{"id":609127,"date":"2026-06-17T19:00:09","date_gmt":"2026-06-17T23:00:09","guid":{"rendered":"https:\/\/ambcrypto.com\/?p=609127"},"modified":"2026-06-17T08:24:30","modified_gmt":"2026-06-17T12:24:30","slug":"aaves-token-fair-value-could-rise-to-175-in-one-year-predicts-grayscale","status":"publish","type":"post","link":"https:\/\/ambcrypto.com\/aaves-token-fair-value-could-rise-to-175-in-one-year-predicts-grayscale\/","title":{"rendered":"&#8216;AAVE&#8217;s token fair value could rise to $175 in one year,&#8217; predicts Grayscale"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">In a recent development, Grayscale Research thinks that Aave [AAVE] might be undervalued right now. According to Grayscale Research&#8217;s conventional discounted cash flow (DCF) analysis, the token is worth its current value.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Grayscale believes the protocol will make about $60 million in 2026, despite recent challenges in the larger cryptocurrency space.<\/span><\/p>\n<h2><strong>Grayscale projects AAVE to reach $175<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">The asset manager also believes that fintech multiples of 20x-25x would push a current fair value market cap of $1.2 billion to $1.5 billion, or a token price of about $80 to $100 as comapred to $75 at press time.\u00a0<\/span><\/p>\n<figure id=\"attachment_609136\" aria-describedby=\"caption-attachment-609136\" style=\"width: 1522px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price.png\"><img decoding=\"async\" class=\"wp-image-609136 size-full\" src=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price.png\" alt=\"Implied AAVE cash flows based on $75 spot price\" width=\"1522\" height=\"734\" srcset=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price.png 1522w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price-300x145.png 300w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price-1024x494.png 1024w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price-768x370.png 768w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Implied-AAVE-cash-flows-based-on-75-spot-price-1200x579.png 1200w\" sizes=\"(max-width: 1522px) 100vw, 1522px\" \/><\/a><figcaption id=\"caption-attachment-609136\" class=\"wp-caption-text\">Source: Grayscale<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Grayscale <a href=\"https:\/\/research.grayscale.com\/reports\/guide-to-buying-the-dip-valuing-crypto-with-cash-flows\" target=\"_blank\" rel=\"noopener\">added<\/a>,<\/span><\/p>\n<blockquote><p><span style=\"font-weight: 400;\">In a base case scenario in which regulatory clarity accelerates adoption of tokenized assets, we believe AAVE token fair value could rise to ~$175 in one year.<\/span><\/p><\/blockquote>\n<figure id=\"attachment_609143\" aria-describedby=\"caption-attachment-609143\" style=\"width: 1546px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target.png\"><img decoding=\"async\" class=\"wp-image-609143 size-full\" src=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target.png\" alt=\"Aave's 1 year price target\" width=\"1546\" height=\"640\" srcset=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target.png 1546w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target-300x124.png 300w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target-1024x424.png 1024w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target-768x318.png 768w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target-1536x636.png 1536w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-1-year-price-target-1200x497.png 1200w\" sizes=\"(max-width: 1546px) 100vw, 1546px\" \/><\/a><figcaption id=\"caption-attachment-609143\" class=\"wp-caption-text\">Source: Grayscale<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Nevertheless, despite its clear tokenomics and dominance over several crypto cycles, <a href=\"https:\/\/ambcrypto.com\/coins\/aave\/\" target=\"_blank\" rel=\"noopener\">Aave<\/a> is not impervious to wider ecosystem threats. Although not a direct attack on Aave, the Kelp DAO rsETH exploit in April 2026 caused downstream market disruption that decreased protocol activity.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Although the situation was promptly resolved and the funds remained safe, the effects are still felt. Currently, token buybacks are on hold while the governance review is conducted and the total value locked (TVL) is significantly reduced from $45 billion in 2025 to $13.043 billion at the time of publishing.<\/span><\/p>\n<figure id=\"attachment_609137\" aria-describedby=\"caption-attachment-609137\" style=\"width: 1552px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL.png\"><img decoding=\"async\" class=\"wp-image-609137 size-full\" src=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL.png\" alt=\"Aave's TVL\" width=\"1552\" height=\"776\" srcset=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL.png 1552w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL-300x150.png 300w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL-1024x512.png 1024w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL-768x384.png 768w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL-1536x768.png 1536w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aaves-TVL-1200x600.png 1200w\" sizes=\"(max-width: 1552px) 100vw, 1552px\" \/><\/a><figcaption id=\"caption-attachment-609137\" class=\"wp-caption-text\">Source: DeFiLlama<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">However, to assess, monitor, and manage risk across the protocol, Stani Kulechov, the founder of Aave, has <a href=\"https:\/\/ambcrypto.com\/all-about-aaves-new-risk-framework-after-aprils-290-mln-exploit\/\" target=\"_blank\" rel=\"noopener\">presented a new risk framework<\/a>.<\/span><\/p>\n<h2><strong>On what grounds is Grayscale so optimistic?<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">For its part, the Aave decentralized autonomous organization (DAO) also distinguishes itself from rivals by funding important expansion projects with a sizable, diverse balance sheet that is overseen by token holder governance.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"> As a result, the DAO treasury reached a peak of over $360 million, primarily as a result of protocol revenue collections and AAVE appreciation. In addition, users now have more than $50 million in outstanding loans on the protocol, as Aave V4 has surpassed $50 million in active borrows.<\/span><\/p>\n<figure id=\"attachment_609144\" aria-describedby=\"caption-attachment-609144\" style=\"width: 850px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-V4-crossed-50-million.png\"><img decoding=\"async\" class=\"wp-image-609144 size-full\" src=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-V4-crossed-50-million.png\" alt=\"Aave V4 crossed $50 million\" width=\"850\" height=\"864\" srcset=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-V4-crossed-50-million.png 850w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-V4-crossed-50-million-295x300.png 295w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-V4-crossed-50-million-768x781.png 768w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/a><figcaption id=\"caption-attachment-609144\" class=\"wp-caption-text\">Source: X<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">With a 140% increase in the last month, the number indicates that demand and user activity for Aave&#8217;s most recent version are growing quickly. <\/span><\/p>\n<h2><strong>AAVE&#8217;s price prediction and more<\/strong><\/h2>\n<p><span style=\"font-weight: 400;\">At the same time, AAVE was down by more than 71% over the previous year. Although the RSI and MACD both displayed more bullish momentum, there are still worries because the MACD line is below the neutral line.\u00a0<\/span><\/p>\n<figure id=\"attachment_609145\" aria-describedby=\"caption-attachment-609145\" style=\"width: 2560px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-scaled.png\"><img decoding=\"async\" class=\"wp-image-609145 size-full\" src=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-scaled.png\" alt=\"AAVE price prediction\" width=\"2560\" height=\"1545\" srcset=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-scaled.png 2560w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-300x181.png 300w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-1024x618.png 1024w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-768x464.png 768w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-1536x927.png 1536w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-2048x1236.png 2048w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/AAVE-price-prediction-1200x724.png 1200w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/a><figcaption id=\"caption-attachment-609145\" class=\"wp-caption-text\">Source: Trading View<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Additionally, AAVE&#8217;s 90-day Spot Taker CVD was flashing green bars in June 2026, suggesting that market purchases were still outpacing sales.<\/span><\/p>\n<figure id=\"attachment_609147\" aria-describedby=\"caption-attachment-609147\" style=\"width: 2560px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-scaled.png\"><img decoding=\"async\" class=\"wp-image-609147 size-full\" src=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-scaled.png\" alt=\"Aave Spot Taker CVD(Cumulative Volume Delta, 90-day)\" width=\"2560\" height=\"1440\" srcset=\"https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-scaled.png 2560w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-300x169.png 300w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-1024x576.png 1024w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-768x432.png 768w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-1536x864.png 1536w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-2048x1152.png 2048w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-1600x900.png 1600w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-1280x720.png 1280w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-960x540.png 960w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-640x360.png 640w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-320x180.png 320w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-160x90.png 160w, https:\/\/ambcrypto.com\/wp-content\/uploads\/2026\/06\/Aave-Spot-Taker-CVDCumulative-Volume-Delta-90-day-1-1200x675.png 1200w\" sizes=\"(max-width: 2560px) 100vw, 2560px\" \/><\/a><figcaption id=\"caption-attachment-609147\" class=\"wp-caption-text\">Source: CryptoQuant<\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Nonetheless, the green bars height gradually decreased, indicating that although buyers maintained control, their vigor was waning and the bullish momentum was eroding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Overall, this suggests that rather than a clear bearish pressure, demand is slowing, which suggests that unless new buying activity appears, AAVE may be about to enter a consolidation phase.<\/span><\/p>\n<hr \/>\n<h2><strong>Final Summary <\/strong><\/h2>\n<ul>\n<li><em><span style=\"font-weight: 400;\">Grayscale suggests that the price of Aave should be about $80 to $100 as compared to $75 at press time.<\/span><\/em><\/li>\n<li><em>The KelpDAO exploit casued rge TVL of Aave to drop from $45 billion in 2025 to $13.043 billion at the time of publishing.<\/em><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Are other on-chain indicators echoing Grayscale&#8217;s price prediction or painting a completely different story? <\/p>\n","protected":false},"author":66,"featured_media":609157,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"footnotes":""},"categories":[31,66,4,20],"tags":[],"class_list":["post-609127","post","type-post","status-publish","format-standard","has-post-thumbnail","category-altcoins-news","category-new-news","category-social","category-trading-view"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.0 (Yoast SEO v28.4) 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