Aave 和 Maker 透過新的 DeFi 整合和星海爭霸錦標賽消除了不和

Aave 的創始人 Stani Kulechov 和 Maker 及其去中心化穩定幣 DAI 的聯合創始人 Rune Christensen 並不總是意見一致。

Amid the buzz of a crypto conference in South Korea, the founders behind two influential DeFi protocols, Aave and Maker, took a break for something a bit different: a live Starcraft II tournament.

在韓國一場加密貨幣會議的喧囂聲中，Aave 和 Maker 這兩個頗具影響力的 DeFi 協議背後的創始人休息了一下，做了一些不同的事情：現場星際爭霸 II 錦標賽。

Rune Christensen, co-founder of Maker and its decentralized stablecoin DAI, and Stani Kulechov, founder of Aave, haven't always seen eye to eye. But as the Starcraft tournament unfolded, the two crypto OGs bonded over their shared love of gaming.

Maker 及其去中心化穩定幣 DAI 的聯合創始人 Rune Christensen 和 Aave 創始人 Stani Kulechov 的看法並不總是一致。但隨著星海爭霸錦標賽的展開，這兩位加密貨幣 OG 因對遊戲的共同熱愛而結下了不解之緣。

“Stani is my bro,” Christensen told DL News on the sidelines of this year’s Token2049 event in Singapore.

「Stani 是我的兄弟，」Christensen 在今年新加坡 Token2049 活動間隙告訴 DL News。

“We’re DeFi bros,” said Stani in a separate interview.

「我們是 DeFi 兄弟，」斯坦尼在另一次採訪中說道。

Some context:

一些背景：

The Aave and Maker communities have clashed over several heated issues.

Aave 和 Maker 社群在幾個激烈的問題上發生了衝突。

In April, Maker faced criticism for its risky proposal to acquire $1 billion of Ethena's untested stablecoin. Later, in July, the Aave community alleged that Maker was not fulfilling its obligations in a revenue-sharing agreement between the two protocols.

今年 4 月，Maker 因其收購 10 億美元 Ethena 未經測試的穩定幣的風險提議而受到批評。隨後，7 月，Aave 社群聲稱 Maker 沒有履行兩個協議之間的收入分享協議中的義務。

At one point, Kulechov even supported a proposal to remove DAI from all Aave markets, a drastic move considering the stablecoin's importance in the lender's operations.

Kulechov 甚至一度支持將 DAI 從所有 Aave 市場中移除的提議，考慮到穩定幣在貸方運營中的重要性，這是一項重大舉措。

However, tensions eased after Aave reduced the amount of DAI that users could borrow, and the two protocols eventually found common ground on the revenue-sharing agreement.

然而，在 Aave 減少了用戶可以藉用的 DAI 數量後，緊張局勢有所緩解，兩個協議最終在收入共享協議上找到了共同點。

Now, both projects are evolving at a crucial juncture in decentralized finance.

現在，這兩個項目都處於去中心化金融的關鍵時刻。

Under the newly launched Avara umbrella, Aave has transformed into a DeFi supermarket, offering loans, a stablecoin, a crypto wallet and a social media network.

在新推出的 Avara 旗下，Aave 已轉型為 DeFi 超市，提供貸款、穩定幣、加密錢包和社群媒體網路。

And Maker, now known as Sky, is introducing a brand new stablecoin. These moves highlight how both projects have emerged from the crypto crackup of 2022 with resilience and a plan.

Maker（現稱為 Sky）正在推出一種全新的穩定幣。這些舉措凸顯了這兩個項目如何以韌性和計畫從 2022 年的加密貨幣危機中脫穎而出。

While many DeFi projects have floundered amid rug pulls, hacks, and obsolescence, Aave and Maker, er, Sky, have quietly built up businesses that generate something rare in the space — revenue.

儘管許多 DeFi 專案在撤資、駭客攻擊和過時中陷入困境，但 Aave 和 Maker，呃，Sky 已經悄悄地建立了業務，創造了該領域罕見的東西——收入。

In the last year, Aave recorded $283 million on its top line, and Sky has notched a cool $233 million itself, according to DefiLlama.

據 DefiLlama 稱，去年，Aave 的營收為 2.83 億美元，而 Sky 本身的營收也高達 2.33 億美元。

So what better time for Kulechov and Christensen to clear the air?

那麼對於庫列喬夫和克里斯滕森來說，還有什麼更好的時機來澄清誤會呢？

“We have this DeFi renaissance moment where people are looking back at what’s been built in DeFi and what actually has legs and fundamentals,” said Kulechov.

Kulechov 表示：“我們迎來了 DeFi 的復興時刻，人們正在回顧 DeFi 中的構建，以及哪些內容實際上具有支撐性和基本面。”

“That’s Aave, and that’s Sky.”

“那是Aave，那是Sky。”

A deeper dive into Aave and Maker:

更深入了解 Aave 和 Maker：

Born out of the heady days of heavy coin creation in 2017, Aave and Maker both made lasting breakthroughs while many crypto players indulged in the explosion of ICOs.

誕生於 2017 年重磅造幣的熱潮中，Aave 和 Maker 都取得了持久的突破，而許多加密貨幣玩家還沉迷於 ICO 的爆炸式增長。

Sky, then called Maker, launched the industry’s first decentralized stablecoin, DAI.

Sky（當時稱為 Maker）推出了業界第一個去中心化穩定幣 DAI。

Aave, then called EthLend, enabled investors to lend and borrow their cryptocurrencies.

Aave（當時稱為 EthLend）使投資者能夠借出和借入他們的加密貨幣。

One brought dollars on the blockchain, the other simple banking.

一個在區塊鏈上帶來美元，另一個則簡單地進行銀行業務。

And from the outset, the two operated in complementary but distinct ways. One of Aave’s very first lending markets was for the DAI stablecoin.

從一開始，兩者就以互補但截然不同的方式運作。 Aave 最早的借貸市場之一是 DAI 穩定幣。

The duo played critical roles during the DeFi summer in 2020, a period which saw the niche soak up almost $180 billion in investors’ money.

兩人在 2020 年 DeFi 夏季期間發揮了關鍵作用，在此期間，這一利基市場吸收了近 1800 億美元的投資者資金。

They stayed afloat as summer turned to an icy crypto winter in 2022, and more than 77% of that money fled the DeFi space.

2022 年夏天變成了寒冷的加密冬天，他們仍然維持生計，其中超過 77% 的資金逃離了 DeFi 領域。

But the partnership between Sky and Aave began cooling the following year.

但 Sky 和 ​​Aave 之間的合作關係在隔年開始降溫。

In May 2023, Sky launched its own lending and borrowing product called Spark Protocol. It even used code from Aave as part of a revenue-sharing agreement both protocols agreed to.

2023 年 5 月，Sky 推出了自己的借貸產品 Spark Protocol。它甚至使用 Aave 的代碼作為兩個協議都同意的收入分享協議的一部分。

Spark aimed to boost DAI adoption by creating incentives that couldn’t be found elsewhere in the market.

Spark 旨在透過創造市場其他地方無法找到的激勵措施來促進 DAI 的採用。

Two months later, Aave struck back.

兩個月後，艾夫發動反擊。

It launched its very own decentralised stablecoin called GHO in July 2023. Like DAI, GHO was an overcollateralised cryptocurrency pegged to the US dollar.

它於 2023 年 7 月推出了自己的去中心化穩定幣 GHO。

Suddenly, Sky and Aave were no longer operating in parallel to one another but colliding.

突然之間，Sky 和 ​​Aave 不再是並行運作，而是相互碰撞。

When the Maker community proposed backing $1 billion in DAI with the untested, high-yield stablecoin by Ethena, the Aave community proposed eradicating all DAI markets.

當 Maker 社群提議用 Ethena 未經測試的高收益穩定幣支持 10 億美元的 DAI 時，Aave 社群提議消除所有 DAI 市場。

“The offboarding process should start immediately in case of a favorable outcome,” Kulechov wrote at the time.

庫列喬夫當時寫道：“如果有有利的結果，離職流程應該立即開始。”

After an analysis from Chaos Labs outlined the risk and proposed less drastic measures, Aave ultimately kept DAI, and there are still hundreds of millions of DAI sloshing around Aave today.

在 Chaos Labs 分析概述了風險並提出不太嚴厲的措施後，Aave 最終保留了 DAI，至今仍有數億 DAI 在 Aave 周圍流動。

“It’s about sending a message to the broader space,” said Christensen. “Sky and Aave can figure out how to work together.”

「這是為了向更廣闊的空間發送訊息，」克里斯滕森說。 “Sky 和 ​​Aave 可以想出如何合作。”

The budding bromance extends beyond the two founders. Aave and Sky announced

這種初露端倪的兄弟情誼不僅限於兩位創辦人。 Aave 和 Sky 宣布