Aave (AAVE)

Aave added more than $1.28B in deposits in the first four days of July, per DeFiLlama.

July 1st: launch of @global_dollar Hub, the first new liquidity hub since the launch of v4.

On the same day, EtherFi (@ether_fi) submitted a proposal for a Cash-dedicated V4 hub with up to $175M in assets at launch, and targeting $500M in assets by EOY 2026

July 2: deployed on @Monad, reaching $136M market size and $50M+ in active loans in under 72 hours

July 3: V4 crossed $250M in user deposits, with active loans over $82M

If we exclude the active loans metric, TVL is up $1.28B (from $12.16B to $13.44B).
If we include the active loans metric (Total Market Size), TVL is up $1.84B (from $22.10B, to $23.94B).

Based on either, we're talking about an increase of more than $1.28B, and the largest TVL increase Aave has seen since the April 18th incident.

With all of the upcoming v4 deployments such as @avax, @arc, now EtherFi, and the addition of native BTC collateral via @babylonlabs_io, Aave's second half of 2026 is looking extremely promising.

Monad summer so far:

HelloTrade is moving to Monad
Monad is live on Ramp Network
MIP-12 to reduce Monad block times published by Category Labs
Poker Arena is live on Monad
Parletto - derivative parlay prediction market on Monad
Agent-enabled card products on Monad with Rain
Monad v0.14.5 has been released
Anoma going live on Monad
LP new directory of yield-bearing assets on Monad
Huge Perpl trading tournament
Pendle is live on Monad
MF joining the Global Neobank Alliance as a Selection Contributor
Unlink brings a privacy layer to Monad
The Blend Neobank Stack on Monad
Monad's RWA dashboard is live
MetaMask Money Account is Live
Aave V3 is live on Monad
ACTI Agentic Keyboard integration
Maple is now on Monad and SyrupUSDC markets are live
and many more ecosystem news and updates

looking forward to what's next

⚡️A noteworthy signal—

Aave @aave's new Monad market accrued over $100M in deposits within two days, and Aave V4's total deposits exceeded $250M.

A real‑money test shows that blue‑chip DeFi has not been completely squeezed out of the market by memes and RWAs.

Major DeFi protocols are focusing on solving liquidity fragmentation, and have made considerable progress;

For example, Uniswap V4 and Aave V4 are essentially doing the same thing:

Unifying the underlying liquidity with the settlement layer while allowing upper‑level business modules to remain differentiated.

DeFi is clearly moving into the next phase, shifting from competition over single‑point products to competition over liquidity operating systems.

Where is the next certain opportunity?