
gaddisqcg
@gaddisqcg
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The combination of rising TVL and strong user stickiness bolsters Aave’s investment value in several ways. A high TVL reflects confidence in Aave’s infrastructure, attracting institutional and retail investors alike, which can drive up the AAVE token price (e.g., a 9% surge to $106.4 in August 2024). Meanwhile, user stickiness ensures sustained usage, reducing volatility in TVL and token demand during market downturns. Aave’s revenue generation—over $351 million in the past year—partially directed to the treasury, supports growth initiatives and token buybacks, potentially increasing scarcity and value. However, challenges like significant liquidations ($285 million in August 2024) and competition from other protocols could temper this upside, though Aave’s robust risk management (e.g., over-collateralization, reserve funds) mitigates such risks. 0 reply
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Uniswap (UNI) has seen significant trading volume growth in the DEX space, with over $2.2 trillion in cumulative volume as of March 2025. Its dominance is evident, capturing a substantial share of DEX activity, with daily volumes averaging $2.1 billion since Q3 2024. Liquidity pools remain robust, supported by 16.6 million users, driving $781 million in trades in the last 24 hours. Enhanced by Unichain, Uniswap offers faster, cost-efficient transactions, reinforcing its position. User data reflects strong adoption, backed by consistent liquidity provision, despite occasional UNI sell-offs. 0 reply
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