Curation 1.0: Aave and the Legacy of Pooled Capital To understand today’s emerging curator economy, we...Large-scale onchain lending was pioneered—and for years, dominated—by protocols like Aave....Over time, Aave scaled this model aggressively....Aave allows for the creation of asset-specific markets (e.g., a pool just for stETH or wBTC), but all...

However, 3Jane differs by providing a baseline yield for lenders anchored to the Aave aUSDC market (titled...as secure overnight financing rate), as unutilized capital is deposited into Aave (inspired by the Morpho...The tranched risk protection system has been adopted broadly across DeFi, with Aave recently opting to...

Aave is approaching deployment in a measured way, initially launching on testnet to ensure everything...The governance proposal for Aave to deploy to Aptos mainnet successfully passed this June. ...The existence of a brand like Aave on Aptos is emblematic of the chain’s DeFi focus....Aave v3 on Ethereum mainnet has a 75% LTV and 78% liquidation threshold for USDT.

HL for example can support TRUMP perps in addition to AAVE perps....recently partnered with LayerZero to enable cross-chain deposits and is recognized as a friendly fork by Aave...

Governance token backstop – Token functions as ultimate risk buffer in case of major depeg, similar to Aave...

Markets Three large money markets command the majority of market share on Base: Morpho Blue ($220M), Aave...On the other hand, Aave is a traditional DeFi lending market where all pools are tied together, allowing...Aave is the ‘defactoʼ lending market across most networks due to its resilience and long-standing reputation...

Established protocols like Aave command impressive usage on mainnet, but experimentation and degeneracy...Users from Maker and Aave are lured to Liquity and BOLD eclipses LUSD’s all-time high at 1.5B supply....Pooled designs like Aave must carefully manage risk parameters as they scale, and modular designs like...

Avalanche card will start out with its own liquidity pools, and EtherFi will use a special Cash pool on Aave...In practice, this means you will interface with Uniswap as a standalone Uniswap App, Aave as a standalone...Aave app, and Raydium as it’s own app etc....For instance, in a USDS-USDC pool, idle USDS can be directed to Sky Savings while USDC is deployed in Aave...

...revenue run-rate would place it ahead of established protocols like Sky ($8.66m, formerly MakerDAO) and AAVE...

It is essentially another peer to pool lending market like Aave, that replaces the utilization rate model...

...volatile and critical – perp funding rates can shift from -20% to +100% APR weekly, lending yields on Aave...Aave), and staking rewards (e.g. Native ETH staking via CESR).

To better understand what I mean by this, take Aave for example....To be clear, I don’t see anyone successfully vampiring Aave anytime soon....Spark, the lending arm of MakerDAO, has now stolen over 18% market share from Aave after spinning up...their own Aave fork back in August of 2023.

...consider the yield threshold at which users are willing to leave lower-risk strategies like Curve 3Pool or Aave...Unlike Aerodrome, Curve, or Aave, BOLD is a product rather than a service.

The thesis has not played out as expected with Aave taking a major lead in attracting TVL, but I believe...change and experimentation in lending markets needs to vastly outpaces the development cycles that Aave...Here’s how it works: Let’s say you’re a lender on Aave and you earn your yield and that would be the...

HyperLend is in the governance process to be recognized as a “Friendly Fork” of Aave, granting them a...license to use its codebase and share revenue with the Aave DAO.

And even among the few assets that do generate sustainable revenue, the inconsistency is huge: $AAVE...

Users deposit USDC or ETH which is deployed into yield strategies (e.g., Aave).

Arthur/DeFiance Capital AAVE Thesis – (Curated in Delphi Reads) Market Dynamics, Token Valuations, Eth...

Arthur/DeFiance Capital AAVE Thesis – (Curated in Delphi Reads) Market Dynamics, Token Valuations, Eth...

To borrow from lending protocols like Aave or Compound, users deposit collateral before they can borrow...Aave, for example, allows users to borrow only up to 80% of collateral value and Instadapp’s fluid up...The chart below shows liquidator revenue on Aave v2 and v3.