Register and share your invite link to earn from video plays and referrals.

TokenLogic
@Token_Logic
We provide Capital Management Solutions for Institutions and DeFi Protocols.
Joined January 2023
44 Following    3.8K Followers
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.
Show more
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 🧵
Show more