17.10.2025
time to buy $20m in $aave in one shot @lemiscate
$aave price to sales sits at 20, heading even cheaper i believe it makes sense to buy at an accelerated rate at and under 20 price to sales. want to keep plenty of cash for rainy days, but the company is going to be worth a lot more. this is a good investment at these levels with such high growth with time, it makes sense to increase staking yield (and if needed raise cash to use as a boon and to spend in further growth initiatives) when price to sales is above 40 and company is value is priced in here are the P/E ratios of banks everyone knows: morgan: 14.79 boa 13.78 citi 13.53 wfc 13.84 usb 10.93 these are mature banks with less ability for high growth. aave is young and positioned to grow exponentially as the world is brought onchain $aave has bought back 102,000 tokens so far, and there are no plans to sell. those coins are effectively out of circulation bringing $aave's real P/S ratio lower. $52 million a year in supply reduction annually as it stands new growth drivers like GHO and Horizon stand to create new revenue streams (GHO with potential to even surpass the core lending/borrow business in profitability), which will lead to higher revenues over the long term should those endeavors find footing. i believe this is likely due to competitive advantages gained from aave's dominance in the core lending/borrow business I say buy $aave aggressively.
$aave price to sales sits at 20, heading even cheaper i believe it makes sense to buy at an accelerated rate at and under 20 price to sales. want to keep plenty of cash for rainy days, but the company is going to be worth a lot more. this is a good investment at these levels with such high growth with time, it makes sense to increase staking yield (and if needed raise cash to use as a boon and to spend in further growth initiatives) when price to sales is above 40 and company is value is priced in here are the P/E ratios of banks everyone knows: morgan: 14.79 boa 13.78 citi 13.53 wfc 13.84 usb 10.93 these are mature banks with less ability for high growth. aave is young and positioned to grow exponentially as the world is brought onchain aave has bought back 102,000 tokens so far, and there are no plans to sell. those coins are effectively out of circulation bringing aave real P/S ratio lower. $52 million a year in supply reduction annually as it stands new growth drivers like GHO and Horizon stand to create new revenue streams (GHO with potential to even surpass the core lending/borrow business in profitability), which will lead to higher revenues over the long term should those endeavors find footing. i believe this is likely due to competitive advantages gained from aave's dominance in the core lending/borrow business I say buy $aave aggressively.
4,36 тыс.
11
Содержание этой страницы предоставляется третьими сторонами. OKX не является автором цитируемых статей и не имеет на них авторских прав, если не указано иное. Материалы предоставляются исключительно в информационных целях и не отражают мнения OKX. Материалы не являются инвестиционным советом и призывом к покупке или продаже цифровых активов. Раздел использует ИИ для создания обзоров и кратких содержаний предоставленных материалов. Обратите внимание, что информация, сгенерированная ИИ, может быть неточной и непоследовательной. Для получения полной информации изучите соответствующую оригинальную статью. OKX не несет ответственности за материалы, содержащиеся на сторонних сайтах. Цифровые активы, в том числе стейблкоины и NFT, подвержены высокому риску, а их стоимость может сильно колебаться. Перед торговлей и покупкой цифровых активов оцените ваше финансовое состояние и принимайте только взвешенные решения.