State of Tokenized Stock Credit on @base
Tokenized stocks on Base are turning into borrowable collateral.
@aave's Equities Hub has $4.08M in USDC borrowed against $9.57M of tokenized Mag 7 stock deposits. Three in four borrowers had never used Aave on Base before.
Aave V4 lists seven Coinbase tokenized stocks on Base. Borrowing is at 42.9% of collateral, up from 22.2% at launch.
The hub stays open on weekends. Across eight weekend days, holders deposited $646K and borrowed $299K.
Vaults post tokenized stock as collateral, borrow USDC, lend it out, and keep the spread.
→ @ipor_io Fusion vaults supply 27.7% of Aave V4 tokenized-stock TVL and more than half of NVDAc.
→ @628labs runs those vaults, holding over $2.5M across four tokenized stocks.
→ @jumperapp Earn surfaces the stock vaults to users.
→ @portals_fi lists the vaults in its explorer.
→ @spectra_finance adds fixed-term markets on top of them.
→ @zyfai_ lists yields from 21.27% on METAc to 30.94% on GOOGLc.
→ @pendle_fi lists GOOGLc and NVDAc yield markets with $20K in LP incentives for each.
Aave holds 35.6% of the $26.9M tokenized Mag 7 supply. The rest is still outside the lending market.
📄 Base Daily Recap
What happened on @base in the last 24 hours
■ @aeroxyz launched Aero, merging Aerodrome and Velodrome into one exchange across seven chains.
News
■ @jessepollak put 200ms blocks live on Base testnet, with mainnet next.
■ @coinbase shipped perpetuals for agents, called AiFi².
■ @davidtsocy announced Base now opens to brokers, financial apps and payments businesses.
■ @CoinbaseMarkets listed Axis Robotics for trading on Coinbase.
Stats
■ @antseed set an all-time high with 10.66B tokens in a day.
■ @weftfinance bought back $17.6K+ of solana:HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8, burning 30% of every buy on the spot.
■ @doppler_fi staked 30M+ tokens less than a week after launch.
■ @Trueo_ shows $62M booked in October on DefiLlama, with odds at 12%.
■ @KorProtocol put KORUS in the top 5 for x402 transactions, with 26K+ across chains.
■ @avantprotocol reached $1.81M in fixed-rate loans after one week on Tenor.
■ @get_grow_app offers borrowing at 4.0% a year against dollar yield of 5.9%.
■ @rifthq logged its highest volume day since launch, driven by native BTC swaps.
■ @PRXVTai reached 25.8% of supply staked, worth over $1.1M.
Markets
■ @Morpho powered BTC-backed loans through Ledger Wallet.
■ @capacitr_xyz flagged a SpaceX signal that returned 244.7% at 20x leverage.
■ @lucamoneyapp added Micron shares tradable from $1, 24/7.
■ @zyfai_ lets users deposit any token from any chain into Base cbBTC yield.
■ @verantaxyz presented trading for thousands of real-world assets at Coinbase HQ.
Ecosystem
■ @alchemixfi told LPs to migrate alAsset positions to keep earning rewards after the Aero merge.
■ @feeldotcash opened a $20K competition trading its Base-launched coins.
■ @flapdotsh opened a $100K Season 4 ecosystem fund.
■ @atomHQ changes .com pricing on November 1, promo registration at $9.67.
■ @suno_finance brings solar plant revenue onchain as yield on Base.
■ @beezie stays offline after a security incident hit its infrastructure provider.
AI and Agents
■ @usedotai launched anonymous MiniMax M3.1 Flash, priced 50% below mainstream providers.
■ @1clawAI gives agents Safe allowance signers with per-transaction and daily caps.
■ @MonidHQ went live on Inflow Pay, giving agents 2.7K+ tools.
■ @sibylcap shipped team plans with seat pricing and Stripe volume bands.
■ @StrikeRobot_ai builds simulation-ready soft objects from a prompt on SR Platform.
Launches
■ @tradeupdown is launching on Base with 5, 15 and 60-minute stock and crypto calls.
■ @GachaPad goes permissionless on October 26, letting anyone launch token loot boxes.
■ @openservai launches Murmur on October 23, tracking AI agent market predictions.
Aero is the #1 DEX onchain by revenue paid to holders.
Welcome to @aeroxyz ✈️
→ $580M in lifetime exchange revenue
→ $510.4M from Base
→ $3B+ in tokenized-stock volume
→ 7 chains at launch
Metaswaps, Predictive Allocation, and 24/7 tokenized-stock markets are now live in one exchange.
One exchange. Open to everyone. Owned by anyone.
📄 Base Daily Recap
What happened on @base in the last 24 hours
News
■ @coinbasedev is helping Mastercard and Cloudflare build agentic payments.
■ @coinbase found 73% of stablecoin volume moves nights, weekends and holidays.
■ @base Base Meme Summit streams live on October 22 for Base memecoins.
■ @CoinbaseMarkets suspended BLAST trading ahead of the October 26 Blast shutdown.
■ @aeroxyz is launching today, merging Aerodrome and Velodrome across seven chains.
Stats
■ @pendle_fi listed Janus Henderson's $30B+ AAA CLO strategy.
■ @trueo_ shows $12.8M booked through October on DefiLlama.
■ @weftfinance has 1.4K+ AI strategies drafted four days after launch.
■ @2factorfinance gives retail 1.33x bitcoin with no liquidation price.
■ @ethos_network redeemed $399K from WHUF holders and burned 110.8K tokens.
■ @myrad_hq says 1.3K+ people have tried its AI terminal.
■ @basestonk added 196 Coinbase stocks as launch pairs.
■ @Capminal's OpenCAP gateway handles around 15K requests daily.
Markets
■ @verantaxyz executed the largest onchain FX single-shot trade, $19M EURUSD.
■ @get_grow_app launched Grow Advanced with leverage on global stocks, crypto and commodities.
■ @predofficial opened NBA markets with 82 games and 30 teams.
■ @rifthq deposits USDC into Aave in one click, no wallet connect.
■ @roqqupay now offers the S&P 500 as tokenized stocks.
■ @quotienthq prices the Spurs at 53¢ against Polymarket's 49¢.
Ecosystem
■ @feeldotcash closed its $25K stock rewards campaign and recorded the final snapshot.
■ @wardenprotocol approved a 1:1 $WARD migration with an October 29 snapshot.
■ @x_pay_llc launched an x402 facilitator for API settlement on Base.
■ @mamo shares 100% of Aero trading fees with MAMO depositors.
■ @eldoradoio partnered with talamobile and tempo for LatAm financial access.
■ @reppo launched a new https://t.co/kEYfAMLn76 experience, clear and jargon-free.
■ @MeatMETAc is trading on Papertrade with $PAPER.
AI and Agents
■ @blockrunai added DeepSeek V4.1 Flash, lifting Terminal-Bench from 31.2 to 42.3.
■ @virtuals_io launched agentic copy trading on Virtuals App.
■ @antseed launched Mercury 3, a diffusion model for parallel text generation.
■ @twigpine opened OpenGateway to inference sellers after serving 1.7T tokens.
■ @mossai_official counts eight agent payment launches in ten months.
■ @1clawAI's Intents API simulates transactions before signing with Tenderly.
■ @prxvtai shipped px402 for private USDC agent payments on Base.
■ @vapi_network added Arc and Solana across its MCP, SDK and CLI with x402 payments.
■ @aeonframework trained agents on crypto data to rebuild failed strategies.
■ @regents_sh is building AgentWalletBench for testing agent wallets.
Launches
■ @openroboto launched $SN80, its first subnet on Base.
■ @usedotai launched Dot Motion, turning prompts into video.