quote: I'm extremely bullish on tokenized stocks. Real onchain yield on them runs on IPOR Fusion, now home to the larges | Hanami
quote: I'm extremely bullish on tokenized stocks. Real onchain yield on them runs on IPOR Fusion, now home to the largest Earn on Stocks program on @base, with @aave V4 at the core
Fusion has supported @coinbase Tokenized Stocks since the day they launched. Six weeks in, the Earn on Stocks vaults on Fusion show:
$2.5M+ in tokenized stocks
10,000+ tokenized stock units held
400+ wallets enrolled
27.7% of all tokenized stock collateral on @aave V4 on Base
It's still day one, but early data shows appetite for growing a stock position in units, on top of holding the price exposure. I anticipate this becoming the default way to own stocks onchain. From here, it's a matter of bringing these opportunities to TradFi audiences, so the onchain and TradFi worlds can converge at scale.
Fusion was Aave V4-ready on testnet back in February 2026, so when V4 hit Base, operators on @ipor_io Fusion plugged straight in.
Fusion is where the first yield generating Earn on Stocks live on Base that scale
Credit to @628Labs for operating these novel strategies, @StaniKulechov @LlamaRisk and the Aave team for V4 and the work on bringing tokenized stock credit markets there, alongside @jessepollak, @HorinekPM and the Base team and the integrators supporting that activity: @Zyfai_ @harvest_finance @portals_fi @jumperapp @lifiprotocol @spectra_finance | IPOR Fusion now hosts Base's largest Earn on Stocks program.
Since 24 August, vaults built on IPOR Fusion have grown to over $2.5M in @coinbase Tokenized Stocks, with over 400 wallets enrolled.
Those stocks now work as collateral across @aave V4's tokenized stock markets on @base, where IPOR Fusion vaults supply 27.7% of all tokenized stock collateral, including more than half of NVDAc.
IPOR Fusion was Aave V4-ready on testnet back in February 2026, so operators could add V4 to existing vaults with no redeployment.
The strategies behind these vaults are operated by @628Labs.
Notable integrators feeding into this activity:
- @jumperapp Earn
- @portals_fi Explorer
- @Zyfai_ AI agents
- @harvest_finance autocompounders
- @spectra_finance fixed-term markets
Explore the publicly available stock vaults: https://t.co/U564pJ95UC
Full breakdown of how IPOR Fusion vaults put stocks to work with Aave V4 in the next tweet ↓