Authors from Llama: @Elliott, @MatthewGraham, and @MSilb7.
Llama is pleased to present the February 22 Aave Treasury Report. A fresh Treasury report will be published here each month providing insight into the performance of Aave. Live tracking data is available via the Dune Dashboard .
The Financial statements are set out per reserve showing the income generated from the start of 2021 along with expenses to date.
We have also presented a token flow statement. It should be noted that this combines all reserves, but for clarity, we have split out each reserve into its own statement and provided a consolidation to show the total movement.
February has been a challenging month with poor market conditions, $Aave is no exception. We have seen a reduction in revenue across the two networks we are currently monitoring.
Key takeaways are:
- Total treasury balance $293.02m
- Ethereum Network V1/V2 revenue down 39.8% from January to $1.24m
- Polygon Network revenue down 54% from January to $527k
- Both the Ethereum and Polygon reserves are well-diversified with significant stable coin holdings across both networks >50%.
Please do let me or one of the members at Llama know what you would like to see in the next iteration of this report.