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.
โ @ipor_io Fusion vaults supply 27.7% of Aave V4 tokenized-stock TVL and more than half of NVDAc.
โ @628labs runs those vaults, holding over $2.5M across four tokenized stocks.
โ @jumperapp Earn surfaces the stock vaults to users.
โ @portals_fi lists the vaults in its explorer.
โ @spectra_finance adds fixed-term markets on top of them.
โ @zyfai_ lists yields from 21.27% on METAc to 30.94% on GOOGLc.
โ @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.
๐ Base Daily Recap
What happened on @base in the last 24 hours
โ @aeroxyz launched Aero, merging Aerodrome and Velodrome into one exchange across seven chains.
News
โ @jessepollak put 200ms blocks live on Base testnet, with mainnet next.
โ @coinbase shipped perpetuals for agents, called AiFiยฒ.
โ @davidtsocy announced Base now opens to brokers, financial apps and payments businesses.
โ @CoinbaseMarkets listed Axis Robotics for trading on Coinbase.
Stats
โ @antseed set an all-time high with 10.66B tokens in a day.
โ @weftfinance bought back $17.6K+ of solana:HqmFi85adLD8BQA7en1HfajdAfzVFps5REgQaYuw6Ax8, burning 30% of every buy on the spot.
โ @doppler_fi staked 30M+ tokens less than a week after launch.
โ @Trueo_ shows $62M booked in October on DefiLlama, with odds at 12%.
โ @KorProtocol put KORUS in the top 5 for x402 transactions, with 26K+ across chains.
โ @avantprotocol reached $1.81M in fixed-rate loans after one week on Tenor.
โ @get_grow_app offers borrowing at 4.0% a year against dollar yield of 5.9%.
โ @rifthq logged its highest volume day since launch, driven by native BTC swaps.
โ @PRXVTai reached 25.8% of supply staked, worth over $1.1M.
Markets
โ @Morpho powered BTC-backed loans through Ledger Wallet.
โ @capacitr_xyz flagged a SpaceX signal that returned 244.7% at 20x leverage.
โ @lucamoneyapp added Micron shares tradable from $1, 24/7.
โ @zyfai_ lets users deposit any token from any chain into Base cbBTC yield.
โ @verantaxyz presented trading for thousands of real-world assets at Coinbase HQ.
Ecosystem
โ @alchemixfi told LPs to migrate alAsset positions to keep earning rewards after the Aero merge.
โ @feeldotcash opened a $20K competition trading its Base-launched coins.
โ @flapdotsh opened a $100K Season 4 ecosystem fund.
โ @atomHQ changes .com pricing on November 1, promo registration at $9.67.
โ @suno_finance brings solar plant revenue onchain as yield on Base.
โ @beezie stays offline after a security incident hit its infrastructure provider.
AI and Agents
โ @usedotai launched anonymous MiniMax M3.1 Flash, priced 50% below mainstream providers.
โ @1clawAI gives agents Safe allowance signers with per-transaction and daily caps.
โ @MonidHQ went live on Inflow Pay, giving agents 2.7K+ tools.
โ @sibylcap shipped team plans with seat pricing and Stripe volume bands.
โ @StrikeRobot_ai builds simulation-ready soft objects from a prompt on SR Platform.
Launches
โ @tradeupdown is launching on Base with 5, 15 and 60-minute stock and crypto calls.
โ @GachaPad goes permissionless on October 26, letting anyone launch token loot boxes.
โ @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 โ๏ธ
โ $580M in lifetime exchange revenue
โ $510.4M from Base
โ $3B+ in tokenized-stock volume
โ 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.
๐ Base Daily Recap
What happened on @base in the last 24 hours
News
โ @coinbasedev is helping Mastercard and Cloudflare build agentic payments.
โ @coinbase found 73% of stablecoin volume moves nights, weekends and holidays.
โ @base Base Meme Summit streams live on October 22 for Base memecoins.
โ @CoinbaseMarkets suspended BLAST trading ahead of the October 26 Blast shutdown.
โ @aeroxyz is launching today, merging Aerodrome and Velodrome across seven chains.
Stats
โ @pendle_fi listed Janus Henderson's $30B+ AAA CLO strategy.
โ @trueo_ shows $12.8M booked through October on DefiLlama.
โ @weftfinance has 1.4K+ AI strategies drafted four days after launch.
โ @2factorfinance gives retail 1.33x bitcoin with no liquidation price.
โ @ethos_network redeemed $399K from WHUF holders and burned 110.8K tokens.
โ @myrad_hq says 1.3K+ people have tried its AI terminal.
โ @basestonk added 196 Coinbase stocks as launch pairs.
โ @Capminal's OpenCAP gateway handles around 15K requests daily.
Markets
โ @verantaxyz executed the largest onchain FX single-shot trade, $19M EURUSD.
โ @get_grow_app launched Grow Advanced with leverage on global stocks, crypto and commodities.
โ @predofficial opened NBA markets with 82 games and 30 teams.
โ @rifthq deposits USDC into Aave in one click, no wallet connect.
โ @roqqupay now offers the S&P 500 as tokenized stocks.
โ @quotienthq prices the Spurs at 53ยข against Polymarket's 49ยข.
Ecosystem
โ @feeldotcash closed its $25K stock rewards campaign and recorded the final snapshot.
โ @wardenprotocol approved a 1:1 $WARD migration with an October 29 snapshot.
โ @x_pay_llc launched an x402 facilitator for API settlement on Base.
โ @mamo shares 100% of Aero trading fees with MAMO depositors.
โ @eldoradoio partnered with talamobile and tempo for LatAm financial access.
โ @reppo launched a new https://t.co/kEYfAMLn76 experience, clear and jargon-free.
โ @MeatMETAc is trading on Papertrade with $PAPER.
AI and Agents
โ @blockrunai added DeepSeek V4.1 Flash, lifting Terminal-Bench from 31.2 to 42.3.
โ @virtuals_io launched agentic copy trading on Virtuals App.
โ @antseed launched Mercury 3, a diffusion model for parallel text generation.
โ @twigpine opened OpenGateway to inference sellers after serving 1.7T tokens.
โ @mossai_official counts eight agent payment launches in ten months.
โ @1clawAI's Intents API simulates transactions before signing with Tenderly.
โ @prxvtai shipped px402 for private USDC agent payments on Base.
โ @vapi_network added Arc and Solana across its MCP, SDK and CLI with x402 payments.
โ @aeonframework trained agents on crypto data to rebuild failed strategies.
โ @regents_sh is building AgentWalletBench for testing agent wallets.
Launches
โ @openroboto launched $SN80, its first subnet on Base.
โ @usedotai launched Dot Motion, turning prompts into video.