2026-01-15 01:39:35

The internal turmoil at Aave continues to escalate. Disputes between the DAO and Aave Labs over CoW Swap fee sharing and brand IP control have intensified, causing the $AAVE market cap to evaporate by $500 million in the short term. After a governance proposal was rejected in December, the price temporarily fell below expectations, with a maximum drop of 15%. However, on-chain data suggests the situation may not be as bleak as it appears— the top 100 addresses now hold 80% of the tokens, and exchange balances are steadily decreasing, which typically indicates institutional accumulation. Currently, $AAVE is quoted at $178, up 5% in the past 24 hours, and the fundamentals remain resilient.

AAVE-0,53%

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MiningDisasterSurvivor

· 7h ago

Here we go again, that internal conflict within DAOs... I've been through it all. In 2018, projects fought each other for control, and in the end? The tokens were reduced to trash. This time with Aave, on the surface, they talk about governance decentralization, but in reality, it's still capital and teams fighting over the cake, while the retail investors jump in for the ride. But speaking of which, I've seen signals like 80% of holdings concentrated in the top 100 addresses and declining exchange balances—indicating institutions are bottom-fishing. However, I don't believe this alone can sustain resilience; history has shown me too many stories of "fundamentals unchanged" followed by a sudden collapse. Let's wait and see—if this internal conflict really blows up, the 500 million vaporized will just be the appetizer.

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BrokenDAO

· 7h ago

Fee sharing and IP control have been debated for a long time. In essence, it's still the old trick of power struggles. Institutions quietly accumulate chips, while retail investors are still debating who is right or wrong. Isn't this just an incentive distortion?

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MrDecoder

· 7h ago

Internal conflicts are becoming more and more outrageous, but seeing on-chain data institutions quietly accumulating, this is outrageous.

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ReverseTradingGuru

· 7h ago

Oh no, another internal conflict drama... but it's true that institutions are lying in ambush. --- Fifty million dollars evaporated sounds scary, but 80% of the chips are concentrated in big players' hands? Isn't this just a shakeout? --- What I really don't understand is why governance is tearing each other apart at this critical moment... wouldn't it be better to unify voices earlier? --- At a price of 178 yuan, do you dare to buy the dip? I think there's not enough confidence. --- Is the decline in exchange balances reliable, or is it just another prelude to a round of chopping the leeks... --- DAO and Labs are fighting, but retail investors are the ones who end up losing... classic routine. --- Looking at on-chain data, it shows institutions are building, but with such poor market sentiment, can this wave rise? --- Don't do this, the officials are fighting among themselves, who can we blame... --- A 15% drop scared people away, but the true bottom probably hasn't arrived.

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