Wu Shuo learned that Aave founder Stani Kulechov posted that Aave’s market opportunity should be measured by the breadth of “addressable collateral.” The larger the asset base that can serve as collateral, the more lending opportunities there are. Aave started with native crypto assets and has already expanded into securities-type assets through tokenized stocks via Coinbase and Horizon RWA. Its future goal is to further extend the scope of collateral into hardware fields such as solar panels, batteries, GPUs, robots, and space infrastructure. The aim is to bring forward by ten years an industrial transition expected to last until 2050, by providing financing for the underlying assets that drive productivity surplus.
