dao

当代码试图替代公司章程，当通证投票试图取代董事会决议，一场关于人类组织形式的终极实验正在进行。
 
从原子化个体到有机体
在前四篇文章的探索中，我们完成了对Web3世界的“个体化”建构：理解了它必须扎根于现实土壤，掌握了其底层信任协议，观察了其价值流动的管道，最终抵达了价值承载的基本单元——数字“原子”，也就是NFT。
现在，一个系统性问题随之浮现：当无数个体拥有了可编程的资产、可验证的身份和全球流动性入口后，他们该如何组织起来？如何共同决策、管理资源、协作创造，去实现单一个体无法完成的宏大目标？
传统世界的答案是：公司、政府、非营利组织——这些以清晰法律边界、科层制结构和中心化权威为特征的组织形态。
Web3给出的实验性答案是：DAO，去中心化自治组织。它承诺的愿景令人神往：一群匿名的、地理上分散的个体，仅凭共享的使命和对一套代码规则的信任，就能像一家高效公司般运转，没有CEO，没有董事会，没有雇佣合同，所有决策由通证持有者投票决定，所有规则和资产由智能合约透明执行。
这听起来像是自由协作的终极形态。
然而，当我们拨开理想主义的光环，看到的却是一个边界模糊、充满张力、仍在艰难探索的未成形社会雏形。
我们将深入这场可能是本世纪最重要的组织实验的核心。
 
DAO的理想原型
要理解DAO的革命性，首先要理解它与传统组织的根本区别。
我们可以将其构想为一家“可被分叉”的公司。
权力的来源：股权 vs 通证
在传统公司，权力源于股权。
股权通常集中在创始团队和早期投资者手中，决策权与持股比例直接相关，普通员工和用户没有正式发言权。
在DAO中，权力源于治理通证。
通证可以更广泛地分发给贡献者、用户和社区成员。理论上，每个通证都代表一票，重大决策比如资金使用、协议升级由社区投票决定。
法律的边界：注册实体 vs 网络协议
公司是法律意义上的法人实体，受特定司法管辖区的法律约束，有注册地址和法定代表人。DAO则通常是一个基于区块链协议的网络。
它的“章程”是开源的智能合约代码和社区共识形成的提案。
其法律地位在全球范围内都是模糊的，它更像一个由共同目标维系的云组织。
协作的基础：雇佣合同 vs 赏金与声誉
公司通过雇佣合同明确责任与报酬，形成上下级关系。
DAO的协作更多基于开放式任务和链上声誉。
任何人可以认领公开的任务，完成后通过智能合约获得报酬。
我们的“简历”是公开可查的链上贡献记录，声誉成为获取更高权限和更大项目的资本。
退出的机制：股权出售 vs 社群分叉
对公司不满的股东，只能出售股权离场，但无法带走公司的任何资产或知识产权。
而对DAO治理不满的核心成员，可以发起 “分叉” ——复制整套代码和规则，并带走一部分社区共识和资产，成立一个竞争性的新DAO。
这是一种极端的“用脚投票”，对治理不善者构成持续威胁。
 
理想国里的现实泥潭
尽管理念美好，但今天的DAO实践却深陷于一系列根本性的困境之中。
困境一：投票冷漠与财阀治理
理想中，人人积极参与治理。
现实中，绝大多数通证持有者不参与投票。
原因包括：投票需要花费时间和Gas费；对复杂技术提案缺乏专业知识；认为个人票数微不足道。
这导致决策权实际集中在持有大量通证的少数“巨鲸” 手中。
DAO常常从一个“去中心化”的理想，滑向事实上的 “富豪寡头治理” ，这与传统公司的股权集中决策并无本质区别，甚至更不透明。
困境二：效率与安全的永恒悖论
去中心化决策意味着漫长提案、讨论、投票周期。
一个紧急漏洞修复可能需要数天才能达成共识并执行，而黑客攻击只需几分钟。
为了效率，许多DAO不得不将日常运营权委托给一个由核心贡献者组成的 “多重签名委员会”。
这本质上重建了一个 “董事会” ，使得DAO在关键环节重回中心化。
如何在保持安全与追求效率之间找到平衡，是所有DAO面临的阿克琉斯之踵。
困境三：“法律真空”下的责任黑洞
当DAO管理的智能合约出现漏洞，导致用户资产损失时，谁该负责？是投票赞成该合约的全体通证持有者吗？这会让参与治理变成一种高风险行为。
现实中，多数DAO背后仍有一个法律实体作为责任缓冲。
代码可以执行规则，但无法承担法律和道德责任。
这个责任最终仍需落在现实世界中的自然人身上，法律正在加速追赶，试图为DAO“赋形”。
困境四：无雇佣关系下的贡献者疲劳
在没有固定薪酬和职业保障的情况下，早期贡献者依靠热情和未来通证奖励的预期工作。
但当通证价格波动、社区冲突增多或项目进入平台期时，贡献者极易陷入疲劳和流失。
DAO缺乏传统组织那种通过薪酬、职级、企业文化来维系长期忠诚和归属感的成熟机制。
它更像一个“激情共同体”，但激情会燃烧殆尽。
 
DAO正在创造的真正价值
尽管面临重重困境，DAO的探索绝非徒劳。
它正在三个维度上，为未来组织形态播种下可能改变游戏规则的种子：
所有权经济的初步实践
DAO试图将用户、贡献者从单纯的“消费者”或“雇员”，转变为真正的 “所有者” 。
通过通证经济，让为组织创造价值的人直接分享组织的成长红利。
这是对“股东至上”传统公司理念的颠覆，指向一种更广泛、更公平的价值分配模式。
全球人才网络的即时匹配
DAO打破了地理和雇佣壁垒，让全球任何一个角落的人才，都能基于技能和兴趣，瞬间接入一个项目进行协作。
它像是一个基于贡献的、持续进行的人力资源市场，极大地优化了创意和劳动力的全球配置效率。
渐进式去中心化的路径探索
最成功的DAO并非一蹴而就。
它们大多遵循一条 “渐进式去中心化” 路径：创始团队中心化启动，产品成熟后逐步将治理权、资产控制权通过通证分发给社区。
这提供了一种务实且可复用的组织演化蓝图：如何在保持初期执行力的同时，最终走向社区共治。
 
DAO是组织，更是社会实验
或许，我们不应过早地将DAO定义为一种“新型公司”。
它的野心可能更大，也更模糊。
它更像是一个微缩的社会实验场，在其中同时测试着：
直接民主在复杂决策中的可行性。陌生人之间建立大规模信任的机制。资本、劳动力和创造力在全球范围内自由组合的新模式。代码治理与人类模糊判断的边界。
它的成败，不取决于是否彻底取代了谷歌或腾讯，而在于它能否为人类协作提供多一种可能的选择——一种更开放、更公平、更符合数字原生代直觉的选择。
 
从组织实验到系统整合
至此，我们已经完成了对Web3核心支柱的遍历：现实基础、信任协议、金融管道、价值原子、自治组织。
我们看到了一个自下而上构建的数字生态的雄心与挣扎。
然而，一个终极问题依然高悬：这些分散的、时而闪耀、时而笨拙的组件，最终会汇聚成什么？它们是在构建一个平行的数字乌托邦，还是在深刻地改造我们既有的社会和经济系统？
Web3所代表的这股力量，其内在的矛盾与对现实世界的冲击，已经到了必须被系统审视的时刻。
敬请期待：《Web3通识（六）：Web3的终极矛盾——技术无政府主义与监管必然性的世纪碰撞》
我们将探讨：去中心化的理想为何必然遭遇主权的铁壁？代码自由主义与消费者保护之间是否存在不可调和的冲突？当“不要作恶”被“无法作恶”的技术承诺取代，我们是否只是将作恶的风险转移了形式？在这场技术愿景与现实规则的巨大碰撞中，可能的融合路径在哪里？这不仅是Web3的终极思考，也是数字时代治理命题的核心。
 
下一章
《Web3通识（六）：Web3的终极矛盾》
#Web3 #BTC #ETH #DAO #Binance
$BTC

Kad katrs unikālais skaitlis var tikt atzīts, pārvietots un programmēts, mēs esam liecinieki „īpašuma” jēdziena paradigmas revolūcijai.

No plūstošās vērtības līdz unikālajam nesējam
Pirmajās trijās izpētēs mēs esam uzbūvējuši izpratnes pakāpenisko kāpņu par Web3: no “reālās pamatnes” līdz “uzticības mašīnām”, tad līdz “finanšu eksperimenti”.
Mēs redzējām, kā vērtība efektīvi un globāli plūst jaunās uzticības protokolos.
Bet ir viena pamatproblēma, kas rodas: šie plūstošie vērtības, galu galā kur tie plūdīs? Uz kā tie balstās?

Aave Labs has introduced a sweeping governance proposal that could significantly reshape the economic and brand structure of the Aave ecosystem. The company is seeking community approval to redirect 100% of revenue generated from Aave-branded products to the Aave DAO treasury.
The proposal, introduced as a non-binding “temp check” on the Aave governance forum, is part of a broader strategic framework titled “Aave Will Win Framework.” It aims to reaffirm token holders as the primary economic beneficiaries of the ecosystem while redefining the long-term relationship between the for-profit R&D company and the decentralized autonomous organization governing the protocol.
If approved, the initiative would represent one of the most ambitious experiments in DAO-led brand ownership within DeFi.
What Revenue Would Be Redirected?
Under the proposal, all revenue streams tied to Aave-branded products would flow directly into the DAO treasury. These include:
Swap fees from current and future protocol versions
Revenue generated through the aave.com interface
Future verticals such as the Aave Card
Potential AAVE-related ETF products
Other forthcoming ecosystem initiatives
In addition, Aave Labs has proposed the creation of a new Aave Foundation entity to hold intellectual property, trademarks, and brand assets on behalf of the ecosystem.
Such a structural shift would effectively position the DAO as the economic owner of one of the largest DeFi brands by total value locked (TVL).
Background: Months of Governance Tension
The proposal follows months of friction between Aave Labs and segments of the DAO community regarding revenue control and brand ownership.
In December, controversy emerged when swap fees from the aave.com interface — previously routed to the DAO treasury — were redirected to a wallet controlled by Aave Labs. The move triggered debate over whether the DAO or the founding company holds ultimate control over Aave’s brand and monetization strategy.
In response, a token holder introduced a so-called “poison pill” proposal that would have transferred intellectual property, trademarks, codebase control, and even corporate equity under DAO authority. Although that proposal did not pass, it intensified discussions about governance transparency and economic alignment.
Following the dispute, CEO Stani Kulechov began opening dialogue around a more structured partnership model between Aave Labs and the DAO.
Simultaneously, Aave Labs initiated a strategic restructuring, scaling back non-core Web3 initiatives. The company divested its social protocol Lens and discontinued its Family wallet product to refocus exclusively on DeFi lending infrastructure.
Aave v4: The Core of the Strategic Pivot
A major component of the “Aave Will Win Framework” is the upcoming deployment of Aave v4 — a next-generation protocol architecture reportedly under development for several years.
According to Aave Labs, v4 introduces a modular “hub-and-spoke” architecture enabling:
Expansion into new markets and use cases
Independent risk parameters per deployment
Customizable revenue models
Enhanced capital efficiency
For context, Aave v3 currently generates over $100 million in annualized revenue. The new architecture is designed to unlock revenue streams that were structurally difficult under previous versions.
The proposal suggests that the DAO prioritize v4 development while gradually reducing feature expansion on v3. A phased transition over 8–12 months after v4 launch could encourage user migration via parameter adjustments.
Operational Funding in Exchange
In return for transferring revenue rights and brand assets to the DAO and new foundation, Aave Labs is requesting a substantial operational funding package:
$25 million in stablecoins
75,000 AAVE tokens
Product-specific milestone-based grants
The breakdown includes:
$5 million upfront
$20 million disbursed over 12 months
75,000 AAVE vested linearly over two years
Three $5 million grants for Aave App, Aave Pro, and Aave Card
$2.5 million for Aave Kit development
Aave Labs emphasizes that most funding would be milestone-based and subject to annual DAO approval to ensure accountability.
Historically, Aave Labs has self-funded much of its ecosystem expansion, turning to the DAO primarily for core protocol development and strategic marketing initiatives. The company argues that this new framework would secure long-term competitiveness and innovation capacity for the next decade.
Criticism and Governance Concerns
Not all community members are convinced.
Marc Zeller, founder of the Aave Chan Initiative and a prominent governance participant, suggested the proposal may resemble a negotiation tactic — presenting an initially aggressive ask before softening terms.
He also characterized the funding request as effectively extracting up to $50 million in value from the DAO without sufficient preliminary discussion.
While acknowledging that token holders ultimately decide the outcome, critics argue that governance quality and process transparency are equally important as economic alignment.
A Major Governance Experiment in DeFi
If implemented, the proposal would position Aave DAO as the direct economic steward of a multi-billion-dollar DeFi brand — an unprecedented governance model at this scale.
The outcome could set a precedent for how decentralized organizations and founding development companies coordinate brand ownership, intellectual property rights, and revenue sharing in the evolving DeFi landscape.
The governance vote will likely be closely watched across the broader crypto ecosystem.
This article is for informational purposes only and does not constitute financial or investment advice. Readers should conduct independent research and carefully assess risks before making any investment decisions.
Follow for more in-depth crypto governance analysis and institutional DeFi insights.
#DAO #AAVE #CryptoNews

Lielas ziņas tikko nāca no Aave Labs! Viņi ir atklājuši revolucionāru priekšlikumu ar nosaukumu "Aave uzvarēs," norādot uz milzīgu pārmaiņu decentralizētās finanses pārvaldībā.
Šī iniciatīva pamatā? Pārskaitīt VISUS produktu ieņēmumus tieši Aave DAO!
💰 Kāpēc tas ir spēles mainītājs:
Patiesa decentralizācija: Šis solis pilnībā pilnvaro kopienu, dodot Aave DAO dalībniekiem tiešu kontroli un īpašumtiesības pār protokola finanšu nākotni.
Aave V4 redzējums: Priekšlikums pozicionē Aave V4 kā pamatu nākotnes inovācijām, ar visiem ieņēmumiem, kas plūst uz DAO, lai finansētu attīstību, drošību un izaugsmi.

Kas ir "Pārvaldības priekšlikums"?

Vairums cilvēku pieņem, ka kriptovalūtu projekti tiek vadīti tikai no dažiem tehnoloģiju ģēnijiem, kuri pieņem visus lielos lēmumus aiz slēgtām durvīm. Bet ko, ja es jums teiktu, ka jums patiešām ir iespēja ietekmēt, kā jūsu iecienītās decentralizētās lietotnes attīstās?

Vai jūs zināt, kā tradicionālā uzņēmumā lieli vadītāji izlemj visu, sākot no jauniem produktiem līdz mārketinga stratēģijām?

Nu, kriptovalūtu pasaulē lietas var justies daudz vairāk kā kopienas sanāksme, kur visi var izteikt idejas.

'Pārvaldības priekšlikums' būtībā ir kā kāds, kurš paceļ roku ar ieteikumu, kā decentralizētajam projektam vajadzētu mainīties, vai tas būtu maksu pielāgošana vai jaunas funkcijas ieviešana.

$DAO 📢🚨🔎Navigējot pa fragmentēto DAO ainavu, ir universāla problēma. Mēs izveidojām DAOBase, lai to atrisinātu. Mēs apkopojam datus no vairāk nekā 140,000 DAO vienā meklētājā. Tas nodrošina visaptverošu skatījumu uz pārvaldību, valsts kasēm un sociālo aktivitāti. Tas pārvērš izkliedētus datus rīcībspējīgā informācijā.
Mūsu pamatmisija ir veidot reputācijas līmeņus. Mēs apkopojam būtiskus datus—sociālos rādītājus, valsts aktīvus, komiteju informāciju—pieejamos profilos. Tas ļauj veikt nepārtrauktu uzraudzību un informētu lēmumu pieņemšanu.

$KOGE BNB Chain ekosistēmā, 48 Club Token (KOGE) izceļas kā unikāls, kopienas virzīts pārvaldības aktīvs. To izveidoja BNB48 Club, viens no vecākajiem DAO tīklā (dibināts 2017. gadā), KOGE ir vairāk nekā tikai tirgojama žetons — tas pārstāv vietu pie galda decentralizētai lēmumu pieņemšanai.

Projektu lietderība & ekosistēma

KOGE kalpo kā galvenais pārvaldības rīks BNB48 DAO. Klubs koncentrējas uz augsta līmeņa nozares pētījumiem, eņģeļu ieguldījumiem un mezglu operācijām.