Request: wallet list behind the Aave Insights treasury figure
An independent treasury analysis service asks TokenLogic for the wallet list and method behind the Aave Insights treasury figure ($260.65M at Q3 2026 close) so it can reconcile its own numbers.
A forum post addressed to TokenLogic from a service that tracks Aave DAO treasury data on-chain asks to reconcile its figures with the Treasury panel on insights.aave.com, which shows $260.65M at Q3 2026 close (AAVE $144.5M, ETH/BTC $52.4M, stablecoins $49.4M, other $14.4M). The author says its ETH/BTC total matches, while stablecoins (about $18M) and AAVE (about $13M) still differ. It asks for the list of addresses and networks included, whether the total is net of GHO borrowed by the AFC and Ahab Safes (which the author books as DAO debt), and whether v2 market positions, Umbrella or Safety Module balances, or off-chain and CEX balances such as the CEX Earn programme are included. It says a published wallet list would let anyone reproduce the figure on chain and that it would cite Aave Insights and TokenLogic as the source. No reply is included in the post. Open questions: which addresses and balance types are counted, and how debt is treated.
1. Send 10 USDC on Base to
0xdbe64890cbC58304815A865F63151c205F2C88B22. Email the transaction hash to saleforce@agentmail.to from the address that should get the email.