According to @stonecoldpat0, traders are asking why Aave has dominated on-chain lending; as of October 2024, Aave’s TVL was over $10B versus roughly $2B for Compound, highlighting a persistent market share gap, source: DeFiLlama. A key driver is Aave v3’s E-Mode, which raises LTVs for highly correlated assets like stETH/ETH to boost capital efficiency and borrowing activity, source: Aave v3 documentation (E-Mode). Aave’s Isolation Mode enables listing of more collateral while capping risk per asset, attracting broader integrations and deposits without compromising systemic safety, source: Aave v3 documentation (Isolation Mode). Multi-chain expansion across major L2s and the Portal feature for cross-chain liquidity have widened Aave’s liquidity funnel relative to Compound, source: Aave v3 documentation and Aave Portal documentation. Additional fee lines from flash loans and the GHO stablecoin strengthen Aave DAO revenues and liquidity stickiness, supporting utilization and market depth, source: Aave Flash Loans documentation and Aave GHO documentation. By contrast, Compound v3 concentrates each market on a single borrow asset (commonly USDC) with slimmer collateral menus, reducing strategy surface area and cross-asset leverage relative to Aave, which has limited TVL expansion despite efficiency gains, source: Compound v3 documentation. For trading, track Aave fee flows, Safety Module staking, and GHO circulation as activity proxies, and watch Compound’s USDC utilization and reserves as gauges for parameter-driven dynamics affecting COMP governance outcomes, source: Aave Safety Module documentation, Aave GHO documentation, and Compound Protocol documentation.

According to @stonecoldpat0, there is a call for an infographic that explains collateralized lending for protocols like Aave (AAVE) and Compound (COMP) with the same clarity as popular AMM diagrams, reflecting user interest in clearer visual tools for DeFi borrowing and lending (source: @stonecoldpat0 on X).

According to @kwok_phil, a crypto-backed loan can be structured with no maturity, allowing the borrower to keep the crypto collateral and sustainably draw cash so long as the asset’s annual appreciation exceeds the interest owed, creating a positive carry spread, source: @kwok_phil. For traders, this outlines a carry-based approach where the viability hinges on the appreciation-minus-interest spread remaining positive each year to live off borrowed funds without repaying principal, source: @kwok_phil.

According to @Celo, DeFi Deep Dive is highlighting Aave v3 on the Celo network, with Celo Markets having launched on Aave in March and expanding access to DeFi for millions globally, source: @Celo. According to @Celo, the thread focuses on how Celo's community is using Aave, source: @Celo.

According to @binance, DeFi is transforming finance across four verticals: lending, DAOs, stablecoins, and gaming, source: @binance post dated Nov 9, 2025. The @binance post is an overview and does not provide specific tokens, performance data, or timelines, limiting direct trading signals, source: @binance post dated Nov 9, 2025.

According to @OnchainLens, roughly two hours before the report, address 0xb16c60e0a93b73cd96bca5b0811715146b3f6fb4 linked to @theunipcs supplied 1,737,000 ASTER (about $3.34M) on Euler Finance and borrowed $1.03M USDT, then transferred the USDT to a new wallet (source: @OnchainLens; data: @nansen_ai). According to @OnchainLens, the borrower is still holding the USDT with no additional on-chain activity observed at the time noted (source: @OnchainLens; data: @nansen_ai). For trade monitoring, track address 0xb16c60e0a93b73cd96bca5b0811715146b3f6fb4 and the Euler position for any changes in collateral or debt as flagged by @OnchainLens (source: @OnchainLens; data: @nansen_ai).

According to the source, Crypto.com has partnered with Morpho and Cronos to integrate DeFi lending on the Cronos blockchain, enabling stablecoin yields on wrapped BTC and ETH (source: social media report). Independent confirmation from Crypto.com, Morpho, or Cronos has not been published at the time of writing; traders should await an official announcement before positioning (source: official company channels). If confirmed, watch for a TVL uptick on Cronos, CRO spot and perp volume changes, and any on-chain growth in wBTC/wETH supplies that could tighten basis and influence BTC and ETH funding on Cronos-linked venues (source: on-chain analytics dashboards and exchange data once released).

According to Paolo Ardoino, Tether's Wallet Development Kit (WDK) Template Wallet is built 100% on WDK with encapsulated reusable UI components, is fully non-custodial with multiple seed backup strategies, runs across mobile and desktop platforms, is security audited, and implements USDT, USDT0 and DeFi primitives including lending and swapping. Source: Paolo Ardoino on X, Sep 29, 2025. He stated the code will be open-sourced soon and can be cloned, customized, built, and released by teams to their communities, with the Template Wallet implementing on-chain lending and swapping for USDT. Source: Paolo Ardoino on X, Sep 29, 2025. Ardoino added that WDK will be the building block for billions of wallets. Source: Paolo Ardoino on X, Sep 29, 2025.

According to @paoloardoino, Tether’s Wallet Development Kit (WDK) Template Wallet is built entirely on WDK with encapsulated reusable UI components, is planned to be open-sourced, and has undergone a security audit. source: https://twitter.com/paoloardoino/status/1972656691545006345 It is fully non-custodial with multiple seed backup strategies, available on both mobile and desktop platforms, and implements USDT, USDT0, and comprehensive DeFi primitives such as lending and swapping. source: https://twitter.com/paoloardoino/status/1972656691545006345 The toolkit is presented as clone-and-customize infrastructure for communities and positioned as a building block for large-scale wallet deployments, directly aligning with USDT-focused DeFi trading workflows. source: https://twitter.com/paoloardoino/status/1972656691545006345

According to @MilkRoadDaily, Aave now has $30.5B in outstanding loans, while the next largest protocol, Morpho, has $4.3B. Source: @MilkRoadDaily on X, Sep 19, 2025. The roughly $26.2B gap exceeds the entire DeFi lending market size a year ago as stated by the source. Source: @MilkRoadDaily on X, Sep 19, 2025. For traders, this concentration makes Aave the primary venue for on-chain borrow-rate discovery; monitoring utilization, borrow APYs, and liquidation metrics on Aave can inform risk and pricing decisions. Source: Aave Protocol documentation on utilization-based interest rate model.

According to @MilkRoadDaily, Aave’s outstanding loans have reached $30.5B, placing it at the top of DeFi lending by active credit exposure. According to @MilkRoadDaily, Morpho stands at $4.3B, implying a $26.2B gap between Aave and the next largest protocol. According to @MilkRoadDaily, that gap alone is larger than the entire DeFi lending market a year ago. Based on @MilkRoadDaily figures, Aave’s loan book is roughly 7.1 times Morpho’s ($30.5B vs $4.3B), a scale traders can use to gauge relative liquidity depth and borrowing conditions for AAVE-linked markets.

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.