Aave (AAVE)

Aave is the only DeFi Protocol with $10B+ TVL after the correction, excluding LST/LRT protocols. They have spent years building their liquidity and track record, which are moats that can't be easily replicated. https://t.co/jg6UojHZAB

Aave is finally coming to @Mantle_Official This changes a lot more than people think. You’re getting Aave’s liquidity engine plugged into a fast L2 built for RWAs and institutional-grade flow, with Bybit as the global bridge that pushes everything to scale ▻ Let’s walk through what this actually means: ‣ Aave on Mantle You’ll supply and borrow on a fast, cheap L2 with growing RWA, stablecoin, and DeFi flow,Aave plugs in scalable lending that the chain was missing. ‣ @Bybit_Official as the connector 70M+ users, exchange rails, collateral infra. Now all of that can route liquidity straight into Mantle. ‣ Long-term alignment Mantle, Aave, Bybit are working together beyond a simple deployment. Shared infra and future products are part of the plan. ‣ Smoother capital flow Mantle handles execution, Aave powers lending, and Bybit feeds liquidity so the CeFi to DeFi flow feels way smoother. ‣ Incentives coming MNT incentives will seed Aave pools. Early users get a boost and liquidity gets deeper. ‣ RWA + DeF

🥧 Is @Aave the Gateway App for @Arbitrum? Arbitrum has been gaining significant market share in liquidity on Aave - but how will this translate into actual on-chain activity? Here’s what we’ve seen so far this year for Aave on Arbitrum: 🔹 470k+ Transactions 🔸 76k+ Daily Active Addresses 🔹 $17k+ in Fees Paid (to Arbitrum) The hope is that deeper liquidity - driven by both new and existing users - will lead to higher transaction volume and greater blockspace utilization. Even harder to measure are the network effects: the more users interact with Aave on Arbitrum, the more likely they are to explore and use other apps and protocols on the chain. Over time, the impact of any single app tends to fade, but right now Aave is one of the biggest and most important gateway apps on Arbitrum - perfectly positioned to onboard both liquidity and new users. Search: "Aave" → more app activity metrics Search: "Arbitrum" → broader onchain metrics

Since launching in August, @aave Horizon has quickly risen to #1 venue for the composable use of Real-World Assets attracting over $550M. Our report covers key trends: the growing demand for borrowing against RWAs and the new risk infrastructure supporting institutional adoption. Market Trends Supply growth has been driven primarily by high-yield assets, such as @SuperstateInc's USCC, with close to 50% of its total supply being used as collateral on Horizon. Although recent basis compression, resulting from a significant shift in market sentiment, has reduced yields from approximately 10% to 5%, these assets continue to be the primary collateral used. The data suggests users, by borrowing stablecoins against RWAs, are profiting from the spread between asset yields and borrow costs. This activity has pushed the blended utilization rate to 53.6%. Infrastructure Evolution From day one, reliance on single self-reported offchain data points for NAV has been identified as a key risk vector. To address this, Ll

➥ @Talus_Labs Vision's the missing Zapier for onchain - drag-drop workflows that persist state across txns - observe markets - branch on conditions - execute autonomously Talus scale is primed for explosion: - Nexus execution layer: Routes agent steps thru Leader nodes for verifiable off/onchain ops - Layer in x402: Agents now pay-per-API call then feed into Vision DAGs for full autonomy IMO, Talus + x402 = self-sustaining wealth engines This stack births DeFi beasts, agents auto-rebalancing via Aave checks, slippage guards, MEV-proof, 24/7 yields sans snipers, etc. btw $US is coming close...

Great overview on Aave V4. https://t.co/Ub4Vt54BaS