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Small Cap Scientist????Jun 12, 2025 at 12:14 am
$CRCL is trading at a massive premium to onchain DeFi. If they were smart, they would farm the premium through equity offerings. Take $500-$1B and accumulate DeFi governance onchain at a discount. They could build a huge moat across blue chips like $UNI, $AAVE, $CRV, $HYPE,$CRCL - $26B+ $CRV - $1.6B In my opinion, @CurveFinance is massively mispriced at these levels.
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CoinMarketCapJun 11, 2025 at 08:00 pm
CMC News: $UNI, $AAVE, $SKY Surge as SEC Backs Innovation Exemption for DeFi Projects. https://coinmarketcap.com/community/post/361407117…
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LookonchainJun 06, 2025 at 04:22 pm
2 whales bought 29,739 $AAVE($7.5M) again today. 0x372c borrowed 5M $USDC from #Aave to buy 19,608 $AAVE 11 hours ago, now holding 280,673 $AAVE ($69.44M). 0xeBb4 borrowed 2.5M $GHO to buy 10,131 $AAVE 7 hours ago, now holding 120,513 $AAVE ($29.8M). https://intel.arkm.com/explorer/address/0x372cAE7fA19b81A9786A9081704EA1e2DAD576b7…
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