On 2026-09-30 @darklord_gr surfaced that proposal and noted Aave V3 already holds about $306M on Monad, so V4 would be an expansion of an existing Aave position, not Aave's first step on the chain.
[1]← Narrative indexSep 28 – Oct 4 UTC Every claim links to the posts behind it 6 posts on X 1 week
Microtrend / Rank 08 / Week of Sep 28 – Oct 4
Aave proposes taking V4 to Monad: three risk-tiered markets, on a chain where V3 already holds ~$306M
Peak / day14tracked accounts
Peak dayThuOct 1 · busiest day in the panel
Rest of X / peak day—not measured outside the panel
Cited claims32 dropped by automated checks
Market—no token attached
Attention
Who was talking, day by day
Tracked paneldistinct tracked accounts / day
What happened
On 2026-09-30 @darklord_gr surfaced that proposal and noted Aave V3 already holds about $306M on Monad, so V4 would be an expansion of an existing Aave position, not Aave's first step on the chain. @darklord_gr's open question is whether V4 pulls that ~$306M over from V3 or whether V3 keeps it. No post in the set states that Aave V4 has been deployed on Monad — the evidence is a proposal only.
Why it matters
It is the concrete development in the Monad cluster this week: a major DeFi protocol proposing to move its newest version onto Monad, with an existing ~$306M V3 position as the base. Attention shape: first post in the cluster 2026-09-28T10:13:31Z by @fomoebdao; peak day 2026-10-01; 23 tracked accounts plus 9 other accounts, across perps_trading (6), general_ct (6), eth_defi (4), airdrops_farming (2). Phase at week end: faded.
Observed reaction
neutral
Spread
Where it started and who carried it
- First seen
- Sep 28, 10:13 UTC by @fomoebdao
- Accounts
- 23 tracked · 9 elsewhere on X
- Communities
- perps trading (6), general ct (6), eth defi (4), airdrops farming (2)
- Key accounts
- @near_intents, @thegreatest_sv, @cryptunez, @thedefinvestor, @ourcryptotalk
Explainability
Evidence register
Angles
- Aave governance
Formats in use
- markdown
Risks
- Do not frame the $306M as our own data point — our market block is empty for this week, so it is @darklord_gr's figure and is unverified by us.
- Everything here is a governance proposal. It can be rejected or amended; do not write it as a live deployment.
- No price talk. Nothing in this thread supports a view on monad:native or any asset.
Observed content
Most-engaged posts
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Just did this one. @spicenetio Flow x Pare campaign is live. Make 3 trades on Pare through Spice Flow, each $5+, and get 5,000 Spice Points. 1. Go to https://t.co/BZTJJl42sY 2. Connect wallet 3. Trade from any chain (ETH, Arb, Base, Polygon, BSC, Monad, Citrea, Robinhood) 4Open on X →
Robinhood eco is probably the highest r/r bet into the bull imo. My money is on robinhood:0x39dbed3a2bd333467115de45665cc57f813c4571, robinhood:0xe8ffd7e24187f72afb08d75b1bb13088a989a791, and up-2:native. Monad is also worth a look and being slept on.Open on X →
the usual will come back after kbw and monad open see you in a couple of weeks, no space today @ChaosWalk3rOpen on X →
Primus Labs as a privacy layer that plugs into existing chains does not run its own blockchain. Its stack has two parts: - zkTLS that proves web or API data is real without revealing it. - FHE that lets apps compute on encrypted data. Meanwhile it is already in use by differeOpen on X →
History