Proposal: Adjust the Voting Power of the Arbitrum Community Pool & Ratify the Agentic Governance Pivot
Vote: Reduce delegation to 100K
Type: Off-chain
Rationale: We voted to reduce the delegation to Event Horizon to 100K. The pivot to agentic governance represents a significant departure from the original mandate, which focused on voter enfranchisement. For that reason, it doesn’t seem reasonable to continue supporting it with the initial 7M ARB delegation. That said, it also makes sense not to completely remove Event Horizon’s delegation, as withdrawing 7M from the votable supply would compound existing issues with delegate participation and reaching quorum. While 100K is a minor amount, it is a far better option than 0.
Proposal: Wind Down the MSS + Transfer Payment Responsibilities to the Arbitrum Foundation
Vote: Off-chain
Type: FOR
Rationale: We would like to thank the MSS members for their leadership and for the value they provided in helping streamline the disbursement of DAO funds.
We support the proposal to wind down the MSS and transfer payment responsibilities to the Arbitrum Foundation for three key reasons:
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Cost Efficiency: Transferring payment responsibilities to the Foundation will reduce the DAO’s operating expenses, as funds will no longer be allocated to compensation for MSS members.
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Operational Efficiency: With the Foundation taking on payment responsibilities, payment processing and compliance will be more effectively coordinated within the processes the Foundation already manages.
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Security: The Foundation managing payments carries fewer risks, given its established internal processes and capabilities.
Proposal: Reallocate Redeemed USDM Funds to STEP 2 Budget
Vote: Off-chain
Type: FOR
Rationale: We support the proposal to reallocate redeemed USDM funds to the STEP 2 budget. This is a straightforward decision for us. Using the funds in this way aligns with the DAO’s intended objective of investing in stable RWAs, so we see no contradiction and consider it the sensible path forward.
Proposal: Let’s improve our governance forum with three proposals.app feature integrations
Vote: AGAINST
Type: Off-chain
Rationale: We would like to thank the @paulofonseca and team for bringing up this initiative, including past and ongoing contributions to improving governance participation in ArbitrumDAO, both online and offline. Having provided some feedback on this proposal, we’ve ultimately decided to vote against it. While proposals.app offers some useful features for delegates, we believe it introduces only minimal improvements to the DAO’s overall governance stack and processes. For that reason, we do not think allocating $60k to this initiative represents the most optimal use of the DAO’s resources at this point in time.
Proposal: Updating the OpCo Foundation’s Operational Capability
Vote: FOR
Type: Off-chain
Rationale: We support the proposal to update the OpCo’s operational capabilities to address key limitations in its original mandate across contractual capacity, treasury spend, employee compensation, council election eligibility, conflict of interest, and ecosystem support. While the DAO opted to err on the side of caution in establishing the OpCo, it is now clear that many provisions in the original proposal were too restrictive and, if left unchanged, would ultimately prevent the OpCo from effectively executing its intended objectives. We believe it is appropriate to update the OpCo’s operational capabilities in this way so it can function as intended.
Proposal: DeFi Renaissance Incentive Program (DRIP)
Vote: FOR
Type: On-chain
Rationale: We voted in support of this proposal during the off-chain vote based on the rationale here. Our view remains unchanged and we will also vote in support of the on-chain vote.
Proposal: [Constitutional] AIP: Remove Cost Cap on Arbitrum Nova
Vote: FOR
Type: Off-chain
Rationale: We voted in support of this proposal because we believe it makes sense to remove the amortize cost cap if continuing to subsidize Nova no longer delivers meaningful benefits. That said, we look forward to learning more about the roadmap for Nova and understanding what its ultimate fate will be:
Proposal: Arbitrum Treasury Management Council - Consolidating Efforts
Vote: Off-chain
Type: FOR
Rationale: We voted in favour of this proposal as we believe that consolidating treasury management functions within a single body (the Arbitrum Treasury Management Council) reduces unnecessary fragmentation, duplication of functions, and overhead costs, while supporting better coordination and operational efficiency. We are comfortable with the ATMC’s proposed composition, which includes AAEs and DAO representation through the OAT. We would like to thank all committees, including the TMC, GMC, and STEP committees, for previously carrying out these functions and laying the groundwork for a more streamlined process.
Proposal: [Constitutional] AIP: Constitutional Quorum Threshold Reduction
Vote: AGAINST
Type: On-chain
Rationale: We voted against the offchain proposal based our rationale here. We will similarly be voting against during the onchain vote.
Proposal: [CONSTITUTIONAL] Register the Sky Custom Gateway contracts in the Router
Vote: On-chain
Type: FOR
Rationale: We voted FOR this proposal because registering the Sky custom gateway contracts in the router contracts is a win-win for both Arbitrum and the Sky ecosystem. This integration will allow users to bridge Sky’s USDS and sUSDS through the official Arbitrum Bridge UI, improving the user experience while enabling both ecosystems to access each other’s user base and liquidity, driving cross-ecosystem growth. We welcome this step and are supportive of it.
Proposal: Entropy Advisors: Exclusively Working with the Arbitrum DAO, Year 2 and Year 3
Vote: FOR
Type: Off-chain
Rationale: We would like to thank @Entropy for their immensely valuable contributions to ArbitrumDAO across several workstreams over the past year. Their impact on DAO activities and the broader ecosystem has been clear. We believe it is the right step for the DAO to extend their mandate and continue supporting their work.
Proposal: [Constitutional] AIP: Update the Upgrade Executors
Vote: FOR
Type: Off-chain
Rationale: We thank the Arbitrum Foundation and core protocol teams for their continued efforts in maintaining, improving, and upgrading the network. We welcome this proposal to update the Upgrade Executors, as it will allow critical protocol upgrades to be executed more efficiently without indirect delegate calls. We will be voting FOR this proposal.
Proposal: [CONSTITUTIONAL] Register $BORING in the Arbitrum generic-custom gateway
Vote: Off-chain
Type: FOR
Rationale: This proposal to enable bridging of the $BORING token through the official Arbitrum Bridge UI is a welcome step. While a relatively small UX improvement, it can generate meaningful cross-ecosystem benefits for both the Superboring and Arbitrum ecosystems. We will be voting FOR this proposal.
Proposal: [Constitutional] AIP: Disable Legacy Tether Bridge
Vote: FOR
Type: Off-chain
Rationale: We voted FOR this proposal to disable the legacy USDT bridge for Arbitrum One. With the migration to the new USDT0 bridge, this is a practical decision. Disabling the legacy bridge protects depositors from slower settlement times and potential loss of funds.
Proposal: Consolidate Idle USDC to the ATMC’s Stablecoin Balance
Vote: FOR
Type: Off-chain
Rationale: We support this proposal to leverage idle stablecoin capital in generating yield for the DAO. The DAO has an active vehicle for treasury management via the ATMC and DAO-approved onchain treasury managers, which it should maximize. We believe it is more productive to utilize unused capital in this way rather than return it to the treasury.
Proposal: Entropy Advisors: Exclusively Working with the Arbitrum DAO, Y2-Y3
Vote: FOR
Type: On-chain
Rationale: We previously voted in support of this proposal during the off-chain vote, based on the rationale below. Our stance remains the same and we will be voting similarly for the on-chain vote.
Proposal: [Non-Constitutional] - Updates to the DIP, The Complete 1.7 Version
Vote: FOR
Type: Off-chain
Rationale: We are voting FOR this proposal which introduces Arbitrum DIP V1.7 as an update to the existing DIP.
We would like to thank the Program Managers @SEEDGov for their continuous efforts in managing the program, responsiveness and overall approach to seeking and implementing feedback especially on such a sensitive topic.
Our rationale for voting in support and our general thoughts on the proposal are as follows:
Introduction of Tier X
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We support the introduction of Tier X and the incentivization of voting participation, particularly for larger delegates. This is a welcome development.
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Recent trends in the DAO highlight the importance of voting participation. Incentivizing holders of significant voting power to exercise it is a logical step. While other forms of governance participation are also valuable to encourage, without sufficient voting engagement (and quorum), much of the effort is ultimately wasted.
~40% Reduction
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We align with the option to maintain the 40% reduction pending the introduction of a new delegate incentive program, as opposed to the other proposed alternatives. Our reasoning is as follows:
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Compensation should reflect delegate workload and the DAO’s evolving organizational structure. We’re aligned with reduced compensation, provided delegate responsibilities are also scaled back (which appears to be the ongoing trend).
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In our view, the proposed ~40% reduction fairly accounts for the decreased delegate responsibilities under the program. Other options (e.g., pausing, or canceling the program) represent overly drastic steps that overlook the continued value delegates provide, particularly in ensuring quorum and DAO oversight.
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Proposal: [CONSTITUTIONAL] Register $BORING in the Arbitrum generic-custom gateway
Vote: FOR
Type: On-chain
Rationale: We previously voted in support of this proposal during the off-chain vote, based on the rationale below. Our stance remains the same and we will be voting similarly for the on-chain vote.
Proposal: [CONSTITUTIONAL] Remove Cost Cap, Update Executors, Disable Legacy USDT Bridge
Vote: FOR
Type: On-chain
Rationale: We voted FOR all three proposals during the off-chain vote based on the following rationales and we will similarly be voting FOR in the on-chain vote
Proposal: [CONSTITUTIONAL] AIP: ArbOS Version 50 Dia
Vote: FOR
Type: Off-chain
Rationale: This proposal seeks to upgrade Arbitrum One and Arbitrum Nova to ArbOS 50 Dia. The upgrade will bring efficiency improvements and introduce new features, including support for Ethereum’s upcoming Fusaka upgrade and native mint/burn. We believe these improvements represent a positive step for Arbitrum users and the broader ecosystem. As long-term core contributors and Arbitrum-aligned entities, we believe @offchainlabs has proposed this upgrade with the understanding that it is critical to the protocol’s advancement. We will therefore be voting in support of the proposal.