Aave’s tokenized US stock collateral on that chain went live on September 25—yet the price didn’t get pushed up from around 144 to 166 until this afternoon. I’m leaning bullish now, but I’m not chasing.

Current price is about 166; today’s low is around 144 and the high around 166.7. Officially, V4 on Base’s Equities Hub can already take collateral from tokenized U.S. stocks (like Apple, Nvidia, etc.) issued as Coinbase tokens to borrow USDC—but this is an isolated pool, so you can only borrow stablecoins. Total protocol TVL is still around the $19.3B range; this new pool is just a corner. Don’t interpret “launch” as the whole market rushing in.

I’ll wait for a pullback and consolidation around 154–158 before trying a very small long position. The first target is near today’s high around 166–168, then 172. If it breaks below 151, I won’t count this move. Personal view—manage your own position.

$AAVE