Aave founder predicts RWA market growth to $50 trillion thanks to solar energy - ForkLog: cryptocurrencies, AI, singularity, future

# Aave Founder Predicts RWA Market Growth to $50 Trillion Thanks to Solar Energy

The DeFi sector will receive a significant boost from the tokenization of renewable resources such as solar energy. This opinion was shared by Aave founder Stani Kulechov.

https://t.co/Ycaj8rVbjn

— Stani.eth (@StaniKulechov) February 15, 2026

At the time of writing, the RWA market volume is estimated at approximately $25 billion. It is dominated by U.S. treasury bonds, real estate, and private loans. Kulechov described these assets as rare and forecasted further growth in the segment.

Source: rwa.xyz However, the main potential for entrepreneurs lies in the digitization of so-called “abundance assets.” In addition to solar energy, these include:

• energy storage systems (batteries);
• robotics;
• vertical farms and synthesized food products;
• semiconductors;
• 3D printing.

According to Kulechov, these areas will provide higher returns compared to scarce resources, which are “following a path of low margins and decreasing profitability.”

“Capital is hungry for new types of collateral, and the world is ready for a transformation that on-chain lending can capture and accelerate,” he noted.

He predicts that the RWA market will reach $50 trillion by 2050. Only solar energy will account for between $15 trillion and $30 trillion.

How will this work?

Kulechov provided an example of a tokenization scheme for a new class of assets:

• an investor financing solar energy startups tokenizes a project worth $100 million;
• then, using this asset as collateral, they borrow $70 million in DeFi protocols for reinvestment into new projects;
• users gain access to an instrument with “scalable returns and low risks,” backed by real assets.

“An investor can buy tokenized solar energy, hold it for three years, sell for a profit, and immediately reinvest in a new development,” he explained.

The key advantage of this model is capital efficiency. While traditional infrastructure locks funds for decades, RWAs enable continuous trading.

Recall that ARK Invest forecasted a 50,000% growth in the tokenized assets sector by 2030.