# Aave — Should You Buy? Signal, Supply and Price Drivers (Oct 2026)

*From https://mrnasdog.com/research/aave, updated Oct 18 2026*

Supply and demand give Aave a **positive** long-run signal today (Oct 18 2026); its score is 7/10.

- **Signal:** positive for Aave
- **Score:** 7/10 — supply 3.5/5, demand 3.5/5
- **Supply growth:** +0.15% in 90 days · +0.60% in a year
- **How much people want it:** strong (3.5/5)
- **Price drivers:** 2 ▲ price up · 0 ▼ price down

## Big wallets, votes and dates behind AAVE

What the score misses: 3 drivers. Today 2 push AAVE's price up and 0 push it down.

### ▲ Money in Aave

Deposits recovering since June, still far below the Sep 2025 peak.

▲ Price up if: Deposits grow. ▼ Price down if: Deposits leave. Today: the price-up case.

| Date | Money in Aave |
|---|---|
| Jul 31 2026 | $14.6B |
| Aug 31 2026 | $17.7B |
| Sep 30 2026 | $19.1B |
| Oct 18 2026 | $18B |

*Checked Oct 13 2026*

### ▲ DAO vs Labs

DAO now gets all Aave revenue; brand handover still pending.

Good for the price: Holders get revenue. Bad for it: Labs keeps control. Now: ▲ up side.

| Date | What happened / what is coming |
|---|---|
| Dec 26 2025 | Brand-to-DAO vote fails |
| Feb 28 2026 | Revenue plan passes 53% |
| Mar 30 2026 | Aave V4 goes live |
| Apr 12 2026 | All revenue to DAO |
| Oct 10 2026 | Foundation vote 100% yes |
| No date yet | Brand to Foundation (coming) |

*Checked Oct 13 2026*

### • US AAVE ETF

No US AAVE ETF yet; Bitwise's next date is Oct 25 2026.

ETF opens → price up · More delays → price down.

| Date | What happened / what is coming |
|---|---|
| Dec 30 2025 | Bitwise files AAVE ETF |
| Feb 13 2026 | Grayscale files S-1 |
| May 12 2026 | Grayscale S-1 update |
| Sep 25 2026 | Bitwise delays again |
| Oct 25 2026? | Bitwise new date (coming) |

*Checked Oct 13 2026*

## Where new Aave comes from

Aave mints no new AAVE, but its DAO reserve pays about 240 a day to stakers and staff, and the buyback is paused, so supply grows about 0.14% every 90 days.

Aave adds +0.15% new supply in the next 90 days and +0.60% over a year — supply scores 3.5/5 (steady).

## Demand today

Demand reads **strong** (3.5/5), #17 of 110 coins we track — that is how much people want AAVE now and how much buying could still come.

Members get the rest of the Aave demand read on mrnasdog.com.

## Aave: buy, sell or hold — questions and answers

### Should I buy Aave now, or wait?

Supply and demand point to a positive long-run signal for Aave (Oct 18 2026, score 7/10). Aave adds +0.15% new supply in 90 days, and demand reads strong (3.5/5). Aave's price drivers: 2 ▲ price up, 0 ▼ price down.

### What is pushing Aave up lately?

Two drivers likely help. Money deposited in Aave has been recovering since June, and the DAO now gets all of Aave's revenue. Supply barely grows too, only +0.15% in 90 days (Oct 13 2026), so new coins add little selling. For Aave, the supply-and-demand signal is positive right now.

### Could Aave ever hit $1,000?

Aave trades near $158 (Oct 18 2026). $1,000 a coin means a $15.4B market cap, 6.3 times today's $2.44B. Aave's supply also grows +0.60% in the next year, so every extra coin needs buyers too. Our supply-and-demand read for Aave stays positive.

### When should I sell Aave?

We would read Aave differently if new supply jumps (today +0.15% in 90 days), or demand falls from strong. Until then Aave's signal stays positive. Mark this date for Aave: Oct 25 2026? — Bitwise new date.

### Is Aave a good investment in 2026?

Aave scores 7/10 on our framework (Oct 18 2026): supply 3.5/5 (steady), demand 3.5/5. Over the next year Aave's supply changes +0.60%. The long-run signal is positive.

### How do I know when to buy Aave?

Supply and demand favor Aave most when little new supply is coming, demand is strong and the price drivers point up. Right now Aave has +0.15% new supply in 90 days (steady), demand strong (3.5/5), drivers 2 ▲ / 0 ▼.

### Will Aave go up in 2026?

Aave's price drivers today: 2 pointing up, 0 pointing down, out of 3. ▲ Money in Aave: Deposits recovering since June, still far below the Sep 2025 peak. ▲ DAO vs Labs: DAO now gets all Aave revenue; brand handover still pending. • US AAVE ETF: No US AAVE ETF yet; Bitwise's next date is Oct 25 2026.

### Should I buy Aave or Bitcoin?

Aave: positive signal, 7/10 · Bitcoin: positive signal, 8.5/10 (Oct 18 2026). By supply and demand, Aave reads weaker than Bitcoin today.

## Read more on AAVE

- Full AAVE inflation analysis (every unlock, burn and buyback): https://mrnasdog.com/research/aave/inflation
- Every coin ranked by supply and demand, Aave included: https://mrnasdog.com/coins
- How we read Aave and every other coin: https://mrnasdog.com/research/pressure-framework/full

*Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice.*