Stani Kulechov on Aave V4, Avalanche, and why RWAs will hit $100 billion this year

Episode 17 of Layer One, hosted by The Block's Kelvin Sparks and Ava Labs President John Wu, was recorded with Aave Labs Founder Stani Kulechov.

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In Episode 17 of Layer One, The Block’s Kelvin Sparks and Ava Labs President John Wu were joined by Aave Labs Founder Stani Kulechov, who explained how the protocol that processed over $3 trillion in deposits is pointing its infrastructure at tokenized real-world assets — starting with Aave V4's first non-Ethereum deployment on Avalanche and the Horizon securities market. He also breaks down GHO, the forthcoming consumer Aave App, and why he thinks RWAs will double to $100 billion by the end of 2026. 

OUTLINE
00:00 - Introductions
03:15 - Aave by the Numbers
04:50 - V4 and Horizon
06:26 - The Great Convergence
11:11 - Why Avalanche
18:19 - Killing the Prime Broker
24:39 - Walled Gardens
32:33 - The GHO Engine
37:18 - The Aave App
44:23 - $100B by 2026

GUEST LINKS
Stani Kulechov - x.com/StaniKulechov
Aave - x.com/Aave

HOST LINKS
John Wu - ⁠⁠⁠x.com/John1wu
Kelvin Sparks - x.com/imyoungsparks⁠⁠⁠
The Block - x.com/TheBlockCo
Ava Labs - x.com/avalabs
Avalanche - x.com/avax

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