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@fredcat5150 Avatar @fredcat5150 fredcat

fredcat posts on X about protocol, $10m, payroll, ethereum the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance XXXXX% cryptocurrencies #358

Social topic influence protocol #167, $10m #33, payroll #29, ethereum 4.76%, $152k 4.76%, $200kweek 4.76%, core 4.76%, ip 4.76%, money 4.76%, 0xc542c2f197c4939154017c802b0583c596438380 XXXX%

Top accounts mentioned or mentioned by @stanikulechov @0xkolten @_jonahw @defiezr3al @marczeller @axieaur @buendiadas @cryptofundamen2 @freedomisntsafe @toxikat27 @realdonaldtrump @irsnews @0x4graham @chain_diablo @bantercity @mek0768 @velvetmilkman @tedmangotreet @kartojal @discovercrypto_

Top assets mentioned Ethereum (ETH) Aave (AAVE) Immutable (IMX) Monad (MON)

Top Social Posts

Top posts by engagements in the last XX hours

"Test transactions on Ethereum and Arbitrum show identical patterns. The appData clearly marks "partnerFee" with that recipient address. It's not the DAO treasury. Week of Dec 4th: XXXXX ETH ($152k) on Ethereum mainnet alone. Extrapolate across chains: $200k/week potentially $10M+ annually"
X Link 2025-12-11T14:29Z 1300 followers, 4702 engagements

"Ill wait for Marc to respond before drawing any conclusions But I will say that I find it very troubling that Aave labs owns the front end creative rights for the brand and the domain The DAO should own the domain and pay Aave labs to host it using swap fees to pay them"
X Link 2025-12-12T12:29Z 1300 followers, 14.4K engagements

"The initial question: Delegate @DeFi_EzR3aL published on-chain research showing swap fees that previously flowed to the DAO treasury (via ParaSwap) are now going to an Aave Labs-controlled address (via CoWSwap integration) Estimated at $10M+ annually based on early data"
X Link 2025-12-12T15:27Z 1301 followers, XXX engagements

"Marc's core argument: Service providers on DAO payroll have fiduciary duty. The DAO "lent the usage of the Aave brand and IP" with expectation of alignment. ACI contributed engineering work to Labs' frontend believing it benefited the DAO. "We have been fooled." Nuclear option: "Zero sunk cost bias.even if that means renouncing to the outcome of 15M$ of invested DAO funds into V4.""
X Link 2025-12-12T15:27Z 1301 followers, XXX engagements

"Labs' formal response: Composability requires separation between protocol layer (DAO-governed) and application layer (builder-owned). Protocol revenue stays on-chain governed by DAO. Interface monetization is separate. This encourages plurality - multiple frontends can coexist with different models. Admits: "The fair criticism here is communication" - should have been explicit about surplus donation ending"
X Link 2025-12-12T15:27Z 1300 followers, XXX engagements

"For years Aave's swap feature funneled revenue to the DAO through Paraswap's referral program. No extra user costs just passive income for tokenholders. December 2025: Aave Labs announces a CoWSwap partnership for "an improved swap experience." But where's the money going now Previously: swap fees DAO treasury Now: fees Gnosis safe 0xC542C2F197c4939154017c802B0583C596438380 It appears this new address is NOT controlled by the DAO The trail: CoWSwap collects partner fees (15-25 bps per swap) sends weekly ETH distributions converted to USDC sent to Kraken"
X Link 2025-12-11T14:29Z 1300 followers, 6071 engagements

"The Aave DAO should be having internal discussions on how to retain market dominance in a theoretical situation where Aave labs is no longer a friend of the protocol"
X Link 2025-12-12T20:04Z 1301 followers, 1886 engagements

"Aave delegates should also be prepared to vote down V4 if it leaves the door open to too much extraction to outside entities We appreciate the work Aave labs and @StaniKulechov has done but between the Horizon token and now swap fees its becoming apparent that Aave labs will continue to extract for their own benefit if the protocol allows for it . We want Aave labs to succeed but not at the cost of the DAO or the treasury . Mutual success for all. @Marczeller @DeFi_EzR3aL"
X Link 2025-12-12T12:41Z 1301 followers, 5635 engagements

"@0xKolten I agree with that but what if one day its not Is it smart to have the protocol wholly reliant on an outside entity"
X Link 2025-12-12T20:42Z 1300 followers, XXX engagements

"To be clear im not pushing for that and agree its the nuclear option. But I hope the delegates do proper due diligence before approving I believe Aave labs has done and continues to do critical work for the success of Aave. And they need to be properly incentivized to continue that work"
X Link 2025-12-12T14:30Z 1300 followers, XXX engagements

"And it is not lost on me how expensive development can be. Especially for something like Aave v4. That being said I think some checks and balanches/better communication would go a long way The way the swap fees were taken silently makes me question how this is going to play out going forward"
X Link 2025-12-12T14:47Z 1299 followers, XX engagements

"@StaniKulechov clarified: Labs built the original ParaSwap adapters and the new CoWSwap adapters. Self-funded both. The surplus "could have gone back to users" - it was execution quality improvements not structured fees. "DAO should not fund the development of the Aave application" - advocates for product-layer independence to encourage competition"
X Link 2025-12-12T15:27Z 1300 followers, XXX engagements

"@Marczeller chimes in questioning whether this is part of a broader pattern of Labs extracting value from DAO assets: Aave Vaults: hardcoded fees to Labs Horizon: -$450k net to DAO asks about undisclosed Labs fees V4 liquidations: will cost DAO "10+ millions per year" in revenue Flash loans: CoWSwap solvers use Balancer/Morpho redirecting volume from Aave"
X Link 2025-12-12T15:27Z 1300 followers, XXX engagements

"We all understand that And your making decisions that focus on the benefit of Aave labs instead of the DAO which is your right But at the same time your arguing its ridiculous for the DAO to make strategic decisions that benefit themselves like spinning up their own front end as an example"
X Link 2025-12-12T21:41Z 1300 followers, XXX engagements

"@0x4Graham @StaniKulechov DeFi Saver isn't on the DAO's payroll as a technical service provider that im aware. Labs is. that doesn't mean Labs can't monetize their work but it does create reasonable expectations around transparency when making decisions that affect DAO economics"
X Link 2025-12-12T18:02Z 1300 followers, XXX engagements

"Did Aave Labs quietly redirect millions in swap fees away from the DAO treasury $Aave delegate @DeFi_EzR3aL just posted some on-chain research. The following thread breaks down his post 🧵 @Marczeller @StaniKulechov @DeFi_EzR3aL"
X Link 2025-12-11T14:29Z 1301 followers, 124.6K engagements

"If your interested in the Aave discussion regarding swap fees I suggest following the forum post here: Below ill give a quicksummary of where the discussion is currently at 🧵"
X Link 2025-12-12T15:27Z 1301 followers, 2222 engagements

"Aave Labs' response: The interface is application layer separate from protocol. Labs built it funds it and has discretion to monetize non-protocol features like swaps. ParaSwap surplus was a discretionary donation ($200-250k/quarter) not protocol revenue. CoWSwap integration improved UX/MEV protection and the donation naturally ended"
X Link 2025-12-12T15:27Z 1300 followers, XXX engagements

"Key questions still unresolved: Did CoWSwap integration redirect flash loan revenue to competitors Does Aave Vaults share revenue with the DAO Did Labs receive payment from CowSwap for the integration Who legally owns the Aave trademark and brand What's the framework for V4 feature monetization"
X Link 2025-12-12T15:27Z 1300 followers, XXX engagements

"Blast Immutable X Eigen Monad Aztec Which of these has the best chance of turning it around if any"
X Link 2025-12-13T02:56Z 1300 followers, XX engagements