MakerDAO 与 Aave DAO 因战略分歧、提议断绝关系而发生冲突

MakerDAO 和 Aave DAO 之间的紧张关系加剧，因为最近 Aave DAO 提案旨在切断与 MakerDAO 的联系。该提议源于对 MakerDAO 计划用合成美元 USDe 支持 DAI 的争议性计划的担忧，该计划被视为高风险举措。该提案与两个项目之间日益紧张的关系相一致，包括 Aave 惩罚使用竞争协议的用户以及 MakerDAO 计划撤回 Aave 开发资金。日益激烈的争执可能会影响两个平台上的用户体验。

A Fractured Relationship: Escalating Tensions between MakerDAO and Aave DAO

破裂的关系：MakerDAO 和 Aave DAO 之间的紧张关系不断升级

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 的去中心化自治组织 (DAO) MakerDAO 与领先的去中心化借贷协议 Aave 之间曾经友好的关系已显着恶化。这种日益扩大的分歧源于战略利益冲突以及对最近 MakerDAO 提案的坚定反对。

Discord Stemming from Competitive Interests

利益竞争带来的不和

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.

虽然 MakerDAO 和 Aave 之前曾合作过，但他们不断发展的业务战略使他们陷入了冲突。 MakerDAO 最近通过 Spark Protocol 进军借贷领域以及与 Morpho Blue 的合作引起了 Aave 内部的担忧，Aave 最近推出了自己的去中心化稳定币 GHO。

A Proposal to Sever Ties

断绝关系的提议

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.

在紧张局势不断升级的情况下，Aave DAO 提出了一项大胆举措，切断与 MakerDAO 的所有剩余联系。该提案由 Aave-Chan Initiative 创始人 Marc Zeller 牵头，呼吁取消 DAI 作为 Aave 借贷平台上可接受的抵押资产的做法。

Concerns over USDe Exposure

对 USDe 暴露的担忧

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 的提议直接源于 MakerDAO 一项备受争议的计划，即用 USDe（Ethena Labs 最近推出的“合成美元”产品）支持 DAI 的很大一部分。 Zeller 认为，此举对 DAI 构成了不可接受的风险，因为它有可能破坏稳定币价值的稳定。

Aave Community Concerned

Aave 社区关注

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 的提议得到了 Aave 社区的广泛支持。 Aave 创始人 Stani Kulechov 公开表达了他对 MakerDAO 的风险导向的担忧，主张“将 DAI 从所有 Aave 市场中剔除”。

A History of Simmering Tensions

紧张局势一触即发的历史

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.

当前的提案只是 MakerDAO 和 Aave 之间日益扩大的分歧的最新表现。 2024 年 2 月，Zeller 提出了 Merit，这是一项有争议的奖励计划，对使用竞争协议（包括 Morpho Aave 优化器）的用户进行惩罚。这一提议引发了激烈的争论，一些人认为它违反了去中心化金融的核心原则。

Detractors Criticize USDe Proposal

批评者批评 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 提案在更广泛的 DeFi 社区中遭到了广泛批评。 Block Analitica 创始人 MonetSupply 是该提案的起草者，他指责批评者未能彻底分析其潜在好处。

Wider Implications for DeFi

对 DeFi 的更广泛影响

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 之间的不和对整个 DeFi 生态系统有着深远的影响。这两个协议都管理着该领域一些最大、最有影响力的项目。持续的冲突可能会导致用户体验困难并阻碍整个去中心化金融的发展。

Nostra Finance Reevaluates DAI's Risk

Nostra Finance 重新评估 DAI 的风险

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 提案并不是 MakerDAO 的 USDe 提案引起担忧的唯一实例。总部位于 Starknet 的 Nostra Finance 还宣布计划禁用 DAI 作为抵押品，以应对与 USDe 相关的已知风险。

Aave Onboards USDe

Aave 登陆 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.

尽管 MakerDAO 的 USDe 提案遭到反对，Aave DAO 仍投票支持在以太坊的 Aave v3 上添加 USDe。这一决定是在 2024 年 3 月举行的体温检查投票后做出的。

Conclusion

结论

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 之间不断升级的紧张关系凸显了去中心化金融领域治理的挑战和复杂性。随着这些协议继续争夺市场份额，这场争斗最终将如何解决，以及它将对 DeFi 的未来产生什么影响，还有待观察。