# GHO的所有文章

在 HTX 新聞中心流覽與「GHO」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Aave Founder's 2026 Focus: Aave V4, Horizon, and Mobile

Aave founder Stani Kulechov outlines the protocol's 2026 vision, focusing on three core pillars: Aave V4, Horizon, and the Aave App. Aave V4 will introduce a Hub & Spoke model to unify liquidity across chains, enabling the protocol to scale to trillions in assets. It is a complete architectural overhaul designed to serve as a global financial base. Horizon, the institutional RWA lending marketplace, aims to bridge traditional finance by allowing tokenized assets like U.S. Treasuries as collateral. It targets expanding to $1B+ in deposits and integrating assets like stocks, ETFs, and real estate. The Aave App is a mobile-focused product designed to onboard millions of new users by simplifying DeFi interactions. Integrated with Push for seamless fiat on/off ramps, it aims to become a leading savings and financial tech solution. Aave has achieved significant scale, with $750B in net deposits and $8.85B in annual protocol fees, capturing 59% of the DeFi lending market. The long-term goal is to become the foundational global credit layer for the on-chain economy.

marsbit12/17 05:51

Aave Founder's 2026 Focus: Aave V4, Horizon, and Mobile

marsbit12/17 05:51

What Do the Smart Money Buying AAVE at Lows Actually See?

Amidst market volatility, major players like a "whale" (recovering from a forced liquidation) and investment firm Multicoin Capital have been accumulating AAVE positions, suggesting "smart money" is building structural long-term holdings. Aave dominates the on-chain lending sector, capturing ~87% of Ethereum-based lending revenue. Key insights from an analysis include: Aave's revenue shows strong cyclicality but with a significantly higher baseline—even conservative bearish projections estimate monthly revenues (~$6M) above previous bull market highs. Its native stablecoin GHO has grown organically to over $400M, demonstrating sustainable demand. Aave's buyback program has executed consistently, repurchasing 0.8% of total supply in 8 months, adding deflationary pressure. The protocol is evolving from a lending platform into a foundational liquidity layer, with GHO enabling vertical integration and revenue diversification. Despite short-term volatility, Aave presents a compelling long-term infrastructure investment due to its mature revenue model, expanding utility, and deflationary tokenomics.

Odaily星球日报12/08 11:16

What Do the Smart Money Buying AAVE at Lows Actually See?

Odaily星球日报12/08 11:16

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