Aave v4's rapid deposit growth highlights potential for increased fee revenue, but underutilization may challenge value accrual for investors. AAVE v4 deposits on Ethereum reach $200M, doubling in a month.
Aave received initiated coverage from Standard Chartered with a price target of $3,500 by end of 2030, a potential 50x upside. The bank projects that tokenized assets actively used in DeFi will grow 37 times by the end of the decade, directly benefiting the protocol's revenue model. AAVE trades at $76.6 with a 6.
Internet Computer (ICP), up 2% from Tuesday, joined Aave (AAVE) as a top performer.
Geoff Kendrick said Aave has moved past April's cyberattack-related market disruption and is well positioned to benefit from growth in tokenized assets and DeFi.
Aave's robust revenue growth and Standard Chartered's coverage signal DeFi's maturation, attracting institutional interest and capital inflows. Aave reports $907M revenue in 2025, $333M YTD 2026 as Standard Chartered initiates coverage.
Standard Chartered said tokenized assets moving into DeFi could drive deposits into Aave and help the protocol rebuild its position as a dominant onchain lending platform.
Profit-taking and the bearish long-term structural implication were signs that AAVE would decline toward $50 in the coming weeks.
Stani Kulechov details how Aave V4 could absorb trillions in repo and lending markets
Aave handled $8.45 billion in withdrawals without freezing funds, but the episode raised fresh questions about hidden risks in DeFi lending.
Grayscale sees Aave undervalued and promises it $175. Wall Street bankers are already buzzing, but the DeFi protocol remains cautious after the KelpDAO shock.
Grayscale Research has published analysis suggesting AAVE trades below its fundamental value, citing the protocol's strong lending revenue performance, dominant market share, and promising growth trajectory. The investment research firm established a current fair value range of $80 to $100 while projecting a base case scenario of approximately $175 within one year.
Grayscale applies DCF analysis to AAVE, setting a base fair value of $80–$100 and a bull case of $175.