token-centric 经济模型
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Multicoin Capital:支持 Aave “收入 100% 归 DAO”框架,但建议分阶段拨款并细化收入口径
Xin Lang Cai Jing· 2026-02-14 06:12
Core Viewpoint - Multicoin Capital's investment team leader Vishal Kankani supports Aave Labs' proposed framework direction, believing that directing 100% of Aave brand product revenue to the DAO will help establish a more "token-centric" economic model and may set a precedent for DeFi [1] Financial Summary - The proposed plan aims to allocate approximately $25 million in stablecoins and 75,000 AAVE tokens (around $9 million), with additional milestone grants, leading to a potential total scale of $40 million to $50 million, which would account for about 25% to 30% of the treasury [1] - It is suggested that the funding be disbursed in phases based on more financial and ROI data, linked to quantifiable launch and revenue targets, with a budget breakdown provided for 12 to 24 months [1]