吴说获悉，Aave 技术服务方 Aave Labs 提交治理 Temp Check 提案，拟确立 Aave V4 为未来核心技术架 构，并将所有 Aave 品牌产品收入 100% 上缴 DAO 金库，同时建立品牌保护机制与长期增长资金框 架；作为配套安排，Aave Labs 向 DAO 申请 2,500 万美元稳定币及 75,000 枚 AAVE 的一年期资金支 持，并设定多项产品上线里程碑拨款，用于协议开发、产品工程、获客与市场推广、机构合作及安全运 营。 （来源：吴说） ...

aave aavenomics proposal A loan backed by approximately 2.3% of the total AAVE supply is being liquidated in tranches on Thursday amid a major market pullback, according to onchain data.  Roughly $2 million worth of AAVE collateral has been seized across four liquidation transactions to cover nearly $2 million in USDC debt. The once-overcollateralized loan, initially backed by roughly $28.4 million worth of AAVE before liquidations began, used 355,093 AAVE tokens as collateral on the decentralized lendin ...

Core Insights - Aave Labs is developing a revenue-sharing plan aimed at redistributing value to AAVE token holders following governance disputes regarding fees and brand control [1][2] - The proposal will focus on sharing revenue generated outside the main lending protocol with AAVE holders, addressing community concerns over revenue allocation [1][3] Governance Disputes - Tensions arose between Aave Labs and DAO members over the distribution of revenue from Aave-branded products, particularly from app.aave.com, which critics argued should benefit the DAO [2][3] - A community vote on whether to transfer control of core brand assets to the DAO resulted in 55% against, 41% abstaining, and only 3.5% in favor, highlighting divisions within the community [4] Revenue and Market Performance - AAVE crypto was trading near $176, reflecting a 2.8% increase in the past day, with a trading volume of approximately $348 million [5] - The market cap of AAVE reportedly decreased by around $500 million following the public dispute, indicating a loss of trust among stakeholders [5]

Market Trends - AAVE is down 19.5% this week [1] Company Disputes - Aave Labs and Aave DAO are in dispute [1]

Investment Activities - Aave founder Stani Kulechov purchased an additional 32,660 AAVE tokens, valued at $5.15 million [1] - Kulechov's total AAVE token accumulation over the week reached 84,033 tokens, worth $12.6 million [1] Financial Status - Kulechov is currently experiencing an unrealized loss of $2.2 million on his AAVE holdings [1]

Key Individuals Actions - Stani Kulechov, the founder of Aave, purchased 32.66 thousand $AAVE, valued at $5.15 million, at a price of $158 [1] - Over the past week, Stani Kulechov has acquired a total of 84.03 thousand $AAVE, amounting to $12.6 million, at an average cost of $176 [1] Financial Analysis - Stani Kulechov is currently experiencing an unrealized loss of $2.2 million on his $AAVE holdings [1]

Core Insights - Aave founder Stani Kulechov purchased 32,660 AAVE tokens at an average price of $157.78, spending approximately $5.15 million in total [1] - Kulechov's total holdings of AAVE now amount to 84,033 tokens, valued at around $12.6 million at current prices, indicating a paper loss of about $2.29 million [1] Summary by Category - **Investment Activity** - Stani Kulechov acquired 32,660 AAVE tokens for a total of 1,699 ETH, equivalent to approximately $5.15 million [1] - **Current Holdings and Valuation** - Kulechov's total AAVE holdings are now 84,033 tokens, with a current market value of about $12.6 million [1] - **Financial Impact** - The investment reflects a paper loss of approximately $2.29 million based on current market conditions [1]

Core Insights - Aave founder Stani Kulechov purchased 32,660 AAVE tokens at an average price of $157.78, spending approximately $5.15 million in total [1] - Kulechov currently holds a total of 84,033 AAVE tokens, which are valued at around $12.6 million based on current prices, indicating an unrealized loss of approximately $2.29 million [1] Summary by Categories - **Investment Activity** - Stani Kulechov acquired 32,660 AAVE tokens for an average price of $157.78, totaling about $5.15 million [1] - **Current Holdings** - Kulechov's total AAVE holdings amount to 84,033 tokens, valued at approximately $12.6 million at current market prices [1] - **Financial Position** - The current investment reflects an unrealized loss of around $2.29 million for Kulechov [1]

Market Overview - Crypto markets are stable with Bitcoin trading above $89,000, indicating traders are considering year-end positioning [1] - Bitcoin is priced at approximately $89,441, showing a gain of over 1% for the day, while Ethereum is around $3,032 with modest gains [2] - Major altcoins like BNB, XRP, and Solana are experiencing low-volatility movements, with BNB near $864 and XRP at $1.92 [2] Privacy Coins and Altcoins - Privacy-focused tokens are gaining traction, with Monero trading around $471 after a 2% increase, and Zcash nearing $443, reflecting strong weekly momentum [3] - Niche projects are also attracting speculative inflows, with gaming token BEAT seeing a significant rise in trading volume and market cap, while Hyperliquid's HYPE token is gaining attention due to whale purchases [4] Gold Market Influence - Gold prices have surpassed $4,400 per ounce, setting new records and drawing defensive capital away from risk assets, yet Bitcoin's stability contrasts with previous cycles where gold rallies led to crypto pullbacks [5] Whale Activity and Institutional Positioning - Whale behavior shows mixed sentiment, with one large holder exiting a significant AAVE position at a loss, while others are accumulating sETH and increasing exposure to HYPE, which is trading near $25.48 after a nearly 5% daily gain [6] - Institutional positioning remains stable, with Bitcoin ETFs, particularly BlackRock's IBIT, attracting around $25 billion in inflows in 2025, indicating sustained demand for regulated Bitcoin exposure [7] Market Sentiment - As Christmas approaches, market sentiment is cautious with elevated fear indicators and thinning liquidity, although historical trends suggest potential late-December rebounds [7]

Cryptocurrency Swaps Trends - MetaMask 用户本周热门兑换包括 Chainlink ($LINK)[1] - YeeErc20 ($YEE) 也受到 MetaMask 用户的关注[1] - Paxos Gold ($PAXG) 是 MetaMask 用户本周热门兑换的加密货币之一[1] - SPX ($SPX) 同样出现在 MetaMask 用户的热门兑换列表中[1] - Aave ($AAVE) 也是 MetaMask 用户本周关注的加密资产[1]