Aave 與 Polygon 就 Polygon 社群發布的 Pre-PIP 改進提案發生言語糾紛

近日，Aave Chan Initiative（ACI）創辦人Marc Zeller發起社區提案，調整Aave V2和V3的風險參數

Aave founder Stani Kulechov has proposed migrating Aave protocols from Polygon following a Pre-PIP improvement proposal released by the Polygon community. The proposal, drafted by Allez Labs in collaboration with Morpho and Yearn, would see stablecoin reserves on Polygon's cross-chain bridge deployed into lending protocols.

在 Polygon 社群發布 Pre-PIP 改進提案後，Aave 創辦人 Stani Kulechov 提議從 Polygon 遷移 Aave 協議。該提案由 Allez Labs 與 Morpho 和 Yearn 合作起草，將把 Polygon 跨鏈橋上的穩定幣儲備部署到借貸協議中。

According to the proposal, there are currently about $1.3 billion in stablecoin reserves (DAI, USDC, and USDT) on the Polygon PoS cross-chain bridge that are idle, which is equivalent to about $70 million in annual revenue being wasted at the current benchmark lending rate. Therefore, the three proposed to deploy these stablecoin reserves into lending protocols with various yield strategies and launch a new ecological incentive program to expand the DeFi ecosystem of Polygon PoS and AggLayer.

根據提案，目前 Polygon PoS 跨鏈橋上約有 13 億美元的穩定幣儲備（DAI、USDC 和 USDT）閒置，按當前基準計算，相當於浪費了約 7,000 萬美元的年收入貸款利率。因此，三人提議將這些穩定幣儲備部署到各種收益率策略的借貸協議中，並推出新的生態激勵計劃，以擴大PoS和AggLayer的DeFi生態系統。

Specifically, the proposal is to exchange DAI for Maker's sUSDS, and deposit USDC and USDT in Morpho Vaults to earn income. In addition, Allez Labs will act as a risk manager to conduct risk analysis on other possible Morpho Vaults. Yearn will act as the manager of the ecological incentive program, create a Polygon ecological Yearn Vault for each approved asset, and use the income obtained from the Morpho market and sUSDS strategy to reward the depositors of these Vaults.

具體來說，該提案是將 DAI 兌換為 Maker 的 sUSDS，並將 USDC 和 USDT 存入 Morpho Vaults 中以獲得收入。此外，Allez Labs 將充當風險管理者，對其他可能的 Morpho Vault 進行風險分析。 Yearn 將充當生態激勵計劃的管理者，為每個核准的資產創建一個 Polygon 生態 Yearn Vault，並利用從 Morpho 市場和 sUSDS 策略獲得的收入來獎勵這些 Vault 的存款人。

However, Aave leadership sees "huge risks" in this proposal. On the surface, as reflected in the various examples cited by Marc Zeller, cross-chain bridge vulnerabilities have caused losses to the DeFi ecosystem, and this proposal poses a financial security risk to Aave. Secondly, as you can see, the initiators of the proposal are the three main beneficiaries of the proposal. As the number one application in the TVL in the Polygon ecosystem, Aave may feel "ignored" or "betrayed."

然而，Aave 領導層認為這項提議存在「巨大風險」。從表面上看，正如 Marc Zeller 引用的各種例子所反映的那樣，跨鏈橋漏洞給 DeFi 生態系統造成了損失，而這項提議給 Aave 帶來了金融安全風險。其次，正如你所看到的，提案的發起者是提案的三個主要受益者。作為 Polygon 生態系統中 TVL 排名第一的應用程序，Aave 可能會感到「被忽視」或「被背叛」。

In addition, Stani Kulechov pointed out in his response that the proposal was actually the result of a "secret collusion" between Polygon and the above three parties, and there are reports that Polygon has completed a huge token transaction as a result. Stani Kulechov said that Polygon users have expressed dissatisfaction with the proposal from the beginning, and the Polygon leadership only "hypocritically" said today that they do not support the proposal, but are just "making up excuses." In order to protect the security of user assets, Aave DAO proposed the "exit Polygon" proposal.

此外，Stani Kulechov在回應中指出，該提案實際上是Polygon與上述三方「秘密勾結」的結果，有報道稱Polygon因此完成了一筆巨額代幣交易。 Stani Kulechov表示，Polygon用戶從一開始就對該提案表示不滿，而Polygon領導層今天只是「虛偽地」表示不支持該提案，而只是「編造藉口」。為了保護用戶資產安全，Aave DAO 提出了「退出 Polygon」提案。

However, this proposal for "protecting user security" is "sour grapes" in the eyes of Polygon. In response to this matter, Polygon co-founder Sandeep Nailwal said that when this plan was first submitted for discussion, Aave leadership had lobbied hard to ensure that cross-chain funds were used for deployment in Aave. During the public request for proposals on the Polygon governance portal, Aave leadership also held several meetings and invited Polygon Labs leadership to various dinners and presentations to win the support of Polygon Labs and "select Aave" as a stakeholder in the cross-chain process. In addition, Aave also released relevant proposals, but it did not arouse widespread discussion in the Polygon community. In contrast, Morpho (Aave's main competitor)'s proposal received more support from community members.

不過，這項「保護用戶安全」的提議在Polygon看來是「酸葡萄心理學」。針對此事，Polygon 聯合創始人 Sandeep Nailwal 表示，在該計劃首次提交討論時，Aave 領導層曾大力遊說，以確保跨鏈資金用於在 Aave 部署。在Polygon治理入口網站公開徵集提案期間，Aave領導層也召開了多次會議，並邀請Polygon Labs領導參加各種晚宴和演講，以贏得Polygon Labs的支持並「選擇Aave」作為跨鏈流程的利益相關者。此外，Aave也發布了相關提案，但並未引起Polygon社群的廣泛討論。相比之下，Morpho（Aave 的主要競爭對手）的提案得到了更多社區成員的支持。

Nailwal said Aave's "disregard for the security measures that are in place is more like sour grapes. Ironically, this move will harm the users it claims to protect and undermine their access to a stable and thriving DeFi ecosystem. It is hypocritical to claim to care about user security while trying to destabilize the ecosystem that so many users rely on."

Nailwal 表示，Aave 「無視現有的安全措施，這更像是吃不到葡萄酸。諷刺的是，此舉將損害其聲稱保護的用戶，並破壞他們對穩定、繁榮的DeFi 生態系統的訪問。聲稱關心的做法是虛偽的。

In addition to the discussion on security, the quarrel between the two parties has also risen to attacks on their respective forms of governance. Marc Boiron, CEO of Polygon Labs, pointed out that Aave and its surrounding teams are "monopolies" and use dirty means to create fear. Boiron said that Marc Zeller sent him a private message yesterday, "trying to intimidate" that Aave DAO will definitely pass the "exit Polygon" proposal. Stani Kulechov said that Aave DAO only initiated discussions and took action to protect users. "It is inaccurate to characterize Aave DAO's proposal as anti-competitive behavior, and it diverts people's attention from the real problem, that is, user safety." Stani Kulechov said, "Aave supports immutable governance. Aave even allows the use of the project's own tokens for governance under a friendly fork policy. (On the contrary) If Polygon wants to have more control over cross-chain asset investment strategies, they can launch a tailor-made market."

除了安全問題的討論之外，兩黨之間的爭吵還上升到了對各自治理形式的攻擊。 Polygon Labs 執行長 Marc Boiron 指出，Aave 及其周邊團隊是“壟斷者”，使用骯髒手段製造恐懼。 Boiron 表示，Marc Zeller 昨天給他發了一條私信，「試圖恐嚇」Aave DAO 肯定會透過「退出 Polygon」的提案。 Stani Kulechov 表示，Aave DAO 只是發起討論並採取行動來保護使用者。 “將 Aave DAO 的提議定性為反競爭行為是不準確的，它轉移了人們對真正問題即用戶安全的注意力。” Stani Kulechov 表示，「Aave 支持不可變的治理。Aave 甚至允許在友好的分叉政策下使用專案自己的代幣進行治理。（相反）如果Polygon 想要對跨鏈資產投資策略有更多的控制權，他們可以推出量身定制的市場。

At present, it seems that the proposal initiated by Allez Labs, Morpho and Yearn will not be passed, and it is unknown whether Aave will really withdraw from the Polygon ecosystem ( Note: Lido has announced that it will gradually shut down its staking services on Polygon ). Although this dispute will soon pass, the issues behind it are worth pondering. Regardless of whether there are false statements from both parties, from Aave

目前來看，Allez Labs、Morpho 和 Yearn 發起的提案不會獲得通過，Aave 是否真的會退出 Polygon 生態也不得而知（註：Lido 已宣布將逐步關閉其在 Polygon 上的 Stake 服務）多邊形）。雖然這場爭論很快就會過去，但背後的問題值得深思。不管雙方是否有虛假陳述，來自Aave