Infighting within Aave is an existential crisis for Ethereum DeFi. I must say I'm quite saddened to see the state of affairs there and I hope that these service providers can pull through and learn to work with each other.
I think ACI/BGD/Tokenlogic/Chaos Labs/LlamaRisk are commendable for the achievements they've done in building the darling of DeFi and I think Aave Labs has done amazing at innnovating and trying different things out. One sect is unparalleled at operations and the other at innovation. The right vision here is that one innovates and hands over to the other for growing.
Every time I speak to folks within the Ethereum DeFi community, the consensus is unanimous: it's ugly and unproductive. It makes doing business with a DAO impossibly hard. Think of it this way: if you are a nation state, and you want an oil deal, will you do an oil deal with a country that has civil unrest? You might, but you'd probably hedge your bets just in case the country imploded and descended into chaos.
It's not too bad just yet, but it is slowly starting to be more and more visible and it's time to nip this in the proverbial bud now and not let wounds fester into gangrene.
As an ecosystem, there has never been more urgency in ensuring that protocols like Euler, Fluid, Morpho, Curve, Uniswap, Aerodrome, (sorry if I've missed naming your amazing protocol here) etc. succeed.
Maybe this is an overreaction, but it is my personal overreaction and not representative of anyone else's. If you agree, voice your opinion.
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