Aave (AAVE)

$AAVE lost nearly 65% of its deposits from $70B to $24B in 8 months revenue also fell 3x over the same period https://t.co/cndkzLpRhC

🏦 REGULATION: @Aave Labs has secured dual #UK licenses through its local #subsidiary to build regulated crypto #payments infrastructure.

$AAVE just went through one of the hardest stress tests in DeFi history: $200M+ exploited, $8-16B in outflows, TVL halved in days Six weeks later, $13B TVL still intact, Aave V4 deposits near $100M, DeFi United launched, former CSBO back, new security audits published. Price is near a 2-year low with a $1.26B market cap sitting under $13B in total value locked. The protocols that survive brutal events and keep building while price bleeds are exactly the ones that lead the next cycle. $AAVE has done this before, it was one of the strongest survivors of 2022 and came back harder in 2023. On-chain smart money accumulation hasn't shown up yet. When it does on a setup like this, near a multi-year price low, post-incident rebuild, TVL recovering, it tends to move fast.

Extremely bullish proposal for Aave DAO & Arc. A Temp Check was published to deploy Aave v4 on @arc at/around mainnet launch, which is expected this summer. @circle is guaranteeing $10M in revenue for @aave over 5 years. This is a very smart move, given there is a long list of chains that have launched with institutional backing and underwhelming organic activity. Arc has a real chance of becoming the institutional settlement layer for stablecoins and RWAs: the exact asset classes where onchain lending demand is growing fastest, and Aave v4's flexibility is the perfect complement to make that happen. USDC, EURC, & cirBTC are likely to be the initial set of supported assets. Incentives haven't been announced, but Arc raised $222M at a $3B valuation from BlackRock, Apollo, a16z, and ICE (NYSE's parent). It'd be surprising if launch incentives weren't included. Combine USDC distribution, Aave’s track record, and launch incentives, and the potential for >$1B flowing in doesn't sound deranged at all. Aave v4 on Arc seems like an extremely smart deployment on both sides.

Aave V4 coming to @Arc mainnet. What does this mean for you? It means you probably shouldn’t fade building on Arc. @Aave is one of the biggest lending protocols in crypto, with Aave V3 tracking around $13.8B TVL. If Aave comes to Arc, they will be bringing: - liquidity - borrowing - lending - yield markets - stablecoin utility - real DeFi activity And that matters because an ecosystem becomes more attractive when serious liquidity infrastructure starts showing up. Users need places to move money. Builders need places to plug into liquidity. Apps need financial rails that make sense. Arc already has the stablecoin-native angle. Aave coming in would make that angle much stronger. So when people ask why builders are paying attention to Arc, this is one of the reasons. The serious infra is starting to circle around it.

We've partnered with Proof of Talk 2026 and we're bringing 15 of our strongest members to the Louvre this June. Proof of Talk has sold out two years in a row. They curate their audience like no other event, with 2,500 seats, no pay-to-speak, 85% decision-makers and dedicated dining experiences. The kind of event where the person next to you is a CIO at Fidelity, a policy head at Mastercard, a founder at Aave, or a C-level executive at Franklin Templeton, SWIFT, Robinhood, Coinbase, DTCC, Bittensor and more. We were given 15 seats to allocate and we're giving them to the builders, operators, and decision-makers in our community who deserve to be at this level. If you're a founder, fund manager, protocol lead, or senior executive, this seat could be yours. We'll review every application personally and nominate the ones who belong in that room. → Please apply here: https://t.co/EoadxRBtoq

We are so excited about seeing V4 on Arc Two significant next-gen infrastructures for the future of DeFi https://t.co/qz35ICuRRF