Aave making money moves - new AAVEnomics part I is here
- $AAVE buyback and distribute starting immediately with $1M/week for the first 6 months
- the original temp check was approved in Aug 2025
- protocol's cash reserves is sitting at $115M
More details below 👇
1/ $AAVE has been performing well despite the market condition
• Aave’s market share has grown every quarter for 2 years
• $GHO supply crossed $200M
• Aave DAO cash reserves +115% since temp check
• Largest DAO budget in history
2/ Why now?
Timing. $AAVE float is much more mature, so there's less downside pressure from incentives + Aave has deep cash reserves.
3/ Aave introduces Umbrella, a self-protection mechanism that covers bad debt up to billions. Umbrella locks liquidity in the protocol until cooldown maturity.
This aims to create:
✅ Stronger liquidity security
✅ Resistance to bank run scenarios
✅ Opportunities for new revenue via cross-chain financing & restaking
7/ New Aave Finance Committee (AFC)
To ensure effective capital allocation, a dedicated Aave Finance Committee (AFC) will be created to:
🔹 Manage Aave collector contract holdings
🔹 Define liquidity targets
🔹 Optimize secondary liquidity
8/ Who’s in the AFC?
• Chaos Labs
• Tokenlogic
• Llamarisk
• ACI
A 3/4 signature threshold ensures governance security, with risk service providers overseeing for transparency.
9/ Key Revenue Drivers in 2025
🔹 Chainlink-powered SVR: Generates revenue while protecting users from bad debt (~$10M+ expected annually)
🔹 Umbrella: Not just protection, but enables new liquidity strategies
🔹 Buy & Distribute Program: Sustainable AAVE buybacks
10/ AAVE Buyback & Distribute Program
The AFC will execute $1M/week AAVE buybacks for 6 months, gradually shifting to a fully self-sustaining buyback model using treasury revenue.
11/ 🔄 LEND Migration Ends
After 5 years, it’s time to close the chapter on LEND.
320K AAVE (~$65M) will be redirected to the Ecosystem Reserve, making it available for growth, safety, or burns.
12/ Anti-GHO: The Next Evolution
Instead of a simple GHO discount, Aave stakers will now generate Anti-GHO—a non-transferable token that can:
✅ Burn 1:1 to reduce GHO debt
✅ Convert into StkGHO for rewards
✅ Scale sustainably with protocol growth
13/ Protocol Revenue Redistribution
50% of GHO protocol revenue will now be redirected to StkAAVE & StkBPT holders via Anti-GHO.
Estimated 6M Anti-GHO/year based on current GHO revenue.
14/ New Liquidity Incentives Strategy
The outdated StkBPT staking model is being restructured to combine:
• A more efficient staking model
• Tighter budget control
• Direct AAVE buybacks for liquidity incentives
15/ Umbrella & Rewards Activation Across Networks
The new Aavenomics framework will roll out across:
🔹 Ethereum
🔹 Avalanche
🔹 Arbitrum
🔹 Gnosis
🔹 Base
🔹 Sonic
16/ TLDR;
$AAVE is doing buy-and-distribute because it's a mature token with strong cash flow and a high free float, positioning it well to lead by example as the industry shifts towards accruing value back to tokenholders.
17/ 🗳 What’s next?
• Community feedback
• Snapshot vote
• Implementation via AIP
7.21 ألف
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المحتوى الوارد في هذه الصفحة مُقدَّم من أطراف ثالثة. وما لم يُذكَر خلاف ذلك، فإن OKX ليست مُؤلِّفة المقالة (المقالات) المذكورة ولا تُطالِب بأي حقوق نشر وتأليف للمواد. المحتوى مٌقدَّم لأغراض إعلامية ولا يُمثِّل آراء OKX، وليس الغرض منه أن يكون تأييدًا من أي نوع، ولا يجب اعتباره مشورة استثمارية أو التماسًا لشراء الأصول الرقمية أو بيعها. إلى الحد الذي يُستخدَم فيه الذكاء الاصطناعي التوليدي لتقديم مُلخصَّات أو معلومات أخرى، قد يكون هذا المحتوى الناتج عن الذكاء الاصطناعي غير دقيق أو غير مُتسِق. من فضلك اقرأ المقالة ذات الصِلة بهذا الشأن لمزيدٍ من التفاصيل والمعلومات. OKX ليست مسؤولة عن المحتوى الوارد في مواقع الأطراف الثالثة. والاحتفاظ بالأصول الرقمية، بما في ذلك العملات المستقرة ورموز NFT، فيه درجة عالية من المخاطر وهو عُرضة للتقلُّب الشديد. وعليك التفكير جيِّدًا فيما إذا كان تداوُل الأصول الرقمية أو الاحتفاظ بها مناسبًا لك في ظل ظروفك المالية.