AAVE is starting to look less like a DeFi token and more like financial plumbing.
That’s the part I'm paying attention to.
AAVE is around $181 today, up from roughly $135 a month ago.
But the bigger development isn't the 34% move.
Tokenized U.S. stocks are already live on Aave V4 on Base, where eligible users can use them as collateral to borrow USDC.
And Circle has also added Aave as a lending option for its institutional Bitcoin-backed borrowing product.
That's two very different pieces of traditional finance touching the same protocol.
I'm not saying AAVE suddenly becomes a bank.
I'm saying the use case is getting harder to dismiss.
If tokenized assets keep moving onchain, lending markets like Aave could end up sitting right in the middle of that flow.
For me, that's the long-term AAVE trade I'm watching.
Not financial advice. DYOR. $AAVE
That’s the part I'm paying attention to.
AAVE is around $181 today, up from roughly $135 a month ago.
But the bigger development isn't the 34% move.
Tokenized U.S. stocks are already live on Aave V4 on Base, where eligible users can use them as collateral to borrow USDC.
And Circle has also added Aave as a lending option for its institutional Bitcoin-backed borrowing product.
That's two very different pieces of traditional finance touching the same protocol.
I'm not saying AAVE suddenly becomes a bank.
I'm saying the use case is getting harder to dismiss.
If tokenized assets keep moving onchain, lending markets like Aave could end up sitting right in the middle of that flow.
For me, that's the long-term AAVE trade I'm watching.
Not financial advice. DYOR. $AAVE
