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

TheNewsCryptoОпубліковано о 2026-01-03Востаннє оновлено о 2026-01-03

Анотація

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.

Aave Labs is considering a proposal to share revenue with AAVE token holders generated from new businesses built outside the core Aave protocol. While Aave Labs is putting forward the idea, the Aave DAO remains the governing body of the protocol.

However, some AAVE holders are unhappy, arguing that Aave Labs holds more control than the DAO. Past governance votes rejected giving the DAO full ownership of Aave’s brand assets, and fees from CoW Swap integrations were reportedly routed to private Aave Labs wallets, not the DAO. Community members such as Marc Zeller and BrazenSeeker have raised concerns, warning that these moves could lead to quiet privatization of parts of the Aave ecosystem.

Aave’s Expansion Plans Spark Governance and Revenue Debate

The Critics inside the AAVE community are that some of the DAO members and long-term token holders are asking for 100% control and clarity over the money and power flow in the ecosystem. They demand this 100% control because the AAVE token holders own and govern the protocol, and they say that the Revenue should reward those who take the governance risk. Instead of asking for the money, they first ask for clarity and rules on Brand usage, Asset Ownership, and Revenue flow.

AAVE mainly focuses on Crypto lending, and the AAVE team believes that AAVE can grow bigger. The AAVE wants to expand into real-world assets and attract more users and developers. This creates AAVE as a new revenue source. The AAVE V4 is the major reason for this plan because it introduces the modular architecture and allows use cases without risking the Core protocol. It also supports RWA-backed loans and custodian-based lending, which makes it easier for the developer to innovate safely.

On the other hand, the AAVE labs clearly say that AAVE needs to grow beyond the Crypto lending and not all the revenue comes directly from the Protocol, and they are proposing to share some of these revenues with the AAVE Holders through governance as a compromise. The AAVE Labs believes that 100% DAO control over everything would slow the execution, and the company-led structure helps move faster and compete.

This news impacted the price of AAVE to move upwards as the community got the potential benefits that could help the holders. AAVE is currently trading at the price of $161.90 with 6.60% increase in 24 hours and an 8.48% increase in the past 5 days.

Highlighted Crypto News:

‌BlackRock Clients Add 3,199 BTC in Fresh Institutional Buying

Трендові криптовалюти

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

PancakeSwapCAKE

Пов'язані питання

QWhat is the main proposal from Aave Labs that has triggered a governance debate?

AAave Labs is proposing to share revenue with AAVE token holders generated from new businesses built outside the core Aave protocol.

QWhy are some AAVE token holders unhappy with Aave Labs?

ASome holders are unhappy because they believe Aave Labs holds more control than the DAO, citing past governance votes that rejected full DAO ownership of brand assets and instances where fees were routed to private Aave Labs wallets instead of the DAO.

QWhat are the expansion plans for Aave beyond its core crypto lending business?

AAave plans to expand into real-world assets (RWA) and attract more users and developers, with Aave V4 introducing modular architecture to support new use cases like RWA-backed loans and custodian-based lending without risking the core protocol.

QWhat is Aave Labs' argument against giving the DAO 100% control over all operations?

AAave Labs argues that 100% DAO control would slow down execution, and a company-led structure allows for faster movement and better competition in the market.

QHow did the market react to the news of Aave Labs' revenue-sharing proposal?

AThe news positively impacted the price of AAVE, which saw a 6.60% increase in 24 hours and an 8.48% increase over the past 5 days, trading at $161.90.

Пов'язані матеріали

Dragonfly Partner Haseeb: The Fastest-Growing Companies of the Future May All Get Stuck at 149 Employees

Dragonfly partner Haseeb explores the distorted economics of AI model pricing, drawing parallels to tax policy. He notes that startups and small teams (under 150 users) enjoy heavily subsidized, fixed-price AI subscriptions (like Claude Code), where the marginal cost of an additional token is effectively zero. This creates a powerful incentive for them to maximize token usage ("token-maxxing") and innovate aggressively with AI automation. In contrast, large enterprises (over 150 users) are forced onto "Enterprise" plans, paying per-token API fees with high (~75%) markups. This acts like a steep "tax" on AI-powered labor, disincentivizing marginal automation and experimental use, and encouraging them to retain more human workers. Haseeb argues this pricing creates a "150-person cliff," a regulatory notch similar to labor laws in France that discourage firms from growing past 50 employees. He predicts the fastest-growing future companies may deliberately cap their headcount at 149 to avoid the punitive enterprise pricing. This would foster an "AI-first" management philosophy obsessed with automation and outsourcing to stay lean. While not intentionally designed, this bifurcated pricing could become one of the most influential de facto tax policies, shaping how AI replaces labor—not through mass layoffs at big firms, but through agile, AI-native startups outcompeting them.

marsbit6 хв тому

Dragonfly Partner Haseeb: The Fastest-Growing Companies of the Future May All Get Stuck at 149 Employees

marsbit6 хв тому

How xBubble Breaks Through in the VC-Heavily-Backed OPC Economy

xBubble: Addressing the Structural Gap in the VC-Backed OPC Economy The concept of OPC (One Person Company) is evolving from a buzzword to a significant AI-driven market. While AI coding tools like Replit and Lovable have validated demand from non-technical users wanting to build applications, a key gap remains: the leap from creating a demo to running a stable, evolving business. These tools still require users to manage the development process, including technical judgments for integrations, modifications, and deployments—a major hurdle for OPCs. xBubble, by DAPPOS, tackles this by shifting from "Prompt-to-Code" to "SOP-to-Business." Instead of generating code from instructions, its core is a system of pre-organized SOPs (Standard Operating Procedures) that translate business goals—like "sell World Cup merchandise"—into complete, executable workflows. This includes generating cohesive assets, pages, payment systems, and backend logic. The platform is augmented by a network of third-party service providers who handle infrastructure (hosting, domains, payment setup), acting like "on-site service engineers." Users can pay for these services directly with xBubble credits, simplifying onboarding. This ecosystem aims to deliver not just an app, but a complete, modifiable business launch path. xBubble targets a clear OPC segment: small commercial nodes (e.g., creators, merchants) with existing products, customers, or channels, but for whom a full tech team is unjustifiable. Its potential lies in SOPs accumulating expertise from real cases, improving reliability and reducing delivery costs over time. Additionally, its native support for crypto payments caters to global or digital-native OPCs. In summary, as AI democratizes software creation, xBubble's opportunity is to prove that "SOP-to-Business" provides more immediate value for launching a real, operational business than a powerful but unstructured AI coding tool.

链捕手8 хв тому

How xBubble Breaks Through in the VC-Heavily-Backed OPC Economy

链捕手8 хв тому

Dragonfly Partner Haseeb: Why the Fastest-Growing Companies of the Future May All Stagnate at 149 Employees

Dragonfly partner Haseeb analyzes AI service pricing, particularly Anthropic's model, as a form of "tax policy" on AI labor. He observes a stark contrast: small companies (under ~150 users) benefit from low or zero marginal cost via flat-rate subscriptions, incentivizing them to maximize AI usage ("tokenmaxxing"). In contrast, large enterprises pay per-token API costs with high (e.g., 75%) markups, creating a disincentive for experimental or marginal automation. This pricing cliff at 150 users acts like a regulatory notch, potentially causing the fastest-growing AI-native companies to artificially cap their headcount to retain subsidized rates. Consequently, large-scale direct AI-for-human substitution within big corporations may not happen as expected; instead, job displacement may occur indirectly as lean, AI-heavy startups outcompete and erode their market share. The article concludes that token pricing, though not designed as such, functions as a powerful de facto tax policy shaping company structure and automation incentives.

链捕手15 хв тому

Dragonfly Partner Haseeb: Why the Fastest-Growing Companies of the Future May All Stagnate at 149 Employees

链捕手15 хв тому

If It's Not a Clear Yes, It's a No: A Nine-Year Retrospective by a VC Who Survived Four Cycles

**"Invest Only When Certain": A Nine-Year Retrospective from a VC Across Four Cycles** IOSG founder Jocy shares hard-earned lessons from nine years and over a hundred investments in Web3. The core challenge isn't identifying successful founders, but understanding why talented founders with solid ideas still fail. Through building a "failed founder database," IOSG identified six recurring failure patterns. **Founder Trait Red Flags:** 1. **Emotionally Unstable:** Founders who react defensively to criticism or publicly lash out under pressure (e.g., 80% drawdowns) often fail. Resilience is key. 2. **Lacking Hunger / Having a Fallback:** Founders with significant safety nets (family wealth, cushy fallback jobs) may lack the "do-or-die" commitment needed to survive crypto's brutal cycles. 3. **Unchecked Ego:** Includes "polished execution machines" who excel in known frameworks but struggle when paradigms shift, and "professor-types" who are technically brilliant but resistant to commercial feedback or coaching. **Project Structure Red Flags:** 4. **Token-First, Not Product-First:** Treating the token solely as a fundraising tool with no real utility or connection to product value is a major warning sign. The project should have value even if the token goes to zero. 5. **No Day-1 Exit Thesis:** Founders must have a clear, staged capital strategy from the start, understanding what each funding round needs to prove to unlock the next. "Exit before entry" is crucial. 6. **No Full-Cycle Experience:** Founders who haven't lived through a complete crypto bull/bear cycle (e.g., 2018, 2022) often underestimate their vulnerability. IOSG limits initial checks for such teams to $250k, sizing for risk. **The Positive Flipside: Desirable Founder Traits** The ideal candidate exhibits: obsessive problem-depth, being a second-time founder with a non-consensus vision, strong communication skills with *controlled* ego, relentless perseverance, and a global perspective with agency and taste (increasingly vital in the AI era). **Three Survival Tips for Founders:** 1. **Cash Flow Over Narrative:** Real revenue is what sustains projects, not vanity metrics. 2. **Tokens Are a Liability:** Avoid issuing a token unless absolutely necessary. The hidden costs (market making, liquidity, compliance) are immense, often a multi-million-dollar burden. 3. **Respect Liquidity:** Sell during peaks to build treasury, buy back to support the protocol during troughs. Be realistic about valuations and your ability to deliver for the next round. The final principle is simple yet paramount: **"If it's a borderline 'yes' or 'no,' don't invest."** In an industry that reinvents itself every few years, the discipline to consistently say "no" is the ultimate secret to longevity.

Foresight News34 хв тому

If It's Not a Clear Yes, It's a No: A Nine-Year Retrospective by a VC Who Survived Four Cycles

Foresight News34 хв тому

Zuckerberg’s Meta Makes a Move Into Prediction Markets With Arena

Meta, under CEO Mark Zuckerberg, is developing a new standalone prediction market platform called Arena. This move will position the tech giant in direct competition with established platforms like Polymarket and Kalshi, capitalizing on the sector's rapid growth. Arena will initially operate independently of Meta's core apps (Facebook, Instagram, etc.) and feature a points-based game rather than real-money betting, though monetization may be considered in the future. This isn't Meta's first foray into prediction markets; it previously launched and later discontinued the Forecast app in 2022. The broader prediction market sector has seen a significant boom, with users speculating on events from politics to sports, and trading volumes reaching an estimated $130 billion this year. The trend is gaining mainstream attention, exemplified by Trump Media's plans to integrate prediction markets into Truth Social. Given Meta's vast global user base of nearly 3.56 billion daily users, even modest engagement with Arena could dramatically expand participation in prediction markets. Its entry is expected to intensify competition for existing players while potentially validating and mainstreaming the entire prediction market model.

TheNewsCrypto50 хв тому

Zuckerberg’s Meta Makes a Move Into Prediction Markets With Arena

TheNewsCrypto50 хв тому

Торгівля

Спот

Ф'ючерси

Обговорення

Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни AAVE (AAVE).