التحليل الفني moonypto تحليل حول رمز AAVE: شراء (٢٥/٨/٢٠٢٤) مُقتَرَح
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The Aave token pumped 44% over the past 4 weeks, with its price climbing from $94 to $134 This impressive increase outpaced the performance of other leading cryptocurrencies by market value, such as Bitcoin and Ethereum. Its 100% up since our first analysis and Im sure you add couple of Lambos to your Car collection so lets where we going nowRecently we stumbled upon an intriguing chart showing AAVE’s price compared to ETHWe tried our best, but we couldn’t ignore it! Something big is brewing… and it seems like the market is yet to catch on.This surge isn't the result of a few people buying in here and there it takes significant buying pressure to outperform ETH this dramatically. Not only that, but Aave’s revenue is on the rise.We're loving this uptrend in quarterly revenue also we've heard about new proposals for updated tokenomics and activating the fee switch yet another reason this setup is impossible to ignore!But hold on sometimes short term hype or incentives inflate revenue. Is that the case with Aave, or is it a genuinely solid investment opportunity? That’s the focus of our analysis, along with other key questions like:Is Aave still the market leader in the lending and borrowing sector?What are the key support and resistance levels to watch for?Is the revenue growth driven by incentives?Can Aave compete with Goldman Sachs?Where are Aave's 1M users coming from?wait a sec, Im new to crypto WHAT IS AAVE? ok! lemme explain Aave, a respected pioneer in DeFi, first launched as ETHLend in 2017. In 2020, it rebranded to Aave and has been on quite a journey since (that's what we are exploring today)—a remarkable one at that. Aave is a decentralized lending platform that connects lenders and borrowers, functioning similarly to a bank. Users can deposit their money to earn yield, while others can borrow funds. To borrow, users must deposit collateral that exceeds their debt, ensuring repayment.Aave keeps the difference between the interest paid by borrowers (higher) and the interest paid to lenders (lower).But unlike traditional banks, Aave relies on smart contracts to handle everything—no need for grumpy loan managers asking why 100% of your net worth is in crypto. People and degens love the permissionless, 24/7 access Aave offers for lending and borrowing. No KYC, no approvals, no waiting. It’s a massive improvement over traditional banking! So let's tap into Aave's potentialOver the years, Aave has attracted substantial liquidity, further cementing its place in the DeFi space. Just take a look at the TVL, which shows the amount of money currently deposited in the protocol.Aave currently holds around $12.3 billion in Total Value Locked aka TVL, which may seem small compared to major US banks like JPMorgan ($2.2 trillion) or Goldman Sachs ($363 billion). But this ain’t a bug, it’s a feature! One that highlights the enormous market Aave could tap into but how can a crypto protocol look to compete against global financial giants like JP Morgan and Goldman Sachs? In a single word: efficiencyAave has 30 times less TVL than Goldman Sachs, but it also has 750 times fewer employees. Just take a look at the number of employees needed per $1 billion in TVL:Aave: 5 employeesJPMorgan: 115 employeesGoldman Sachs: 123 employees (Did you check thier new logo! its more of a Goldman Sucks)See the difference in efficiency? We certainly do, and that's why we believe Aave could eventually disrupt these giants.Now, let’s dive into how Aave’s business works. AAVE BUSINESS MODEL Aave's business model is relatively straightforward: They offer yield to lenders, charge borrowers a higher interest rate, and the difference generates the protocol's revenue—essentially the same way banks make money.Currently, you can lend USDC on Aave for 5.8% and borrow it for 7.6%. These percentages vary based on usage. if a bunch of USDC is borrowed and there's not much left in reserve, the yield and interest rates will increase to attract new depositors, while discouraging additional borrowing and vice versawhales accumulating again ?On chain data reveals that AAVE's Open Interest and daily active addresses are on the rise, indicating a sustained bullish trend. AAVE's OI grew from $107 million on Monday to $191 million by Thursday, marking the highest OI level since the beginning of the year and currently, AAVE’s open interest is at $175 millionInvestor interest in the Aave token gained momentum in late July, spurred by a proposal from Aave-Chan Initiative founder Marc Zeller to allocate a portion of the platform’s net earnings to key participants in the ecosystem and to adjust fees for repurchasing AAVE from the secondary market. Another catalyst for the AAVE rally was the ‘Umbrella’ Initiative, which proposed shifting from a 'seize and sell' liquidation mechanism to a 'seize and burn' model. the Umbrella project is designed to ease market pressure from selling AAVE while managing risky loans. The initiative aims to use a variety of assets to settle outstanding debts during liquidations, especially when the collateral is insufficient, rather than relying solely on AAVE.next targets for Aave is 149 , 160 and 170$Are you bullish on Aave?Grayscale announced the launch of the Aave Fund. Aave is a decentralized lending platform based on Ethereum that allows users to use other cryptocurrencies as collateral for automated borrowing, while also earning interest by lending cryptocurrencies.Trump's World Liberty Financial has formally proposed to launch using Aave V3 on Ethereum mainnet. World Liberty Financial will also tap Aave’s reserve factor system to allocate 20% of the protocol's interest to the Aave Ecosystem Reserve.