TokenLogic (@Token

TokenLogic

870 posts

TokenLogic

@Token_Logic

We provide Capital Management Solutions for Institutions and DeFi Protocols.

On-Chain

Joined January 2023

TokenLogic
@Token_Logic
Aug 12, 2025
Deep Dive into the Next Generation of DeFi || @aave V4 Aave V4 will introduce a new architecture and innovative concepts that will fundamentally change DeFi lending. In this thread, we’ll explore in detail how it works, what it changes, and the benefits it brings ↓
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TokenLogic
@Token_Logic
Jul 9, 2025
$AAVE continues to outperform $MORPHO on all fronts. Since last year: ▪️ $AAVE +267% ▪️ $MORPHO +8% Aave’s FDV is 3.5x higher than Morpho’s, with 95% of its supply circulating versus 32% for Morpho, and 100% unlocked versus only 17%. If you look at the FDV relative to active
57K
TokenLogic
@Token_Logic
Aug 27, 2025
80,000 $AAVE bought back! 0.5% of the $AAVE total supply has now been repurchased using protocol revenue. The Aave DAO is sitting on a $7.64M profit from buybacks, a +41% performance with $18.6M spent now worth $26.3M at an average entry of $232. Want to explore the stats by
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TokenLogic
@Token_Logic
Aug 25, 2025
Aave net total treasury value has reached a new ATH of $132.7M, excluding $AAVE holdings. That’s about +130% growth in a year! Including $AAVE holdings, the treasury stands at ~$329M. Current net treasury composition: ▪️ 44.6% ETH-correlated ▪️ 39.5% Stablecoins ▪️ 10.8% DeFi
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TokenLogic
@Token_Logic
Sep 1, 2025
How much revenue does a mature DAO generates? || @aave case study Aave is currently the largest lending protocol, with $68.3B supplied out of a total market size of $127.5B. In 2025, annualized revenue is on track to reach ~$123M, accounting for ~67% of the lending sector's
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TokenLogic
@Token_Logic
Sep 10, 2024
.@aave 🤝 @LidoFinance instance of Aave v3 cross $0.5B AUM 🎉 Structure Loan Program Update Phase I 30,000 wETH - Done Phase II 30,000 wETH - Basically Done Phase III 30,000 wETH - Order Book is filling fast @karpatkey deploys 15,000 wETH from @GnosisDAO Integrations
Sentora
@SentoraHQ
Aug 8, 2024
We're thrilled to announce our collaboration with @TriDigGroup and @Token_Logic to introduce the first $100M fixed yield loan for the Aave V3 Lido deployment. 🔗cointelegraph.com/news/aave-trid…
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TokenLogic
@Token_Logic
Apr 11, 2025
AAVE buybacks have been live for 48 hours. To support transparency and data-driven insights, we’ve released a new TokenLogic dashboard that tracks buyback activity in real time, including execution metrics, volumes, and contract interactions. Explore the data here 👇
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TokenLogic
@Token_Logic
Aug 14, 2025
Time to check in on Aavenomics. → Buybacks are still rolling, with nearly 0.5% of the total supply already repurchased from protocol revenue. → $AAVE emissions keep falling, now at 390 $AAVE per day across stkAAVE, stkABPT, and stkGHO (currently 0 for stkGHO). At the current
24K
TokenLogic
@Token_Logic
Jul 14, 2025
Just in case you missed it, and because we love when the truth is this obvious: On Aave, there’s over $1.4B in stablecoin liquidity. Want to borrow $100M in USDC? It will cost you just 5.27%, barely a 0.2% increase from the current rate. Meanwhile you simply can’t borrow more
TokenLogic
@Token_Logic
Jul 9, 2025
$AAVE continues to outperform $MORPHO on all fronts. Since last year: ▪️ $AAVE +267% ▪️ $MORPHO +8% Aave’s FDV is 3.5x higher than Morpho’s, with 95% of its supply circulating versus 32% for Morpho, and 100% unlocked versus only 17%. If you look at the FDV relative to active
28K
TokenLogic
@Token_Logic
Jul 10, 2025
.@aave has $750M of wstETH Earning 0.44% on the Prime instance 🤝 @LidoFinance. Builders need deep lasting liquidity with consistent predictable yield. Our friends at @protocol_fx just deposited another 3,000 $wstETH into the Aave Prime Instance, pushing their total to over
62K
TokenLogic
@Token_Logic
Jul 24, 2025
Aave has now reached $170M in cumulative revenue. With over $57M earned since the start of the year, Aave's 2025 revenue is already 1.44x higher than in 2024 and more than 7x higher than in 2023 at the same point in time. Over the past 90 days, daily revenue has surged by 187%.
13K
TokenLogic
@Token_Logic
Jul 15, 2025
Update: @protocol_fx added another 2,500 $wstETH to the Aave Prime Instance! @aave has now ~$800M $wstETH deposited in the Prime Instance. And guess what? The native yield is still at 0.44%. No change since last time. The f(x) Protocol’s annual yield is now around $2M, or
TokenLogic
@Token_Logic
Jul 10, 2025
.@aave has $750M of wstETH Earning 0.44% on the Prime instance 🤝 @LidoFinance. Builders need deep lasting liquidity with consistent predictable yield. Our friends at @protocol_fx just deposited another 3,000 $wstETH into the Aave Prime Instance, pushing their total to over
24K
TokenLogic
@Token_Logic
Jul 18, 2025
With over $285M in coverage, Aave is by far the most secure lending protocol in DeFi. Umbrella shields the protocol in real time from bad debt on $ETH, $USDC, $USDT, and $GHO. Together, $ETH, $USDC, and $USDT represent 87% of total borrowings on the Core instance, which is why
21K
TokenLogic
@Token_Logic
Aug 26, 2025
A new AIP has been submitted by @aavechan to add $XAUt (Tether Gold) to the Aave V3 Core instance. If approved by governance, this would mark the first time that a gold-backed asset is supported on Aave, enabling users to borrow against it as collateral. 🔗Proposal:
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