Zig

@MSBIntel This is exactly the gap I’m trying to make easier to analyze here. Aave’s protocol earnings vs. AAVE market valuation. aaveval.com

INSIGHT: Aave has earned $43.3 million year to date, 80.7% of the entire lending sector's earnings. That is 766% higher than the second-largest protocol, Maple Finance, at $5.0 million. Earnings count revenue after token incentives, so Aave holds about half of lending TVL but four-fifths of the profit.

@CoinDesk @Grayscale Yes, thats the math exactly, you can run simulation if you want aaveval.com

ANALYSIS: @Grayscale Research says $AAVE is undervalued at $75, estimating fair value at $80-$100 with a base case price target of $175 within one year.

Best feature ever IMHO.

@Cointelegraph Was talking about this yesterday. Claude where is my paycheck?

🔥 NEW: Claude Code has launched Artifacts, enabling users to share interactive apps and dashboards via private links.

This has some huge potential

@Diphunter18 @Grayscale You read my mind. AaveVal is exactly that. You can adjust the numbers in the simulator page! aaveval.com

.@Grayscale Research has just published its first explicit price target. $175 for $AAVE within 12 months. That alone is notable, not because price targets are new, but because crypto is gradually entering a phase where traditional valuation frameworks are being applied more systematically and with more conviction. Some crypto assets can, in fact, be valued using cash flows and @aave is one of the clearest examples due to its scale, consistent usage, and relatively transparent on-chain financial data. Grayscale highlighting this so directly is an important step in that evolution. This matters because it challenges a long-standing assumption in crypto investing: that valuation is purely narrative-driven or liquidity-driven. In reality, Aave generates real revenue through observable economic activity, borrowing demand, interest rate spreads, and protocol fees. That places it closer to early-stage financial infrastructure than to a purely speculative digital asset. What Grayscale is effectively doing here is formalizing something the market has been moving toward for a while, treating leading DeFi protocols as investable, cash-flow-linked financial systems rather than experimental tokens. Still, there’s an important nuance that even strong models have to account for. Cash flows in crypto are not stable, linear, or cycle-independent. They are highly sensitive to liquidity conditions, leverage demand, and broader risk appetite across the system. So while frameworks like Grayscale’s represent a meaningful step toward institutional-grade analysis, they should be seen as directional tools, not equity-style precision models. imo, the real shift here is not the $175 target itself, but the gradual normalization of Aave and similar protocols being treated as investable assets with real fundamentals and measurable execution quality. Grayscale is not just publishing a price target, it is reinforcing a narrative that a segment of crypto is maturing into a cash-flow-driven financial layer of the internet. The market is still early,but the direction of travel is becoming clearer.

@marty_kausas 0 for finance?? You need to check your finance team.

Here's our forecasted Claude spend, broken down by team. Engineering is highest at $3.1k/person/month. No surprise. The interesting part is who's right behind them.

huge

@araseb_ Nope, but if it is claude + codex then yes :)

Can you call yourself a founder if your entire product was built by Claude?

@vivoplt 99%

If AI disappeared tomorrow, how much would your workflow change?

@yacineMTB Time for Polymaths to win

"You can offload a task, or even a job, but you can never offload your learning" honestly so true

@natemcgrady It's like walking when you can just drive a car. The gap is unfathomable

Coding without AI is a hobby

@AlexHormozi Most times not sometimes

Sometimes you just need to be unreasonable, take no shit, and refuse any offer besides getting exactly what you want.

@AlexHormozi Well said, feeling that recently

The big things come slower than you expect, are never easy, and always cost more than you thought.

@DavidOndrej1 Hahahah

lock in

@gabrielchua Yes I use this a lot. Goated feature.

goalmaxxing you can also ask Codex to spawn new threads, and the different threads can communicate with each other too

@DavidOndrej1 Who said that they are not going to ban that as well? 😂

GPT 5.6 PLEASE BLESS US

16/ That is probably where AI work is going. Less obsession with one frontier model. More focus on workflows that survive when the model changes.

15/ The real advantage is knowing how to turn your work into systems. Map the workflow. Build the mini app. Use the strong model where it matters. Use cheaper or local models where they are enough. Keep the human in the review loop.

1/ Losing access to the best AI model should not break your workflow. That is the real lesson from the Anthropic situation. Source: cnbc.com/2026/06/12/ant…