It makes more sense for Aave to launch this product than anyone else, including Plasma. They control the end-user and the liquidity, which is the real leverage.
They also have deeper lindy and tighter proximity to regulators and institutions.
Expecting a strong price rerating for $AAVE once the global downtrend ends:
• Fully unlocked supply
• Real revenue with active buybacks
• Moving from a narrow product suite to a full-stack platform
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