According to @MilkRoadDaily, Aave’s total value locked has crossed $57 billion. source: @MilkRoadDaily on X The post states this TVL makes Aave larger by deposits than 40 U.S. banks, specifically naming Comerica, First Citizens, and Zions. source: @MilkRoadDaily on X It also reports that Aave controls 62% of all DeFi lending, with more deposits than Spark, Compound, and Morpho combined. source: @MilkRoadDaily on X For trading relevance, these data points highlight Aave’s dominant share of DeFi lending flows and deposit scale versus key competitors today. source: @MilkRoadDaily on X

According to @ai_9684xtpa, a WLFI proposal indicates Aave would receive 7% of WLFI’s total token supply as a lending-ecosystem partner, with that allocation currently valued at $2.79B (source: @ai_9684xtpa). According to @ai_9684xtpa, this relative value versus AAVE’s current fully diluted valuation of $5.9B is a key driver behind AAVE appearing among top gainers (source: @ai_9684xtpa). According to @ai_9684xtpa, the proposal surfaced late last year and a proposal link was shared, raising timing questions about why the market is reacting now (source: @ai_9684xtpa).

According to @EmberCN, a trader nicknamed Rolling Position Bro closed a position after just 26 minutes with a $100,000 profit (source: @EmberCN on X, Aug 20, 2025). According to @EmberCN, the trader then withdrew $740,000 from Hyperliquid and deposited the funds into Aave (source: @EmberCN on X, Aug 20, 2025). According to @EmberCN, this shift was interpreted as a temporary pause in active speculative trading (source: @EmberCN on X, Aug 20, 2025).

According to @cas_abbe, traders should watch two near-term catalysts: Fed Chair Jerome Powell’s upcoming speech as a macro driver for BTC and AAVE’s expected receipt of 7% of the WLFI token supply, source: https://twitter.com/cas_abbe/status/1957310850534101484. The post frames Powell’s remarks as a potential BTC volatility trigger and flags the WLFI allocation to AAVE as a token flow event to monitor this week, source: https://twitter.com/cas_abbe/status/1957310850534101484.

According to @EmberCN, a whale or institution accumulated $136 million worth of WBTC and ETH over the last six days using a recursive lending loop across OKX, Bybit, and Aave (source: @EmberCN). According to @EmberCN, the entity withdrew WBTC and ETH from OKX and Bybit, deposited them into Aave as collateral, borrowed USDT, moved the USDT to Bybit, and repeated the cycle to withdraw additional WBTC and ETH (source: @EmberCN). According to @EmberCN, the accumulation includes 918.6 WBTC within the six-day window, with further ETH acquired via the same loop method (source: @EmberCN).

According to @cas_abbe, Aave currently has about $4.7B in looped ETH positions while the stETH market trades only roughly $200–250M per day, signaling a liquidity mismatch if forced unwinds occur, source: @cas_abbe. He warns that large-scale liquidations could overwhelm stETH market depth, triggering a chain reaction across ETH/stETH positions and causing severe slippage, source: @cas_abbe. For trading strategy, this points to elevated liquidation cascade risk on Aave-linked ETH/stETH collateral; traders should track Aave health factors, the stETH-ETH discount, and on-chain liquidity to manage exposure, source: @cas_abbe.

According to @cas_abbe, Aave and other lending protocols assume 1 stETH equals 1 ETH for collateral purposes because users can ultimately redeem stETH for ETH after a waiting period (source: @cas_abbe on X). According to @cas_abbe, stETH often trades at a slight discount to ETH in secondary markets, creating a stETH/ETH basis that diverges from the 1:1 collateral assumption (source: @cas_abbe on X). According to @cas_abbe, this market discount is the second key reason in his analysis and is relevant for traders evaluating borrowing power and potential liquidation dynamics when using stETH as collateral (source: @cas_abbe on X).

According to @cas_abbe, Justin Sun closed an ETH leverage loop of nearly 600M USD on Aave in July, causing ETH borrow rates to spike, the stETH to ETH price to slip by about 0.3 percent, and looping yields to collapse, signaling immediate stress for leverage-driven carry trades. source: @cas_abbe According to @cas_abbe, the move prompted many whales to exit similar positions, highlighting fragile liquidity and tighter borrowing conditions for ETH and stETH on Aave that reduce carry returns for traders. source: @cas_abbe

According to @EmberCN, MetalphaPro withdrew 13,000 ETH valued around 61.38 million US dollars from Aave and transferred the funds to Binance, with the transaction address referenced via Arkham Intelligence, source @EmberCN and Arkham Intelligence. On-chain explorer data at the referenced address indicates the movement aligns with a transfer from an Aave position to a Binance deposit, source Arkham Intelligence. Large centralized exchange inflows are actively monitored by traders as potential near term liquidity for spot and derivatives execution, which can influence order book depth and basis, source CryptoQuant Exchange Flows documentation and Binance research materials.

According to @milesdeutscher, Aave’s scale would place it among the top 40 U.S. banks if it were a bank, highlighting DeFi’s growing footprint; the claim was made in a public post on Aug 13, 2025; source: @milesdeutscher. For trading, focus on verifiable on-chain and protocol metrics: track Aave total value locked to gauge capital inflows and risk appetite across DeFi lending, which is publicly aggregated for Aave markets; source: DefiLlama. Monitor per-market utilization, variable borrow rates, and liquidation activity in the Aave app to assess funding conditions and potential volatility catalysts; source: Aave App. Review protocol revenue mechanics and reserve factors that direct a share of interest to the DAO treasury, which can affect long-term token value capture; source: Aave Docs. Watch governance proposals and risk parameter changes (collateral factors, interest rate curves) that can materially move borrowing costs and liquidity for AAVE-linked markets; source: Aave Governance. Note that AAVE functions as the governance and Safety Module token securing the protocol, which is central to risk and incentive alignment; source: Aave Docs.

According to @AveryChing, Aave is progressing to deploy on Aptos, announced on August 11, 2025. Source: https://twitter.com/AveryChing/status/1954913576491335782 The post tags Aave, Aptos, and Stani Kulechov and does not disclose a launch date, feature set, or deployment parameters. Source: https://twitter.com/AveryChing/status/1954913576491335782 This update confirms an active effort toward an Aave integration on Aptos but does not indicate mainnet readiness or a release window. Source: https://twitter.com/AveryChing/status/1954913576491335782

According to @EmberCN, whale address 0xc9d...642 borrowed 20M USDC from Aave three days ago, sent the funds to Kraken, and has purchased and withdrawn 109.6 WBTC (about $12.91M). Source: @EmberCN on X, Aug 10, 2025 https://twitter.com/EmberCN/status/1954532215653842970 The address is using a looping leverage strategy on Aave to accumulate WBTC and now holds a total of 603.5 WBTC (about $71.62M) at an average cost of about $90,382. Source: @EmberCN on X https://twitter.com/EmberCN/status/1954532215653842970 and address link https://t.co/ScqSLtPp7r

According to @MilkRoadDaily, Aave is the largest DeFi application with total value locked of $36B and processed $365B in volume over the past 30 days; the source adds that Aave pioneered onchain lending, invented flash loans, and notes the protocol is still growing (source: @MilkRoadDaily).

According to @MilkRoadDaily, Aave earns revenue by taking a portion of borrower interest, charging a 0.09% fee on every flash loan, and collecting liquidation fees (source: Milk Road @MilkRoadDaily, X, Aug 8, 2025). According to @MilkRoadDaily, the protocol currently averages about $2M in weekly revenue, underscoring multiple fee-driven income streams relevant to AAVE fundamentals and DeFi investors (source: Milk Road @MilkRoadDaily, X, Aug 8, 2025). According to @MilkRoadDaily, traders can track borrow rates, flash loan volume, and liquidation activity on Aave as direct inputs to protocol revenue under this fee model (source: Milk Road @MilkRoadDaily, X, Aug 8, 2025).

According to @MilkRoadDaily, AAVE is now trading above USD 280 after an initial call at USD 128. According to @MilkRoadDaily, Aave holds a treasury of USD 228M and generates USD 108M in annualized revenue, which the source characterizes as the protocol "thriving." Based on figures from @MilkRoadDaily, the move from USD 128 to above USD 280 implies roughly a 118 percent gain, and traders referencing @MilkRoadDaily’s cited price may treat the USD 280 zone as a key level for momentum tracking.

According to @lookonchain, as ETH crossed 4,000, wallet 0xaf6c bought 1,390 WETH for approximately 5.56M. source: @lookonchain It then deposited the 1,390 WETH into Aave, borrowed 52.83 WBTC valued around 6.17M, and swapped that WBTC for 1,539 WETH worth about 6.17M, effectively increasing ETH exposure versus BTC. source: @lookonchain The swap leg implies an average execution near 4,010 per ETH based on 6.17M for 1,539 WETH, a trading-relevant level for monitoring large wallet flows and spot liquidity. source: @lookonchain

According to @MilkRoadDaily, MetaMask has partnered with Aave to integrate stablecoin yield functionality directly into the MetaMask wallet, enabling users to earn yield on their stablecoins without navigating multiple DeFi platforms. This streamlined access to DeFi yield products could increase stablecoin adoption and liquidity, impacting DeFi token valuations and trading volumes as users consolidate yield-generating activities within MetaMask. Source: @MilkRoadDaily.

According to @ai_9684xtpa, a smart money wallet known for previously buying low and selling high with WBTC for a $14.26 million profit has reportedly sold 38,582 ETH in the past week, valued at $138 million. If these sales are realized, the profit would be $36.57 million. The wallet, possibly institutional, has withdrawn 77,700 ETH ($202 million) from Kraken since the start of 2024 at an average price of $2,600. As of now, it still holds 25,054 ETH, mostly deposited in Aave. Such substantial movements by large holders and institutions can indicate upcoming volatility and liquidity shifts in the ETH market, making this a key signal for traders. Source: @ai_9684xtpa

According to @EmberCN, asset management platform Nexo redeemed 48,321 ETH (worth $183 million) from Ether.fi and transferred the funds to Binance four hours ago. In a related move, another address withdrew 20,000 ETH ($75.56 million) from Binance within the last three hours and deposited it into Aave. These large on-chain transactions could signal significant institutional positioning or strategy shifts, potentially impacting ETH liquidity and volatility in the short term (source: @EmberCN). Traders should monitor ETH price action and on-chain flows for further developments.

According to @ai_9684xtpa, smart money wallet 0xCE7...ec0a4 reportedly liquidated its holdings of 1401 ETH and 6826 AAVE five hours ago, valued at a total of $7.17 million. If sold, the wallet would net a profit of $951,000. The ETH position was accumulated at an average price of $2872 and deposited at $3752, projecting a gain of $1.232 million. Conversely, the AAVE position, built at $321.7 and deposited at $280.54, is expected to incur a $291,000 loss. This large-scale move by a prominent wallet could signal potential volatility and influence trading sentiment for both ETH and AAVE in the short term. Source: @ai_9684xtpa.