2025-12-24 14:20:18

AAVE has been quite lively these days. A large holder with 230,000 tokens directly dumped and cleared out, losing over $13 million in one go; then the founder Stani stepped up and personally invested $5 million to buy the dip. If this operation were on TV, even the writers wouldn’t dare script it like this.

The root of the issue is actually simple: who should get the money? The team redirected the annual revenue—tens of millions of dollars—that originally flowed into the DAO treasury directly into their own accounts. The community exploded. The former CTO even proposed to transfer control of brand assets like Twitter and the official website from the founder back to the community. The founder opposed, arguing that the ecosystem would be hurt.

It’s not enough for the story to be this intense. The second whale couldn’t stand the chaos and directly dumped 230,000 AAVE, causing the price to plummet by more than ten points instantly. Seeing this, Stani took out $5 million to stabilize the price.

Many people ask me whether I should follow. My answer is: no.

The key isn’t how much the price has fallen, but that the trust foundation is shaking. AAVE itself is fine—the leading player in the lending sector, operating normally. The problem is, what do DeFi projects of this size fear the most? It’s the team and community starting to fight for influence. Right now, it’s about brand ownership and profit-sharing rights. If this isn’t thoroughly resolved, a whale leaving today could trigger retail investors’ panic tomorrow.

The founder dares to take this position because he’s betting on two things: that community sentiment can be maintained, and that he can resolve the governance deadlock. But this bet is huge—it involves real money. As an ordinary investor, there’s no need to gamble on such high uncertainty.

My opinion in one sentence: just because the price is low doesn’t mean you should buy the dip, especially when governance risks haven’t been resolved yet. Let the situation unfold a bit more and see how this internal conflict finally ends.

AAVE-1.89%

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Lonely_Validator

· 7h ago

Oh, the team moving funds around is really outrageous. If trust is gone, everything else is pointless. --- Stani's bold move of investing 5 million to stabilize the market is quite ruthless, but the gamble is too intangible. --- Leading the lending sector isn't wrong, but now everyone knows there's a power struggle internally. At this point, bottom fishing is just gambling on luck. --- Today a big whale makes a move, tomorrow retail investors start panicking. It's better not to touch anything at this critical moment. --- I'm not interested. Let's wait until the regulatory situation is sorted out before taking action. Why rush? --- The low price is just an illusion; what's truly expensive is the probability of resolving this trust crisis.

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ImpermanentPhobia

· 7h ago

Wow, this move is incredible. Holding up the market with just 5 million USD, truly gambler-level confidence.

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LuckyHashValue

· 7h ago

To be honest, Stani's move has a bit of a gambler's mentality—throwing 5 million to stabilize the price. But what happened? Once trust is broken, it's not that easy to glue it back together.

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NFTRegretDiary

· 7h ago

Wow, this screenwriting technique is incredible. They stabilized the market with just 5 million USD. This is the confidence of wealthy people.

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BagHolderTillRetire

· 7h ago

Basically, it's internal conflict. What's the point of bottom-fishing?

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