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Ignas | DeFi· 2025-07-09 00:20
RT Ignas | DeFi (@DefiIgnas)$AAVE vs $COMP since 2021:- $AAVE +447%- $COMP -61%AAVE is now 10x the market cap of $COMPSurprisingly, both trade at same FDV-to-TVL ratio as Compound TVL stands at $2.6b vs Aave's $26BBut Compound's growth has stagnated: Aave's TVL reaching ATL while Compound hasn't grown for 2 years straight.This is despite a controversial decision to launch Polygon vaults using rival Morpho's tech after a Gauntlet-proposed deal.Goal was to capture Aave’s marketshare after it left Polygon mark ...