Update: One Additional NAY Address
Since the analysis above, one more NAY vote appeared:
Finding 5: 31K VP, signer on Stani’s personal Safe
0x8036e34dF1af66891F9E4067fa19B607a4b8c78d voted NAY with 30,968 VP at 00:08 UTC on February 13, hours after the YEA side rallied to close the gap.
This address is one of 8 signers on 0xe705b1D26B85c9F9f91A3690079D336295F14F08, the Gnosis Safe labeled by Nansen as “Stani Kulechov, Public Figure” (Finding 2 above). Verifiable via the Safe’s getOwners() on-chain call.
The address holds ~31K AAVE and received its first ETH from Safe3 (Stani’s Safe) via internal transaction at block 20,398,096, visible only through trace_filter. Nansen labels: Token Millionaire, High Balance, Bridge User.
This is not an independent voter. It is a signer on the same Safe that delegates 41K VP to the ghost address in Finding 2. Combined with Finding 2, Stani’s personal Safe infrastructure accounts for ~72K NAY VP.
Updated Totals
| Source | VP | Status |
|---|---|---|
| Finding 1: AAVE Multisig Safe | 333,000 | Proven (identical signers) |
| Finding 2: Stani-labeled Safe | 40,880 | Proven (Nansen label) |
| Finding 3: Whale via Aave Liquidation Account | 111,885 | Proven (kulechov.eth + funding chain) |
| Finding 4: Fresh Safe linked to AAVE Multisig | 106,282 | Proven (shared signer with Finding 1) |
| Finding 5: Safe3 signer, first ETH from Stani | 30,968 | Proven (Safe3 signer, on-chain funding) |
Proven cluster total: 623,015 of 648,619 NAY (96%). Five addresses, all traceable to Aave Labs and Stani infrastructure. None disclosed.
Current vote: YEA 603K vs NAY 649K. The margin is ~46K VP. Closes today.