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TokenLogic
@Token_Logic
We provide Capital Management Solutions for Institutions and DeFi Protocols.
加入 January 2023
44 正在關注    3.8K 粉絲
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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