DeFi 巨头因 DAI 扩张发生冲突，Aave 措施引发碎片化担忧

Aave DAO 已采取积极措施来应对 MakerDAO 快速扩张 DAI 稳定币带来的风险。拟议的调整旨在保护 Aave 协议免受 MakerDAO 激进的 D3M 计划带来的潜在漏洞的影响，这表明了 Aave 对风险管理和面对市场波动的弹性的承诺。

Aave's Proactive Measures to Counter MakerDAO's Aggressive Expansion Raise Concerns About DeFi's Fragmentation

Aave 为应对 MakerDAO 激进扩张而采取的积极措施引发了人们对 DeFi 碎片化的担忧

Amidst a rapidly evolving DeFi landscape, tensions between two industry titans, Aave and MakerDAO, have reached a boiling point, sparking concerns about the potential fragmentation of the ecosystem. Aave's recent actions, aimed at mitigating risks associated with MakerDAO's rapid expansion of its DAI stablecoin, have ignited a fierce debate within the community.

在快速发展的 DeFi 格局中，两个行业巨头 Aave 和 MakerDAO 之间的紧张关系已经达到沸点，引发了人们对生态系统潜在碎片化的担忧。 Aave 最近的行动旨在减轻 MakerDAO 快速扩张其 DAI 稳定币带来的风险，引发了社区内的激烈争论。

Aave's Calculated Response to DAI Expansion

Aave 对 DAI 扩张的精心计算的响应

In a proactive move to address potential vulnerabilities, Aave's Risk Framework Committee (ARFC) has proposed adjustments to the risk parameters of DAI across all Aave deployments. This proposal, spearheaded by the Aave Chan Initiative (ACI) team, recommends a significant adjustment to DAI's loan-to-value ratio (LTV) to 0%, a move that aims to quell risks stemming from MakerDAO's aggressive D3M plan.

为了主动解决潜在漏洞，Aave 的风险框架委员会 (ARFC) 提议调整所有 Aave 部署中的 DAI 风险参数。该提案由 Aave Chan Initiative (ACI) 团队牵头，建议将 DAI 的贷款价值比 (LTV) 大幅调整至 0%，此举旨在平息 MakerDAO 激进的 D3M 计划带来的风险。

Countering MakerDAO's D3M Plan

对抗 MakerDAO 的 D3M 计划

MakerDAO's recent expansion has seen its DAI credit line surge to an estimated 600 million DAI within a month, posing significant challenges to DeFi stability. Aave's proposed adjustments aim to minimize potential risks associated with DAI deposits, safeguard its ecosystem, and protect its users' interests. Additionally, the proposal suggests removing sDAI incentives from the Merit program, a move intended to reduce exposure to DAI-related risks while minimizing disruption to users.

MakerDAO 最近的扩张使其 DAI 信用额度在一个月内飙升至约 6 亿 DAI，这对 DeFi 稳定性构成了重大挑战。 Aave 提出的调整旨在最大限度地减少与 DAI 存款相关的潜在风险，维护其生态系统并保护其用户的利益。此外，该提案建议从 Merit 计划中取消 sDAI 激励措施，此举旨在减少 DAI 相关风险，同时最大限度地减少对用户的干扰。

Governance Integrity and Community Alignment

治理诚信和社区协调

Aave's actions have also highlighted its commitment to governance integrity. Marc Zeller, the founder of ACI, emphasized the DAO's autonomy in redistributing profits and optimizing incentives to benefit the broader Aave ecosystem. This move underscores Aave's dedication to maintaining its community's cohesion and shared interests.

Aave 的行动也凸显了其对治理诚信的承诺。 ACI 创始人 Marc Zeller 强调了 DAO 在重新分配利润和优化激励方面的自主权，以使更广泛的 Aave 生态系统受益。此举突显了 Aave 致力于维护社区凝聚力和共同利益的决心。

A Critical Juncture for DeFi

DeFi 的关键时刻

These developments come at a critical juncture for DeFi, emphasizing the importance of fostering open collaboration and avoiding isolated ecosystems. The implications of conflicts such as these extend beyond individual protocols, potentially stifling the sector's growth and innovation.

这些发展正值 DeFi 的关键时刻，强调了促进开放合作和避免孤立生态系统的重要性。此类冲突的影响超出了单个协议的范围，可能会抑制该行业的增长和创新。

Observers outside the Aave-MakerDAO conflict have expressed apprehensions over the potential ramifications. Gnosis co-founder Martin Köppelmann stressed the significance of interdependency within DeFi, warning against the consequences of losing shared incentives that ensure stability and progress. Similarly, Matt Fiebach, a research analyst at Blockworks, expressed concerns about the possibility of DeFi devolving into walled gardens.

Aave-MakerDAO 冲突之外的观察家对潜在后果表示担忧。 Gnosis 联合创始人 Martin Köppelmann 强调了 DeFi 内部相互依赖的重要性，警告不要失去确保稳定和进步的共享激励的后果。同样，Blockworks 研究分析师马特·菲巴赫 (Matt Fiebach) 也表达了对 DeFi 可能演变成围墙花园的担忧。

Conclusion

结论

The ongoing tensions between Aave and MakerDAO have brought the future of DeFi into sharp focus. Aave's proactive measures, while intended to mitigate risks, have sown seeds of discord within the community. The DeFi ecosystem stands at a crossroads, facing the critical choice of fostering collaboration or allowing fragmentation to prevail. The outcome of this conflict will shape the future of DeFi, and its impact will be felt far beyond the confines of individual protocols. Only time will tell whether the DeFi ecosystem can navigate this turbulence and emerge stronger and more united.

Aave 和 MakerDAO 之间持续的紧张关系使 DeFi 的未来成为人们关注的焦点。 Aave 的主动措施虽然旨在降低风险，但却在社区内播下了不和的种子。 DeFi 生态系统正处于十字路口，面临着促进协作还是允许碎片化盛行的关键选择。这场冲突的结果将塑造 DeFi 的未来，其影响将远远超出单个协议的范围。只有时间才能证明 DeFi 生态系统能否渡过这场动荡并变得更强大、更团结。