Top Results410 results
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
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...
26 Min
DeFi
Apr 2025
Engineering Real Credit Onchain: The 3Jane Bet
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...
18 Min
DeFi
Jul 2025
Inside the Ecosystem: Fueling Aptos' Global Trading Engine
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.
39 Min
Infrastructure
Jun 2025
Beyond the $HYPE: An Objective Analysis of Hyperliquid
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...
17 Min
DeFi
Feb 2025
USD.AI: Financing the Future of AI Infra
Governance token backstop – Token functions as ultimate risk buffer in case of major depeg, similar to Aave...
14 Min
Infrastructure
May 2025
Exploring Base's Role in the Growing Onchain Economy
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...
35 Min
Layer 2 / L2
Nov 2024
Liquity v2: Evolving Onchain Leverage
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...
20 Min
Debt-Backed (CDP) Stablecoins
Nov 2024
The Year Ahead for DeFi 2025
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...
72 Min
DeFi
Dec 2024
Shuffle: Stacking USDC from Casino Profits While Awaiting Rerating
...revenue run-rate would place it ahead of established protocols like Sky ($8.66m, formerly MakerDAO) and AAVE...
19 Min
Betting
Jul 2025
Maple Finance's SYRUP: The RWA Bid in Waiting?
It is essentially another peer to pool lending market like Aave, that replaces the utilization rate model...
2 Min
Lending / Borrowing
Apr 2025
Rho's Rate Edge
...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).
4 Min
DeFi
Mar 2025
A New Framework For Understanding Moats In Crypto Markets
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.
36 Min
DeFi
Aug 2024
Briber's Four Forces
...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.
11 Min
DeFi
Jul 2025
Modular Lending Legos are Stacking Up
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...
9 Min
DeFi
Feb 2025
Exploring the HyperEVM
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.
5 Min
Infrastructure
Feb 2025
Narrative > Revenue: REValuating Crypto Assets
And even among the few assets that do generate sustainable revenue, the inconsistency is huge: $AAVE...
8 Min
DeFi
Jun 2025
Why has Sonic been up only?
Users deposit USDC or ETH which is deployed into yield strategies (e.g., Aave).
3 Min
DeFi
Feb 2025
Market Musings - Crypto's Apathetic Recovery
Arthur/DeFiance Capital AAVE Thesis – (Curated in Delphi Reads) Market Dynamics, Token Valuations, Eth...
11 Min
Macro & Markets
Aug 2024
Market Musings - Eternal Chop
Arthur/DeFiance Capital AAVE Thesis – (Curated in Delphi Reads) Market Dynamics, Token Valuations, Eth...
10 Min
Macro & Markets
Aug 2024
API3: The State of OEV
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.
29 Min
Infrastructure
Jul 2024