Stani Kulechov

"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.

Aave Labs proposed "Aave Will Win," which involves directing 100% of revenue from Labs-built products (GHO, etc.) directly to the Aave DAO/token holders. Labs will forego its own revenue capture in exchange for DAO grants. This proposal removes the "equity vs. token" conflict of interest. By funneling all revenue to the protocol rather than a private company, the value accrual to the AAVE token becomes direct and explicit, turning it into a cash-flow-generating asset. LONG. This is a fundamental restructuring of tokenomics that directly benefits holders. The proposal is a "temp check" and requires DAO approval; regulatory risks regarding revenue distribution.