TokenLogic

1/ Q2 marked the launch of Aave V4, the best quarter yet for GSM fees, and $29M in protocol revenue. ▪️ $29M revenue from 12 active sources ▪️ $17.8M from top 10 reserves ▪️ $3.05M revenue recaptured by SVR ▪️ $229M in V4 deposits ▪️ $3.15M GHO earnings Full Q2 breakdown ↓

@aave @monad Follow @Token_Logic for more insights Track the Monad market live on our dashboard: aave.tokenlogic.xyz/aave/v3/market…

User deposits on @aave's V3 market on @monad have crossed $300M, up 41.5% in one week.

Rabby Lending is now live on @monad Powered by @aave

@aave Track Aave V4's BTC collateral live on the TokenLogic dashboard ↓ aave.tokenlogic.xyz/aave/v4

$WBTC and $cbBTC on Aave V4 both just hit new all-time highs, a combined $62.6M in BTC collateral. $WBTC alone more than doubled in 30 days to $46.6M, while $cbBTC accelerated 37% in the past week to $16.0M.

@grvt_io sGHO in action 👻 We're excited to watch this scale with GRVT!

$sGHO now powers @grvt_io's yield engine. $20.6M deposited since July 2, earning the fixed 4.25% Aave Savings Rate. A yield external platforms integrate natively and pass on to their users.

Introducing Stable Vaults, an all-in-one solution for embedding fixed-rate stablecoin yield into any financial product.

@aave stables 🤝 vaults

@aave 8/ All figures are sourced live from our public Aave dashboard. aave.tokenlogic.xyz/aave Reporting period: Apr 1 - Jun 30, 2026. Disclaimer: This communication is for informational purposes only and does not constitute financial advice.

7/ Focus on Aave V4 Aave V4 launched in Q2 2026 and closed its first quarter with clear traction. By the end of Q2: ✦ $229M in user deposits ✦ $76M in active loans ✦ 3.1K active depositors ✦ 1.7K active borrowers Deposits climbed steadily through the quarter to reach an all time high at period end, with the curve still trending up.

1/ Q2 marked the launch of Aave V4, the best quarter yet for GSM fees, and $29M in protocol revenue. ▪️ $29M revenue from 12 active sources ▪️ $17.8M from top 10 reserves ▪️ $3.05M revenue recaptured by SVR ▪️ $229M in V4 deposits ▪️ $3.15M GHO earnings Full Q2 breakdown ↓

Excited to share that I’ve joined @Token_Logic as BD Lead. Over the past year, I’ve had the chance to work closely with the team to help bring Aave to X Layer. The more I worked with the team, the clearer it became that TokenLogic is one of the important operating layers behind Aave, across governance, analytics, BD etc. For me, this is a chance to help bring Aave into more distribution channels and contribute to making Aave the default liquidity and yield layer in the years to come. Big thank you to @Matthew_Graham_ and @AkgEmilio for giving me the opportunity to work with the team. Lots to build. Excited for what’s ahead. Just use Aave.

Join @StaniKulechov, @luigidemeo, and others tomorrow, July 9, at 2:30pm EST for our Q2 2026 livestream, hosted on 𝕏. We'll cover Aave V4's growth, new integrations, recent launches, and what's ahead in Q3.

Legacy stkGHO holders can now migrate to Savings GHO directly on the Aave frontend to keep earning at the full Aave Savings Rate.