Calls
1
Marc Zeller
Founder, Aave Chan Initiative (ACI)
Win Rate
0.0%
return
-27.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 18
$122.98
-27.0%
"We made sure that there's more than $100 million in cash right now and more than $150 million revenue... the Aave revenue supersede the revenue of every other lending protocol out there on chain combined." The market is distracted by the "governance drama" (Labs vs. DAO), missing the fundamental reality that Aave is a cash-flow giant. The DAO's ability to force Aave Labs to negotiate proves that the token has actual claim on these cash flows. With $100M in dry powder and active buybacks, the floor price is structurally supported. Long AAVE as a value play in DeFi; the asset is priced on "drama" but yielding "tech giant" style revenue dominance. Aave Labs could dump tokens if funding negotiations fail completely; continued delay of V4 could eventually allow competitors to catch up.
"We made sure that there's more than $100 million in cash right now and more than $150 million revenue... the Aave revenue supersede the revenue of every other lending protocol out there on chain combined." The market is distracted by the "governance drama" (Labs vs. DAO), missing the fundamental reality that Aave is a cash-flow giant. The DAO's ability to force Aave Labs to negotiate proves that the token has actual claim on these cash flows. With $100M in dry powder and active buybacks, the floor price is structurally supported. Long AAVE as a value play in DeFi; the asset is priced on "drama" but yielding "tech giant" style revenue dominance. Aave Labs could dump tokens if funding negotiations fail completely; continued delay of V4 could eventually allow competitors to catch up.
Crypto Assets
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Marc Zeller has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: AAVE.
