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Asolica > Blog > Crypto > Aave Labs v DAO: Who controls the cash — and the model?
Crypto

Aave Labs v DAO: Who controls the cash — and the model?

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Last updated: December 17, 2025 4:37 pm
Admin
3 months ago
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Aave Labs v DAO: Who controls the cash — and the model?
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Contents
  • The DAO discusses
  • ‘Aave will win’

The talk between Aave DAO and Aave Labs continues to escalate.

In what started as a spat over the “private monetisation” of options on the platform’s front-end, the DAO is now in search of possession of “brand assets.”

The rift might have been sparked by a comparatively small income stream, however the focus is now on model possession.

Aave is DeFi’s greatest app, presently making $100+ million per 12 months, and the model carries monumental potential for getting cash off future merchandise and options.

A discussion board publish from longtime Aave contributor Ernesto Boado of BGD Labs requests that management of “domains, social handles, naming rights, etc.” be transferred to “a DAO-controlled vehicle… with strong anti-capture protections.”

He describes the “implicit expectation of alignment” which has existed between service suppliers and the DAO, with examples together with Aave Labs’ operation of aave.com or BGD Labs’ operating of the aave-dao GitHub profile.

Nonetheless, the proposal seeks to “bring explicit clarity and DAO control” to the possession and use of the Aave model.

The DAO discusses

On the time of writing, Boado’s publish has obtained 36, usually supportive, replies in beneath 24 hours.

EzR3aL, writer of the “open letter” which kicked off the talk final week, was among the many first to weigh in.

They stress the necessity for the DAO to “protect” itself, suggesting additional standards for any DAO authorized wrapper. By no means introducing a further governance token and non-compete situations for service suppliers are among the many recommendations.

The Aave Chan Initiative delegation’s Marc Zeller argues that the DAO has successfully paid for the “brand assets” 4 occasions over.

Firstly, through (Aave “ancestor”) LEND’s ICO in 2017, then by allocating tokens to the “genesis team.”

Later, he argues, person acquisition was earned through providing “liquidity mining” rewards, driving model loyalty. Lastly, “generous service provider fees” have been paid to develop the property in query.

Zeller believes the end result of this debate could have a “long-lasting impact on DAOs in general.”

Aave co-founder and former COO Jordan Lazaro Gustave urges the group to not underestimate the contribution of all service suppliers, together with Aave Labs.

He does, nonetheless, notice a “divide between Aave Labs’ equity-holder incentives and AAVE token-holder incentives.”

In a hypothetical buyout of the Aave model from Labs, he’s involved that DAO, which “funded and bootstrapped” Aave through its 2017 ICO, would find yourself “structurally sidelined.”

Certainly, Circle’s latest acquisition of the Axelar group brings this concern into sharp focus. The other excessive, max extraction by service suppliers, is equally unpalatable.

We dwell in attention-grabbing occasions.

Aave DAO preventing with Aave Labs about taking an excessive amount of. Axelar group now have jobs inside Circle, it seems like, leaving a niche for the venture.

This actually pushes the Aave dispute right into a sharper gentle. There’s not many examples of DevCo-DAO… https://t.co/2iMp8XCt7r

— PaperImperium (@ImperiumPaper) December 15, 2025

In a follow-up publish, Boado confused that his proposal isn’t about polarization, however “AAVE self-sovereignty, and the rest is irrelevant.”

‘Aave will win’

On the time of writing, Aave Labs and its representatives are but to reply on the discussion board.

Aave founder Stani Kulechov revealed a longform publish highlighting his work on Aave over “nearly a decade.” Regardless of all of Aave’s achievements, he nonetheless sees the venture as being at “day zero.”

He highlights upcoming options just like the protocol’s v4, RWA-focused Horizon and the Aave App as 2026 “main pillars.”

On alignment, Kulechov says it “isn’t declared” however “shown by doing the work,” and that governance debates are “not a symptom of misalignment.”

Nonetheless, he doesn’t tackle the content material of Boado’s RFC, posted just a few hours prior. Nor in different latest posts to X, which reference shopping for $10 million price of AAVE and an August letter notifying of a dropped SEC investigation.

Emilio Frangella of Aave Labs’ father or mother firm Avara, voiced his frustration. “You just can’t win in this industry,” he says.

On the Aave Labs facet, messaging has additionally modified since Monday. Repeated calls from Aave and Kulechov that “DeFi will win,” a motto shared with Zeller, has now modified to “Aave will win.”

What “Aave” means precisely is seemingly nonetheless very a lot up for debate.

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