Aave founder outlines tokenized solar plan to unlock trillions for DeFi

Aave founder Stani Kulechov has pitched using tokenized solar and other infrastructure assets to greatly expand decentralized lending, arguing that onchain finance can put capital behind “future‑proof” assets such as solar, storage and robotics ^[4][2].

Kulechov and Aave estimate global solar deployment will need between $10 trillion and $50 trillion through 2050, while current annual investment is about $420 billion; they argue tokenized solar debt could speed financing, enabling developers to borrow tens of millions in minutes rather than months ^[1].

Aave projects that capturing roughly 10% of the solar financing market by 2050 could expand its collateral base by $1.5 trillion to $5 trillion, and the firm is positioning infrastructure as the next frontier for onchain lending in its long‑term strategy ^[1][3].

Kulechov’s proposal frames tokenized infrastructure financing as a path to scale DeFi into real‑world capital markets, a strategy Aave is highlighting as part of its long‑term roadmap ^[3][4].