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According to monitoring by Lookonchain, a certain whale borrowed 142 million USDT from Aave within 30 hours, purchasing 87,680 ETH at an average price of 1620 USD.The whale's health factor on Aave has dropped to 1.16, with a liquidation price of 1354.51 USD.

According to on-chain analyst Yu Jin's monitoring, if the ETH price drops another $40 to $1,555, a previous whale using borrowing leverage on Aave may face liquidation risk.

According to Yu Jin, a whale borrowed approximately 44.42 million USDT through two addresses on Aave to leverage buy 25,851 ETH, with an entry price of about $1,718 per coin. One of the addresses has a position health of 1.23, corresponding to a liquidation price of about $1,355.

"New Stock God" Serenity stated that AAOI is its most favored photonics stock in the U.S., with the stock rising 20.1% today. Serenity believes that if investors are looking for the "next SanDisk," AAOI might be the relevant target. It mentioned that photonics-related companies may encounter a significant turning point in the second half of 2027. Currently, it is still slightly early to enter the second half of 2026, as the industry is still in the capacity construction phase.Serenity stated that, generally speaking, except for aerospace and quantum concepts, the market usually prices future growth about 8 months in advance. It believes that the turning point for accelerated revenue growth in photonics companies is approaching, and the key is to wait for the right timing and endure fluctuations during the period.

Regarding the attack on the Kelp rsETH LayerZero V2 bridge that occurred on April 18, Aave released a post-incident investigation on the X platform, emphasizing that the exposure was primarily due to third-party bridge infrastructure rather than the protocol itself. The attacker executed an RPC poisoning attack targeting a single validator of LayerZero, forging a cross-chain message. This led to the release of 116,500 rsETH on the Ethereum side without actual destruction on Unichain. The attacker subsequently deposited the stolen rsETH into Aave V3 (Ethereum Core and Arbitrum), borrowing approximately 82,650 WETH and 821 wstETH.The Aave Protocol Guardian and Risk Steward immediately implemented protective measures for the rsETH and WETH reserves. Currently, the WETH and rsETH markets in the affected V3 deployments are operating normally. The rsETH held by the attacker on Arbitrum has been destroyed, the LayerZero OFT adapter has been fully recharged in five batches, rsETH support has been fully restored, and Kelp has reopened the withdrawal, bridging, and claims functions for rsETH. The WETH LTV in the affected markets has been reset to pre-attack values, and Aave V3 is fully operational across all markets except for rsETH.The Arbitrum DAO has voted to authorize the transfer of frozen ETH to Aave LLC, and it is currently awaiting on-chain execution. The court is still reviewing the substantive content of the injunction, and Aave LLC will continue to comply with the injunction during the court's deliberation. Ongoing projects include: the Aave risk framework from Llama Risk, the bridging assessment framework, the release of evaluation reports for currently live assets, on-chain execution of Arbitrum DAO votes, and the court's review of the injunction.

According to Onchain Lens monitoring, a giant whale spent 2 million USDT to buy 24,547 AAVE at a price of $81.26.

Aave Labs has released an ARFC proposal, suggesting the establishment of a standardized technical asset listing framework for Aave V3, V4, and Aave Horizon, setting unified technical requirements for asset listing, parameter expansion, and ongoing monitoring. The framework covers core areas such as ERC20 compatibility, oracles, permission control, minting and burning logic, pause and blacklist mechanisms, upgradability, exchange rates and yield mechanisms, token architecture, cross-chain bridge risks, audit and security history, and external dependencies. This framework does not replace market risk analysis and governance judgment but provides a technical qualification baseline.The framework aims to address "hidden risks" such as unlimited issuance, weak upgrade permissions, inconsistent bridging supply, opaque redemption paths, and reliance on off-chain custody. These issues may directly threaten the protocol's solvency, liquidation systems, and collateral parameter security. The framework particularly emphasizes additional scrutiny for cross-chain assets, yield-bearing assets, and off-chain dependent assets such as RWAs, including bridge structures, off-chain legal arrangements, custody mechanisms, and supply integrity. Assets with significant technical flaws may face reduced borrowing limits, restricted collateral parameters, delayed launches, or even recommendations to deny access to the protocol in the future.

Aave Labs' UK subsidiaries Push Labs Ltd and Push Virtual Assets Ltd have been approved by the UK's Financial Conduct Authority (FCA) to register as local cryptocurrency trading service providers. Aave stated that these licenses allow Push to conduct regulated cryptocurrency and payment-related businesses in the UK.In addition to cryptocurrency registration, Push has also been approved to issue electronic money under electronic money regulations. The two companies have been assigned FCA registration numbers 1031720 and 1031721, with anti-money laundering regulations applicable under the "2017 Anti-Money Laundering and Transfer of Funds Regulations."

According to Lookonchain monitoring, the smart trader 0xfda8 has just bought 7,000 ETH ($14.52 million) and deposited it into Aave. This trader has previously made two profitable swing trades in ETH, with a total profit of $2.04 million.

Babylon Labs has initiated a temperature check proposal in the Aave community, proposing to integrate native Bitcoin as collateral on Aave V4 through the Babylon Trustless Bitcoin Vaults protocol.This solution does not require wrapping, cross-chain bridges, or custodians. Users will lock Bitcoin in Taproot UTXOs, and redemptions will be controlled by on-chain rules (such as loan repayments), settling directly to Bitcoin UTXOs. The proposal deploys two Aave V4 Spokes: Babylon Core Lending Spoke (lending) and BTC Vault Swap Spoke (post-liquidation settlement).Collateral exists in the form of vaultBTC, a transfer-restricted ERC-20 token that can only be transferred between fixed whitelisted addresses. In the liquidation process, liquidators can immediately settle with WBTC, and subsequent Bitcoin redemptions will be completed by arbitrageurs.

Aave founder and CEO Stani Kulechov tweeted that the valuation of DeFi lending protocols should not primarily refer to TVL, as it measures net collateral rather than lending activity. Comparing data from the end of 2025, Aave's supply scale is about $52 billion, active loans about $22 billion, loan interest flow over $700 million, and DAO retention about $150 million; SoFi has deposits of about $37.5 billion, a loan book of about $38 billion, loan income of about $1.8 billion, and net profit of about $481 million.Stani stated that in traditional finance, deposits are liabilities or capital costs, and loans are interest-bearing assets, with lenders typically assessing based on the loan book, interest income, interest spread, and asset growth; however, the DeFi market mainly focuses on TVL and DAO retention fees. He believes that Aave is closer to over $700 million in lending business under a traditional financial accounting framework, rather than a $150 million revenue protocol; TVL is not the revenue basis for lending protocols, but the loan book and interest flow are the core.

Aave founder Stani Kulechov reiterated the "revenue-oriented" protocol strategy and stated that revenue is key to the sustainable development of DeFi.Citing data, he noted that Aave V3's revenue has significantly outpaced other lending protocols over the past year. Stani mentioned that in the next 12 months, Aave will focus on diversifying revenue sources, enhancing profit margins through GHO, and developing the Aave App as a distribution layer controlled by AAVE holders to further enhance the protocol's profitability and user stickiness.

According to monitoring by Catcher Predict, in the "Thunder vs. Spurs" event on the prediction market Polymarket, the win probability of the "is" option in the sub-market "De'Aaron Fox: Points O/U 14.5" has experienced a sharp fluctuation, dropping from 34.5% an hour ago to the current 19% (a fluctuation of 15.5%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the Polymarket event "Thunder vs. Spurs," the "Yes" option for the sub-market "De'Aaron Fox: Assists O/U 4.5" has experienced a sharp fluctuation in winning probability, rising from 23.5% an hour ago to the current 39.5% (a fluctuation of 16%). Please note the impact of related breaking news.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the "Spurs vs. Thunder" event, the "Yes" option for the sub-market "De'Aaron Fox: Points O/U 14.5" has experienced a dramatic fluctuation in winning probability, dropping from 39.5% an hour ago to the current 18% (a fluctuation of 21.5%). Please note the impact of related breaking news.

Vitalik Buterin posted on social media, listing several native privacy initiatives that Ethereum is currently promoting, including the combination of AA and FOCIL (providing top-notch support and strong packaging guarantees for privacy protocol transactions), the Keyed Nonces scheme, and access layer-related work (covering features such as Kohaku and private reads).

According to a message posted by Aave founder Stani Kulechov on X, Aave V4 is being gradually launched in phases, introducing a brand new dual-layer isolation market architecture. This architecture separates collateral into independent Hubs, with each Hub further divided into Spokes, implementing selective cap control for liquidity sharing between the Spokes within each Hub.The initial market structure is organized around three Hubs: Prime, Core, and Plus, with more Hubs expected to be launched in subsequent phases. This architecture achieves more refined collateral isolation and liquidity supply management compared to Aave's previous market design. The phased launch allows Aave to progressively deploy V4 while continuously monitoring performance and risk parameters under the new market structure before a full launch.

According to Onchain Lens monitoring, a certain whale spent 1 million USDT to buy 11,206 AAVE at an average price of 89.24 dollars, and deposited it into Aave V3. This whale also holds 5,007 ETH, worth 10.56 million dollars.