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Yuvi.
$AAVE 借贷需求恢复要看什么，而不只是总锁仓？抵押品价格上涨能抬高TVL，却不代表借款增加；利用率、净收入和坏账才更接近业务质量。若FOMC后波动升高，清算风险也会同步上升。借款与费用持续改善且坏账受控，我会转积极；若收入走弱、风险敞口扩大，不能用TVL掩盖问题。
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