Voting for.
Winding down the AGV arm makes sense to me. It doesn’t really fit the DAO’s priorities at this point in time, and sending the funds back to the treasury is the right call. I’ve actually seen some of the games AGV was backing and there’s real potential there. It looks like a lot of money on paper, but gaming is its own beast and these bets take time to play out. That’s why I’m glad OpCo is going to keep checking in on and nurturing the investments the DAO already made.
I also appreciate the signal from the other AAEs that AGV was doing genuine due diligence. That gives me confidence in how this was run.
One piece of feedback, I’d love to see these investments marketed more. Build some hype around them, bootstrap marketing opportunities, and keep the DAO more in the loop on how the portfolio is doing. The work is there, and deserves more noise.