Aave is currently experiencing a serious governance dispute. It has been ongoing for over 3 months, and the impact is clearly visible from on-chain data. Their TVL has significantly decreased from $36 billion to $26.5 billion. That’s not a small number.



There’s something interesting here. Analysis shows that Sun Zhen has withdrawn around $910 million in stablecoins from Aave and transferred it to Sky and Spark, which are their sub-DAOs. This is not just a regular fund transfer, but an indication that trust in the main platform is starting to waver.

More detailed data shows that since early December, Sun Zhen’s deposits in Sky and Spark have surged from $570 million to $1.48 billion. Now Sky has even become their main savings platform, replacing Aave. This means that this governance dispute is not just an internal issue, but truly affecting the flow of capital within the ecosystem.

This conflict between the dev team and the community clearly leaves a mark. When governance issues arise, users make decisions with their feet. This is an important lesson for other protocols that are developing.
AAVE-3.7%
SKY-6.56%
SPK-4.05%
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