在领导人就 10 亿美元投资提案进行倒钩后，Aave 将离开 Polygon Blockchain

去中心化金融领域最大的借贷协议 Aave 在两个组织的领导人互相指责后，将离开 Polygon 区块链

Aave, the largest lending protocol in decentralized finance, is set to leave the Polygon blockchain after leaders at both organizations traded barbs over a proposal to invest $1 billion in idle crypto on the Polygon-Ethereum bridge.

去中心化金融领域最大的借贷协议 Aave 即将离开 Polygon 区块链，此前两个组织的领导人就在 Polygon-Ethereum 桥上投资 10 亿美元闲置加密货币的提议相互指责。

Two major delegates at Aave DAO, the digital cooperative that manages the Aave protocol, told DL News they will vote to leave Polygon when the question goes before Aave DAO members.

管理 Aave 协议的数字合作社 Aave DAO 的两名主要代表告诉 DL News，当问题摆在 Aave DAO 成员面前时，他们将投票退出 Polygon。

One of those delegates, longtime Aave contributor Marc Zeller, first proposed the split. A preliminary vote is expected to go online next month, he said.

其中一位代表、Aave 的长期撰稿人马克·泽勒 (Marc Zeller) 最先提出了这一拆分方案。他说，初步投票预计将于下个月在线进行。

The other, who goes by the pseudonym EzR3aL, said they too would support the measure.

另一位化名 EzR3aL 的人表示，他们也支持这项措施。

Together, they have enough votes to decide the outcome of any proposal that comes before Aave DAO, if recent voting patterns continue into the new year.

如果最近的投票模式持续到新的一年，他们有足够的选票来决定 Aave DAO 之前提交的任何提案的结果。

Representatives from other major Aave delegates did not return DL News’ request for comment or declined to comment.

其他主要 Aave 代表的代表没有回复 DL News 的置评请求或拒绝置评。

Aave accounts for some 40% of the crypto locked in Polygon’s myriad DeFi protocols, and its departure would be a dramatic blow to the popular blockchain.

Aave 占 Polygon 无数 DeFi 协议中锁定的加密货币的约 40%，它的退出将对流行的区块链造成巨大打击。

The spectre of Aave’s departure has led to accusations its leaders have used monopolistic tactics to undermine a rival.

Aave 离职的幽灵导致人们指责其领导人使用垄断策略来削弱竞争对手。

The investment proposal was in a preliminary stage and many months from becoming a reality, Polygon Labs CEO Marc Boiron told DL News. Moreover, despite Aave’s outsize share in the Polygon ecosystem, Polygon accounts for a mere 1.5% of Aave revenue.

Polygon Labs 首席执行官 Marc Boiron 告诉 DL News，该投资提案正处于初步阶段，距离成为现实还有几个月的时间。此外，尽管 Aave 在 Polygon 生态系统中占有巨大份额，但 Polygon 只占 Aave 收入的 1.5%。

“‘We have the power to hurt them’ — that’s what that statement says. ‘We have all the power here, as the big dog,’” Boiron said.

“‘我们有能力伤害他们’——这就是声明所说的。 “作为大狗，我们在这里拥有所有的权力，”布瓦龙说。

“That to me is pure anti-competitive behavior, when you combine those two things.”

“对我来说，当你把这两件事结合起来时，这就是纯粹的反竞争行为。”

Aave’s leadership, in turn, said it is simply taking a hard line against an unpopular, high-risk proposal and its architects.

Aave 的领导层则表示，他们只是对一项不受欢迎的高风险提案及其设计者采取强硬立场。

Moving crypto from one blockchain to another typically requires software known as a bridge, which holds crypto from the origin chain and mints new tokens on the destination chain.

将加密货币从一个区块链转移到另一个区块链通常需要称为桥的软件，该软件保存来自源链的加密货币并在目标链上铸造新的代币。

The new tokens are always redeemable for those sitting on the bridge and, as such, trade at par on the destination chain.

对于那些坐在桥上的人来说，新的代币总是可以兑换的，因此，在目标链上以平价进行交易。

Almost $4 billion in crypto sits in the Polygon’s built-in bridge, according to L2BEAT.

据 L2BEAT 称，Polygon 的内置桥中存有近 40 亿美元的加密货币。

Two weeks ago, risk management firm Allez Labs, along with DeFi projects Morpho and Yearn, proposed transferring about $1.3 billion of that crypto — all dollar-pegged stablecoins — to Morpho, where it could be borrowed at interest.

两周前，风险管理公司 Allez Labs 以及 DeFi 项目 Morpho 和 Yearn 提议将约 13 亿美元的加密货币（全部与美元挂钩的稳定币）转移到 Morpho，在那里可以有息借入。

Rather than sit idle in Polygon’s bridge, the stablecoins would generate a revenue stream estimated at $70 million per year, according to Allez Labs and its partners. Polygon could, in turn, use the money to lure new developers to its ecosystem.

据 Allez Labs 及其合作伙伴称，这些稳定币不会闲置在 Polygon 的桥上，而是每年产生估计 7000 万美元的收入流。反过来，Polygon 可以利用这笔钱吸引新的开发者加入其生态系统。

It was controversial from the start.

从一开始就引起争议。

But the proposal went viral after Zeller’s Aave Chan Initiative, a service provider that contributes to the development and management of Aave, suggested the lending protocol withdraw from Polygon “to mitigate risk.”

但在 Zeller 的 Aave Chan Initiative（一家致力于 Aave 开发和管理的服务提供商）建议贷款协议从 Polygon 中退出“以降低风险”后，该提案迅速走红。

Zeller shared his counter-proposal on X with a brief comment: “Operation Polygon(e).”

Zeller 在 X 上分享了他的反提案，并附有简短的评论：“Operation Polygon(e)”。

Allez’ proposal, and Zeller’s reaction, sparked a furore on social media. Some saw in Zeller’s response an attempt to discredit Morpho, a fast-growing competitor he has relentlessly criticized over the past year.

阿勒兹的提议和泽勒的反应在社交媒体上引发了轩然大波。一些人认为泽勒的回应试图抹黑Morpho，这是一个快速增长的竞争对手，他在过去一年里一直对其进行了无情的批评。

But others saw a reasonable response to a risky proposal.

但其他人看到了对危险提议的合理回应。

Bridges are already among the most vulnerable pieces of software in crypto. Layering risk on top of that — with profit going to Polygon, rather than depositors — was unacceptable, critics said.

桥梁已经是加密领域最容易受到攻击的软件之一。批评人士表示，在此之上叠加风险——利润流向 Polygon，而不是储户——是不可接受的。

Executives at stablecoin issuers Tether and Circle expressed their opposition to the proposal.

稳定币发行商 Tether 和 Circle 的高管表示反对该提议。

Andre Cronje, DeFi developer behind many protocols, likened it to fractional reserve banking. He called it “the antithesis of why the original DeFi ecosystem was created.”

许多协议背后的 DeFi 开发者 Andre Cronje 将其比作部分准备金银行。他称之为“与创建原始 DeFi 生态系统的对立面”。

Last week, Polygon leadership said the proposal was all but dead, and celebrated the episode as a victory for the blockchain’s fledgling governance system, which gives investors a say in its development.

上周，Polygon 领导层表示，该提案几乎已经胎死腹中，并庆祝这一事件是区块链羽翼未丰的治理系统的胜利，该系统让投资者在其发展中拥有发言权。

“It was a SHITSHOW and I ABSOLUTELY LOVED every second of it!” Polygon co-founder Mihailo Bjelic wrote on X.

“这真是一场糟糕的演出，我非常喜欢它的每一秒！” Polygon 联合创始人 Mihailo Bjelic 在 X 上写道。

“The community considered this proposal unacceptable and loudly voiced that opinion, drawing a lot of attention across the ecosystem and beyond. That’s by design.”

“社区认为这一提议不可接受，并大声表达了这一观点，引起了生态系统内外的广泛关注。这是设计使然。”

But the counter-proposal from Aave Chan Initiative prompted an outcry from Polygon Labs executives, who accused Aave’s leadership of abusing its power to kneecap a competitor, Morpho.

但 Aave Chan Initiative 的反提案引起了 Polygon Labs 高管的强烈抗议，他们指责 Aave 的领导层滥用权力压制竞争对手 Morpho。

“This is a prominent example of a DAO leadership engaging in anti-competitive tactics and bullying other ecosystems to play to their tune,” Polygon co-founder Sandeep Nailwal wrote.

Polygon 联合创始人 Sandeep Nailwal 写道：“这是 DAO 领导层采取反竞争策略并欺凌其他生态系统以配合他们的做法的一个突出例子。”

Aave’s leadership have rejected the accusation.

艾夫的领导层否认了这一指控。

“Framing Aave DAO’s proposal as anti-competitive behavior is inaccurate and diverts attention from the real issue: user security,” Stani Kule

“将 Aave DAO 的提议视为反竞争行为是不准确的，并且转移了对真正问题的注意力：用户安全，”Stani Kule