AAVE WILL WIN: 2026 MASTER PLAN

Summary from the TLDR Crypto newsletter

Aave's 2026 strategy prioritizes three pillars: Aave V4 (hub-and-spoke liquidity to unify pools and bootstrap new markets), Horizon (institutional RWA lending market targeting the “next trillion” in assets), and the Aave App (consumer fintech-style UX plus “Push” zero-fee on/off-ramp to drive the first million users). Aave has historically done $3.33T in cumulative deposits and originated ~$963B in loans. It had a peak of $75B net deposits, has 59% DeFi lending share, and does $885M in annual fees.