Aave founder says lending will expand to solar, GPU and robotics collateral

The framing matters more than the asset list: by defining its market as "addressable collateral," Aave positions itself less as a crypto lender than as infrastructure for tokenized real-world assets, with the Coinbase and Horizon steps as the bridge. The practical constraint is not ambition but whether real-world assets can be underwritten, priced and liquidated on-chain at scale. Whether the pipeline moves from crypto and securities into industrial and energy collateral is the open question.