from hidden sources

most surprising to me (which is not surprising) is 40-70% of those fees are the swap fees that are integrated in the app

ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 will win

[Wormerine 📈 @thewormerine]

Keeps Delivering. Again and again and again....

Future looks bright for SLVR with more ways to earn being launched regularly.

[Stani @StaniKulechov]

The Aave team is hiring.

A great opportunity for a vault geek with precision, diligence, and out-of-the-box thinking who wants to build the next generation of vaults.

[Stani @StaniKulechov]

Aave App passes the fintech test.

[No-Mayur @NoPunk5308]

Congratulations $UNI team. Dominate the AMM space like a king.

[Kaff 📊 @Kaffchad]

I might've waiting a year for the $UNI bull case to actually line up like this.

@Uniswap won the DEX wars, then the coin flipped different when UNIfication torched ~107.5M $UNI total.

Actual value capture now, plus more surfaces feeding it.

v4 fee switch went live across Eth, Arb, Base, BNB, Polygon, OP and RH.

– $53.8B volume last 30d
– $3.79T cumulative all time
– protocol rev 3x'd to ~$325k/day post-expansion
– that daily run implies ~$120M annualized fwd

Ok, capturing ~17% of LP fees on the pools where the switch is active sounds small at first. Esp if ur a $HYPE holder watching Hyperliquid burn 99% of its rev.

But $UNI is still at the beginning of monetizing what it already owns.

v4 makes the fwd fee base way more interesting than just spot swaps. Hooks turn the AMM from fixed infra into something devs can build directly on top of.

Dynamic fees, MEV protection, liquidity management, lending, launch auctions, permissioned pools, structured liquidity… basically whatever someone can build around the lifecycle of a swap

– v4 already did ~$355B cumulative by June
– thousands of hook pools live
– $260M+ in LP fees generated

@flaunchgg, @ponsdotfamily, Angstrom... Uniswap is the substrate these apps are building their whole business on top of now.

@haydenzadams got even hungrier with @TradePools. They want to enter token issuance too.

Traders even pushed >$150M through the contracts before the ui even shipped.

Now put that on RH trenches where Uniswap is the primary public AMM and Robinhood brings ~28M customers.

Uniswap is sitting at the issuance layer of a brokerage chain that wants crypto, stocks and tokenized assets living in the same environment.

Target market is supposedly $11T by 2030, feels unhinged but here we are.

– memecoin vol might cool but never fully dies (see pumpfun)

– Securitize, Superstate, Dowgo already using v4 hooks for issuer allowlists

– BUIDL liquidity routing thru UniswapX

→ retail, institutions, everyone ends up swapping on uniswap infra eventually.

$UNI trading at $4, $2.5B mcap, rough math:

– $800B-$1T vol, ~$120M protocol rev = $8-$12 case
– $2T vol, ~$400M protocol rev = $20-$25 case

v4 hooks season just started and you may not be bullish enough yet. What if a meme paired with a stock hits billions on tradepools infra?

[Bubblz @heybubblz]

Uniswap is doing a lot more than the $UNI chart would make you think.

Tokenized stocks added $325M in weekly volume, and Robinhood stock-token swaps through Uniswap passed $1B.

Meanwhile $UNI is still ~90% below its old high.

Old chart. New business.

[J. @izthisJudah]

A group of Black thugs attack the wrong white boy and find out they shouldn’t have.

[Defi Rocketeer @Defi_Rocketeer]

the $UNI setup is getting harder and harder to ignore

Robinhood Chain just surpassed $20B in volume on Uniswap in under 2 months.

at the same time, @Uniswap is still operating at a very large scale, with tens of billions of dollars in monthly volume and around $88M in trading fees/30D.

what i’m watching most closely now is the weekly chart.

$UNI is trading around ~$4.6, holding above the EMA26 and starting to test the EMA50 again after a long accumulation phase.

if momentum continues to hold, i’ll be watching the $8-$12 area first, with the ~$18 region further out.

Now i want to see whether the market starts repricing $UNI more aggressively.

NFA.

[Stani @StaniKulechov]

Tydro V2 is an exciting upgrade.

Users can now borrow at fixed rates directly on Aave infrastructure.

A great product for BTC holders who need liquidity at predictable rates.

[Hayden Adams 🦄 @haydenzadams]

I can't unsee the correlated pairs thesis in everything I look at

Today, I noticed the second largest Uniswap pool on base is jito staked SOL/BTC and it made perfect sense

[Ash @bitcoins1stlady]

🇷🇺 Russian Foreign Ministry Spokesperson:

“The Epstein files reveal how Western Jewish elites treat children as nothing more than livestock and meat.”

“America's reputation is over, thanks to the Jews.”

[Radim Panenka 🇨🇿 @PanenkaRadim]

Zemřel gen. Ratko Mladíć. ☦️🇷🇸
Odešel na věčnost v Haagu, kde byl po nespravedlivém procesu zpolitizovaným tribunálem držen ve vězení. Miloval svůj národ, kterému celý život sloužil. Nakonec za něj položil i svůj život. Zachránil srbský národ v Bosně před genocidou. R.I.P.

[🇬🇷Ιωάννης Κυνουριευς🇬🇷 @kynourieus111]

Ελαφρύ το χώμα,Στρατηγέ μου!

[Aave @aave]

A new proposal from @MidasRWA seeks to onboard mWIN as collateral on Aave Horizon.

mWIN is a Midas-issued mToken linked to the performance of an actively managed multi-sector fixed income strategy, with Wellington Management as strategy manager.

[Stani @StaniKulechov]

DeFi for everyone.

[Captain Sterling @SLVRdev]

Those rewards are insane.

[Aave @aave]

The world's savings app, now in early access.

Find a Ghost Pass to skip the waitlist.