Santiment Intelligence|Sep 30, 2026 15:56
Does talk of an AAVE burn mean a supply squeeze? Our exchange data points the other way.
🗳️ Stani Kulechov said on Sep 29 that a burn is under consideration. No proposal, burn ratio or timeline has been published.
🔒 The live buyback takes about 292 AAVE a day into the DAO treasury, per June estimates.
📊 AAVE held on exchanges rose ~12% from Sep 16 to Sep 28, adding ~146,000 coins, or about 12,000 a day.
🔀 That took exchange supply to a 60-day high while price climbed ~24% over the same window.
Coins on exchanges have not necessarily been sold. Any burn, if it comes, starts from exchange balances near a 60-day high.
🔗 Explore AAVE supply on exchanges in Sanbase: https://app.santiment.net/charts/aave-supply-on-exchanges-32169?utm_source=x&utm_medium=post&utm_campaign=aaveburn_0926&aff=33
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