Aave making money moves - new AAVEnomics part I is here
- $AAVE buyback and distribute starting immediately with $1M/week for the first 6 months
- the original temp check was approved in Aug 2025
- protocol's cash reserves is sitting at $115M
More details below 👇
1/ $AAVE has been performing well despite the market condition
• Aave’s market share has grown every quarter for 2 years
• $GHO supply crossed $200M
• Aave DAO cash reserves +115% since temp check
• Largest DAO budget in history
2/ Why now?
Timing. $AAVE float is much more mature, so there's less downside pressure from incentives + Aave has deep cash reserves.
3/ Aave introduces Umbrella, a self-protection mechanism that covers bad debt up to billions. Umbrella locks liquidity in the protocol until cooldown maturity.
This aims to create:
✅ Stronger liquidity security
✅ Resistance to bank run scenarios
✅ Opportunities for new revenue via cross-chain financing & restaking
7/ New Aave Finance Committee (AFC)
To ensure effective capital allocation, a dedicated Aave Finance Committee (AFC) will be created to:
🔹 Manage Aave collector contract holdings
🔹 Define liquidity targets
🔹 Optimize secondary liquidity
8/ Who’s in the AFC?
• Chaos Labs
• Tokenlogic
• Llamarisk
• ACI
A 3/4 signature threshold ensures governance security, with risk service providers overseeing for transparency.
9/ Key Revenue Drivers in 2025
🔹 Chainlink-powered SVR: Generates revenue while protecting users from bad debt (~$10M+ expected annually)
🔹 Umbrella: Not just protection, but enables new liquidity strategies
🔹 Buy & Distribute Program: Sustainable AAVE buybacks
10/ AAVE Buyback & Distribute Program
The AFC will execute $1M/week AAVE buybacks for 6 months, gradually shifting to a fully self-sustaining buyback model using treasury revenue.
11/ 🔄 LEND Migration Ends
After 5 years, it’s time to close the chapter on LEND.
320K AAVE (~$65M) will be redirected to the Ecosystem Reserve, making it available for growth, safety, or burns.
12/ Anti-GHO: The Next Evolution
Instead of a simple GHO discount, Aave stakers will now generate Anti-GHO—a non-transferable token that can:
✅ Burn 1:1 to reduce GHO debt
✅ Convert into StkGHO for rewards
✅ Scale sustainably with protocol growth
13/ Protocol Revenue Redistribution
50% of GHO protocol revenue will now be redirected to StkAAVE & StkBPT holders via Anti-GHO.
Estimated 6M Anti-GHO/year based on current GHO revenue.
14/ New Liquidity Incentives Strategy
The outdated StkBPT staking model is being restructured to combine:
• A more efficient staking model
• Tighter budget control
• Direct AAVE buybacks for liquidity incentives
15/ Umbrella & Rewards Activation Across Networks
The new Aavenomics framework will roll out across:
🔹 Ethereum
🔹 Avalanche
🔹 Arbitrum
🔹 Gnosis
🔹 Base
🔹 Sonic
16/ TLDR;
$AAVE is doing buy-and-distribute because it's a mature token with strong cash flow and a high free float, positioning it well to lead by example as the industry shifts towards accruing value back to tokenholders.
17/ 🗳 What’s next?
• Community feedback
• Snapshot vote
• Implementation via AIP
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