AAVE has recently been in the spotlight with several controversies. It is reported that a leading investment institution's representative announced that they have reached an equity distribution agreement with the protocol's founder, planning to allocate approximately 30% of the rights in phases. The entire distribution cycle is expected to span beyond 2026, with the first round of disposal accounting for 3%-5% of AAVE's total supply. A complete distribution is estimated to take around 6 months.

The logic behind this transaction is quite intriguing. The investor stated that they are optimistic about AAVE's long-term potential and are prepared to strategically accumulate about 40,000 tokens as an important part of their diversified asset allocation. In terms of holding size, this is not just a simple financial investment but more like a vote on the future development direction of the AAVE ecosystem.

It is worth noting that this round of equity distribution reveals a shift in market perception of AAVE's value. The phased and controlled release approach can both avoid market dumps and gradually guide market expectations. For ecosystem builders and long-term participants, the signals conveyed by this prudent capital entry method may be more significant than the distribution figures themselves.