AAVE (AAVE) Price, Analysis, Predictions, and Calculator

According to @ai_9684xtpa, a leveraged ETH buyer who entered on Sep 9 at an average of $4,396.5 sold 3,443 ETH at a $3,754 average over the past 6 hours for roughly $12.92 million, realizing about $2.212 million in losses, with the remaining Sep 9 ETH still showing an unrealized loss of about $3.122 million, source: @ai_9684xtpa. The wallet 0xc26b5977c42c4fa2dd41750f8658f6bd2b67869c currently has 13,000 ETH posted as collateral on Aave and $34.19 million in stablecoin debt with a health factor of 1.2, indicating elevated leverage, source: DeBank and @ai_9684xtpa. Aave documentation states positions are liquidated when the health factor falls to 1.0 or below, implying further ETH price declines could force additional deleveraging or trigger liquidations from this address, source: Aave Docs. Traders can monitor this wallet’s health factor and ETH order flow for potential sell pressure tied to on-chain leverage unwinds, source: DeBank and Aave Docs.

According to Lookonchain, the wallet dubbed 7 Siblings borrowed 40M USDC on Aave about 4 hours ago. Source: Lookonchain on X: x.com/lookonchain/status/1886321019042025505 According to Lookonchain, the same wallet spent 5M USDC in the past hour to buy 1,326 ETH at 3,771 USD, representing 5M USD of on-chain ETH buy volume during the market downturn. Source: Lookonchain on X: x.com/lookonchain/status/1886321019042025505; DeBank wallet history: debank.com/profile/0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0/history Based on these reported figures, approximately 12.5 percent of the borrowed USDC has been deployed, implying up to 35M USDC remains from the cited borrow amount if unchanged. Source: Lookonchain on X: x.com/lookonchain/status/1886321019042025505 The active wallet for tracking is 0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0. Source: DeBank wallet history: debank.com/profile/0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0/history

According to @EmberCN, ETH whale/institution "7 Siblings" resumed dip-buying after today’s drop by borrowing 40M USDC on Aave and purchasing 1,326 ETH with 5M USDC in the last hour at an average price of $3,771, source: https://twitter.com/EmberCN/status/1976835462393446633. Historical activity cited shows they bought 100,000 ETH around $2,270 after a 15%+ ETH decline on Aug 5 last year and 25,000 ETH around $1,700 after a 10%+ decline on Apr 7 this year, source: https://twitter.com/EmberCN/status/1976835462393446633. The tracked wallet address is 0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0, viewable on DeBank for real-time holdings and flows, source: https://debank.com/profile/0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0. This on-chain accumulation and lending activity provides a tradable signal for short-term ETH participants to monitor spot inflows and potential follow-through, source: https://twitter.com/EmberCN/status/1976835462393446633 and https://debank.com/profile/0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0.

According to @PeckShieldAlert, as the market crashes with BTC down 8.44%, a whale address 0xddf7...8ce5 was liquidated on Aave for $14.4M worth of cbBTC; source: @PeckShieldAlert on X. Based on this reported on-chain liquidation, traders should monitor Aave liquidation queues, cbBTC pool liquidity, and slippage for potential continuation risk and forced deleveraging pressure; source: @PeckShieldAlert on X.

According to @PeckShieldAlert, ETH fell below $4,100 and an Aave long position linked to address 0x946f...81a6 was liquidated for 247.62 WETH, valued at about 1.05M. Source: @PeckShieldAlert on X https://twitter.com/PeckShieldAlert/status/1976677238184821207 The alert was posted on Oct 10, 2025, highlighting real-time DeFi liquidation activity tied to ETH price weakness. Source: @PeckShieldAlert on X https://twitter.com/PeckShieldAlert/status/1976677238184821207

According to @ai_9684xtpa, a whale who began accumulating 32,000 ETH at $3,830 on 2025-06-18 has started taking profit, selling 3,603 ETH at an average $4,692.8 (~$16.9M) in the last 2 hours. Source: @ai_9684xtpa. Since Oct 3, the address has cumulatively sold 14,806.94 ETH for $67.54M at a $4,561 average, realizing $10.82M in profit. Source: @ai_9684xtpa. The wallet 0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5 still supplies 20,500 ETH on Aave and has borrowed 49.41M USDT with a health factor of 1.61, per the DeBank profile shared. Source: @ai_9684xtpa; DeBank. These realized sells cluster in the $4,561–$4,693 band for this address, defining a clear supply zone to monitor for intraday liquidity and volatility. Source: @ai_9684xtpa.

According to @PolynomialFi, traders are challenged to build a $7 crypto portfolio from a fixed menu priced at $3, $2, and $1 tiers: Bitcoin BTC $3, Ethereum ETH $3, USDC $3; Solana $2, Doge $2, Hyperliquid $2, Fartcoin $2, Aster $2; Plasma $1, BNB $1, WLFI $1, Uniswap $1, Aave $1, Ethena $1, source: @PolynomialFi. Under these constraints, a concentrated BTC-ETH mix could be BTC $3 + ETH $3 + BNB $1 = $7, source: @PolynomialFi. For broader exposure, examples include BTC $3 + Solana $2 + Uniswap $1 + Aave $1 = $7 and ETH $3 + Solana $2 + BNB $1 + Ethena $1 = $7, source: @PolynomialFi. An allocation that includes USDC from the list is USDC $3 + ETH $3 + Aave $1 = $7, source: @PolynomialFi. These mixes strictly follow the asset list and price tags provided in the post, allowing traders to balance concentration versus breadth within the stated $7 budget, source: @PolynomialFi.

According to @OnchainLens, a whale deposited 33 million USD into HyperLiquid, bought 7,311 ETH at 4,514 USD, and supplied the ETH to Aave V3 for lending, source: Onchain Lens on X. According to @OnchainLens, the entity now holds 38,275 ETH valued at 172.9 million USD and 35.18 WBTC valued at 4.34 million USD across multiple wallets, corroborated by the referenced addresses on hypurrscan.io and Arkham Intelligence, source: Onchain Lens on X; hypurrscan.io address 0xC7880fC94d88476c0df9272928645834E6F39854; Arkham address 0xd65FDb5EB1efD6A8859e619793d25C9357948568. According to @OnchainLens, the purchase size and price imply approximately 33.0 million USD deployed (7,311 x 4,514), aligning with the reported deposit size and confirming net long ETH exposure of 7,311 ETH, source: calculation based on figures reported by Onchain Lens on X. Adding 7,311 ETH to Aave V3 increases ETH reserve liquidity, which mechanically reduces utilization and can lower variable borrow APRs and supply APYs if utilization declines under Aave’s interest rate model, source: Aave Protocol documentation docs.aave.com. Traders can monitor Aave V3 ETH reserve utilization and rate changes to assess funding conditions after this inflow, and verify positions via the cited hypurrscan.io and Arkham addresses, source: Aave app reserve overview app.aave.com; hypurrscan.io; Arkham Intelligence.

According to @OnchainLens, a whale withdrew 18,610 AAVE worth about $5.4M from Binance and sent the funds for staking, with the wallet now holding a total of 27,482.7 AAVE ($7.96M) in staking; source: Onchain Lens. The tracked wallet address is 0x0a0fa2b02ae73bd9eb4c1e086458099eca42476e, enabling traders to monitor subsequent flows; source: Onchain Lens. Moving assets from an exchange to Aave staking removes those tokens from immediate exchange order books for that wallet, and Aave’s Safety Module requires a cooldown before unstaking; source: Aave Safety Module documentation. Traders can track AAVE exchange reserves and this address to gauge near-term flow pressure specific to this wallet; source: Onchain Lens and Aave Safety Module documentation.

According to @ai_9684xtpa, the wallet cluster labeled Trend Research has increased its suspected ETH disposals since October to 72,481 ETH valued at $319 million, indicating sustained outbound flow from this entity (source: x.com/ai_9684xtpa/status/1974715379122581867). According to @ai_9684xtpa, around 30 minutes before the post, the entity withdrew 2,000 ETH from Aave and deposited to Binance, marking the fifth deposit within the past 24 hours (source: x.com/ai_9684xtpa/status/1974715379122581867). The reported transfers are traceable via Arkham Intelligence at the following addresses, which show the on-chain movements cited: 0xa7c8823c2d8CAF8C86F1F572Ac6902964c109bb4, 0x69fB9c83A257Bb9Acb8B7e54248CF38Cb99f5a1b, 0xB93ec153BF3a0Ef602052C04FC5f589625d67300, 0xF4eD25E48Ab6D604d968Eb888d52d550dACeC04E, 0xc2424152d79Df497C0f8b1bbC511A4E814fbb099 (source: intel.arkm.com). These repeated Binance deposits constitute multiple exchange inflows by this entity within 24 hours, a detail relevant for monitoring near-term ETH order-book supply from this cluster (source: x.com/ai_9684xtpa/status/1974715379122581867; intel.arkm.com).

According to @ai_9684xtpa, addresses attributed to Trend Research have transferred a cumulative 58,796 ETH (about $256 million) to exchanges since October, as evidenced by Arkham Intelligence for 0xF4eD25E48Ab6D604d968Eb888d52d550dACeC04E and 0xc2424152d79Df497C0f8b1bbC511A4E814fbb099. Source: x.com/ai_9684xtpa/status/1974446201140588658; intel.arkm.com/explorer/address/0xF4eD25E48Ab6D604d968Eb888d52d550dACeC04E; intel.arkm.com/explorer/address/0xc2424152d79Df497C0f8b1bbC511A4E814fbb099 According to @ai_9684xtpa, an additional 5,083.3 ETH (about $22.83 million) was withdrawn from Aave in the last 15 minutes and fully deposited to a Binance wallet labeled by Arkham, indicating fresh exchange inflow. Source: x.com/ai_9684xtpa/status/1974446201140588658; intel.arkm.com/explorer/address/0xF4eD25E48Ab6D604d968Eb888d52d550dACeC04E; intel.arkm.com/explorer/address/0xc2424152d79Df497C0f8b1bbC511A4E814fbb099 According to @ai_9684xtpa, these transfers add to Binance-side ETH balances and increase on-exchange supply available for trading, which is directly relevant for spot and derivatives liquidity tracking. Source: x.com/ai_9684xtpa/status/1974446201140588658; intel.arkm.com/explorer/address/0xF4eD25E48Ab6D604d968Eb888d52d550dACeC04E; intel.arkm.com/explorer/address/0xc2424152d79Df497C0f8b1bbC511A4E814fbb099

According to @ai_9684xtpa, an entity withdrew 16,698 ETH worth approximately 73.38 million USD from Aave minutes before the post, source: @ai_9684xtpa on X. The same update states that 6,000 ETH has already been deposited to Binance, source: @ai_9684xtpa on X. Since early yesterday, the entity has transferred about 130 million USD in ETH to exchanges, source: @ai_9684xtpa on X. The referenced wallet is 0xB93ec153BF3a0Ef602052C04FC5f589625d67300 as shared via ARKM Intel, source: ARKM Intel. Historically, rising ETH inflows to centralized exchanges correlate with higher realized selling and short-term volatility, a dynamic traders view as near-term supply pressure, source: Glassnode research and CryptoQuant exchange flow studies.

According to @ai_9684xtpa, a wallet labeled "Trend Researh" withdrew 17,450 ETH from Aave and transferred the full amount to Binance roughly two minutes before the post, with the size estimated at about USD 75.69M; source: @ai_9684xtpa. The transaction hash 0x423c03e87ef5cc2262c63da84ab436f80da2dbc6d65f643216683b5ce6d9a769 is listed on Arkham Intelligence and corresponds to the reported movement; source: Arkham Intelligence. Large exchange inflows are commonly tracked by traders as a proxy for potential sell-side liquidity and short-term volatility in ETH markets; source: CryptoQuant Exchange Inflows metric documentation.

According to @ai_9684xtpa, address 0x909...82b15 deposited 1.5 million USDC to Hyperliquid as margin about 2 hours ago, source: @ai_9684xtpa; hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15. The address then opened long positions across BTC, SOL, HYPE, DOGE, ENA, ASTER, PUMP, BONK, AAVE, and STBL, bringing total position value to $14.35 million, source: @ai_9684xtpa; hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15. Current unrealized PnL is near $20,000, indicating the positions were initiated recently, source: @ai_9684xtpa; hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15. Based on the reported margin and notional, implied gross leverage is approximately 9.6x (14.35M/1.5M), and a 1% move across the basket would translate to roughly $143,500 PnL swing, calculation based on data from @ai_9684xtpa and hyperbot.network/trader/0x90924bD2a82c481170e98051196a5bDE02d82b15.

According to @ai_9684xtpa, Ethereum address 0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5 has accumulated 21,048 ETH valued around 88.54 million dollars since 2025-06-18, with an average withdrawal price of 3,794 dollars and an unrealized profit near 8.49 million dollars. Source: X post by @ai_9684xtpa https://twitter.com/ai_9684xtpa/status/1972853172348780728 The address also withdrew 2,360 ETH worth about 9.92 million dollars from Binance shortly before the post. Source: X post by @ai_9684xtpa https://twitter.com/ai_9684xtpa/status/1972853172348780728 All ETH is currently supplied as collateral on Aave, against which the address has borrowed 37.46 million USDT, with a reported health factor of 1.97. Source: X post by @ai_9684xtpa https://twitter.com/ai_9684xtpa/status/1972853172348780728; DeBank profile https://debank.com/profile/0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5 Traders can track this whale’s on-chain position details and collateral health via the DeBank profile to monitor changes in Aave borrowing and ETH collateral. Source: DeBank profile https://debank.com/profile/0x1fc75ad0511ddc3a23b9583ba1c285b8292faed5

According to the source, LONGITUDE in Singapore announced an infrastructure panel featuring Stani Kulechov of Aave, Sreeram Kannan of EigenLayer, 0xMert of Helius, the CEO of Unlimit, and a representative from RaylsLabs on Sep 29, 2025, source: event announcement on X. For traders, the lineup maps to liquid tickers AAVE for Aave, source: Aave protocol documentation; ETH via EigenLayer’s restaking on Ethereum, source: EigenLayer documentation; and SOL due to Helius’ focus on Solana infrastructure, source: Helius Labs official site. Unlimit’s participation highlights fiat‑crypto payment rails and card acquiring services relevant to on and off ramps, source: Unlimit official site.

According to the source, the LONGITUDE event in Singapore will host a crypto infrastructure panel featuring Stani Kulechov, founder of Aave (AAVE). According to the source, the announcement did not include date, time, or agenda details. According to Aave's official website, Aave is a decentralized lending protocol and AAVE is its governance token. According to the source, only speaker participation was disclosed; traders should wait for official agendas or product updates before assessing potential impact on AAVE market activity.

According to @EmberCN, Aave founder Stani Kulechov transferred 4,000,000 ENA (about $2.38M) roughly six hours before the post to a Galaxy Digital institutional platform address, with the on-chain reference provided via Arkham Intelligence at intel.arkm.com/explorer/address/0xe705b1D26B85c9F9f91A3690079D336295F14F08, source: @EmberCN; Arkham Intelligence. @EmberCN states that Kulechov is an Ethena investor and that these ENA tokens originated from his Ethena vesting wallet unlock, source: @EmberCN. The post characterizes the move as a possible sale rather than a confirmed execution, so the only verified fact is the transfer to a Galaxy Digital–associated address as cited, source: @EmberCN; Arkham Intelligence.

According to @EmberCN, approximately 100,000 ETH was transferred to address 0xc6badce2f5e10db90d74dbe023768259ec4699c7 and deposited into Aave, source: X post by @EmberCN on Sep 26, 2025 and Debank debank.com/profile/0xc6badce2f5e10db90d74dbe023768259ec4699c7. According to @EmberCN, the same address received another 100,000 ETH about one hour earlier from a wallet the author suggests may be linked to Bitfinex, then deposited into Aave to borrow 1,000,000 USDT which was subsequently sent to Plasma, source: X post by @EmberCN on Sep 26, 2025 and Debank debank.com/profile/0xc6badce2f5e10db90d74dbe023768259ec4699c7. According to @EmberCN, it is unclear whether the ETH involved are user assets or Bitfinex’s own holdings, and the author notes that Bitfinex is an investor in Plasma, source: X post by @EmberCN on Sep 26, 2025.

According to @ai_9684xtpa, wallet 0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B sold approximately $4.84 million worth of WBTC and $2.838 million of AAVE about three hours ago, signaling an exit from BTC and AAVE exposure. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699; hypurrscan.io/address/0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B The same wallet then deposited 4.692 million USDC into Hyperliquid and purchased 101,000 HYPE for about $4.25 million, implying an average fill near $42.1 per HYPE. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699; hypurrscan.io/address/0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B The author frames this as a rotation into the Perp DEX narrative and notes the wallet previously showed a bearish bias on ASTER with three short positions. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699 These on-chain flows concentrate the wallet’s exposure into HYPE on Hyperliquid, a trading-relevant shift for monitoring HYPE liquidity and momentum amid the Perp DEX trend. Source: @ai_9684xtpa on X x.com/ai_9684xtpa/status/1971474512039608699; hypurrscan.io/address/0x4F12b217Aa59E6D3e1f91ca2dC96f9543576618B

According to @PeckShieldAlert, ETH broke below $4,000 and an Aave long position at address 0x7ca2...42b4 was liquidated for 430.32 ETH, worth about $1.73 million, source: @PeckShieldAlert on X, Sep 25, 2025.

According to @lookonchain, Arthur Hayes purchased 1,630 AAVE valued at approximately $442,000 at the time of the post. Source: https://twitter.com/lookonchain/status/1970471514068975859 The transaction is tied to wallet address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 as referenced by the on-chain link shared by @lookonchain, enabling verification of token movements. Source: https://etherscan.io/address/0x6cd66dbdfe289ab83d7311b668ada83a12447e21#tokentxns The implied average cost is roughly $271.8 per AAVE based on the $442,000 total cited by @lookonchain, which can be used as a near-term reference level by traders. Source: https://twitter.com/lookonchain/status/1970471514068975859 Traders monitoring AAVE can track subsequent inflows or outflows from wallet 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 on Etherscan to assess potential supply dynamics. Source: https://etherscan.io/address/0x6cd66dbdfe289ab83d7311b668ada83a12447e21#tokentxns

According to @lookonchain, Arthur Hayes (@CryptoHayes) spent 374,999 USDC to buy 1,630 AAVE at about $230 on Sep 23, 2025, source: @lookonchain on X. The transaction is visible on Etherscan at address 0x6cd66dbdfe289ab83d7311b668ada83a12447e21 under token transfers, source: Etherscan (etherscan.io/address/0x6cd66dbdfe289ab83d7311b668ada83a12447e21#tokentxns). This records an on-chain cost basis near $230 per AAVE for that wallet, and the address can be monitored for subsequent flows to gauge positioning changes, source: @lookonchain and Etherscan.

According to @ai_9684xtpa, a wallet linked to Trend Research associated with 了得资本 redeemed 16,800 ETH from Aave and deposited the same amount to Binance within minutes, valued at approximately 72.88 million dollars at the time. Source: X post by @ai_9684xtpa on 2025-09-22; Arkham address intel.arkm.com/explorer/address/0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b. The wallet 0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b is now nearly emptied, currently holding about 214.8 ETH after the transfer. Source: X post by @ai_9684xtpa; Arkham address intel.arkm.com/explorer/address/0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b. These on-chain flows and balances can be verified directly on Arkham, with the activity also referenced in the X post by @ai_9684xtpa. Source: Arkham address intel.arkm.com/explorer/address/0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b; X post by @ai_9684xtpa.

According to @EmberCN, a single whale purchased 6.486 million $ASTER over the past 4 hours using 7.5 million USDT at an average price of $1.15 (source: @EmberCN). The buyer raised the USDT via Binance withdrawals and Aave borrowing within the same 4-hour window and then withdrew the acquired $ASTER to an on-chain wallet (source: @EmberCN). The wallet address shared is intel.arkm.com/explorer/address/0x734c92135eb462B8Ba5A5edfe4000c5d7f6a6eC4 (source: @EmberCN).

According to @lookonchain, wallet 0x734c purchased 1.825M $ASTER at an average of $1.10 by spending 2M $USDT within the past hour, source: @lookonchain on X (Sep 20, 2025). The same address borrowed an additional 2M $USDT from Aave and deposited it into Aster, with the source indicating the funds are likely intended to buy more $ASTER, source: @lookonchain on X (Sep 20, 2025). This establishes an on‑chain cost basis near $1.10 for 1.825M $ASTER (about $2.01M), a concrete level traders can reference for liquidity and execution context, source: @lookonchain on X (Sep 20, 2025). The address and transfers can be monitored for further flows here: intel.arkm.com/explorer/address/0x734c92135eb462B8Ba5A5edfe4000c5d7f6a6eC4 to gauge incremental buy‑side activity from the Aave‑sourced $USDT, source: Arkham Intel; source: @lookonchain on X (Sep 20, 2025).

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 @OnchainDataNerd, around nine hours after a rate cut, a whale acquired 25,000 ETH (about 108.2 million USD) via Wintermute and supplied the entire amount to Aave; address: intel.arkm.com/explorer/address/0xd8d041705735cd770408AD31F883448851F2C39d. Source: @OnchainDataNerd on X; Arkham Intelligence. On Aave, deposits increase pool liquidity and influence supply and borrow rates per the protocol’s interest rate model, making this transaction relevant for DeFi funding dynamics. Source: Aave Docs https://docs.aave.com/faq/

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 @lookonchain, Trend Research borrowed 88M USDT on Aave within the past two hours, deposited it to Binance, and then withdrew 9,377 ETH (about $41.37M), indicating a buyback at a higher price. Source: @lookonchain on X, Sep 11, 2025. Two months earlier, the entity sold 79,470 ETH for roughly $250M at an average price of $3,145, marking a reversal in its on-chain flows and exchange activity. Source: @lookonchain on X, Sep 11, 2025.

According to @EmberCN, two newly flagged wallets attributed to Trend Research withdrew 34,000 ETH from Binance on Sep 4 and deposited the funds into Aave; wallet identifiers: 0xbb101B9Ac239851842e9758266de36D47B790308 and 0x90013e5fDd23ef161fb4154cfb239Cb2a904b53b, source: @EmberCN on X and ARKM Intel. In the last 30 minutes, these wallets borrowed 80 million USDT from Aave, sent it to Binance, and withdrew 9,377 ETH, bringing their combined holdings to 43,377 ETH valued around 192 million USD; valuation and flow details from @EmberCN on X, with wallet balances visible on ARKM Intel. The USDT deposits to Binance used a deposit address previously employed by Trend Research, linking the activity to the firm, source: @EmberCN on X. Historical positioning shows Trend Research accumulated 182,000 ETH around 2,250 USD during April–June, trimmed 74,000 ETH after ETH broke 3,000 USD in July to reduce leverage, and continued holding 108,000 ETH, source: @EmberCN on X. Price context cited by @EmberCN references @Jackyi_ld stating 4,100–4,300 USD as a buy-the-dip zone, which @EmberCN suggests aligns with renewed purchases, source: @EmberCN on X. Traders can monitor the two ARKM Intel addresses and Aave borrow activity for subsequent Binance withdrawals to gauge near-term ETH liquidity changes, source: ARKM Intel and @EmberCN on X.

According to Onchain Lens, a newly created wallet withdrew 50,000 AAVE valued at about $15.07 million and 15 ETH valued at about $64.67 thousand from Kraken to address 0x7D94077f58593F8b97c5cAB56c8924E13b49946E on Sep 9, 2025 (source: Onchain Lens). Large exchange outflows are commonly interpreted as accumulation and can reduce near-term sell-side liquidity, a signal traders monitor for potential price impact in AAVE markets (source: Glassnode Academy and CryptoQuant).

According to @ai_9684xtpa, wallet 0xC26...7869C borrowed 11 million USDT from Aave about 9 hours ago and bought 2,502 ETH on-chain at an average price of $4,396.5, source: @ai_9684xtpa on X. The address currently shows 10,345 ETH posted as collateral and approximately $20.08 million in stablecoins borrowed with a health factor of 1.84, source: DeBank profile for the address as referenced by @ai_9684xtpa. This activity indicates a leveraged long ETH position by the wallet based on the Aave borrow and subsequent ETH purchases, source: @ai_9684xtpa and DeBank wallet metrics.

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 @lookonchain, citing Arkham Intelligence’s address explorer, a wallet labeled as related to Metalpha withdrew 11,500 ETH worth about $49.34 million from Aave and deposited it to Binance on Sep 8, 2025 (source: @lookonchain, Arkham Intelligence). Traders monitor such exchange inflows because they have historically aligned with increased sell-side liquidity and near-term volatility in ETH order books (source: CryptoQuant research, Glassnode on-chain reports).

According to @Celo, Aave integrated Self Protocol, enabling users who verify their humanity with Self’s zero-knowledge proofs to double their yield on Aave’s USDT and WETH pools via incentives funded by the Stabila Foundation, source: @Celo.

According to @EmberCN, an entity accumulated approximately 191,000 AAVE (about $61.03M) across multiple centralized exchanges over the past three weeks (source: @EmberCN on X, Sep 4, 2025). Over the last four days, 128,905 AAVE (about $40.83M) were withdrawn from exchanges including Binance and OKX, with the most recent withdrawal occurring roughly 30 minutes before the post (source: @EmberCN on X, Sep 4, 2025). The activity is tied to address 0xF436ADa6B8f4d235BA806f44B22Fa4ee115c9BC2 on Arkham Intelligence: intel.arkm.com/explorer/address/0xF436ADa6B8f4d235BA806f44B22Fa4ee115c9BC2 (source: Arkham Intelligence, as cited by @EmberCN). The author indicates the buyer may be an institution and notes the post is sponsored by Bitget (source: @EmberCN on X, Sep 4, 2025).

According to @lookonchain, wallet 0x3737 sold 388.72B PEPE for $3.84M and 75,413 PENDLE for $355K over the past 16 hours, then bought 4,831 AAVE for $1.58M and 3.09M ENA for $2.25M; on-chain transaction details are shown in their post. source: @lookonchain Based on these figures, implied average execution prices were approximately $0.00000988 per PEPE, $4.71 per PENDLE, $327.2 per AAVE, and $0.728 per ENA. source: @lookonchain By value, this totals about $4.20M in sales versus $3.83M in purchases, implying roughly $0.37M in net unallocated capital within the reported trades; approximately 91.5% of the sales were PEPE and about 58.7% of the buys were ENA. source: @lookonchain

According to @lookonchain, two newly created wallets withdrew 34,000 ETH valued at about 151 million USD from Binance on September 4, 2025. According to @lookonchain, the funds were then deposited into Aave. According to @lookonchain, this reflects continued whale accumulation of ETH.

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 @lookonchain, wallet 0xF436 withdrew 25,097 AAVE, approximately USD 7.9 million, from exchanges about two hours before the report; source: Lookonchain on X, Sep 3, 2025. According to @lookonchain, over the last seven days this address has withdrawn a cumulative 167,451 AAVE, approximately USD 53.65 million, from exchanges; source: Lookonchain on X, Sep 3, 2025. According to @lookonchain data, today’s 25,097 AAVE withdrawal is about 4.9% higher than the 7‑day average daily withdrawal of 23,921 AAVE, indicating sustained single-whale exchange outflows in AAVE; source: calculations based on Lookonchain on X, Sep 3, 2025.

According to @OnchainDataNerd, wallet 0xF43 withdrew 25,100 AAVE (approximately $7.89 million) from exchanges about one hour ago, and now holds a total of 117,046 AAVE (approximately $36.82 million) with an average entry price near $316. Source: @OnchainDataNerd on X, Sep 3, 2025.

According to @secondswap_io, Ethena opened institutional rails in August with direct access via Coinbase Institutional, CoinList’s Earn offering USDe at 12% APY, and cross-chain deployments on Aptos plus integrations across Aave, Gearbox, InfiniFi, and TON; the post also states Ethena has been aggressively building its infrastructure (source: @secondswap_io). According to @secondswap_io, these named channels and rates identify where USDe access and yield are currently available for participants, informing trading-oriented capital deployment and liquidity routing (source: @secondswap_io).

According to @EmberCN, a whale or institution accumulated about $230 million in WBTC and ETH over three weeks using Aave recursive borrowing, indicating a leveraged long structure; source: @EmberCN. The wallet holds 1,356.8 WBTC valued at $149 million with an average entry of $117,556; source: @EmberCN. It also holds 18,454 ETH valued at $81.06 million with an average entry of $4,415; source: @EmberCN. Outstanding borrowings on Aave total $114 million due to the leverage loop; source: @EmberCN. Based on these figures, the position implies roughly a 50 percent loan-to-value ratio calculated from $114 million debt over $230 million assets; source: @EmberCN. The address for verification is provided in the source post; source: @EmberCN.

According to Lookonchain, wallet 0x4ED0 purchased another 5,553 ETH (~$24.44M) within the past 40 minutes, source: Lookonchain. Since Aug 11, the address accumulated 18,447 ETH (~$81.5M) at a $4,417 average and 1,357 WBTC (~$160M) at a $117,547 average, then deposited these assets into Aave to borrow $114.2M USDT, source: Lookonchain. Based on these figures, the collateral value is roughly $241.5M versus $114.2M debt, implying an estimated loan-to-value near 47%, derived from Lookonchain’s reported amounts, source: Lookonchain.

According to @OnchainLens, a tracked whale address 0xFf1553158Be654DeFCCe7Ba3c1B4d27427DeF7a8 sold 150 BTC (~$16.52M) for 7,531 ETH on HyperLiquid and supplied the ETH to Aave V3 for lending (source: @OnchainLens; data: @nansen_ai). According to @OnchainLens, in total the whale has now sold 425 BTC (~$46.79M) for 10,567 ETH at a stated price of $4,428, indicating a sustained BTC-to-ETH rotation with immediate deployment into DeFi lending (source: @OnchainLens; data: @nansen_ai). According to @OnchainLens, these on-chain flows are relevant for traders monitoring BTC and ETH cross-asset rotation, exchange liquidity on HyperLiquid, and lending market positioning on Aave V3 (source: @OnchainLens; data: @nansen_ai).

According to @OnchainLens, over the past six days one wallet sold 275 BTC for about 30.5 million USD, acquired 6,802.7 ETH at 4,482 USD, and supplied the ETH to Aave V3 for lending, citing Nansen data. According to @OnchainLens, the activity originated from address 0xFf1553158Be654DeFCCe7Ba3c1B4d27427DeF7a8 and reflects a BTC to ETH rotation with an ETH deposit into DeFi, based on Nansen on-chain traces.

According to @OnchainDataNerd, a wallet labeled Longling_Capital withdrew 7,000 ETH (about 30.67 million dollars) from Binance roughly 3 hours ago; address: https://t.co/TWsY1gZUzd source: @OnchainDataNerd. According to @OnchainDataNerd, within the past five days the same entity borrowed on AAVE and deposited 20 million USDT to Binance to buy the dip, signaling exchange-bound stablecoin inflow by this whale source: @OnchainDataNerd.

According to @CryptoMichNL, the next market cycle will center on ETH, AAVE and the broader DeFi sector, with ETH only the first step and DeFi expected to expand by onboarding Web2 users, based on his interview with Stani Kulechov for new_era_finance posted on Aug 29, 2025 (source: @CryptoMichNL on X, Aug 29, 2025). For traders, this highlights a narrative focus that can drive flows and relative strength toward ETH, AAVE and DeFi protocols as the cycle develops, per his statement (source: @CryptoMichNL on X, Aug 29, 2025).

According to Lookonchain, whales accumulated WLD, AAVE, and UNI via large exchange withdrawals totaling about USD 26.84 million within the last two days; source: Lookonchain. Whale address 0xF436 withdrew 43,123 AAVE, approximately USD 13.87 million, from exchanges over the past two days; source: Lookonchain. Fresh wallet 0xC0D9 withdrew 9.325 million WLD, approximately USD 8.86 million, from Binance about 11 hours ago; source: Lookonchain. Fresh wallet 0x4940 withdrew 408,557 UNI, approximately USD 4.11 million, from Binance; source: Lookonchain.

According to @EmberCN, an on-chain whale withdrew 145 WBTC from Binance around 11 hours ago, deposited it to Aave as collateral, borrowed 13M USDT, and purchased an additional 117.5 WBTC, bringing total holdings to 262.5 WBTC valued at approximately $28.95M with an average cost of $110,286, address: https://t.co/QSAjtClnrK, source: @EmberCN. This sequence reflects a leveraged long position in WBTC financed via Aave against WBTC collateral, making the reported $110,286 cost basis a key reference level for position PnL, source: @EmberCN.

According to @lookonchain, whale address 0x4174 deposited 5.45 million USDC into Hyperliquid, source: @lookonchain on X; Hypurrscan address 0x4174. According to @lookonchain, the address opened leveraged long positions of 40x on BTC and 20x on ETH, source: @lookonchain on X; Hypurrscan address 0x4174. According to @lookonchain, the address also went long 10x on HYPE, LINK, AAVE, and MKR on Hyperliquid perps, source: @lookonchain on X; Hypurrscan address 0x4174. According to @lookonchain, these moves show concentrated long exposure across BTC, ETH, and DeFi tokens on Hyperliquid, source: @lookonchain on X; Hypurrscan address 0x4174.

According to @lookonchain, wallet 0x3737 sold 128.87B PEPE for about $1.45M and bought 2,517 AAVE for about $923K and 61,567 PENDLE for about $367K roughly 11 hours ago, indicating a rotation from PEPE into AAVE and PENDLE. Source: @lookonchain on X. According to @lookonchain, the wallet’s reported holdings now stand at 2.35T PEPE about $26.64M, 12.74M ENA about $9.44M, 21,298 AAVE about $7.6M, and 734,289 PENDLE about $4.45M. Source: @lookonchain on X. According to @lookonchain, based on these figures the reported portfolio value is roughly $48.1M, with the largest exposures in PEPE and ENA. Source: @lookonchain on X.

According to @lookonchain, wallet 0x3737 sold 128.87B $PEPE for approximately $1.45M about 11 hours ago and purchased 2,517 $AAVE for about $923K and 61,567 $PENDLE for about $367K (source: @lookonchain). According to @lookonchain, the wallet now holds 2.35T $PEPE valued at $26.64M, 12.74M $ENA at $9.44M, 21,298 $AAVE at $7.6M, and 734,289 $PENDLE at $4.45M (source: @lookonchain). According to @lookonchain, based on the reported valuations this implies an approximate portfolio mix of $PEPE 55.4%, $ENA 19.6%, $AAVE 15.8%, and $PENDLE 9.2% by value, indicating added exposure to $AAVE and $PENDLE while maintaining a majority position in $PEPE (source: @lookonchain).

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, Aave founder Stani Kulechov confirmed a referenced governance proposal remains valid by replying Yep to a direct question, source: @ai_9684xtpa tweet ID 1959274377381376427 dated Aug 23, 2025. The post does not identify which specific proposal is in question, so traders cannot derive parameter changes or timelines from this item alone and should verify details on the Aave governance forum before positioning, source: @ai_9684xtpa tweet ID 1959274377381376427 and Aave DAO governance documentation. Aave governance controls risk parameters such as collateral factors, interest rate curves, asset listings and their risk settings that can influence AAVE token utility, liquidity and protocol borrowing costs, so traders should monitor AAVE spot, perp funding and open interest alongside official governance updates, source: Aave protocol documentation and Aave DAO governance documentation.

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 @OnchainLens, on Aug 20, 2025, a whale withdrew 2,200 ETH, valued at approximately $9.15 million, from Binance and deposited it to Aave V3 for lending, based on on-chain tracking data; source: @OnchainLens. The involved address is 0xbf219de59653a2bdda955b9e9a20f9200707e949; source: @OnchainLens. This transfer reduces Binance’s ETH balance by 2,200 and increases Aave V3’s ETH lending supply by the same amount, a shift relevant for traders monitoring ETH liquidity between centralized exchanges and DeFi pools; source: @OnchainLens.

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, a once-popular ETH DeFi looping trade has ended (source: @cas_abbe). The strategy staked ETH on Lido to receive stETH, used stETH as collateral on Aave to borrow ETH, restaked the borrowed ETH, and repeated to amplify yield, functioning as effectively free money while borrowing was cheap (source: @cas_abbe).

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 @MilkRoadDaily, Robinhood mirrors DeFi verticals across trade aggregation, leveraged trading, lending, borrowing, and staking, positioning its offerings alongside leading onchain categories that traders track (source: @MilkRoadDaily on X, Aug 16, 2025). The post maps Cow Protocol to aggregation, Hyperliquid to leverage, Aave to lending, Spark to borrowing, and Lido to staking, underscoring product parity relevant for cross-venue strategy comparisons (source: @MilkRoadDaily on X, Aug 16, 2025).

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 Bobby Ong, traders bullish on ETH are weighing which instrument delivers the best leveraged exposure, making it essential to compare liquidity, costs, and risk across venues (source: Bobby Ong on X). Regulated futures: CME lists Ether futures and options that are cash-settled and funding-free but introduce a term-structure basis that can be earned or paid depending on curve shape (source: CME Group). Centralized exchange perpetual swaps offer deep liquidity and flexible leverage but charge funding that fluctuates with sentiment and add exchange counterparty risk (source: Binance Futures). ETH options provide convex upside with defined risk via calls or call spreads, shifting the focus to implied volatility and skew rather than funding rates (source: Deribit). On-chain leverage via stETH or wstETH loops on Aave amplifies exposure and yield but adds liquidation, LST depeg, and variable borrow APR risks (source: Aave; source: Lido). Decentralized perps enable self-custody leverage with on-chain settlement but have funding and liquidity/oracle risk trade-offs versus CEX perps (source: dYdX). Leveraged tokens offer auto-rebalanced exposure without margin management but suffer rebalancing decay, suiting short-term momentum rather than long-term holds (source: Binance Leveraged Tokens). In practice, regulated and funding-free leverage is often achieved with dated CME futures, while short-term momentum traders may favor liquid perps, and vol-focused traders can use long-dated calls or call spreads to cap downside (sources: CME Group; Binance Futures; Deribit).

According to @MilkRoadDaily, AAVE is trading above $280 as of Aug 8, 2025, more than doubling from their August 2024 call at $128 (source: @MilkRoadDaily on X, Aug 8, 2025). The post frames this move as a reminder that risk/reward can favor protocols that continue building, positioning AAVE as a DeFi outperformer in this cycle (source: @MilkRoadDaily on X, Aug 8, 2025). For context, Aave is a leading DeFi lending protocol and AAVE is its governance and staking token, which traders often monitor for sector momentum (source: Aave documentation).

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.

According to @lookonchain, Konstantin Lomashuk borrowed 85 million USDT from Aave and transferred 80 million USDT to Amber Group. Amber Group then deposited the funds into exchanges and withdrew 15,814 ETH, valued at approximately $59.75 million, from the exchanges. This large-scale transaction may signal significant buying interest in ETH and could impact short-term ETH price volatility, offering potential trading opportunities for those monitoring on-chain flows and whale activity. Source: @lookonchain.

According to @lookonchain, Konstantin Lomashuk leveraged Aave to borrow 85 million USDT, transferring 80 million USDT to Amber Group, who then deposited the funds on exchanges and withdrew 15,814 ETH valued at approximately 59.75 million USD. This sizable transaction suggests significant accumulation of ETH via stablecoin loans, potentially influencing short-term ETH price action and liquidity on major exchanges. Traders should closely monitor Ethereum (ETH) order books and on-chain flows as large-scale acquisitions like this can drive volatility and set new support or resistance levels in the crypto market. Source: @lookonchain.

According to @ai_9684xtpa, the HTX Recovery Hot Wallet received 20,000 ETH redeemed from Lido in the past hour, valued at $76.57 million, and has already deposited these funds into Aave. Since July 16, this address has queued a total of 50,000 ETH for redemption, making it a leading participant in the ongoing unstaking surge. Currently, the wallet still holds 40,283 ETH on Lido. These large-scale movements could impact Ethereum (ETH) liquidity and DeFi market dynamics as tracked on-chain. Source: @ai_9684xtpa

According to @ai_9684xtpa, a crypto whale known for holding long positions on both Aave and Hyperliquid has added 224.82 WBTC, valued at approximately $26.6 million, to their holdings. This latest purchase increases the whale's total long position on Bitcoin (BTC) to $135 million. The entire position is currently showing an unrealized profit of $5.621 million. On the Aave platform specifically, the entity has collateralized 700.19 WBTC to borrow $40.25 million in stablecoins, maintaining a healthy loan-to-value ratio with a health factor of 1.61. The Aave portion of the position alone accounts for $1.592 million in unrealized profits.

According to @lookonchain, a crypto whale with the address 0x3E38 has realized over $5 million in profit from aggressive Bitcoin long positions. The entity established a long position on BTC by purchasing 475 Wrapped Bitcoin (WBTC), valued at $56 million, through borrowing on the Aave protocol at an average price of $115,733 per token. In addition, the whale opened a separate 10x leveraged long position for 434.6 BTC, worth $51.6 million, on the decentralized perpetuals exchange Hyperliquid. These strategic high-leverage trades indicate strong bullish sentiment from a significant market participant.

According to @ai_9684xtpa, a crypto whale with address 0x3e3...1140c is maintaining a significant bullish stance on Bitcoin (BTC), holding a combined position worth $91 million across Aave and Hyperliquid. This strategy has reportedly generated an unrealized profit exceeding $4.223 million. On the Aave platform, the trader has implemented a leveraged long strategy over the past two months, collateralizing 342.21 Wrapped Bitcoin (WBTC) to borrow $20 million in stablecoins. This specific Aave position shows an unrealized profit of $963,000 and maintains a health ratio of 1.57, as per the source. Concurrently, the whale holds a 10x leveraged long position on Bitcoin via the Hyperliquid platform, further amplifying their bullish bet.

According to @EmberCN, a major Ethereum whale has been aggressively accumulating ETH using a leveraged strategy. The entity recently received 7,487 ETH (worth $28.15 million) from Cumberland, then proceeded to deposit the ETH into Aave to borrow 7.5 million USDT, which was used to purchase an additional 1,989 ETH. This activity is part of a larger accumulation pattern over the past five days, during which the whale has acquired a total of 32,953 ETH, valued at $117 million, at an average price of $3,552. The total accumulation includes 11,003 ETH received directly from Cumberland and on-chain purchases made with 76.54 million USDT. This significant leveraged buying pressure from a large holder could indicate a strong bullish conviction for Ethereum's short-term price action.

According to Michaël van de Poppe, AAVE is showing significant strength and is currently consolidating within what he describes as an accumulation range. He identifies 2900 satoshis (sats) as a critical breakout level for the AAVE/BTC pair. If AAVE successfully breaks through this resistance, he anticipates a substantial upward movement, projecting a new high in the range of 4500 to 5000 sats.

According to Michaël van de Poppe (@CryptoMichNL), upcoming technical analysis charts for several key altcoins, including Aave (AAVE), Ripple (XRP), NEAR Protocol (NEAR), and Ondo (ONDO), will be released. This announcement places these specific digital assets on the watchlist for traders awaiting his insights on potential price action and key trading levels.

According to @EmberCN, a significant whale or institution has made a substantial on-chain purchase of 18,557 Ethereum (ETH) for 64.04 million USDT over the past two days, at an average price of $3,451 per ETH. The entity initiated the trades by withdrawing 47.28 million USDT from platforms like Crypto.com and Cumberland. Furthermore, they employed leverage by collateralizing their ETH on the Aave protocol to borrow an additional 16.75 million USDT, which was then used to purchase more ETH. This strategic accumulation, involving leverage, suggests strong bullish sentiment from a major market player. It is estimated that this whale/institution now holds a total of approximately 38,000 ETH.

According to @ai_9684xtpa, an on-chain analyst, a crypto whale with the address 0xC60...89F3f has executed a significant leveraged long position on Ethereum (ETH) over the past five hours. The whale accumulated a long position of 8,309.4 ETH, valued at $29.92 million, at an average entry price of $3,601.8. This was achieved on the Aave protocol by depositing 500 cbBTC and 7,950 WETH as collateral and borrowing 30 million USDT and 18 million USDC. The position currently maintains a healthy factor of 1.48, indicating a strong bullish stance from this large holder.

According to @ai_9684xtpa, the lending APY for USDT on the Aave protocol has surged to a six-month high of 16.01%. This sharp increase in demand for borrowing USDT is reminiscent of market conditions during the last Bitcoin (BTC) All-Time High in December of the previous year. The source notes that this trend is accompanied by a recent issuance of 1 billion USDT and a rise in Binance's USDT savings rate to 4%, suggesting that leveraged funds are positioning themselves for significant market moves.

According to @EmberCN, the entity known as Trend Research has transferred 48,900 ETH, valued at approximately $150 million, to Binance for a potential sell-off at an average price of $3,083. This move indicates significant selling pressure on Ethereum (ETH). Concurrently, the entity has repaid about $67 million USDT in loans on the Aave protocol. Despite this repayment, Trend Research still holds a remaining debt of $207 million and possesses approximately 133,000 ETH, worth around $423 million. Traders should monitor this whale's activity as further liquidations could impact ETH's market price.

According to @ai_9684xtpa, on-chain data reveals that an entity named Trend Research has deposited a total of 27,454.4 ETH into exchanges over the past 12 hours. This action is reportedly linked to the entity reducing its leveraged position on the Aave protocol to take profits. The source suggests that these deposits are happening in batches and are expected to continue, potentially indicating sustained selling pressure on Ethereum (ETH) in the near future.

According to @dydxfoundation, a report by analytics firm Artemis and Vaults.fyi reveals that the total value locked (TVL) in top DeFi lending protocols like Aave and Morpho has surged past $50 billion, marking a 60% growth over the past year. This expansion is reportedly driven by increasing institutional participation and the 'DeFi mullet' trend, where user-facing fintech applications embed DeFi infrastructure on the backend. For example, the report highlights that Coinbase's BTC-backed borrowing feature, powered by Morpho, has originated over $300 million in loans. The growth is also fueled by the tokenization of real-world assets (RWA) and the rise of on-chain asset managers, whose capital under management has quadrupled from $1 billion to over $4 billion since January.

According to @QCompounding, a significant transformation is occurring in decentralized finance (DeFi), driven by institutional participation and the integration of DeFi as a backend financial layer. A report by Artemis and Vaults.fyi highlights that the Total Value Locked (TVL) in top lending protocols like Aave (AAVE), Euler, Spark, and Morpho has surged by 60% over the past year, approaching $60 billion. This growth is supported by the "DeFi mullet" trend, where fintech applications use DeFi infrastructure for services like loans and yield generation, exemplified by Coinbase's integration with Morpho for Bitcoin (BTC) backed loans, which has originated over $300 million. Furthermore, the evolution of Real-World Assets (RWAs) is creating new trading opportunities, moving from simple tokenized treasuries to complex structured products like tokenized reinsurance. The report also notes a fourfold increase in capital managed by crypto-native asset managers since January, now exceeding $4 billion, indicating a maturing ecosystem with sophisticated, scalable yield strategies for traders.

According to @StockMKTNewz, the cryptocurrency market is demonstrating resilience with strong institutional backing, even as traders await the Federal Reserve's upcoming rate decision. Bitcoin (BTC) and Ether (ETH) have remained in a narrow trading range, with BTC's 50-day simple moving average providing strong technical support, as cited in the analysis. The broader market, represented by the CoinDesk 20 Index, gained 1.3%, with AAVE (+3.5%) and Hedera (HBAR) (+2.4%) as top performers, while Bitcoin Cash (BCH) fell 1.5%. Institutional adoption continues to be a key driver, highlighted by JPMorgan's crypto platform application and Strategy's purchase of over 10,100 BTC. Analytics from XBTO suggest a 'controlled de-risking' as capital consolidates rather than flees the market. Furthermore, research firm BRN expressed a 'high-conviction view' for prices to 'grind higher in 2025,' citing strong demand and weak selling pressure.

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 @StockMKTNewz, shares of Nasdaq-listed Coinbase (COIN) surged 43% in June, establishing it as the top performer in the S&P 500 for the month. This significant rally, which pushed COIN stock to its highest level since its public debut, is largely attributed to a shifting investor focus towards stablecoin revenue, buoyed by legislative progress on the GENIUS Act for dollar-pegged stablecoins. The report highlights that Coinbase retains all yield from USDC balances on its platform, offering shareholders indirect exposure to Circle's revenue stream. However, traders should note that despite the stock's impressive performance, average daily trading volume on the Coinbase exchange has been declining since April. In the broader crypto market, a major index showed a 1.3% increase, with Aave (AAVE) leading gains at 3.5% while Bitcoin Cash (BCH) lagged with a 1.5% drop.