We’re glad to see the thoughtful and opportune preparation of this Working Group. Given the relatively new nature of the Arbitrum DAO and its significant investment in growth initiatives—it is of the utmost importance to start laying the foundations for a sound DAO finance practice—one that allows for the sustainable development of the Arbitrum ecosystem moving forward.
karpatkey is a DeFi-native organisation specialising in professional DAO finance through industry-leading research and tooling since 2020. We’ve been working with GnosisDAO, Balancer, ENS, CoW Protocol, and Lido on financial planning, operations, and strategy, diversifying their treasuries into sustainable portfolios of DeFi investments designed to support DAOs in executing their missions.
We’d like to apply for a grant to conduct research on the Arbitrum DAO’s treasury focused on the following topics:
- (1) Taxonomy of ways to mitigate price impacts of selling ARB;
- (2) Deep dive into over-collateralised debt issuing;
- (3) / (4) Sequencer revenue allocation;
- (5) DAO treasury diversification into traditional finance instruments, e.g. equity; t-bills;
- (6) Treasury management best practices; and
- (8) Any other valid research contribution.
We’re requesting a 10k ARB budget for a 2-months engagement, with the folowing deliverables:
- Preliminary Results: a public report containing key data points and findings ahead of the Arbitrum Day in Istanbul (November 16th), designed to promote community discussions around the topic.
- Final Report: a comprehensive public report containing all details and recommendations.
As DAO treasury developers and contributors to some of the most reputable DeFi protocols in our industry, we believe that our team has the knowledge, trust, and alignment to meaningfully contribute to the Treasury & Sustainability Working Group. Check out our values to understand more about our guiding and decision-making principles.
We’re looking forward to any feedback or questions the community may have.