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Aave

14 pieces · Sep 2022 to Mar 2026 · 2 flagship

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DeFi11 Tokenized stocks3 AI3 RWA3 L1/L22 ZK2

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Start here · the strongest pieces on Aave

Article28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.Map10 Sep 2022Stablecoin landscape: centralized, overcollateralized and algorithmic designsMaps stablecoin designs by the trilemma of peg stability, capital efficiency and decentralization: fiat-backed, CDP-based, algorithmic and fractional-algorithmic, with market caps and post-UST risk lessons.Thesis16 Mar 2024Polygon AggLayer: ZK proof aggregation and atomic cross-chain composabilityArgues aggregation is modularity's end game: the AggLayer aggregates ZK proofs from CDK and external chains, settles on Ethereum, and offers atomic cross-chain bundles and async calls at low latency. Expects zkSVM and zkMove chains on CDK.

Timeline · every piece, newest first

2026 2

02 Mar 2026DeFi In Five: S&P AAA onchain fund, Aave $1T loans, AgentFi near $500MDigest: S&P Global rated an onchain treasury fund AAA, Aave passed $1T cumulative loans, tokenized stocks hit $1B market cap, Virtuals agentic GDP nears $500M, and Lombard, Sentora and Veda stack 3.3% APY on BTC.Market takeDeFiTokenized stocksAI13 likes

21 Jan 2026Morpho and why isolated lending markets win institutional RWA flowsArgues pooled lending shares risk across assets, making it incompatible with TradFi compliance, while Morpho's isolated markets and curator model fit institutional requirements.BreakdownDeFiRWA21 likes

2025 5

31 Oct 2025Edel thesis: onchain securities lending for tokenized equitiesEdel forks Aave V3 to build a money market for tokenized stocks, targeting the $3.5T annual securities lending market that earns brokers $10B+. Suppliers get auto-compounding aTokens, borrowers post 120-150% collateral.ThesisTokenized stocksDeFiRWA17 likes

28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.ArticleTokenized stocksDeFiRWA33 likes

06 Jun 2025Bitcoin Suisse on institutional crypto strategy: takeaways from Crypto ValleyNotes from an institutional strategy talk: BTC still in bull territory with 120k possible, altseason will differ, buybacks help P/S ratios, and quantum resistance and the security budget are the elephant in the room. A private holder near 3% of supply could undermine BTC's safe haven status.Market takeBitcoinMacroMarket structure18 likes

05 Jun 2025Arbitrum Trailblazer 2.0 and Vibekit: a $1M push for agentic DeFiBreaks down Arbitrum's $1M Trailblazer 2.0 grants for agent-based DeFi automation built on Ember's Vibekit MCP framework, with GMX, Pendle, Aave and Camelot integrated first. Argues it positions Arbitrum at the front of the DeFAI wave.BreakdownDeFiAI12 likes

03 Jun 2025INFINIT Intelligence: supported protocols and DeFAI agent featuresDescribes INFINIT Intelligence as automated, personalized DeFi management through agents across more than 10 SVM and EVM chains, and lists the supported exchanges, lending, yield, liquidity, staking and bridging protocols.BreakdownDeFiAI32 likes

2024 3

10 Sep 2024Why Aave backing Sonic matters: on-chain credit scores for DeFiAAVE is up over 48% and FTM 40% on the month. He attributes the moves to Sonic bringing credit scores on-chain to target the $11.3T unsecured lending market, with Aave among the strategic S investors.ThesisDeFiL1/L2221 likes

16 Mar 2024Polygon AggLayer: ZK proof aggregation and atomic cross-chain composabilityArgues aggregation is modularity's end game: the AggLayer aggregates ZK proofs from CDK and external chains, settles on Ethereum, and offers atomic cross-chain bundles and async calls at low latency. Expects zkSVM and zkMove chains on CDK.ThesisZKL1/L2136 likes

11 Mar 2024Cedro Finance: cross-chain lending with Root-Branch design and unified liquidityExplains Cedro's Root-Branch architecture, COMPA messaging aggregator and CULT unified liquidity token, which virtually merges pools across chains and keeps heavy computation on a low-cost Root chain to cut gas versus monolithic Aave-style designs.BreakdownDeFi19 likes

2023 2

19 Apr 2023Valuing protocols with Token Terminal financial statements and P/S, P/FShows how Token Terminal's standardized financial statements and P/S and P/F multiples let investors compare dApps and L2s TradFi-style, with Q2 2023 examples of apparent over and undervaluation.ExplainerToolingDeFi7 likes

11 Jan 2023Aztec deep dive: private ERC-20 transfers and Aztec Connect for private DeFiExplains Aztec as an app-specific ZK rollup using a UTXO note model and join-split proofs for shielded transfers, and Aztec Connect, which batches calls to L1 DeFi protocols via bridge contracts to deliver cheap privacy with L1 liquidity.BreakdownPrivacyZKEthereum33 likes

2022 2

12 Sep 2022DeFi profitability: protocol revenue vs token emissions for DEXs and lendersApplies TradFi-style profitability analysis to DeFi, comparing protocol revenue to token emission costs. Sushi comes out profitable, Curve pays far more in emissions than it earns, and Uniswap is a special case with no protocol fee.DataDeFi20 likes

10 Sep 2022Stablecoin landscape: centralized, overcollateralized and algorithmic designsMaps stablecoin designs by the trilemma of peg stability, capital efficiency and decentralization: fiat-backed, CDP-based, algorithmic and fractional-algorithmic, with market caps and post-UST risk lessons.MapStablecoinsDeFi12 likes

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Uniswap27 Morpho8 Edel7 Ondo11 Chainlink17 Arbitrum65 GMX6 Pendle14

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