BlockBeats report: On February 13, Aave DAO governance achieved a milestone progress; under sustained community pressure, Aave Labs committed to dedicating 100% of brand product revenues to the DAO and confirmed V4 as the unified technical foundation, along with the establishment of an independent foundation.
Marczeller, founder of the Aave Chan Initiative (ACI), the Aave DAO’s proxy platform, stated that significant risks remain in the implementation of the new proposal: revenue deductions are unilaterally determined by Aave Labs without independent auditing; a single request for $50.7 million (31.5% of the treasury) is tied to the confirmation of V4 and the freezing of V3 development; and the transfer of 75,000 AAVE tokens would dilute governance rights by 13.6%. He recommends splitting the vote, first establishing a truly independent foundation, mandating wallet disclosures, and introducing third-party audits to ensure commitments are genuine, enforceable, and fair to all token holders. This reflects the effectiveness of governance—and requires more rigorous implementation.
DeFi researcher Ignas said that although Aave Labs has long been criticized for the risk of value erosion in DAOs, they have now made concessions that AAVE holders are likely to appreciate. However, questions remain about who truly controls the foundation managing the Aave brand, and there is hope for clear disclosure that the granted 75,000 AAVE tokens will not be used for voting. The timeline for migrating from V3 to V4 is 8 to 12 months, and users typically prefer to see the new version pass stress tests before transferring their funds. Overall, I am optimistic about this development.
Austin Barack, founder of Relayer Capital, said that the uncertainty surrounding AAVE's token value allocation has disappeared, and investors should see the price rebound once rationality returns.