AiCoin Daily (September 17th)

**[ACI Suggests Aave DAO Optimize L2 Operations and Promote Growth Investment Framework Reform]** The Aave governance advocacy organization ACI has released a report indicating that more than half of Aave's deployments across various L2 and L1 networks are economically unviable. Data shows that since early 2025, over 86.6% of Aave's revenue has come from the Ethereum mainnet. ACI recommends shutting down underperforming L2s and will propose related measures. Additionally, ACI suggests reforming the forking framework to prohibit third-party forks like Spark from diluting protocol value and recommends introducing a KPI-linked performance incentive mechanism. To address the narrowing profit margins in the lending business, ACI emphasizes advancing the development of the stablecoin GHO and suggests maintaining weekly AAVE buybacks of $500,000 to $1 million over the next 18 months. It proposes utilizing over $100 million in reserve funds for growth and distribution partnerships while releasing more liquidity through GHO credit lines. ACI plans to submit a growth investment principle framework to the DAO.

[FalconX Withdraws Over 410,000 SOL Worth Approximately $98.4 Million] According to lookonchain monitoring, within the past 8 hours, FalconX has withdrawn 413,075 SOL, approximately $98.4 million, from Binance, OKX, Coinbase, and Bybit.

[Executives from Multiple Crypto Companies to Hold Roundtable Meeting with U.S. Senate Banking Committee Leadership] According to two invited industry insiders, executives from several major crypto companies will hold a roundtable meeting with the leadership of the U.S. Senate Banking Committee tomorrow morning local time to discuss issues related to market structure legislation. Currently, Republican and Democratic senators are engaged in ongoing negotiations on this matter. It is reported that prior to this meeting, the crypto industry had conducted over a week of internal discussions on the latest proposal put forward by the committee, focusing on key issues such as the definition of securities and commodities, and the regulatory framework for decentralized finance (DeFi).

[SlowMist Alert: NPM Supply Chain Poisoning Attack Threatens DApp Users' Asset Security] SlowMist Technology's Chief Information Security Officer, 23pds, posted on the X platform, pointing out that recently attackers have been exploiting NPM supply chain poisoning by replacing SVG files referenced by decentralized platforms with versions embedded with malicious scripts. These malicious SVG files use cross-site scripting (XSS) attacks to generate pop-ups, luring DApp users into signing operations, thereby stealing user assets. SlowMist advises developers and users to strengthen security measures to prevent asset losses caused by supply chain vulnerabilities.

[Hong Kong SFC Proposes Stricter Compliance Requirements for Financial KOLs] The Hong Kong Securities and Futures Commission (SFC) plans to issue guidelines to licensed institutions, standardizing the hiring of financial KOLs and the use of digital platforms for promotion. The proposed regulations would require brokers to conduct due diligence on KOLs, assessing their background, credibility, and experience, as well as continuously monitoring their activities to ensure content is accurate and not misleading, while preventing potential market manipulation. Informal consultations with the industry are currently underway.