$AAVE This round was diverted, and the money didn't disappear directly, but was moved into more stable lending and simpler $ETH exposure. For $AAVE , short-term pressure isn't on a specific message, but on funds starting to choose sides again; if net outflows continue to grow, the market will first discount valuations. Relatively speaking, $MKR and more conservative plans will have a slight advantage. $AAVE $MKR $ETH