Aave Will Win: DAO to Receive All Aave Product Revenue as V4 Expands Streams
Aave Labs launched the “Aave Will Win” governance proposal to route all Aave-branded product revenue to the Aave DAO treasury. If approved, earnings from services such as aave.com, Aave App, Aave Card, Aave Pro, Aave Kit and Aave Horizon would no longer be retained by Aave Labs, tightening token governance alignment.
The latest article adds a concrete funding and accountability package. Aave Labs requests a $25M grant split between stablecoins and AAVE: $5M upfront, with the remainder streamed monthly. It also proposes 75,000 AAVE tokens vested linearly over four years for employee compensation, designed with no voting rights to reduce conflicts of interest. Quarterly, independently verified financial disclosures would track revenues, deductions, and grant usage.
“Aave Will Win” is linked to the Aave V4 rollout. V3 already generates over $100M annually for the DAO, and V4 is expected to increase revenue via Spoke modules (permissioned markets, LP collateral support, debt trading, multi-chain) plus a reinvestment module that can deploy idle liquidity into pre-approved low-risk yield. Aave Labs’ scope would also expand to governance infrastructure, tooling, and security work previously handled by BGD Labs and ACI. Pending DAO approval, migration from V3 to V4 is targeted within 8–12 months, with further votes on activation and funding schedules.
For traders, the key market takeaway is that Aave Will Win could improve long-term revenue visibility and cashflow-to-token alignment by moving protocol-style fees to the DAO—while increasing attention on AAVE issuance/dilution dynamics and the execution risk of the V4 migration.
Bullish
This “Aave Will Win” proposal shifts Aave-branded product revenue from Aave Labs to the Aave DAO treasury, which can improve revenue transparency and reinforce token governance alignment. For AAVE traders, clearer and more controllable protocol cashflows are typically supportive of sentiment.
In the short term, the requested $25M grant and the 75,000 AAVE vesting could temper enthusiasm if markets focus on dilution/issuance risk or overhang during the 4-year vesting schedule. However, the proposal includes independently verified quarterly reporting and a no-voting design for the AAVE allocation, which may reduce governance conflict concerns.
For the longer term, the linkage to Aave V4 matters: V3 already generates significant DAO revenue (> $100M annually), while V4’s Spoke modules and reinvestment strategy suggest potential revenue expansion and better utilization of idle liquidity. If the 8–12 month V3-to-V4 migration proceeds smoothly, traders may expect improved fundamentals and sustained demand for AAVE-linked governance.
Overall, despite near-term execution and token-issuance uncertainties, the direction of travel—more treasury-centric revenue under DAO control plus a credible V4 revenue expansion plan—leans bullish for AAVE’s price outlook.