The Aave Will Win Framework with Stani Kulechov

Aave’s “Aave Will Win” proposal redirects Labs’ product revenues to the DAO, leverages Aave v4 for token-first growth, and professionalizes governance to capture token value.

Key Takeaways

Proposal commits Labs’ product revenue (swap/card fees and future products) to the DAO treasury, unlocking ~$10M+/yr today and accelerating token value capture.
Aave v4 unlocks modular hubs‑and‑spokes, fast collateral onboarding, reinvestment of pool float, and on‑chain risk‑free products to grow protocol revenue.
Aave Labs requests funding (75,000 AAVE + $42.5M stablecoins) framed as DAO buying future revenue rights; the proposed 1–2 year payback requires verification.
Prioritize product layer and consumer fintech UX (bank links, instant deposits) plus opinionated asset selection to avoid commoditization and improve margins.
Governance reforms include formal brand stewardship, an independent IP foundation, quarterly accountability reports, and investor‑relations‑style transparency for the token.
RWA/tokenization strategy aims to expand lending beyond crypto, finance future technologies, and serve both mainstream fintech users and sophisticated DeFi participants.

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