Solid research on the stablecoin utilisation in DeFi protocols specifically money markets. Believe Genius Act approval and rates coming down with new SEC chairman in 2026 will be extremely positive in terms of growth for blue chip DeFi protocols. Thread below
DMD
DMD8.7. klo 17.34
In Q2 $AAVE traded at a ~50x P/Revenue multiple which I initially thought was rather expensive. Having looked at catalysts in more detail I believe @aave is one of the protocols primed to benefit from GENIUS act and the institutionalisation of crypto. A thread 🧵
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