AAVE
4 tracked calls · 3 long · 1 short · last 90d: 2L/0S
first called by Taiki Maeda 6mo ago
LONG2mo ago
“DeFi is going to have a tough 12 months with all the AI-assisted hacks. But when we get out the other side, it'll be probably incredibly super hardened DeFi”ThreadGuy
AI-hack gauntlet brutalizes DeFi for 12mo then leaves it battle-hardened and impenetrable
AAVELONG@ $83.52
$94.00+12.55%
since call May 27
peak +22.7%
LONG2mo ago
“every single hack slash problem slash exploit on a long enough time frame is a good thing... that specific problem, people don't repeat”ThreadGuy
DeFi protocols will harden post-KelpDAO/Aave exploits; next-gen AI-secured protocols reclaim institutional trust in ~18mo
AAVELONG@ $94.45
$94.00-0.47%
since call May 6
peak +8.5%
SHORT3mo ago
“you're taking all kinds of risks you don't understand when you lend at 3% to somebody on AAVE... DeFi is not DeFi. It's clearly CeFi”1000x · Jonah
Most of DeFi is unsafe CeFi with yields too low to justify hack risk, fade it
AAVESHORT@ $94.68
$94.00+0.72%
since call Apr 22
peak +7.3%
LONG6mo ago
“sub-$2 billion for the leading lending market, the money market seems okay to me. They're still buying back tokens”Taiki Maeda
AAVE is the leading money market under $2B with ongoing buybacks; cheap enough to redeploy into.
AAVELONG@ $124.61
$94.00-24.57%
since call Feb 1