It makes sense.
If trillions of assets actually move onchain, the winners won’t just be the assets being tokenized.
You need places to trade them, liquidity to support them and credit to put them to work.
That’s why I keep coming back to $AAVE, $FRAX and $AERO.
Aave for lending, Frax for onchain dollars and stablecoin infrastructure, Aero for the liquidity and markets where these assets can actually trade.
The DeFi playground just keeps getting bigger👀
"The ceiling was too low."
@superstateinc CEO @rleshner on why he left Compound to grow DeFi's addressable market by 10,000x.
When trillions in assets flood in, protocols like $FRAX, $AAVE, $SKY, $COMP and $AERO all re-rate.