Aave founder Stani Kulechov has forcefully dismissed recent reports that the project planned to sell AAVE tokens at a steep discount. He wrote on X, “There is NO WAY we’d sell AAVE at a 70% discount lol.” The statement came after speculation that Kraken was in discussions to acquire a 15% stake in Aave Group for 35,000 ETH, 250,000 AAVE, and equity. Kulechov confirmed broader partnership talks had occurred but called the reported deal structure and valuation inaccurate. He stressed that Aave Labs holds an AAVE allocation that has been the subject of long-term partnership conversations, yet no discounted sale was taking place.
Kulechov also unveiled plans for Aavenomics 3.0, which will include an automated and non‑discretionary AAVE buyback mechanism. He noted that 100% of Aave Protocol and GHO revenue flows to the AAVE token under the “Aave Will Win” framework, while Aave Labs itself receives no protocol or product revenue. The Aave DAO currently captures about $134 million in annualized revenue.
Beyond buybacks, Aave is expanding into tokenized securities. Executive Luigi D’Onorio DeMeo explained that Aave V4 will bring tokenized stocks to onchain securities lending, enabling users to earn borrowing fees directly without intermediaries. He cited a global securities lending market with roughly $4.6 trillion in securities on loan and about $35 billion in annual revenue. These plans were further supported by a social media signal: Stani Kulechov retweeted a post highlighting the return of liquidity to the Aave ecosystem, suggesting renewed user engagement.
The token has risen 21% in the past week to trade at $91.48, recovering from a deep correction. Analysts identify an accumulation zone between $69 and $105, with major resistance at $128.89. A break above that level could open the path toward $208.17, while a long-term $1,000 target remains possible only if several resistance levels are cleared and the recovery is sustained.
