Why AAVE can 10x in the Bull Market

Taiki attempts to do the UNTHINKABLE... Buying a DeFi coin.

In this video, I present the bull case for why AAVE is poised to bottom against its ETH pair on the back of the recent AAVEnomics proposal to introduce value accrual for the token (buy and distribute). Let me know what you think of my AAVE thesis!

#BelieveInSomething

My money market video:

PODCASTS:

Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts.

Timestamps:
0:00 Make DeFi Great Again
0:36 "No one likes DeFi coins"
3:52 "DeFi/ETH ratio is down only"
7:25 AAVEnomics Update (Fee switch)
15:23 GHO as a Revenue Driver
17:28 AAVE's Fundamentals & Competitive Moat
23:30 AAVEv4 & Umbrella Safety Module
27:32 What I'm Doing & Summary
33:40 Going Full Circle

MY VALUES:

QUALITY OVER QUANTITY
A lot of content creators are incentivized to pump out content for ad revenue. Taiki has never run YouTube ads on his channel because he believes in creating quality content, not monetizing your eyeballs via ads.

On top of not running any YouTube ads, Taiki has never participated in a paid promotion, a channel sponsorship, or even a DEX/CEX ref-link.

PREMIUM RESEARCH
HFAResearch offers a Premium subscription. This is not meant to be a "copy trading" service or a “pump and dump” signal group. Taiki publishes two premium videos and an AMA livestream every week. Think of Taiki as your personal research analyst that keeps you on top of the markets so you can focus on what you do best. You also gain access to a private discord with the largest premium DeFi community. There, Taiki also gives frequent updates as well as real-time analysis on current events in crypto.

[thehumblefarmer]

Thanks for watching until the end! If you want more content, please check out:

[parkerhdd]

The most mid curve thesis possible you’re genuinely outdoing yourself king 👏

[MostIntelligentMan]

taiki continues to midcurve, applying rationality to irrational processes

[etfacetimehome]

Congrats on the 100k keep up the great work!

[kesler]

I remember those old videos on AAVE, what brought me here and was my first real interactions with DeFi and bridging. Years later I now work in the the crypto industry and I bridge and use L2s weekly.

[BIJANThakur-sjwz]

Cyberopolis ability to innovate and execute on its vision makes it a standout project. This is just the beginning of a long success story.

[monikamaier]

I’m here for the nerdy stuff and need it even more deeper….. thanks. Go deep into defi

[kokonato]

Thank you taiki I like this content format much better.

[b_-wu]

Thanks for the thoughts and presentation, I feel these videos combine the ‘I read ….’ Videos and your thoughts into well presented views and opinions. This video provides a good structure on how to look at play/strategies that we can all use in our crypto journey, whether its early or late in one’s cycle. Appreciate the time and detail you spend on these videos.

[jack.harper]

Thanks Taiki, I share your thesis. I think Aave is a $100 billion protocol in the making.

[pizzadoe]

Really like your content. There is a reason why ETH DeFi/ETH is down only. Crypto's user ecosystem growth is highly dependent on price reflexivity and ETH DeFi TVL is overly dependent on ETH's valuation. So ETH DeFi can't really outperform ETH because it is so dependent on ETH. This fact is no different for Aave. The user growth is now happening on Solana side. And Aave's brand awareness is really in the EVM world. Plus, you even see a lot of competition against Aave from emerging L2s' protocol. Right now Aave is sitting at 25-30 multiple, fair pricing. For it to double, you really need to see ETH double or ETH user base to double. I am not seeing this happening for the latter case. In the former case, it is just better to hold ETH.

ETH DeFi token is just trapped it can't perform better than ETH but it can absolutely do worse when ETH goes down. The root problem with them is they are too ETH-centric and many are too arrogant to explore growing ecosystems like Solana to capture new user base.

[Lemmng]

good overall content. Time to put the utility back in crypto

[ZeeletBabu]

The security features of Versidium set it apart from others.

[ffgamer-bcrw]

The more I learn about Versidium, the more I believe in its vision.

[Lofisong.adda]

Versidium's technology is ahead of its time. This will be huge!

[lt]

You mentioned at the 31:51 that LIDO is "probably good", but LIDO is pretty sth *can't hear it clearly*. Would you mind elaborate on that? LDO has high flow to FDV but at the same time it doesn't have value accrual afaik

[gamingtamilan]

I see Versidium as a long-term hold. Great fundamentals!

[SUMERGAMING-ft]

Versidium is making moves quietly. Keep an eye on it!

[Interstellgretz]

Great Job on the 100k, I would also like to be full time crypto

[jingotrades]

you really sold mkr when the weekly looks insane?