ABANDONED FUNDAMENTALS ARE FLASHING AGAIN $AAVE ⚡
ARK Invest’s Lorenzo Valente says the market is ignoring protocols that are down 70% to 90% from highs while still producing fees, growth, and leadership. He pointed to $AAVE , $SOL, and $ETH valuations as examples of assets where fundamentals have not collapsed like narratives have.
This is the rotation map whales watch.
Capital is chasing today’s hot themes, but the real asymmetry may sit in beaten-down assets still printing usage and fees. Narrative died. Cash flow did not. When attention snaps back, ignored leaders can move fast.
Not financial advice. Manage your risk.
#Crypto #Altcoins #DeFi #BinanceSquare #web
🚀
ARK Invest’s Lorenzo Valente says the market is ignoring protocols that are down 70% to 90% from highs while still producing fees, growth, and leadership. He pointed to $AAVE , $SOL, and $ETH valuations as examples of assets where fundamentals have not collapsed like narratives have.
This is the rotation map whales watch.
Capital is chasing today’s hot themes, but the real asymmetry may sit in beaten-down assets still printing usage and fees. Narrative died. Cash flow did not. When attention snaps back, ignored leaders can move fast.
Not financial advice. Manage your risk.
#Crypto #Altcoins #DeFi #BinanceSquare #web
🚀