Friday, Feb 13, What's the "Aave Will Win" Proposal All About?

This episode unpacks crypto market moves, Coinbase’s Q4 and product-driven pivot, Aave Labs’ DAO revenue push, and Hyperliquid’s aggressive HYPE accumulation and buybacks.

Key Takeaways

Market snapshot: BTC $66.3k, ETH $1,940, SOL $78; S&P 500 fell 1.5% as software names lagged, setting a cautious macro tone for crypto.
Hyperliquid (PER) listed via December deal with 12.5M HYPE and $300M cash; spent $129.5M to buy ~5M HYPE and now holds 17.6M tokens with $125M deployable.
Corporate moves at PER: $10.5M share buybacks, $1B equity line, no debt and $519M shareholder equity; Chardan raised PER price target to $8.45, highlighting institutional on‑ramp.
Aave Labs proposes routing 100% product revenue to the DAO, requests $25M stablecoins plus 75,000 AAVE and milestones, and adds reinvestment modules and V4 hub features for OTC lending and prediction markets.
Coinbase Q4: $1.78B revenue (-22%) and $667M net loss, operating margin fell to 15.4%, but free cash flow $3.07B and $2.83B recurring product revenue; 12 products >$100M annually.

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