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Feb 18
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$60.43
$60.43
+0.0%
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LONG
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Stani Kulechov
Founder of Aave Labs
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"The biggest resources for us what we learned is solar power... being able to fund a lot of solar which is capital expensive but operational cost low... tokenize that asset use as a collateral in a V4." Stani explicitly identifies "Abundance Assets"—specifically Solar and Batteries—as the primary target for Aave V4's RWA expansion. He views these as the future of collateral because they require massive upfront capital (which DeFi can provide) but have low maintenance costs. If Aave integrates these assets, it creates a new, massive liquidity tap for the solar industry. LONG (Second-order effect of DeFi RWA adoption). Regulatory hurdles in tokenizing real-world energy assets; technical failure of the RWA "spokes" in Aave V4. |
Unchained (Chopping Block)
Why Aave Labs Is Putting Itself at the Mercy ...
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Feb 13
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$57.92
$60.43
+4.3%
|
WATCH
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John Micklethwait
Editor-in-Chief, Bloomberg
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Micklethwait notes, "The Chinese are winning there [Robotics and Energy]." Anja Manuel adds she saw "mountains covered with solar panels" and "robotics are unbelievable" in China. While the US wins on software, China has cornered the market on physical implementation (robotics) and power generation (solar). Investors looking for exposure to the *industrial application* of AI (robotics) or the energy transition may find better tech in Chinese equities, despite the geopolitical risk. Watch Chinese Robotics and Solar sectors. If geopolitical tensions ease, these assets are fundamentally strong; currently, they are a "Watch" due to political risk. US sanctions; tariffs; uninvestable geopolitical climate. |
Bloomberg Markets
Poland’s Sikorski Says Europe Deserves Role i...
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Feb 12
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$56.86
$60.43
+6.3%
|
LONG
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Rep. Schneider
Congressman (D-IL), Chair of New Democrat Coalition
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"We know we need to increase energy production... includes solar. That includes wind... expect that that's going to require tripling our distribution capacity over the next decade." The Congressman explicitly links "affordability" to supply-side deregulation in energy. A bipartisan push to streamline federal permitting from "a decade" to "18 months" would unlock a massive backlog of renewable projects and grid modernization (distribution), directly benefiting solar/wind manufacturers and grid infrastructure providers (GEV). LONG renewable and grid infrastructure plays as permitting reform gains bipartisan traction. Legislative gridlock; environmental groups blocking specific streamlining measures. |
CNBC
Rep. Schneider: Affordability agenda ensures ...
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Feb 11
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$58.38
$60.43
+3.5%
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SHORT
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Donald Trump
President of the United States
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"Solar and wind totally collapsed... We're not going to do any hopefully for four years in this country. They're losers... You're supposed to make money with energy, not lose money." The administration is actively hostile toward renewable energy. The statement "not going to do any" implies a freeze on permits, removal of subsidies (ITC/PTC), and a regulatory environment designed to bankrupt the sector. Without federal credits, the unit economics of wind and solar in the US will deteriorate rapidly. SHORT US-centric renewable energy stocks and ETFs. State-level mandates (California/New York) continuing to support the sector despite federal hostility. |
CNBC
President Trump participates in an event on c...
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Feb 11
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$58.38
$60.43
+3.5%
|
LONG
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George Hershman
CEO, SOLV Energy
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Host notes these assets are near highs; Hershman confirms "Solar is booming... it is the fastest growth energy issue" and "Tailwinds in this market because of load demand." The market fears regarding political headwinds are overstated because the economic case (lowest cost) and speed (fastest to market) make utility-scale solar essential for powering the re-industrialization of the US (AI, manufacturing). This sustains the bull run for the broader sector. Long the sector leaders and ETF. Higher interest rates increasing project financing costs. |
CNBC
SOLV Energy CEO on IPO debut: We're the large...
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