AAVE – lending protocol top 1 – đang có lực đẩy mạnh từ narrative mới, upgrade, và dòng tiền tổ chức.
Đây là tín hiệu cho sự trở lại của DeFi Bluechips – khi leader ngành pump, phần còn lại sớm muộn cũng được kéo theo.
$CAKE $JUP đã tiên phong, $ETH cũng bắt đầu chạy
$COMP – lending đời đầu, thường bị undervalued nhưng hay được kéo theo.
Nếu không chuộng COMP, còn những lựa chọn "ăn theo" như:
→ $MKR – trụ cột MakerDAO, stablecoin lending.
→ $LDO – staking protocol, hưởng lợi chung từ DeFi.
→ $GNO – infra cho DAO, multisig, cấu trúc quản trị DeFi.
→ $ETHFI – liquid restaking
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