Market-cap peers

AAVE vs BGB

Aave and Bitget Token scored on the same 25 variables, ranked against the same 251 tokens, with every gap between them shown.

Scoring pass 18 Sept 2026. Market snapshot 7 Oct 2026.

AAVE score
156/250
18th of 251 · HOLD
BGB score
135/250
39th of 251 · CAUTIOUS HOLD
Variables won
15 to 6
4 level of 25
Framework prefers
AAVE
by 21 points
01

What separates them

AAVE scores 156 of 250 and ranks 18th of 251. BGB scores 135 and ranks 39th. AAVE leads by 21 points, which is a real gap, though small enough that one variable moving would close much of it. AAVE takes 15 of the 25 variables, BGB takes 6, and 4 are level.

The framework rates AAVE HOLD and BGB CAUTIOUS HOLD. Two tokens close enough to compare do not have to land in the same band, and where they do not, the divergence table below is where the split comes from.

5 variables separate them by 3 points or more. AAVE is clear on Institutional Adoption (8 against 4), P/S Multiple (8 against 5) and Market Share (8 against 5). BGB is clear on Buyback and Burn (7 against 4).

BGB still has 65% of its eventual supply to enter circulation against 3.5% for AAVE. On the same market capitalisation, a buyer of BGB is taking the 2.86x dilution path and a buyer of AAVE the 1.04x one.

AAVE is valued at $2.65B against $1.37B for BGB, a 1.9x difference. The larger of the two also scores higher, so the market and the framework agree on the ordering here.

02

All 25 variables, head to head

Both tokens were scored by the same framework in the same pass, so the numbers are directly comparable. What a comparison adds over two separate pages is the gap: a 6 against a 6 is a non-event, a 9 against a 3 is the reason to hold one and not the other.

Cash flow

Cash flow variables compared between AAVE and BGB
Protocol Revenue7
6AAVE +1
Revenue Trend5
6BGB +1
P/S Multiple8
5AAVE +3
Real Staking Yield6
4AAVE +2

Supply

Supply variables compared between AAVE and BGB
Supply Inflation9
7AAVE +2
Vesting Schedule9
7AAVE +2
Circulating / FDV Ratio9
7AAVE +2
Buyback and Burn4
7BGB +3

Ownership

Ownership variables compared between AAVE and BGB
Smart Money Flows7
5AAVE +2
Insider Selling6
5AAVE +1
Holder Concentration4
4level

Traction

Traction variables compared between AAVE and BGB
TVL Trend3
5BGB +2
Active Users6
6level
Developer Activity4
5BGB +1
Network Growth6
5AAVE +1

Position

Position variables compared between AAVE and BGB
Market Share8
5AAVE +3
Competitive Moat7
5AAVE +2
Institutional Adoption8
4AAVE +4
Exchange Depth8
5AAVE +3
Social Mindshare5
5level

Risk

Risk variables compared between AAVE and BGB
Regulatory Safety8
5AAVE +3
Catalyst Calendar7
5AAVE +2
BTC Alpha Potential2
5BGB +3
Team Execution4
6BGB +2
Treasury Runway6
6level

Bars read outward from the centre: AAVE to the left, BGB to the right. The side that leads a variable is filled. Each score is 1 to 10 against the same definition applied to all 251 rated tokens.

03

Market and supply

Market and supply figures for AAVE and BGB
AAVEBGB
Price$171.60$1.96
Market cap$2.65B$1.37B
Circulating96.5%35%
Dilution to full supply1.04x2.86x
Off all-time high-74.1%-76.8%
To recover the high3.9x4.3x
Total value locked$14.49Bnot published
NetworkEthereumEthereum

Price, market cap and all-time high from the CoinGecko snapshot fetched 7 Oct 2026. Supply shares are derived from circulating and eventual supply counts, which do not move with price. The 25 scores come from the research pass dated 18 Sept 2026.

04

Catalyst and risk on each side

AAVE · HOLD

Catalyst

V4 multi-chain expansion, Grayscale/Bitwise ETF filings, CLARITY Act DeFi safe harbor, Horizon $1B target

Principal risk

KelpDAO bad debt resolution, Morpho $175M raise competitive threat, governance centralization (top 3 = 58% votes)

BGB · CAUTIOUS HOLD

Catalyst

Bitget's planned BGB token burn event in June 2025, reducing supply by 5% (40M tokens).

Principal risk

Bitget's proof-of-reserves audit reveals undisclosed liabilities, triggering a run on withdrawals.

05

Common questions

Is AAVE or BGB the better investment?
On this framework AAVE scores higher: 156 against 135 of 250, and it is rated HOLD against CAUTIOUS HOLD. That is a ranking of fundamentals as recorded at the last scoring pass, not a price forecast, and AAVE still wins 15 of the 25 individual variables against BGB.
What is the biggest difference between AAVE and BGB?
Institutional Adoption. AAVE scores 8 of 10 there and BGB scores 4, a gap of 4 points on a single variable.
Which is bigger, AAVE or BGB?
AAVE is valued at $2.65B and BGB at $1.37B on the latest market snapshot.
06

Related comparisons

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Research and analysis, not investment advice. A higher score is one framework applied consistently to 251 tokens, not a prediction that one asset will outperform the other.