Phas0r @phas0r

I like crypto, AI and technology. layofftracker.ai London, England Joined December 2019

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Phas0r @phas0r

13 hours ago

@TheDeFinvestor @HyperliquidX @chainlink @Tokenomist_ai Aave must be on this list - all Tokens in circulation

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Phas0r @phas0r

17 hours ago

@PolitlcsUK Disgrace

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Aave V4 is not just another lending market. It is a redesign of how @aave can scale liquidity, risk, and new credit products onchain. Current Aave snapshot: > Aave V3: ~$12B TVL > Aave V4: ~$141M, already live on Ethereum > V4 launched on Ethereum with guarded caps > the architecture is already gathering production data V3 proved the demand for Aave's lending markets. V4 is the next step: scaling new risk profiles without forcing every market to carry its own liquidity, parameters, and growth constraints. V4 moves to a Hub-and-Spoke model. Hubs hold shared liquidity. Spokes define the risk environment. Credit lines cap how much each Spoke can draw. Risk premiums let borrowing cost reflect collateral quality. The important design choice: Aave is trying to keep liquidity unified while making risk more specific. If this works, Aave can support more types of onchain credit without forcing every asset into one risk bucket. LST leverage, Ethena-style collateral, gold/forex markets, RWAs, and future structured credit all need different risk rules. V4 gives Aave a cleaner way to route those risks. The token angle is secondary, but still worth noting. ethereum:0x7fc66500c84a76ad7e9c93437bfc5ac33e2ddae9 is around a $1.15B market cap, roughly 88% below ATH, with almost the full 16M max supply already circulating. The DAO has also historically bought back more than 205k AAVE from protocol revenue, even if that program is not something I would currently treat as uninterrupted. The caveats are real. Buybacks were paused after the rsETH incident. V4 is early and capped. GHO is closer to ~$600M circulating, not the bullish multi-billion number I have seen shared. But the V4 thesis is clean: Aave already has the liquidity base. V4 gives it a path to make credit modular. Risk gets more granular without fragmenting liquidity. That is the part worth watching.

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Grayscale @Grayscale

2 days ago

Aave @Aave V4 has surpassed $200M in deposits, just ~3 months after launch. Designed to centralize liquidity and bring traditional assets like RWAs onchain, V4 is building the infrastructure for institutional DeFi. @luigidemeo sits down with @Grayscale to break down what a scaled rollout for V4 looks like. x.com/aave/status/20…

Aave @aave

4 days ago

Aave V4 crossed $200 million deposits.

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Phas0r @phas0r

17 hours ago

@whiskeyWTC @crypto_banter If you like paying more for less sure

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Crypto Banter @crypto_banter

2 days ago

🚨STANDARD CHARTERED: AAVE TO $3,500 BY 2030! The bank has initiated coverage on the DeFi lending leader with a bold long-term target, implying ~50x upside from current levels. Standard Chartered sees DeFi lending entering its next major growth phase, driven by rising tokenized asset adoption and on-chain finance expansion. Aave is flagged as a prime beneficiary.

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Phas0r @phas0r

17 hours ago

@josefabregab @aave Good team

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Phas0r @phas0r

a day ago

A casual 50c predicted for @aave token holders by 2030

Cointelegraph @Cointelegraph

2 days ago

⚡️ INSIGHT: Standard Chartered says Aave could 50x to $3,500 by 2030. The bank expects Aave to benefit as DeFi assets grow 37x and tokenized finance moves onchain.

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Phas0r @phas0r

2 days ago

@infiniFi @aave @FasanaraCapital @MidasRWA this is the way

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infiniFi @infiniFi

2 days ago

infiniFi is now supporting liquidations of mGLOBAL on @aave Horizon as a designated liquidator, helping strengthen the infrastructure around tokenized private credit. mGLOBAL was the first tokenized fund from @FasanaraCapital and @MidasRWA included in the infiniFi portfolio.

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Phas0r @phas0r

2 days ago

@aave @MidasRWA @FasanaraCapital nice

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Phas0r @phas0r

3 days ago

@TheBlockCo Great fund for people to loop.

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Phas0r @phas0r

3 days ago

@aavescan @aave Woah

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Stani @StaniKulechov

4 days ago

Higher.

Aavescan @aavescan

4 days ago

Deposits on @aave V4 reach $200M

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MSB Intel @MSBIntel

5 days ago

INSIGHT: Aave has earned $43.3 million year to date, 80.7% of the entire lending sector's earnings. That is 766% higher than the second-largest protocol, Maple Finance, at $5.0 million. Earnings count revenue after token incentives, so Aave holds about half of lending TVL but four-fifths of the profit.

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Phas0r @phas0r

4 days ago

@crypto_condom Looks great Ser

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Phas0r @phas0r

a week ago

@virtualbacon Why would I trade perps unlevered ? Nobody does. Just buy spot.

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Phas0r @phas0r

a week ago

Coinbase will lend you USDC against your Bitcoin in under a minute. They’ll also charge 2x to 4x more than borrowing the same dollars onchain yourself. $250k for 12 months: ~$19.4k interest on Coinbase (@Morpho + 2% origination fee) vs ~$4k on @aave The lazy tax is real.

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MSB Intel @MSBIntel

2 weeks ago

BREAKING: Aave is launching a consumer app that lets users deposit directly from a bank account into the protocol. Early users report funding from Chase to Aave in under five minutes. Per @parisrouz