Aave V4 launches stock-collateralized lending on Base
Aave (AAVE)
Editor:
Eugene Serbin
Lookonchain.com reports that Aave V4 has launched its Equities Hub on Base, allowing eligible non-U.S. users to borrow USDC against tokenized U.S. equities. The protocol supports seven Coinbase tokenized stocks from Apple, Amazon, Google, Meta, Microsoft, NVIDIA, and Tesla, with Chainlink providing on-chain price oracles. The market features a total collateral cap of roughly $29 million, a USDC supply cap of $32 million, and a borrow cap of $21 million.
Individual stock collateral ratios range from 65% to 79%, with plans to potentially add more equities and GHO as borrowable assets pending governance votes. Aave’s cumulative deposit volume has reached $3.6 trillion, while its historical lending volume exceeds $1 trillion. The crypto market is experiencing minor volatility as altcoins begin a rotation rally, with DeFi tokens rallying broadly.
Assets including QI, QUICK, ENA, and JTO are leading the gains in this sector-wide movement. A new wallet 0xbe51 withdrew 428,640 HYPE from multiple exchanges including Bybit, Kraken, Wintermute, Gate, and OKX over 8 hours. The U.S. SEC and CFTC released an update to their joint cryptocurrency FAQs, noting that token repurchases and network upgrades do not automatically qualify as securities. Additionally, Claude successfully completed 9-loop cutting-edge physics calculations, which experts originally thought would be too difficult for direct calculation.
How the market reacted
Whalio's own Binance spot order flow for AAVE, measured when this story was written up on 26 September 2026. Not the outlet's figures.
AAVE is trading at $153.62 with a 1-hour buy ratio of 53.6% and a 4-hour buy ratio of 49.3%, compared to a 24-hour buy ratio of 50.1%. The 1-hour volume delta is positive at +$62,828, indicating immediate buying pressure, while the 4-hour delta is negative at -$39,746, suggesting fading momentum over a slightly longer timeframe. The 24-hour volume delta is +$82,956, and the cumulative volume delta (CVD) at 24-hour close is +$139,976, showing net buying over the day. Spot volume for the period reached $30,344,940 across 358,216 trades. Buying pressure appears to be building in the short term but weakening over the four-hour window. The positive volume delta indicates that buy volume exceeded sell volume during the measured periods.
The latest daily buy ratio of 49.4% sits at the 46th percentile of the last 323 days, against a median of 49.8% - ordinary for this coin.
Was that an ordinary day?
The same Binance spot measurements for AAVE, averaged over the days leading up to the story.
Over the preceding week, AAVE saw a 7-day average buy ratio of 50.5%, which is slightly lower than the current 24-hour ratio of 50.1% by 0.4 points. Volume was 1.26x the average, indicating an unusual level of activity compared to the standard week. The price increased by 10.1% over 8 days, with a total volume delta of +$1,124,725. This represents a stronger performance than an ordinary day, with volume significantly above the weekly norm. Net buying occurred on 4 of the 7 days, suggesting consistent but not dominant buying pressure throughout the week.