According to @MilkRoadDaily, Aave’s average quarterly revenue was $5M in 2022, $4.6M in 2023, $21M in 2024, and $24.6M in 2025, reflecting roughly a 5x increase over two years (source: @MilkRoadDaily). Based on @MilkRoadDaily’s figures, the 2025 average is about 17% higher than 2024, indicating accelerating top-line momentum that traders can incorporate into AAVE fundamentals and revenue-multiple tracking (source: @MilkRoadDaily). For trading setups, a sustained quarterly run-rate near $25M can serve as a fundamental anchor when assessing AAVE spot and perp market reactions and risk-adjusted entries, with $24.6M as the latest benchmark (source: @MilkRoadDaily).

According to Lex Sokolin, Aave is managing about $28 billion in on-chain assets, underscoring substantial liquidity available for lending and borrowing on the protocol (source: Lex Sokolin on X, Sep 8, 2025). Higher on-chain assets typically translate into deeper liquidity and utilization-driven interest rate dynamics across Aave markets such as ETH and major stablecoins, which are key variables for carry and basis strategies (source: Aave Protocol Documentation). Key variables for assessing Aave trading conditions include utilization, reserve factor interest flows to the protocol treasury, and liquidation activity as defined by the protocol design (source: Aave Protocol Documentation).

According to @MilkRoadDaily, Kamino leads Solana lending and KMNO’s market capitalization is about 148 million USD, highlighting its relatively small size; source: @MilkRoadDaily. The author adds that an additional 150 million USD could double KMNO’s value, underscoring the token’s sensitivity to new capital; source: @MilkRoadDaily.

According to @EmberCN, 34,000 ETH were deposited into Aave approximately 20 minutes before the post on September 4, 2025. According to @EmberCN, the update was shared with an accompanying image showing the deposit transaction.

According to @ag_dwf, FalconStable now supports WLFI as collateral, indicating WLFI can be posted to open borrowing positions on the platform, though the post did not disclose LTV, collateral factors, caps, or liquidation parameters (source: @ag_dwf, X, Sep 1, 2025). Traders should verify go-live details, risk parameters, oracle sources, and liquidation mechanics with FalconStable before using WLFI as collateral due to the lack of specifics in the announcement (source: @ag_dwf, X, Sep 1, 2025). Monitor WLFI spot liquidity, borrowing rates, and any official parameter updates from FalconStable for potential impacts on WLFI volatility and on-chain demand following this collateral support update (source: @ag_dwf, X, Sep 1, 2025).

According to the source, an Aug 29, 2025 X post urges traders waiting for their next move to put idle stablecoins to work by earning yield on USDC via Metalend and shares a direct platform link; source: X post dated Aug 29, 2025.

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 @MilkRoadDaily, traders holding USDC between entries can put idle capital to work on Metalend to grow stablecoin balances rather than leaving funds unused, Source: @MilkRoadDaily on X. The post links to a Metalend review for further details, positioning it as a DeFi yield option for USDC while awaiting the next trade, Source: @MilkRoadDaily on X.

According to @PeckShieldAlert, as the market corrected and BTC fell below $120K, a whale long position on BTC via Venus was liquidated for 779.41 vBTC valued at USD 1.55M. @PeckShieldAlert specifies that the liquidation occurred on Venus and provides the size and timing on Aug 14, 2025, offering a concrete datapoint on BTC-linked DeFi liquidation activity.

According to @Celo, ZeruFinance’s zScore is now live on Celo, enabling users to connect their wallets and verify on-chain reputation across lending protocols and DEXs for risk-aware DeFi activity. According to @Celo, the release expands Celo’s reputation and identity ecosystem, providing traders and lenders a standardized wallet behavior signal to check before borrowing, lending, or executing swaps on integrated protocols. According to @Celo, users can review ZeruFinance’s thread for more details on how to connect a wallet and interpret zScore outputs.

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 @bubblemaps, the decentralized finance (DeFi) sector is experiencing a new wave of growth, with the total value locked (TVL) in top lending protocols surging past $50 billion, a 60% increase over the past year. A report by Artemis and Vaults.fyi attributes this growth to increasing institutional participation and the integration of DeFi infrastructure into the backend of user-facing applications, a trend called the 'DeFi mullet'. For instance, Coinbase's BTC-backed loans are powered by Morpho, originating over $300 million in loans. Concurrently, the Nasdaq-listed firm Defi Development Corp (DFDV) announced it is raising $112.5 million through convertible notes, with proceeds intended for a stock buyback and the acquisition of more Solana (SOL) tokens. This move highlights a growing trend of public companies adding cryptocurrencies to their balance sheets. Following the announcement, DFDV shares traded down 12% in the early session.

According to @CryptoMichNL, the decentralized finance (DeFi) sector is undergoing a significant transformation driven by institutional participation. A report by Artemis and Vaults.fyi reveals that the total value locked (TVL) in top DeFi lending protocols like Aave (AAVE), Euler, Spark, and Morpho has surged past $50 billion, marking a 60% increase over the past year. This growth is fueled by trends like the "DeFi mullet," where fintech applications use DeFi infrastructure on the backend. For instance, Coinbase's BTC-backed loans, powered by Morpho, have already originated over $300 million. Another key driver is the rise of on-chain asset managers, whose capital under management has quadrupled from $1 billion to over $4 billion since January. Concurrently, OP Labs, the builder of Optimism (OP), predicts that every crypto exchange and fintech firm will operate its own Layer-2 blockchain within five years, following the success of Coinbase's Base. This allows for the monetization of custodied assets and improved user experiences. Market data shows OPUSDT trading at $0.5280, down 5.714% in 24 hours, while AAVEUSDT is at $259.95, a 5.579% decrease.

According to @OnchainDataNerd, the decentralized finance (DeFi) sector is undergoing a significant transformation, with the total value locked (TVL) in top lending protocols like Aave and Morpho surging 60% over the past year to approach $60 billion. This growth is reportedly driven by increasing institutional participation and the integration of DeFi as a backend financial layer for user-facing apps, a trend dubbed the "DeFi mullet." For instance, the Coinbase integration with DeFi lender Morpho has already originated over $300 million in Bitcoin (BTC) backed loans. The report also highlights the rise of tokenized real-world assets (RWA) and on-chain asset managers, whose capital under management has quadrupled from $1 billion to over $4 billion since January. In contrast, despite nearly a decade since its launch, Ethereum (ETH) has failed to host large-scale consumer DApps due to critical scalability and economic barriers. The network's low throughput of about 14 transactions per second makes it unsuitable for mainstream applications. However, emerging technologies like zero-knowledge (ZK) proofs are presented as a potential long-term solution to enable the massive scale required for Web3's original vision.

According to @MilkRoadDaily, the decentralized finance (DeFi) lending sector is undergoing a significant transformation, with the total value locked (TVL) across top protocols like Aave (AAVE), Euler, Spark, and Morpho approaching $60 billion, marking a 60% increase over the past year. A report by Artemis and Vaults.fyi attributes this growth to increasing institutional participation and the integration of DeFi as a backend financial layer for user-facing applications, a trend known as the "DeFi mullet." For instance, Coinbase's BTC-backed loans are powered by Morpho's backend, originating over $300 million in loans. Further signaling market maturation, crypto-native asset managers have seen their capital under management grow fourfold to over $4 billion since January. In a key development for traders, lending protocol Morpho has unveiled Morpho V2, which aims to bridge DeFi with traditional finance by introducing market-driven, fixed-rate, fixed-term loans with customizable terms, and support for portfolio collateral including real-world assets (RWAs).

According to @Andre_Dragosch, the cryptocurrency market is witnessing several pivotal technical and strategic shifts. Polygon (MATIC) is undergoing a major overhaul as co-founder Sandeep Nailwal takes over as CEO of the Polygon Foundation, reorienting the project towards its AggLayer cross-chain protocol and retiring the zkEVM rollup, as stated in a press release. Concurrently, the Ethereum Foundation has implemented a new treasury policy, capping annual operational expenses at 15% to ensure long-term sustainability and focus on critical deliverables for 2025-26, according to its blog post. In the Bitcoin ecosystem, developers confirmed in a GitHub update that the upcoming Bitcoin Core version 30 will increase the OP_RETURN data limit from 80 bytes to nearly 4MB, a move that has sparked debate about potential network spam. Other significant developments for traders include the mainnet launch of Plume, a blockchain focused on real-world assets (RWA), and Ant Group's reported plan to seek stablecoin licenses in Hong Kong and Singapore, signaling growing institutional interest and regulatory clarity in Asia.

According to @KookCapitalLLC, the decentralized finance (DeFi) sector is experiencing a significant transformation, with total value locked (TVL) in top lending protocols like Aave and Morpho surging 60% over the past year to nearly $60 billion. A report from analytics firm Artemis and Vaults.fyi attributes this growth to increasing institutional participation and the integration of DeFi as a backend layer for user-facing apps, a trend known as the "DeFi mullet". For instance, Coinbase's integration with Morpho has originated over $300 million in Bitcoin (BTC) backed loans. The report also highlights the rise of on-chain asset managers, whose capital under management has quadrupled from $1 billion to over $4 billion since January, and the growing use of tokenized real-world assets (RWAs). In specific market events, the Polyhedra protocol's ZKJ token plummeted over 80% following what the team described as a coordinated liquidity attack on PancakeSwap. The Polyhedra team responded by injecting approximately $30 million in USDT, USDC, and BNB to stabilize liquidity and announced an upcoming buyback plan. Other significant developments include JPMorgan piloting a permissioned USD deposit token (JPMD) on the Base network and the U.S. Senate passing a stablecoin bill with strong bipartisan support, signaling potential shifts in the regulatory landscape.

According to @CryptoMichNL, the decentralized finance (DeFi) sector is undergoing a significant transformation, driven by institutional adoption rather than speculative yields. A report by Artemis and Vaults.fyi cited in the text shows the total value locked (TVL) in top DeFi lending protocols like Aave (AAVE) and Morpho has surged 60% over the past year to nearly $60 billion. This growth is fueled by the "DeFi mullet" trend, where fintech apps use DeFi infrastructure on the backend, such as Coinbase's Bitcoin (BTC) backed loans via Morpho, which have originated over $300 million. The analysis also highlights the rise of tokenized Real-World Assets (RWAs) and on-chain asset managers, whose capital under management has quadrupled to over $4 billion since January. For traders, the author suggests an accumulation strategy like dollar-cost averaging and a clear plan for various price levels of assets like Ethereum (ETH), emphasizing that digital assets offer a superior risk-to-reward ratio compared to traditional finance.

According to @milkroad, leading crypto market makers have borrowed significant capital from Maple Finance, highlighting a growing trend of institutional players utilizing decentralized finance (DeFi) lending protocols for liquidity management (source: milkroad.com/daily/maple-gr). This development may enhance overall market liquidity, potentially tightening spreads and increasing trading volumes in the short term. Traders should monitor how these borrowed funds impact order book depth and volatility across major trading pairs, as increased leverage can catalyze both bullish and bearish moves in the crypto markets.

According to Lookonchain, whale 0x7055 borrowed $10 million USDC from Aave and purchased 4,170 ETH at $2,400 just four hours ago. Previously, this whale spent $86.79 million USDC to buy 31,458 ETH at $2,759 on June 12. These substantial buy orders indicate strong whale accumulation activity and may signal upward price pressure for ETH in the near term. Traders should monitor ETH price movements closely, as large-scale purchases like these often influence short-term volatility and can provide potential trading opportunities, especially given the strategic use of DeFi lending platforms (source: Lookonchain, debank.com/profile/0x7055).