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$AAVE is DeFi’s senior credit name. Watch utilization, stablecoin supply, and liquidations not the logo. $UNI is exchange equity on Ethereum. Feeswitch talk is constant. Price only if swap volume is actually rising. $CRV is core stable-swap infra with a messy token. Pool TVL and emissions beat a one-day bounce. Price the claim on cash flow. NFA.