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3⃣ AAVE is developing multiple revenue streams by catering to new, privatized markets. @LidoFinance's market was the first of several planned, including @etherfi & @ethena_labs. These markets provide shared revenue + grow TVL & PMF under the $AAVE brand. Additional revenue…

2⃣Unlike many products in crypto, $AAVE's revenue is evergreen. Even in the last market, @aave made routinely $1m+ per month. Today, $AAVE is making $1m+ a week per @tokenterminal & @Token_Logic dashboards. Source

1⃣ IMO $AAVE is a Trump trade based on its reported "integration" with @worldlibertyfi per @lemiscate's post Friday. $WLFI tokens are reportedly nontransferrable per a @coindesk article from last week...if this is true, $AAVE becomes the best proxy token for Trump's defi app.

Im a simple pepe: I like fundamentals & revenue. Very few protocols in crypto make revenue or . As such, I've taken a very large bet on @aave for 3 reasons: 🧵