[TEMP CHECK] Aave Will Win Framework

Governance General
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We support the direction outlined in the Aave Will Win proposal.

We believe the proposal meaningfully strengthens alignment between Aave Labs and $AAVE tokenholders. The DAO participates not just in the growth of the core protocol, but also in the expansion of new consumer and B2B products across Aave App, Aave Pro, Horizon, and Aave Kit.

Aave is no longer competing solely against other DeFi-native protocols. It is increasingly collaborating with, and competing against, FinTechs, tokenization platforms, stablecoin players, and traditional financial institutions as assets move onchain. We believe Aave’s funding request is reasonable given the competitive landscape and the scale of opportunity the team is pursuing:

  • Uniswap: $120MM annual grant (20MM UNI) at the time of passage in December 2025

  • Sky: $75MM–$90MM annualized operating budget

  • Morpho: $70MM+ raised since inception

  • Superstate: $82.5MM raised in January 2026

  • Rain: $250MM raised in January 2026

These are the types of organizations Aave is now competing with for talent, integrations, and distribution.

Labs has a strong product track record over the past six years. The next phase will require onboarding major FinTechs and asset managers, attracting top talent, engaging with regulators, securing licenses, and building the operational depth to compete at scale. That requires a well-resourced team with the mandate and support to move quickly.

To further strengthen the proposal, it would be helpful to see additional clarity on:

  • Budget Allocation: Breakdown across product, business development, and operations

  • Headcount & Hiring: Current team size, functional split, and planned expansion

  • KPIs & Accountability: Clear annual performance metrics and milestones that allow the DAO to evaluate progress against product delivery, growth, and strategic objectives

Aave is operating in a far more competitive and capital-intensive environment than in prior cycles. With greater clarity around budget allocation, hiring, and performance metrics, we believe this framework can meaningfully accelerate Aave’s next phase of growth.

Disclosure: ParaFi holds $AAVE. This post reflects our views as of today for governance discussion purposes only and is not investment, legal, or tax advice, nor a recommendation or solicitation to buy or sell any asset. Forward-looking statements are inherently uncertain and may change.

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