blockchain capital dumped 216k aave at $115 after holding 3-5 years. 22% total return. 4-7% annualized. worse than holding eth. worse than yield farming. the vc defi thesis is dead but they're probably 3-6 months early. aave v4 q3 2026 will drive one last pump to $140-160. ride the narrative then follow smart money out the door. ...