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TokenLogic
@Token_Logic
We provide Capital Management Solutions for Institutions and DeFi Protocols.
44 Following    3.8K Followers
$USDC loans on the @aave V4 Prime Hub reached an all-time high of $2.3M, up 28% in the two weeks since Aave turned on borrow incentives. Borrow incentives are live on $USDC through August 6.
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$USDG deposits on Aave V4's Main market are up 56% over the past 30 days, now at $61.1M. The supply cap has been raised twice this quarter to keep up: from $40M to $50M in early July, then to $65M on July 24.
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1/ TokenLogic is publishing the Governance Framework V2 ARFC. The @aave DAO has evolved over the past months: new frameworks, new roles, new stewards. V2 brings them all into one reference. The standard path drops from 19 days to 13. Breakdown below ↓
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SVR recaptured $190M in liquidation volume in Q2 2026, generating $4.69M in fees split between the @aave DAO and @chainlink. That makes it the DAO's 2nd largest revenue source, behind only borrow interest, just over a year after launch. Since launch, SVR has processed more than $886M in collateral and generated $22M+ in total fees. Full breakdown in our Q2 report ↓
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$sGHO now powers @grvt_io's yield engine. $20.6M deposited since July 2, earning the fixed 4.25% Aave Savings Rate. A yield external platforms integrate natively and pass on to their users.
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1/ The @aave June 2026 Report is here! 👻 June hit Aave with a 20%+ ETH drawdown, but the protocol came through it profitable and intact. Key metrics for June: ▪️ $11.9M protocol revenue, nearly double May ▪️ $6.2M net income ▪️ $236M in liquidations cleared Full breakdown ↓
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1/ 4 days since @aave went live on @monad, and the market has already crossed $135M in deposits. A 12-month incentive program keeps @monad a strong home for stablecoins well into 2027. More below ↓
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Aave is now live on @monad. Monad's high-throughput EVM makes it a strong fit for onchain lending at scale. Incentives are sized for large deposits from day one.
Over $320M in institutional capital already sits on Aave Horizon. @ResolvLabs primeUSD plugs tokenized U.S. Treasuries into it, sourcing leverage and holding its buffer in sGHO, live now! Real-world assets on real institutional rails, built on Aave.
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$WBTC user deposits on @aave V4 crossed $40M, a new ATH.
TokenLogic’s New Role: How Execution Works in Aave DAO Aave DAO has just gone through one of its biggest periods of consolidation. Governance is now simpler, with responsibilities consolidated under fewer providers. Instead, more work is being trusted to teams with a strong track record of execution. At @aave's current size, DAO needs teams that can manage treasury, improve capital allocation, design better incentives, grow GHO, track protocol performance, and help governance make decisions based on data. @Token_Logic's latest AIP matters → it expands its role across Aave. ① Treasury is still a core focus, but the work now goes beyond managing budgets and capital. TokenLogic will continue helping the DAO manage liquidity, improve treasury efficiency, evaluate incentives, and provide financial reporting for governance. ② For @GHO, the role now expands into liquidity growth, sGHO adoption, DeFi and CeFi integrations, collateral research, and preparing GHO for Aave V4. ③ Analytics is increasingly important. TokenLogic has built a comprehensive Aave analytics platform at The goal is to give the DAO better data to track revenue, incentive performance, user growth, product performance, and ecosystem growth so decisions can be based on facts instead of assumptions. ④ The new mandate also covers market structure, business development, institutional adoption, tooling, and operational support for Aave V4. This shows that TokenLogic is becoming more involved in the day-to-day operations of the DAO, not only one specific area. TokenLogic taking on more work isn’t the story. The story is Aave DAO changing how it operates. Instead of adding more service providers, the DAO is giving more responsibility to teams that have already proven they can deliver and are accountable for results. Passing this AIP with a larger scope is a clear signal that TokenLogic is no longer just a treasury or analytics provider. It is becoming an important operating partner that helps Aave manage capital more efficiently, grow GHO more sustainably, and turn governance decisions into real execution. At Aave's scale, governance sets the direction. Execution is what drives growth. This AIP shows that Aave DAO is placing more trust in the teams that can consistently deliver.
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1/ $sGHO is going cross-chain. We've published an ARFC to bring the sGHO savings product to L2 networks, starting with Arbitrum, without fragmenting the vault or splitting the rate. One @aave savings rate, available everywhere. More below ↓
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Aave V4's architecture was designed to support RWA at scale. $GHO is the natural asset for RWA-backed loans, with interest flowing back to the DAO. The infrastructure is ready. RWAs are one of the biggest opportunities ahead for Aave.
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On Structural Opportunity vs Narrative Opportunity Majority of the catalyst talk in DeFi is really just narrative talk A new chain launch, token unlock, or partnership announcement can move price short term, but it rarely changes what a protocol fundamentally is or what it can become long term Structural opportunities are different. They expand the addressable market, reshape the revenue profile, and attract a new type of capital. They don’t scream for attention, they compound quietly until the repricing becomes impossible to ignore RWAs on @aave are a structural opportunity and they are becoming the next version of what Aave actually is 🧵
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@0xWenMoon Absolutely not 🤣 but buying $AAVE is on the table for everyone
$20M deposited into @MidasRWA's mGLOBAL in under 24 hours of going live on Aave Horizon. RWA collateral is powered by @aave.
Deposits on @aave V4 have crossed ~$60M. 50% growth since the start of May ($42M → $63M). →
1/ The new $sGHO is live. Here's what changed across the product, and what it means if you're currently holding legacy stkGHO ↓
Wondering how @aave makes money? Track the source of every dollar the Aave DAO earns, in real time. →
1/ $GHO incentives are back on @0xfluid. 83,000 $GHO distributed across Mainnet, Plasma and Arbitrum for the next 4 weeks. Full breakdown ↓