‘AAVE’s token fair value could rise to $175 in one year,’ predicts Grayscale
In a latest growth, Grayscale Analysis thinks that Aave [AAVE] is perhaps undervalued proper now. In accordance with Grayscale Analysis’s standard discounted money move (DCF) evaluation, the token is price its present worth.
Grayscale believes the protocol will make about $60 million in 2026, regardless of latest challenges within the bigger cryptocurrency area.
Grayscale initiatives AAVE to achieve $175
The asset supervisor additionally believes that fintech multiples of 20x-25x would push a present truthful worth market cap of $1.2 billion to $1.5 billion, or a token worth of about $80 to $100 as comapred to $75 at press time.
Grayscale added,
In a base case state of affairs through which regulatory readability accelerates adoption of tokenized property, we imagine AAVE token truthful worth might rise to ~$175 in a single yr.
However, regardless of its clear tokenomics and dominance over a number of crypto cycles, Aave isn’t impervious to wider ecosystem threats. Though not a direct assault on Aave, the Kelp DAO rsETH exploit in April 2026 precipitated downstream market disruption that decreased protocol exercise.
Though the state of affairs was promptly resolved and the funds remained protected, the results are nonetheless felt. At the moment, token buybacks are on maintain whereas the governance evaluate is carried out and the whole worth locked (TVL) is considerably lowered from $45 billion in 2025 to $13.043 billion on the time of publishing.
Nevertheless, to evaluate, monitor, and handle threat throughout the protocol, Stani Kulechov, the founding father of Aave, has offered a brand new threat framework.
On what grounds is Grayscale so optimistic?
For its half, the Aave decentralized autonomous group (DAO) additionally distinguishes itself from rivals by funding essential enlargement initiatives with a large, numerous stability sheet that’s overseen by token holder governance.
Consequently, the DAO treasury reached a peak of over $360 million, primarily on account of protocol income collections and AAVE appreciation. As well as, customers now have greater than $50 million in excellent loans on the protocol, as Aave V4 has surpassed $50 million in lively borrows.
With a 140% improve within the final month, the quantity signifies that demand and person exercise for Aave’s most up-to-date model are rising rapidly.
AAVE’s worth prediction and extra
On the identical time, AAVE was down by greater than 71% over the earlier yr. Though the RSI and MACD each displayed extra bullish momentum, there are nonetheless worries as a result of the MACD line is beneath the impartial line.
Moreover, AAVE’s 90-day Spot Taker CVD was flashing inexperienced bars in June 2026, suggesting that market purchases had been nonetheless outpacing gross sales.
Nonetheless, the inexperienced bars peak progressively decreased, indicating that though patrons maintained management, their vigor was waning and the bullish momentum was eroding.
Total, this means that slightly than a transparent bearish strain, demand is slowing, which means that until new shopping for exercise seems, AAVE could also be about to enter a consolidation section.
Closing Abstract
- Grayscale means that the worth of Aave needs to be about $80 to $100 as in comparison with $75 at press time.
- The KelpDAO exploit casued rge TVL of Aave to drop from $45 billion in 2025 to $13.043 billion on the time of publishing.
