Core Insights - Aave Labs has proposed a governance initiative called "Aave Will Win Framework" to allocate 100% of Aave brand product revenue to the Aave DAO treasury [1] - The roadmap will focus on Aave V4, which is currently in the governance temperature testing phase [1] - Aave believes that the current regulatory clarity in the market presents an opportunity to enhance token value recovery [1] Financial Performance - Aave V3 has achieved an annual revenue exceeding $100 million [1] - If the regulatory environment continues to improve, there is potential for future revenue to be captured by the DAO [1]

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]

Core Viewpoint - Aave Labs has proposed a governance Temp Check to establish Aave V4 as the future core technology architecture and to allocate 100% of all Aave brand product revenues to the DAO treasury [1] Group 1 - Aave Labs aims to implement a brand protection mechanism and a long-term growth funding framework [1] - The proposal includes a request for $25 million in stablecoins and 75,000 AAVE tokens for one year to support the DAO [1] - Milestone funding is set for various product launches, including protocol development, product engineering, customer acquisition and marketing, institutional partnerships, and security operations [1]