#美联储回购协议计划 AAVE遭遇市场狙击：创始人护盘失利后，巨鲸随即跟进

The situation is like this—after the founder invested $15 million but failed to turn the tide, sharp-eyed large investors immediately countered by increasing their short positions by $2.42 million, with leverage reaching up to 7 times. This is not just a simple gamble; it reflects an accurate understanding of the project's current fragility.

Why is this happening? A careful look reveals—when internal community disagreements and lack of management consensus occur, the project's short-term resilience drops significantly. Experienced capital players seize this window, turning the "governance dilemma" into a "short-selling opportunity." Their logic is straightforward: they do not pursue long-term narratives but hunt for current volatility and chaos.

This provides a sobering insight for market participants:

Fundamentals may fail in the short term. In the face of quantitative sniping, even grand value propositions can seem powerless.

Community splits are risk signals. Any internal disputes, once exposed, are easily amplified and become triggers for shorting.

Ordinary retail investors find it difficult to counter the orderly layout of whales at this time.

What should be done? The most prudent approach is to wait and see. Once internal conflicts ease, the short-term forces are exhausted, and the K-line trend becomes clearer, then make judgments based on the project's actual value. Rushing to buy the dip will only make you a mere foil in this game.