#战略性加仓BTC Aave faces short-term pressure, but the fundamentals remain solid

The leading position in the lending sector remains unchanged. With an annual revenue of nearly $900 million, it has become a legitimate business in on-chain finance. Simply put, this is not hype or speculation, but real profits being realized.

The industry is undergoing reshuffling. Those PPT projects are fading away, while protocols that can clearly calculate their profits and have sustainable business models are thriving. What does Aave rely on to sustain itself? Transparency, stability, and order—these seemingly unglamorous qualities are attracting the attention of traditional funds. Simple savings products are the key to opening this door.

Short-term price fluctuations are visible to everyone, but more importantly, DeFi is transforming: from burning money through subsidies to truly profitable products. This is a qualitative shift. Currently, this might not be a bear market, but rather a window of opportunity to enter the spot market.

The core question is: can it accommodate the next wave of mainstream capital?