I am aligned with the proposal and an optimist for the following reasons:
Revenue-to-DAO + 4-year vesting = real skin in the game.
Voting YES—with eyes on tightening safeguards in the AIP stage.
1. Revenue Alignment
Acknowledgment: Directing 100% of product revenue to the DAO treasury is a powerful signal of commitment. It resolves prior ambiguity about value flow and positions Aave Labs as a true steward, not a vendor.
2. 
Consolidated Execution Post-BGD/ACI
Acknowledgment: Absorbing ~40 critical functions under one accountable entity addresses a real operational gap. The expanded scope shows Aave Labs is stepping up to ensure continuity in security, governance tooling, and infrastructure.
Food for Thought:
As Aave Labs becomes the “central nervous system” , diversity should be encouraged.
Consider creating a program for new service providers in a separate proposal or adding a governance principle that critical functions (e.g., risk parameter updates, audit coordination) should, over time, be open to competitive bidding or multi-provider rotation. This prevents single-point dependency and encourages innovation among service providers—keeping the ecosystem antifragile.
**3. **
Milestone-Based Growth Grants
Acknowledgment: Tying $17.5M in growth funding to product-specific KPIs (user sign-ups, AUM, active addresses) is a mature approach to performance-based funding. It shifts the conversation from “trust us” to “show us.”
Food for Thought:
KPIs should not just include growth metrics, but also decentralization or resilience indicators.
For example: % of new users connecting via non-custodial wallets, diversity of active addresses, or % of liquidity sourced from non-whale entities. This ensures growth doesn’t come at the cost of centralization—and aligns with Aave’s long-term ethos of open, permissionless finance.
4.
Extended Token Vesting (4 Years)
Acknowledgment: Moving employee AAVE grants from 2 to 4 years of linear vesting meaningfully strengthens long-term alignment. It signals that Aave Labs is incentivized for protocol sustainability, not short-term delivery. Also seeking best talent in this space is challenging and tokens allow incentive.
Food for Thought:
Portion of vesting dynamically tied to protocol health metrics.
Imagine 20% of the employee grant vesting only if annual security audits pass with zero critical findings, or if GHO maintains its peg >95% of the time. This creates a direct feedback loop between team incentives and protocol resilience—making “winning” a shared, measurable outcome.
5. 
Clear Product Roadmap (V4, App, Pro, Kit)
Acknowledgment: The technical vision is compelling—modular “Spoke” architecture, consumer onboarding via mobile, institutional tooling. It shows Aave Labs is thinking across the full user spectrum.
Closing Thoughts
This framework represents a pivotal step toward mature DAO-operated development. The strengths—revenue alignment, consolidated execution, performance-based funding—are exactly what Aave needs to scale responsibly.
With AAVE’s framework’s DNA, AAVE Labs ad community can co-create a resilient, community-owned growth engine.
“Aave Will Win”