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Aave drama ended terribly.
When you look back at what ACI and the service providers actually built and enabled:
- V3 maturity and revenue engine
- GHO stabilization
- Risk management and governance tools
Now they’re leaving, and ACI members suddenly become a team many projects would want to work with.
I think Labs will have a hard time filling all these infra gaps.
As a long-term bag holder, this is quite concerning to me.
Competitors now have a much better chance of catching up.