Aave Founder Sees $50 Trillion Tokenization Opportunity
The post Aave Founder Sees $50 Trillion Tokenization Opportunity appeared on BitcoinEthereumNews.com.
While Aave is the largest DeFi lending protocol with roughly $27 billion in total value locked, its native token is down about 15% in 2026 and more than 80% below its 2021 peak. Despite the price slump, institutional interest appears to be growing, as Grayscale filed with the SEC to convert its Aave trust into a spot ETF. Aave Predicts $50T Future for Onchain Assets Stani Kulechov, founder of the decentralized lending protocol Aave, believes decentralized finance could unlock as much as $50 trillion in so-called “abundance assets” through tokenization by 2050, which could create an entirely new category of on-chain collateral. According to data from RWA.xyz, almost $25 billion worth of real-world assets have already been tokenized on-chain. However, most of that value is tied to familiar asset classes like US Treasury bonds, stocks, commodities, private credit and real estate. Kulechov argues that while these scarce assets will continue to grow on-chain, the greatest long-term impact will come from tokenizing assets that generate increasing supply and productive capacity, particularly in renewable energy and advanced technologies. X post from Stani Kulechov In a recent post on X, Kulechov said capital markets are “hungry for new collateral” and that on-chain lending infrastructure could accelerate a broader transformation in how infrastructure and productive assets are financed. He estimates that solar energy alone could account for between $15 trillion and $30 trillion of the projected $50 trillion abundance asset market by mid-century. As an example, he described how a $100 million solar project could be partially financed through tokenization, allowing developers to borrow $70 million against it and redeploy that capital into additional projects. In such a model, on-chain depositors would gain exposure to scalable, diversified yield streams backed by real-world infrastructure. Kulechov also talked about the potential capital efficiency gains from tokenized…
Filed under: News - @ February 16, 2026 11:29 am