How Aave Labs and the DAO Should Split Ownership of the Brand - Uneasy Money

Bullish:

• $AAVE - Despite governance tensions, Aave is a multi-billion dollar protocol with strong fundamentals and aligned stakeholders working toward resolution

  • “Aave is a billion multi billion dollar Project. Right? This is not like, you know, two people sitting in a room, you know, hacking some stuff together anymore. Like, this is systemically important to Ethereum, to crypto.”

    Kain·18:43

  • “Aave makes a lot of money because Aave is extremely big”

    Marc·20:08

  • “Nobody is against Availabs doing their work. They are doing a fantastic course for nearly a decade now.”

    Marc·21:27

  • “I'm very optimistic for the future of that.”

    Marc·29:53
• $INFRA - Infrastructure and resilience are core requirements for blockchain applications, creating demand for robust infrastructure solutions

  • “resilience was like this term that he used. Right? Like minimizing the the risk of failure, not optimizing for, like, the average cases.”

    Kain·1:17:11

  • “No one would build Aave on top of a thing that they didn't trust was going to to be able to, you know, be resistant to capture.”

    Kain·1:17:50

  • “infrastructure should be natural”

    Marc·1:22:46
• $ETH - Ethereum's credible neutrality and diverse ecosystem enable applications that wouldn't exist on more centralized networks

  • “Ethereum is different. And I think that there's something to be said about the fact that, like you, Kane, right, Aave too, like everyone built on Ethereum even though Vitalik didn't like DeFi.”

    Taylor·1:23:46

  • “Meanwhile, on Ethereum, a lot of things that Vitalik actively was like, this doesn't exist in my worldview made it. That's a good that is a good that is a good solid platform in my opinion.”

    Taylor·1:24:12

  • “I think Ethereum is in a good situation right now.”

    Marc·1:22:57

Bearish:

• $SOL - Solana lacks the philosophical alignment and resilience required for critical DeFi infrastructure, limiting its appeal for serious protocols

  • “I'm one of the reason there's no Aave on Solado because that's not the same philosophy. Yeah. Not RV on some shitty blockchain that can turn the the flip off anytime or just don't produce any blood for any kind of reason”

    Marc·1:18:02

  • “There's a reason that all of the Solana apps are basically the same. It's like that's what people feel like empowered to build there.”

    Taylor·1:23:39

  • “That would have never happened on Solana or Base. Right? If Jesse does not if Jesse does not personally freaking tweet you, you're not gonna make it.”

    Taylor·1:24:03
• $CEFI - Centralized crypto platforms face structural disadvantages and potential regulatory/control issues compared to DeFi

  • “when you have a protocol or when you build a fat app like you are building right now and you are closer to the user, that's where the real margin could be made”

    Marc·20:19

  • “there's no platform risk, there's no government risk, there's no, you know, risk of capture”

    Kain·1:17:29