Aave与Polygon就跨链桥风险参数发生言语纠纷

近日，Aave Chan Initiative（ACI）创始人Marc Zeller在Polygon上发起社区提案调整Aave V2和V3的风险参数

Recently, a community proposal initiated by Marc Zeller, founder of the Aave Chan Initiative (ACI), to adjust the risk parameters of Aave V2 and V3 on Polygon has attracted attention. The proposal explicitly "encourages migration from Polygon". As the application with the highest TVL on Polygon (DeFillama data shows that at the time of writing, Polygon's total TVL was approximately $1.21 billion, of which approximately $450 million was provided by Aave), Aave's move immediately triggered a verbal dispute between the Polygon team and the Aave team.

近日，由 Aave Chan Initiative（ACI）创始人 Marc Zeller 发起的一项调整 Polygon 上 Aave V2 和 V3 风险参数的社区提案引起关注。该提案明确“鼓励从 Polygon 迁移”。作为 Polygon 上 TVL 最高的应用（Dellama 数据显示，截至撰写本文时，Polygon 总 TVL 约为 12.1 亿美元，其中约 4.5 亿美元由 Aave 提供），Aave 此举立即引发了 Polygon 团队之间的言语纠纷和 Aave 团队。

Polygon co-founder Sandeep Nailwal accused Aave's leadership of "sour grapes," saying that "this behavior is extremely monopolistic and anti-competitive, and is not in line with the spirit of Web3." Aave founder Stani Kulechov responded that Polygon's behavior was actually "the bad guy complaining first." In the face of widespread opposition from users, they quickly spread rumors and "blamed" Aave's leadership.

Polygon 联合创始人 Sandeep Nailwal 指责 Aave 的领导“酸葡萄”，称“这种行为极具垄断性和反竞争性，不符合 Web3 的精神”。 Aave 创始人 Stani Kulechov 回应称，Polygon 的行为实际上是“坏人先抱怨”。面对用户的广泛反对，他们迅速散布谣言并“指责”Aave的领导。

So, what is the root cause of this sudden quarrel? The reason is that it all stems from a Pre-PIP improvement proposal released by the Polygon community.

那么，这场突然的争吵的根本原因是什么？原因在于，这一切都源于Polygon社区发布的一份Pre-PIP改进提案。

On December 12, Allez Labs drafted the proposal in collaboration with DeFi protocols Morpho and Yearn. The proposal states that 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.

12 月 12 日，Allez Labs 与 DeFi 协议 Morpho 和 Yearn 合作起草了该提案。该提案指出，目前 Polygon PoS 跨链桥上有约 13 亿美元的稳定币储备（DAI、USDC 和 USDT）闲置，相当于当前基准贷款浪费了约 7000 万美元的年收入速度。因此，三人提议将这些稳定币储备部署到具有各种收益率策略的借贷协议中，并推出新的生态激励计划，以扩大 Polygon PoS 和 AggLayer 的 DeFi 生态系统。

Specifically, the proposal proposes 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.

具体来说，该提案建议将 DAI 兑换为 Maker 的 sUSDS，并将 USDC 和 USDT 存入 Morpho Vaults 中以获得收入。此外，Allez Labs 将充当风险管理者，对其他可能的 Morpho Vault 进行风险分析。 Yearn 将作为生态激励计划的管理者，为每个获批的资产创建一个 Polygon 生态 Yearn Vault，并利用从 Morpho 市场和 sUSDS 策略获得的收入来奖励这些 Vault 的储户。

At first glance, there seems to be nothing wrong with this proposal. But in the eyes of Aave's leadership, there are "huge risks" hidden under this proposal. On the surface, as reflected in the various examples cited by Marc Zeller of cross-chain bridge vulnerabilities that have caused losses to the DeFi ecosystem, 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."

乍一看，这个提议似乎没有什么问题。但在艾夫领导层看来，这一提议之下隐藏着“巨大风险”。从表面上看，正如 Marc Zeller 引用的各种跨链桥漏洞给 DeFi 生态系统造成损失的例子所反映的那样，这一提案对 Aave 构成了金融安全风险。其次，正如你所看到的，提案的发起者是提案的三个主要受益者。作为 Polygon 生态系统中 TVL 排名第一的应用程序，Aave 可能会感到“被忽视”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在回应中指出，该提案实际上是Polygon与上述三方“秘密勾结”的结果，有报道称Polygon因此完成了一笔巨额代币交易。 Stani Kulechov表示，Polygon用户从一开始就对该提案表示不满，而Polygon领导层今天只是“虚伪地”表示不支持该提案，而只是“编造借口”。为了保护用户资产安全，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.

不过，这个“保护用户安全”的提议在Polygon看来是“酸葡萄心理”。针对此事，Polygon 联合创始人 Sandeep Nailwal 表示，该计划首次提交讨论时，Aave 领导层曾大力游说，确保跨链资金用于在 Aave 部署。在Polygon治理门户公开征集提案期间，Aave领导层还召开了多次会议，并邀请Polygon Labs领导参加各种晚宴和演讲，以赢得Polygon Labs的支持并“选择Aave”作为跨链流程的利益相关者。此外，Aave也发布了相关提案，但并未引起Polygon社区的广泛讨论。相比之下，Morpho（Aave 的主要竞争对手）的提案得到了更多社区成员的支持。

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 “无视现有的安全措施，这更像是吃不到葡萄酸。讽刺的是，此举将损害其声称保护的用户，并破坏他们对稳定、繁荣的 DeFi 生态系统的访问。声称关心的做法是虚伪的。”关注用户安全，同时试图破坏众多用户所依赖的生态系统的稳定。”

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

除了安全问题的讨论之外，两党之间的争吵还上升到了对各自治理形式的攻击。 Polygon Labs 首席执行官 Marc Boiron 指出，Aave 及其周边团队是“垄断者”，使用肮脏手段制造恐惧。布瓦龙说马克·泽勒昨天给他发了一条私人信息