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

What happened

Aave Labs founder Stani Kulechov announced that Aave V4 has launched on the Avalanche blockchain and predicted that the total value of real‑world assets (often called RWAs) tokenized in DeFi will reach $100 billion by December.

Confirmed

Global impact / market context

The Avalanche launch lets Aave reach more users at lower cost, which can increase borrowing and lending activity. If tokenized real‑world assets grow to $100 billion, more traditional investors may put money into DeFi, changing how they earn returns.

Analyst inference

DeFi platforms are moving to fast, low‑fee chains like Avalanche to make transactions cheaper and quicker, while they are also adding more real‑world assets, bringing traditional finance into blockchain ecosystems.

Confirmed

What to watch

1. How quickly users deposit and borrow on Aave V4 on Avalanche, showing whether the lower‑cost chain attracts activity. Confirmed
2. The pace at which tokenized real‑world assets approach the $100 billion goal, indicating growing confidence from traditional investors. Analyst inference
3. Any partnerships or competitive moves by prime brokers that could speed up or slow down the use of real‑world assets in DeFi. Analyst inference

Affected assets

• DEFI — DeFi
• AVAX — Avalanche
• AAVE — Aave

Evidence

• theblock.co