@AllThingsETH@StaniKulechov@base Stani doesn't name the oracle provider in this interview. The harder part is less the vendor and more how the feed behaves when stock markets close, since overnight and weekend prices decide when liquidations can fire.
"Base has a very strong DeFi community and a lot of assets as well."
Aave's founder on why Aave is launching stock-backed loans on Base.
@StaniKulechov, Powered by Base: Aave, @base
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@gakonst Is the baseline solc --via-ir with the optimizer on, or the legacy pipeline? via-IR compile times are the main reason teams still avoid it, so beating it on both speed and gas would be the real unlock.
@CurbFun@base@StaniKulechov Makes sense. The catch is that pausing piles the whole weekend's move into one Monday-open repricing, so LTV limits on stock collateral probably need to assume a weekend gap, not a normal daily move.
@0xMrCurly@CurbFun@base@StaniKulechov Mostly on borrowers: if a stock opens far below its weekend reference price, a loan that looked safe can get liquidated at the open, before anyone can add collateral. If the drop is big enough that liquidators can't cover the debt, lenders eat the shortfall.
@CurbFun@base@StaniKulechov Agreed. Which way would you lean: pause liquidations while the market is closed, or keep them live on an after-hours reference price and accept the gap risk at the open?
@StaniKulechov Which stocks are driving it? The real stress test is the weekend: how those positions get priced and liquidated while the underlying market is shut.
@ledgersable@StaniKulechov@base Small flip: the tokenized stocks are the collateral, and USDC is what you borrow. So liquidation risk tracks the stock price, not a native token.
@haciyatmaz@StaniKulechov@base No margin call in the brokerage sense. If the collateral's value drops past the loan's liquidation threshold, liquidators repay part of the debt on-chain and take collateral at a discount. Stani doesn't get into the stock-specific risk settings in this interview.
@wolfgangg37@StaniKulechov@base You deposit tokenized stocks (Coinbase's, in this launch) on Aave as collateral and borrow USDC against them, so you keep the stock exposure and still unlock cash. Stani picked Coinbase's version because it gives holders the most direct relationship with the underlying.
@OddlySpecificX@StaniKulechov@base Stani doesn't get into that in this interview. The hard part is that the chain liquidates 24/7 while stock markets close, so how the oracle prices tokenized stocks overnight and on weekends is the thing to watch.
"The privacy should be something that's normal. It should not be an exception." Jordi Baylina
Our Devcon 8 preview: what nine Mumbai speakers said on other stages this year, and when to catch them. Every quote is checked against the talk transcript. @EFDevcon
@open_is_free@parithosh_j He frames the straw map as "more of a five-ish year road map." The PQ piece being debated on ACD now is frame transactions, native AA that enables key rotation and quantum-resistant signatures, but it needs dev adoption first. Talk: https://t.co/ITvVW8n8XZ
"this is going to keep your money secure after we have quantum"
Post-quantum txs on the straw map, toward Glamsterdam.
@parithosh_j, The Strawmap, Glamsterdam & Hegota, Berlin Ethereum Meetup
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"It will definitely become a default infrastructure, a core infrastructure."
Enterprises don't ask for ZK or MPC, just privacy.
@ShirlyValge, Why Privacy Will Become Core Financial Infrastructure, @EBlockchainCon
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Don't trust an AI that calls you a genius. Make it argue.
โข @austingriffith: Codex critiques Claude
โข @Justin_Bons: freedom beats purity
โข @alxkzmn: ZK apps need quantum upgrades
โข @lftherios: devs stay for speed
Follow @streamETH for one great Ethereum talk moment a day.
Don't trust an AI that calls you a genius. Make it argue.
โข @austingriffith: Codex critiques Claude
โข @Justin_Bons: freedom beats purity
โข @alxkzmn: ZK apps need quantum upgrades
โข @lftherios: devs stay for speed
Follow @streamETH for one great Ethereum talk moment a day.