TokenLogic✓

@Token_Logic

We provide Capital Management Solutions for Institutions and DeFi Protocols.

32 Following4K Followers1.2K Posts
  1. TokenLogic✓@Token_Logic
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  2. TokenLogic✓@Token_Logic
    Great news!
    Yi He @heyibinance
    User funds are safe. Binance will cover all hacking losses. Deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement. We will share a full post-mortem once the investigation is complete. Please rely only on official Binance channels for updates.
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  3. Yi He✓@heyibinance
    User funds are safe. Binance will cover all hacking losses. Deposits and withdrawals are temporarily suspended while our team conducts security checks, freezes funds, and works with law enforcement. We will share a full post-mortem once the investigation is complete. Please rely only on official Binance channels for updates.
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  4. TokenLogic✓@Token_Logic
    .@aave is unaffected by the @binance exploit. As a precautionary measure, Aave markets have been frozen. Users can continue to repay debt and withdraw deposits, while new deposits are temporarily disabled. Aave users’ funds remain safe and available for withdrawal. Our team will continue monitoring market conditions overnight and support the response as new information becomes available. Further updates will follow as Aave markets return to normal operations.
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  5. TokenLogic✓@Token_Logic
    Active loans across @aave V4 markets on @avax increased 124% since the end of September, from $8.7M to $19.5M. User deposits grew 61% over the same period to $61.4M, spread across four markets.
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  6. TokenLogic✓@Token_Logic
    Posts @Token_Logic
    Track all Aave V4 Avalanche Markets ↓
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  7. TokenLogic✓@Token_Logic
    358% growth in active $USDC loans took @aave V4’s Coinbase Tokenized Stocks market on @base from $1.14M to $5.20M since the start of October. User deposits increased 102% over the same period to $18.2M.
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    TokenLogic @Token_Logic
    Coinbase Tokenized Stocks on @aave V4 on @base now earn 3% incentives. Borrow $USDC against them at a rate capped at 3%, and get paid to hold leverage. Explore here:
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  8. TokenLogic✓@Token_Logic
    Coinbase Tokenized Stocks on @aave V4 on @base now earn 3% incentives. Borrow $USDC against them at a rate capped at 3%, and get paid to hold leverage. Explore here:
    Download
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  9. TokenLogic✓@Token_Logic
    Posts @Token_Logic
    TokenLogic proposed the DAO funding behind these incentives, which went live on October 13. Track deposits and active loans on our dashboard ↓
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  10. TokenLogic✓@Token_Logic
    Active loans on @aave V4 have crossed $500M, less than a month after passing $400M.
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    Aave @aave
    Aave V4 crossed $500 million active loans, more than doubling in the past two months.
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  11. Aave@aave
    Aave V4 crossed $500 million active loans, more than doubling in the past two months.
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    433225126.9K
  12. TokenLogic✓@Token_Logic
    Posts @Token_Logic
    Track Aave V4 data:
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  13. TokenLogic✓@Token_Logic
    TokenLogic
    RT @Matthew_Graham_: Are you working to bring Private Credit on-chain? We are doing just this at @Token_Logic Reach out and lets build. ✅ No Token Needed ✅ Proof of Reserve ✅ Duration ✅ Fixed Yield ✅ Access to Credit ✅ Loan Loss Reserve support Just some of the tools that can help 👀
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  14. TokenLogic✓@Token_Logic
    Fixed-rate borrowing on @aave liquidity, very soon 👀
    IRIS @iris_credit
    1/ A borrowing protocol gets better with every lending protocol it can settle on. At launch, IRIS settles on Aave V3.
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  15. IRIS✓@iris_credit
    1/ A borrowing protocol gets better with every lending protocol it can settle on. At launch, IRIS settles on Aave V3.
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  16. TokenLogic✓@Token_Logic
    TokenLogic’s AIP-533 has executed, adding $USDe lending and borrowing to Aave on X Layer. The listing also lets users borrow other stablecoins against USDe through a dedicated optimised borrowing setup.
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  17. TokenLogic✓@Token_Logic
    TokenLogic
    RT @josefabregab: Swaps are becoming a real revenue line for @Aave. Swap fees as a share of monthly protocol revenue: Oct ‘25: 0.8% Nov: 0.8% Dec: 0.04% Jan ‘26: 0.04% Feb: 0.01% Mar: 0.3% Apr: 3.6% May: 4.9% Jun: 4.4% Jul: 8.2% Aug: 4.7% Sep: 8.4% Oct (MTD): 5.3% September alone brought in $524K in swap fees, up from $4K in December. The turning point was April, when the Aave Will Win proposal passed and swap fees from the Aave interface (routed through @CoWSwap) started flowing to the DAO. CoW Swap accounted for $503K of September’s total. Part of the rising share comes from lower borrow interest. However, both have been ticking up since June, so this is a second revenue stream growing alongside lending, and it accrues to the DAO and $AAVE holders. Data by TokenLogic
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  18. TokenLogic✓@Token_Logic
    Cleared for takeoff ✈️ One liquidity hub across seven chains. Congrats to the Aero team!
    Aero @aeroxyz
    Aero is here 🌤️ Get on board at
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  19. Aero✓@aeroxyz
    Aero is here 🌤️ Get on board at
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  20. TokenLogic✓@Token_Logic
    TokenLogic
    RT @Jonasoeth: 11 Aave markets ended Q3 with $1.3B+ in deposits and $417M borrowed. Across V3 and V4, @aave expanded into new chains, consumer credit, and different lending structures. A few things stood out to me 🧵
    TokenLogic @Token_Logic
    06078
  21. TokenLogic✓@Token_Logic
    TokenLogic
    RT @josefabregab: DeFi Q3 Earnings: @aave edition Q3 2026 revenue: $18.9M > Down 23% QoQ (Q2: $24.6M) > Down 50% from Q1 ($37.9M) > Lowest quarter of 2026 What happened: Q3 was the first full quarter after April's LayerZero hack, while Q2 still had a strong April. Protocol earnings fell $7.6M QoQ, and buybacks remain paused. What's improving: 1. Protocol earnings rose every month: $4.56M, $4.66M, $5.15M 2. Expenses down 32% QoQ to $14.9M, partly because Q2 carried a one-off $5.0M Aave Labs payment 3. Net income up 50% QoQ to $4.0M and rising every month, with margin up from 18.2% to 23.8% 4. Deposits up 41% to $33.6B, active loans up 32% to $13.2B (+9% at constant prices) What to watch in Q4: 1. V4 ramp: 10 spokes opened in Q3, and Cash already holds $311.5M, with Aave earning 20% of its revenue 2. Native BTC collateral via Babylon 3. Tokenized stocks growth on Base, live since Sep 29 4. Aave App and Aave Institutional 5. When buybacks restart *Figures exclude DeFi United. My read: Q3 was a quarter focused on rebuilding the foundations. Q4 is when the sauce starts. Data by TokenLogic.
    TokenLogic @Token_Logic
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  22. TokenLogic✓@Token_Logic
    A delta-neutral strategy on Coinbase stocks, using @aave V4 on @base and Hyperliquid. Deposit the stock on Aave, borrow USDC against it, and short the same stock on Hyperliquid. At today’s rates, it works out to up to 11% a year, with no exposure to the stock price ↓
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    49422.8K
  23. TokenLogic✓@Token_Logic
    Posts @Token_Logic
    Things to watch: > funding changes every hour and can go negative > if the stock rallies, top up your Hyperliquid margin. If it drops, watch your Aave health factor > Aave stock prices pause on weekends, Hyperliquid doesn’t
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  24. TokenLogic✓@Token_Logic
    Posts @Token_Logic
    Merkl campaigns:
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