đŸ’« Citi Sees Ave Emerging as Tokenized Collateral Liquidity Hub
At The real thesis is not another crypto lending app-it is whether Aave can become the financing layer for assets moving on-chain. V4, Horizon and GHO position it at the intersection of collateral, liquidity and funding. As tokenization expands from stablecoins into money-market funds, private credit, Treasuries and potentially equities, the key watchpoint is whether those assets gain usable collateral flows; that is where tokenization stops being a wrapper and starts behaving like capital markets.
Citi is bullish on Aave becoming a liquidity hub for tokenized collateral
V4, Horizon, and GHO drive expanded financing use cases
Growth in institutions and tokenized assets
Tokenized capital markets still need regulatory and market validation
$AAVE