Kul samtal. Jag borde ha borrat lite djupare på bron om hur v4 / longer-tail fördubblar den nuvarande intäkten på 120 mm run-rate. Tror att detta namn känns mer som en långsiktig satsning eftersom Horizon tar fart med RWA-låneefterfrågan + $AAVE fortsätter att dominera TVL-aktien. Hoppades på att få lite mer uppgång men tror att Stani är mer fokuserad på att öka sin räckvidd. Intressant färg på potentiella organiska DAT:er och brännbaserade återköpsexperiment kommer tidigare.
BidClub
BidClub21 aug. 2025
🔈BidCast - New Interview with @StaniKulechov from @aave on $AAVE 📌Update on AAVE's financial metrics 📌Goal to expand $GHO to 2Bn+ by YE26 📌What Horizon and v4 could mean for Aave's #'s 📌How initiatives above could 3x AAVE's revenue 📌His thoughts on DAT, buyback, and more Timestamps 👇 00:00 Opening 01:12 Introduction to Aave and DeFi Growth 07:12 Buyback Strategy and Tokenomics 10:13 Market Positioning and Future Growth 13:20 Innovations in Stablecoins and RWAs 15:59 Scaling Gho and Future Projections 19:07 Horizon and Traditional Finance Integration 22:16 KYC and Compliance in DeFi 30:38 Unlocking Liquidity with Aave and Horizon 33:22 Targeting Growth: Aave's Ambitious Goals 34:20 Exploring Asset Collateral: What Excites Investors? 36:44 Understanding the Use Cases for Borrowing 37:48 Competing with Traditional Finance: Aave's Edge 39:30 Profitability Projections for Horizon 40:32 Tokenization of Assets: The Future of Finance 42:03 Timeline for Growth: Aave's Future Vision 43:37 Aave's V4: Innovations and Revenue Opportunities 47:28 Hubs and Spokes: Aave's New Architecture 50:31 Fee Structures and Revenue Streams for Aave 53:47 The Future of DAOs and Aave's Position 55:49 Risk Management in Aave's Strategies
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