Aave 与 Polygon 就 Polygon 社区发布的 Pre-PIP 改进提案发生言语纠纷

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

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 社区发布 Pre-PIP 改进提案后，Aave 创始人 Stani Kulechov 提议从 Polygon 迁移 Aave 协议。该提案由 Allez Labs 与 Morpho 和 Yearn 合作起草，将把 Polygon 跨链桥上的稳定币储备部署到借贷协议中。

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.

根据提案，目前 Polygon PoS 跨链桥上约有 13 亿美元的稳定币储备（DAI、USDC 和 USDT）闲置，按当前基准计算，相当于浪费了约 7000 万美元的年收入贷款利率。因此，三人提议将这些稳定币储备部署到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PoS和AggLayer的DeFi生态系统。

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.

具体来说，该提案是将 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 将充当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 领导层认为这一提议存在“巨大风险”。从表面上看，正如 Marc Zeller 引用的各种例子所反映的那样，跨链桥漏洞给 DeFi 生态系统造成了损失，而这一提议给 Aave 带来了金融安全风险。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，这一“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，在该计划首次提交讨论时，Aave 领导层曾大力游说，以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, "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。 Boiron 表示，Marc Zeller 昨天给他发了一条私信，“试图恐吓”Aave DAO 肯定会通过“退出 Polygon”的提案。 Stani Kulechov 表示，Aave DAO 只是发起讨论并采取行动来保护用户。 “将 Aave DAO 的提议定性为反竞争行为是不准确的，它转移了人们对真正问题即用户安全的注意力。” Stani Kulechov 表示，“Aave 支持不可变的治理。Aave 甚至允许在友好的分叉政策下使用项目自己的代币进行治理。（相反）如果 Polygon 想要对跨链资产投资策略有更多的控制权，他们可以推出量身定制的市场。”

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

目前来看，Allez Labs、Morpho 和 Yearn 发起的提案不会获得通过，Aave 是否真的会退出 Polygon 生态也不得而知（注：Lido 已宣布将逐步关闭其在 Polygon 上的 Stake 服务）多边形）。虽然这场争论很快就会过去，但其背后的问题却值得深思。不管双方是否有虚假陈述，来自Aave