MakerDAO 與 Aave DAO 因策略分歧、提議斷絕關係而發生衝突

MakerDAO 和 Aave DAO 之間的緊張關係加劇，因為最近 Aave DAO 提案旨在切斷與 MakerDAO 的聯繫。該提案源於對 MakerDAO 計劃用合成美元 USDe 支持 DAI 的爭議性計劃的擔憂，該計劃被視為高風險舉措。該提案與兩個項目之間日益緊張的關係相一致，包括 Aave 懲罰使用競爭協議的用戶以及 MakerDAO 計劃撤回 Aave 開發資金。日益激烈的爭執可能會影響兩個平台上的使用者體驗。

A Fractured Relationship: Escalating Tensions between MakerDAO and Aave DAO

破裂的關係：MakerDAO 與 Aave DAO 之間的緊張關係不斷升級

The once-amicable relationship between MakerDAO, the decentralized autonomous organization (DAO) governing DAI, and Aave, a leading decentralized lending protocol, has deteriorated significantly. This growing rift stems from strategic conflicts of interest and unwavering opposition to a recent MakerDAO proposal.

管理 DAI 的去中心化自治組織 (DAO) MakerDAO 與領先的去中心化借貸協議 Aave 之間曾經友好的關係已顯著惡化。這種日益擴大的分歧源於戰略利益衝突以及對最近 MakerDAO 提案的堅定反對。

Discord Stemming from Competitive Interests

利益競爭帶來的不和

While MakerDAO and Aave have previously collaborated, their evolving business strategies have put them on a collision course. MakerDAO's recent forays into lending via Spark Protocol and partnerships with Morpho Blue have raised concerns within Aave, which has recently launched its own decentralized stablecoin, GHO.

雖然 MakerDAO 和 Aave 之前曾合作過，但他們不斷發展的業務策略使他們陷入了衝突。 MakerDAO 最近透過 Spark Protocol 進軍借貸領域以及與 Morpho Blue 的合作引起了 Aave 內部的擔憂，Aave 最近推出了自己的去中心化穩定幣 GHO。

A Proposal to Sever Ties

斷絕關係的提議

Amidst these escalating tensions, Aave DAO has proposed a bold move to cut all remaining ties with MakerDAO. This proposal, spearheaded by Marc Zeller, founder of the Aave-Chan Initiative, calls for the removal of DAI as an acceptable collateral asset on the Aave lending platform.

在緊張局勢不斷升級的情況下，Aave DAO 提出了一項大膽舉措，切斷與 MakerDAO 的所有剩餘聯繫。該提案由 Aave-Chan Initiative 創辦人 Marc Zeller 牽頭，呼籲取消 DAI 作為 Aave 借貸平台上可接受的抵押資產的做法。

Concerns over USDe Exposure

對 USDe 暴露的擔憂

Zeller's proposal stems directly from MakerDAO's controversial plan to back a significant portion of DAI with USDe, a recently launched "synthetic dollar" offering from Ethena Labs. Zeller argues that this move poses an unacceptable risk to DAI, citing its potential to destabilize the stablecoin's value.

Zeller 的提議直接源於 MakerDAO 一項備受爭議的計劃，即用 USDe（Ethena Labs 最近推出的「合成美元」產品）支持 DAI 的很大一部分。 Zeller 認為，此舉對 DAI 構成了不可接受的風險，因為它有可能破壞穩定幣價值的穩定。

Aave Community Concerned

Aave 社群關注

Zeller's proposal has found widespread support within the Aave community. Aave Founder Stani Kulechov has publicly expressed his concerns over MakerDAO's perceived risk-on direction, advocating for the "offboarding of DAI from all the Aave markets."

Zeller 的提議得到了 Aave 社群的廣泛支持。 Aave 創辦人 Stani Kulechov 公開表達了他對 MakerDAO 的風險導向的擔憂，主張「將 DAI 從所有 Aave 市場中剔除」。

A History of Simmering Tensions

緊張局勢一觸即發的歷史

The current proposal is just the latest manifestation of a growing rift between MakerDAO and Aave. In February 2024, Zeller proposed Merit, a controversial rewards program that penalized users for using competing protocols, including Morpho Aave optimizers. This proposal sparked a heated debate, with some suggesting it violated the core principles of decentralized finance.

目前的提案只是 MakerDAO 和 Aave 之間日益擴大的分歧的最新表現。 2024 年 2 月，Zeller 提出了 Merit，這是一項有爭議的獎勵計劃，對使用競爭協議（包括 Morpho Aave 優化器）的用戶進行懲罰。這項提議引發了激烈的爭論，有些人認為它違反了去中心化金融的核心原則。

Detractors Criticize USDe Proposal

批評者批評 USDe 提案

The MakerDAO proposal has faced widespread criticism within the broader DeFi community. Block Analitica founder MonetSupply, who authored the proposal, has accused detractors of failing to thoroughly analyze its potential benefits.

MakerDAO 提案在更廣泛的 DeFi 社群中遭到了廣泛批評。 Block Analitica 創辦人 MonetSupply 是該提案的起草者，他指責批評者未能徹底分析其潛在好處。

Wider Implications for DeFi

對 DeFi 的更廣泛影響

The feud between MakerDAO and Aave has far-reaching implications for the entire DeFi ecosystem. Both protocols govern some of the largest and most influential projects in the space. A sustained conflict could lead to user experience difficulties and hinder the growth of decentralized finance as a whole.

MakerDAO 和 Aave 之間的不和對整個 DeFi 生態系統有著深遠的影響。這兩個協議都管理著該領域一些最大、最有影響力的項目。持續的衝突可能會導致使用者體驗困難並阻礙整個去中心化金融的發展。

Nostra Finance Reevaluates DAI's Risk

Nostra Finance 重新評估 DAI 的風險

The Aave DAO proposal is not the only instance where MakerDAO's USDe proposal has raised concerns. Starknet-based Nostra Finance has also announced plans to disable DAI as collateral in response to the perceived risks associated with USDe.

Aave DAO 提案並不是 MakerDAO 的 USDe 提案引起擔憂的唯一實例。總部位於 Starknet 的 Nostra Finance 也宣布計劃禁用 DAI 作為抵押品，以應對與 USDe 相關的已知風險。

Aave Onboards USDe

Aave 登陸 USDe

Despite the opposition to MakerDAO's USDe proposal, Aave DAO has voted to onboard USDe on Aave v3 on Ethereum. This decision was made following a temperature check vote held in March 2024.

儘管 MakerDAO 的 USDe 提案遭到反對，Aave DAO 仍投票支持在以太坊的 Aave v3 上添加 USDe。這項決定是在 2024 年 3 月舉行的體溫檢查投票後做出的。

Conclusion

結論

The escalating tensions between MakerDAO and Aave DAO highlight the challenges and complexities of governance in the decentralized finance space. As these protocols continue to compete for market share, it remains to be seen how this feud will ultimately resolve itself and what implications it will have for the future of DeFi.

MakerDAO 和 Aave DAO 之間不斷升級的緊張關係凸顯了去中心化金融領域治理的挑戰和複雜性。隨著這些協議繼續爭奪市場份額，這場爭鬥最終將如何解決，以及它將對 DeFi 的未來產生什麼影響，還有待觀察。