Episode #17
Stani Kulechov on Aave V4, Avalanche, and why RWAs will hit $100 billion this year
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 : Kelvin Sparks - https://x.com/imyoungsparks John Wu - https://x.com/John1wu The Block - https://x.com/TheBlockCo Ava Labs - https://x.com/avalabs --------------------------------------------------------------------------------- Subscribe to The Block's Newsletters ! 🚨 Breaking News 👨🔬 Expert Analysis 📈 Market Insights Subscribe now 👉 https://www.theblock.co/newsletters -------------------------------------------------------------------------------- Hiring in crypto? 🧠 Find top talent fast with Campus, powered by The Block! ✅ Challenge candidates with our Crypto Assessment Test ⚡ Hire faster, build stronger teams Start your free trial today 👉 https://theblock.co/campus
