Header logo
  1. Research
  2. Videos
  3. Crypto Videos

Crypto Chat: Long Thesis - Aave

Apr 5, 2023
Author
Walter Teng, CFA
Walter Teng, CFA AC
The video in this report is only accessible to members

Walter Teng outlines the tailwinds & risks for DeFi's largest lending market in the latest DeFi Digest report.

Click the link below to read the full DeFi Digest report on Aave.

Crypto DeFi Digest: Long Thesis - Aave

*Recorded March 29, 2023

Unlock this page with a FREE 30-Day Trial!

*Free trial available only on a monthly plan

Already a member?

Reports you may have missed

Uncertainty Still Looming

In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May. https://vimeo. com/936467903/57b7ce9a43? share=copy

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy

Opportune Time for Bitcoin Miners

In today's video, we discuss why now is a good time to consider adding miners, and a couple of ETH catalysts to look for on the horizon. https://vimeo. com/932672699/3d3fd22e1f? share=copy

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 1/1

🎁 Unlock 1 extra article by joining our Community!

You’ve reached your limit of 1 free monthly articles. Please enter your email to unlock 1 more articles.

Already have an account? Sign In