# Сопутствующие статьи по теме DAO

Новостной центр HTX предлагает последние статьи и углубленный анализ по "DAO", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Truth, Bubbles, and Illusions: Looking Back at the 2025 Crypto Report Card

Based on the article "Truth, Bubbles, and Illusions: A Look Back at the 2025 Crypto Report Card," here is a summary of its main points: The author reflects on their 2025 predictions for the crypto market. They admit to being wrong about Bitcoin's peak in Q4, as the cycle held, and wrong about a memecoin or AI agent supercycle, as retail investors favored traditional assets like gold and AI stocks instead. The AI x Crypto narrative saw mixed results with project development but poor token performance, and NFTs were declared "dead." Key insights from 2025 include: 1. **Bitcoin ETFs acted as a floor, not a ceiling:** Massive selling by long-term holders created a $95B supply overhang, causing BTC to underperform. However, its correlation with traditional risk assets fell, which is bullish long-term. 2. **Airdrops are not dead:** Nearly $4.5B was airdropped in 2025 (e.g., Story Protocol, Berachain). The game has shifted towards requiring more focused, high-conviction farming due to points fatigue and better Sybil detection. 3. **Fee switches set a price floor, not an engine for growth:** Token buybacks from fees establish a bottom price but don't guarantee appreciation, as seen with UNI's price action. The market treats everything as a trade. 4. **Stablecoins gained traction for payments, but "proxy trading" was difficult:** Stablecoins like USDT saw real-world adoption for payments. However, investing in related equities (e.g., Circle's IPO) proved challenging, as gains were often sold into. 5. **DeFi is more centralized than CeFi:** High concentration was observed in lending (Aave), L2s (multisigs), and oracles (Chainlink). Conflicts between equity holders (e.g., "Labs") and token holders raised questions about true ownership and governance. The overarching conclusion is that 2025 marked the "death of HODL culture." Everything became a short-term trade with very brief exit windows, and long-term conviction in tokens vanished.

比推01/12 04:09

Truth, Bubbles, and Illusions: Looking Back at the 2025 Crypto Report Card

比推01/12 04:09

6th Man Ventures Founder: How to Find the Most Valuable Crypto Projects?

Founder of 6th Man Ventures discusses the viability of the "dual-token + equity" structure, emphasizing that there is no one-size-fits-all answer. The key is backing an exceptional, long-term-focused team committed to building a founder-led, enduring enterprise, similar to Binance’s Changpeng Zhao. He argues that for application-layer projects requiring sustained leadership, tokens often underperform equity. Many DeFi 1.0 founders have departed, leaving DAOs and part-time contributors in "maintenance mode," struggling with slow and ineffective decision-making. In contrast, equity isn’t always superior—tokens enable unique utilities like fee discounts, staking for airdrops, and access rights, which equity cannot easily replicate. "Ownership tokens" currently face limitations in product integration and legal recognition in the U.S. due to regulatory gaps. However, a hybrid model is proposed: an equity entity operates on a "cost-plus" basis to serve a token-driven protocol, aiming to maximize token and ecosystem value rather than corporate profits. This structure benefits token holders with a well-funded Labs entity for development and a core team heavily incentivized via token holdings. Success hinges on trust in the team’s execution and vision, as token holders lack strong legal protections. Ultimately, team quality, credibility, and execution determine value. Over time, consistent delivery and clear value accrual to tokens—through buybacks, governance, and utility—will allow the best tokens to thrive by 2026, even with equity/Labs entities.

marsbit01/08 08:59

6th Man Ventures Founder: How to Find the Most Valuable Crypto Projects?

marsbit01/08 08:59

Ranger Public Offering Introduces New Features, Can a Grassroots Team Win Market Trust?

On January 6th, Ranger Finance, a DEX aggregator on Solana, launched its ICO for the RNGR token via the MetaDAO platform to raise funds and accelerate development. The project aims to address fragmented liquidity and poor execution quality in the derivatives market by using an intelligent order routing system that scans multiple venues for optimal trade execution. It also offers a unified interface for managing diverse trading positions and plans to introduce cross-margin support. The public sale, running until January 10th, has a minimum fundraising target of $6 million. If exceeded, Ranger will initiate a buyback plan to repurchase and burn tokens at the difference between the ICO and listing price. The total token supply is 25,625,000, with 10 million allocated to the ICO. Team tokens (29.6% of supply) are subject to performance-based vesting, unlocking at multiples of the ICO price (2x to 32x). Ranger raised $1.9 million in December 2024 from investors like RockawayX and Asymmetric. The team, including co-founders with backgrounds at SolanaFM and mtnCapital, is partially anonymous, which may pose trust issues despite alignment incentives. Currently, the ICO has raised $2.9 million from nearly 1,800 investors, with market predictions suggesting a high probability of exceeding $30 million.

marsbit01/08 03:56

Ranger Public Offering Introduces New Features, Can a Grassroots Team Win Market Trust?

marsbit01/08 03:56

Buck Foundation Launches Bitcoin Dollar Savings Coin With 7% Minute-By-Minute Rewards

Buck Foundation introduces the world's first Bitcoin Dollar savings coin, Buck, offering 7% annual rewards calculated minute-by-minute with minimal transaction fees. Backed indirectly by Bitcoin through STRC (Strategy’s Bitcoin-backed perpetual preferred stock), Buck operates as a governance token where holders vote on profit distribution. Founded by Travis VanderZanden, former CEO of Bird and veteran of Lyft and Uber, Buck Labs aims to provide a transparent, accessible, and borderless savings alternative in crypto. Unlike traditional stablecoins, Buck allows 24/7 trading and direct withdrawals without bank reliance, targeting global users seeking predictable returns without speculation. Not available to U.S. persons; rewards subject to governance votes and market conditions.

TheNewsCrypto01/07 19:51

Buck Foundation Launches Bitcoin Dollar Savings Coin With 7% Minute-By-Minute Rewards

TheNewsCrypto01/07 19:51

Aave Founder Responds To Governance Tension With Strategic Plan – Details

Aave founder Stani Kulechov has introduced a strategic plan to address governance tensions and drive long-term growth, following a recent DAO vote where a proposal to transfer full control of the protocol’s brand and front-end assets to the community was overwhelmingly rejected. Kulechov emphasized the need to expand beyond crypto-native lending into real-world assets (RWAs) and institutional markets, targeting a $500 trillion asset base and onboarding millions of users. The upcoming Aave V4 will feature a flexible architecture to support new lending models and asset classes safely. He argued that consumer products should be developed by autonomous teams rather than directly by the DAO to ensure agility, while committing to share off-protocol revenue with token holders and establish clearer branding and revenue alignment.

bitcoinist01/04 11:16

Aave Founder Responds To Governance Tension With Strategic Plan – Details

bitcoinist01/04 11:16

Aave Labs’ Revenue-Sharing Proposal Triggers Governance Debate Within AAVE Community

Aave Labs has proposed sharing revenue from its new business ventures with AAVE token holders, sparking a governance debate within the community. Critics, including prominent members, argue that Aave Labs retains excessive control, citing past decisions that favored the company over the decentralized autonomous organization (DAO). They demand full transparency and control over brand assets, ownership, and revenue flows, emphasizing that token holders bear governance risks and should be rewarded accordingly. The proposal is part of Aave's broader strategy to expand beyond crypto lending into real-world assets and other innovations, with the upcoming V4 upgrade enabling modular architecture and safer development. Aave Labs contends that a company-led structure ensures faster execution and competitiveness, though it offers revenue sharing as a compromise. The announcement positively impacted AAVE's price, which rose significantly following the news.

TheNewsCrypto01/03 16:24

Aave Labs’ Revenue-Sharing Proposal Triggers Governance Debate Within AAVE Community

TheNewsCrypto01/03 16:24

Will Aave’s revenue-sharing promise finally end its governance turmoil?

Aave Labs, the ecosystem's largest builder, has reversed its position by committing to share revenue with AAVE token holders, a move aimed at resolving recent governance turmoil. This follows a contentious December vote where Aave Labs opposed a similar proposal, causing a 20% price drop. The company’s head, Stani Kulechov, also pledged to address intellectual property ownership concerns raised by the community. The announcement was met with optimism, with observers calling it a step toward turning tokens into "onchain equity." AAVE’s price rose 10% on the news, though key details regarding brand and revenue-sharing mechanics remain unresolved.

ambcrypto01/03 11:33

Will Aave’s revenue-sharing promise finally end its governance turmoil?

ambcrypto01/03 11:33

What Endures Through Bull and Bear Markets Is Not Consensus, But Structure: Learning from Century-Old Football Clubs to Understand Web3

This article draws parallels between the sustainability of century-old European football clubs and the challenges faced by Web3 projects in building lasting communities. It argues that while Web3 excels at discussing growth, incentives, and tokenomics, it often lacks the deep sense of belonging and trust that allows communities to endure market cycles. The piece uses the origins of clubs like Manchester United, FC Barcelona, and Juventus to illustrate how they were founded on strong cultural identity, grassroots community, and a shared sense of purpose—principles that Web3 projects can emulate. It highlights how these identities, forged in local communities and through powerful narratives, created unwavering fan loyalty. Furthermore, it examines how clubs like Liverpool and Borussia Dortmund survived existential crises not through wealthy owners, but through the unwavering support of their fan communities. The article points to governance models like the member-owned structure of FC Barcelona or Germany’s “50+1” rule as examples of how deep community integration creates resilience. Finally, it discusses the role of legendary figures, like Liverpool’s Bill Shankly, as spiritual leaders who embody the community’s values and provide a narrative anchor. For Web3, this underscores the importance of authentic leadership and using key figures to build emotional resonance, while also ensuring the community’s culture is institutionalized to outlast any individual. The core conclusion is that Web3 can learn from football’s focus on authentic identity, community-powered governance, and shared cultural narratives to build projects that survive beyond short-term hype.

比推12/30 04:52

What Endures Through Bull and Bear Markets Is Not Consensus, But Structure: Learning from Century-Old Football Clubs to Understand Web3

比推12/30 04:52

Decoding Aave’s 13% slide amid its ongoing governance clash

Aave's token (AAVE) experienced a significant 13.34% price decline over the past week, largely driven by an ongoing governance clash between Aave Labs and its DAO regarding fee revenue distribution. This internal conflict has negatively impacted investor confidence. Technical analysis reveals a bearish trend on higher timeframes, with key resistance levels identified at $160 and a need to surpass $207.1 to shift momentum bullish. Although short-term indicators show some buying pressure and a potential bounce toward $171–$187, the overall structure remains negative. Traders are advised to consider shorting opportunities in the $167–$178 range if a bounce occurs, with a move above $187 invalidating this bearish outlook. Despite the price volatility and governance issues, Aave’s fundamental strength as a leading DeFi protocol remains intact.

ambcrypto12/29 01:02

Decoding Aave’s 13% slide amid its ongoing governance clash

ambcrypto12/29 01:02

Aave Protocol Embroiled In Governance Drama As CEO Denies Vote Buying – Details

Aave Protocol is facing a significant governance dispute centered on control of protocol assets and value distribution. A proposal to transfer Aave’s brand and front-end assets to DAO control was rejected, with only 3.5% in favor. The controversy began after allegations that Aave Labs redirected protocol fees from a CoW Swap integration to its own wallet instead of the DAO. Wintermute CEO Evgeny Gaevoy criticized the proposal as premature and lacking detail. Aave CEO Stani Kulechov denied accusations, including claims of vote-buying linked to his recent $15M AAVE purchase, and emphasized commitment to improved transparency and alignment within the ecosystem.

bitcoinist12/28 00:02

Aave Protocol Embroiled In Governance Drama As CEO Denies Vote Buying – Details