DeFi Showdown: Aave’s Billion-Borrow Bonanza vs. Lido’s Woes

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Key Takeaways

  • Aave’s $775 billion borrow volume and rising TVL dominance over Lido highlight its growing role in DeFi lending, with bullish price momentum signaling further upside—unless Lido reclaims key support to reverse its downtrend.

In the vast, sun-baked plains of DeFi, two titans have emerged, each with its own story of struggle and triumph. Aave [AAVE] and Lido [LDO] have been the talk of the town, but one has clearly outshone the other, at least for now. 🌟

Both have seen their fair share of ups and downs over the last 24 hours, but the real drama lies in their on-chain activity. It’s a spectacle that’s worth a closer look, folks. 🕵️‍♂️

“Next stop $1T,” says Aave’s founder

Aave has officially crossed $775 billion in cumulative borrow volume, a milestone that’s as impressive as it is mind-boggling. The protocol’s borrowing curve, as shown in the latest chart, has climbed steadily since early 2021, like a tortoise that just keeps on going. 🐢

Founder Stani Kulechov, a man with a vision as big as the Texas sky, believes that the protocol is on track to breach $1 trillion next. That might sound like a tall tale, but the numbers don’t lie. Decentralized credit has moved from being a quirky experiment to a necessity, and Aave is leading the charge. 🚀

With this momentum, Aave could soon become the first DeFi protocol to hit the trillion-dollar lending threshold. If that happens, you can bet it’ll be a day to remember. 🎉

AAVE outperforms LDO

Lido’s influence had waned, while Aave’s steady growth since March positioned it as DeFi’s new utility backbone. It’s like the old sheriff in town has been replaced by a young, ambitious deputy. 🤠

But the question on everyone’s mind is, can Aave continue outgrowing LDO in price? Only time will tell, but the signs are promising. 🤔

AAVE vs. LDO charts compared

At the time of writing, the price structure comparison of 4-hour charts of the two showed that AAVE was in a constant uptrend. It’s a bullish structure with higher highs and a clean trendline support, indicating the strength of the price. 📈

In the meantime, LDO was above its trendline but lost it, having a tough time rebounding. The MACD on AAVE was bullish, but for LDO, it was flat, showing indecision. It’s like LDO is trying to decide whether to dance or sit this one out. 🕺

Of course, price isn’t just about structure; it’s also about sentiment. AAVE gained 253% over the past 12 months, while LDO declined by 55%. The former could increase its advantage if it holds its trendline support, but a breakdown could start a correction. For LDO, sentiment may shift if it reclaims its trendline. 🤞

So, as of press time, AAVE was in the lead, but it could soon decrease depending on the LDO replenishing structure or macro conditions changing. It’s a wild ride, folks, and we’re all just along for the journey. 🚂

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2025-07-10 00:10