Solid forskning på stablecoin-utnyttelsen i DeFi-protokoller, spesielt pengemarkeder. Tror Genius Act-godkjenning og priser som kommer ned med ny SEC-styreleder i 2026 vil være ekstremt positive når det gjelder vekst for blue chip DeFi-protokoller. Tråd under
DMD
DMD8. juli, 17:34
In Q2 $AAVE traded at a ~50x P/Revenue multiple which I initially thought was rather expensive. Having looked at catalysts in more detail I believe @aave is one of the protocols primed to benefit from GENIUS act and the institutionalisation of crypto. A thread 🧵
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