Aave (AAVE)

$88.78 +0.92% 24H

69
社交熱度指數(SSI)
+8.18% (24h)
#65
市場預警排名(MPR)
+54
18
24小時社交提及量
+53.85% (24h)
78%
24小時KOL看好比例
11位活躍KOL
概要
Aave recently received a $1M USDT whale purchase, V4 loans continued to grow, the charity yield layer proposal sparked discussion, fee revenue reached $72.75M and a partnership with Kraken was formed; however, USDC rate differentiation and DeFi security concerns remain highlighted.
看漲訊號
- $1M USDT whale purchase
- Charity yield layer voting
- $72.75M fees
- V4 loan weekly increase
- Kraken white‑label partnership
看跌訊號
- USDC rate differentiation
- DeFi security concerns
- Governance approval bottleneck
- Intense competition
- Rise of only 0.64%

社交熱度指數(SSI)

總體資料
69
SSI
社交熱度趨勢(7D)
價格(7D)
情緒分佈
極度看漲 (11%)
看漲 (67%)
中性 (17%)
看跌 (5%)
社交熱度洞察
AAVE social heat rose to 68.56 (+8.18%), activity up 38.3%, synchronized with the $1M USDT whale purchase, V4 loan growth, charity proposal and Kraken partnership, while positive sentiment slipped slightly by 13.8%.

市場預警排名(MPR)

預警解讀
AAVE warning rose to #65 (+54 positions), social anomaly score jumped to 94.45 (+135.3%), mainly due to the whale purchase surge, with sentiment polarization decreasing, KOL attention dropping, indicating security concerns and rate differentiation risks.

相關推文

Eldar FA_Analyst DeFi_Expert A
2.16K @eldarcap
Why not launch V4 if the plan is to migrate anyway and it is supposed to be way better version anyway?
TokenLogic D
3.44K @Token_Logic
12 assets, $GHO from day one, and a $15M incentive package from the Monad Foundation. TokenLogic has submitted an ARFC to deploy Aave on @monad. Breakdown below ↓ 🧵 https://t.co/y6v4shh9r9
3 0 251
閱讀原文 >
釋出後AAVE走勢
看漲
Aave V4 will be deployed on Monad, receiving a $15M incentive, supporting GHO and 12 assets.
nzt FA_Analyst DeFi_Expert B
1.37K @nazarius_amb
Only 27 lending protocols have generated more than $1M in revenue over the last 365 days ❗️Update Aave V3 - $125.2M Kamino Lend - $13.9M Maple - $12.2M NAVI Lending - $11.8M Fluid Lending - $8.0M Suilend - $5.1M SparkLend - $4.7M Euler V2 - $4.0M Venus Core Pool - $3.8M USD AI - $3.6M Resupply - $2.7M Echelon Market - $2.5M Compound V2 - $2.4M Moonwell Lending =$2.1M YeiLend - $2.0M Dolomite - $2.0M Silo V2 - $1.9M HyperLend Pooled - $1.6M AlphaLend - $1.4M Scallop Lend - $1.4M Aave V2 - $1.2M Neverland - $1.2M Save - $1.2M Rhea Lend - $1.1M Jupiter Lend - $1.1M Lista Lending - $1.1M Benqi Lending - $1.1M Source Defillama
nzt FA_Analyst DeFi_Expert B
1.37K @nazarius_amb
Only 14 lending protocols have generated more than $1M in revenue over the last 365 days @aave - $137.8M @sparkdotfi - $102.7M @maplefinance - $13.6M @0xfluid - $12.5M @VenusProtocol - $11.6M @eulerfinance - $9.2M Cash - $7.7M @Compound_xyz - $4.8M @SiloFinance - $2.8M @MoonwellDeFi - $2.3M @Dolomite_io - $2.0M @BendDAO - $1.1M @BenqiFinance - $1.0M @jup_lend - $1.0M
2 0 57
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釋出後AAVE走勢
中性
In the past year, 27 DeFi lending protocols generated over $1M in revenue, with Aave V3 leading at $125M.
jfab.eth FA_Analyst OnChain_Analyst S
9.26K @josefabregab
The receivables financing market is $700B globally, growing ~10% annually. @aave is arguably the best-positioned DeFi protocol to onboard this sector, given its liquidity depth, permissioned pool architecture built for institutional counterparties, and its status as the #1 DeFi lending platform. The hard part isn't tokenization. It's continuous verification that obligor, aging, and concentration data hasn't been cherry-picked post-origination without exposing the underlying dataset publicly. Originators won't put sensitive portfolio data on a public ledger but, without proper verification, DeFi lending on receivables is just TradFi credit risk with worse recourse. That's verifiable computation over private data. That's what @HyveXYZ is building.
Luigi D'Onorio DeMeo D
69.30K @luigidemeo
It’s been a little less than a month since my official start at @aave. A few quick observations: 1. DeFi is the use case for blockchains and is much more welcomed among institutions and fintechs than I even expected. 2. QC backed lending will provide the next growth spurt for DeFi lending - Aave will win here. 3. The old game that chains played for logo slapping is now happening to DeFi protocols. Astute players will price deals wisely and have a way to monetize or just watch their token go into oblivion. Lot of smoke and mirrors here. 4. Receivables financing is a tangible use case for DeFi to step in, really helps if the player is willing to put the full dataset on chain 5. DeFi lending will essentially redefine how prime brokerage works ($25B revenue industry) 6. Aave has work to do on BD side. It’s getting fixed and will be a sight to see. 7. @StaniKulechov is actually a beast - impressive ability to grind.
25 4 2.24K
閱讀原文 >
釋出後AAVE走勢
看漲
Aave被看好在万亿级应收账款融资市场中引领DeFi借贷新增长。
Stani Founder DeFi_Expert C
299.92K @StaniKulechov
Proposal to deploy Aave on Monad. https://t.co/iBFh2FaFs1
TokenLogic D
3.44K @Token_Logic
12 assets, $GHO from day one, and a $15M incentive package from the Monad Foundation. TokenLogic has submitted an ARFC to deploy Aave on @monad. Breakdown below ↓ 🧵 https://t.co/y6v4shh9r9
147 17 16.76K
閱讀原文 >
釋出後AAVE走勢
看漲
The Aave protocol proposes deployment on Monad, offering 12 assets and GHO, with a $15M incentive.
Stani Founder DeFi_Expert C
299.92K @StaniKulechov
Kolten D
6.93K @0xKolten
Active loans on @aave V4 have grown every week since launch. Even under security-first supply/borrow caps, V4's unique market structure is quickly attracting users. https://t.co/sbSHhsdRiY
77 8 7.02K
閱讀原文 >
釋出後AAVE走勢
極度看漲
Active loans on Aave V4 have been growing weekly since launch, showing strong user attraction.
Tradinator Trader OnChain_Analyst B
37.98K @Tradinator33
Current leaders in DeFi: • Aave → ~$11.46B • Morpho → ~$4.05B • Maple → ~$1.71B • Spark → ~$1.68B Then you got Solana boys: • Kamino • Jupiter Basically: • Morpho → optimized permissionless efficiency • Maple → institutional credit • Spark → stablecoin leverage • Kamino/Jupiter → ecosystem-centric Solana liquidity Feels like DeFi lending is entering a more mature phase rn.
228 15 6.29K
閱讀原文 >
釋出後AAVE走勢
看漲
The tweet analyzes the leaders in the DeFi lending space and their characteristics, noting that the sector is becoming mature.
Tradinator Trader OnChain_Analyst B
37.98K @Tradinator33
Current leaders in DeFi: • Aave → ~$11.46B • Morpho → ~$4.05B • Maple → ~$1.71B • Spark → ~$1.68B Then you got Solana boys: • Kamino • Jupiter Basically: • Morpho → optimized permissionless efficiency • Maple → institutional credit • Spark → stablecoin leverage • Kamino/Jupiter → ecosystem-centric Solana liquidity Feels like DeFi lending is entering a more mature phase rn.
0 0 0
閱讀原文 >
釋出後AAVE走勢
看漲
The tweet lists leaders in the DeFi lending space and notes that the sector is maturing.
nzt FA_Analyst DeFi_Expert B
1.37K @nazarius_amb
nzt FA_Analyst DeFi_Expert B
1.37K @nazarius_amb
Only 14 lending protocols have generated more than $1M in revenue over the last 365 days @aave - $137.8M @sparkdotfi - $102.7M @maplefinance - $13.6M @0xfluid - $12.5M @VenusProtocol - $11.6M @eulerfinance - $9.2M Cash - $7.7M @Compound_xyz - $4.8M @SiloFinance - $2.8M @MoonwellDeFi - $2.3M @Dolomite_io - $2.0M @BendDAO - $1.1M @BenqiFinance - $1.0M @jup_lend - $1.0M
10 4 689
閱讀原文 >
釋出後AAVE走勢
中性
Past year DeFi lending protocol revenue performance, Aave and SparkProtocol are top.
Stani Founder DeFi_Expert C
299.92K @StaniKulechov
Kraken Ink has been one of the most successful Aave deployments, structured as a white-label lending market with full ownership that provides onchain DeFi infrastructure for a centralized exchange. Eventually, all exchanges will transition their backends to onchain-first systems.
Aave D
697.79K @aave
The launch of @tydrohq on @inkonchain shows how Aave’s infrastructure enables deployments that can quickly scale to hundreds of millions in deposits. We published a case study on Tydro's post-launch growth and Aave's role in @krakenfx's DeFi Earn product. https://t.co/qMlIbb7Tqp
158 11 15.21K
閱讀原文 >
釋出後AAVE走勢
看漲
Aave successfully empowers Kraken Ink, showcasing the potential of DeFi infrastructure.
Delphi Digital FA_Analyst OnChain_Analyst D
401.70K @Delphi_Digital
Aave is moving from a lending protocol to a full-stack financial platform. The protocol has a structural problem at scale. USDC borrowers in Prime pay 3.7% while Core USDC borrowers pay 3.4%. The two instances are completely isolated. Prime has roughly $532M in market size and Core has $35B, and the rates drift away from what an efficient market would produce. Aave v4 is built to fix this. Its Hub & Spoke architecture turns instances like Prime and Core into hubs that can share liquidity with each other through approved credit lines. Prime can then borrow from Core and the rates converge. v4 extends Aave's network effects across every current and future instance, but it does not rebuild the core trust model. Governance still authorizes every spoke and grants every credit line. The bigger question is whether Aave can build the consumer products on top of it at scale.
Delphi Digital FA_Analyst OnChain_Analyst D
401.70K @Delphi_Digital
Read the full analysis here. https://t.co/0xtqSc9OQG
15 5 2.90K
閱讀原文 >
釋出後AAVE走勢
看漲
Aave v4 solves liquidity issues and improves efficiency through a Hub & Spoke architecture.

Aave (AAVE)

社交熱度指數(SSI)

市場預警排名(MPR)

相關推文

KOL態度