Thanks to Entropy and the ATM Council for this first monthly update — it’s a strong start for improving transparency around treasury activities. I’d like to suggest two areas for further development:
1. Financial Reporting & Cashflow Visibility
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One area we’d love to see expanded is financial reporting. Beyond deployment snapshots, it would be very useful to incorporate the token flow report so the community can better connect the two reports to understand and track movement of tokens.
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Even better to take it to next level, standardized financial statements would give delegates a fuller picture of the DAO’s financial health:
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Balance Sheet: assets across RWA, ETH, stablecoin deployments, and idle funds.
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Income Statement: yields and rewards net of DAO expenses.
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Cashflow Statement: inflows/outflows, including program spending, grants, and service provider costs.
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This would allow the community to evaluate not only gross yields but net performance after expenses.
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A public report library with historical statements would further improve accessibility and institutional memory.
2. Risk Management Oversight
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Transparency on returns is really valuable, but we’d also like to touch on risk management. Is there a regular process in place to assess the risk profiles of each position, counterparty, protocol, and strategy?
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We would also like to inquire about the current risk management policy: for example, what are the maximum allocations permitted to a single asset, counterparty, or strategy, and how are those limits enforced?
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Even a “risk dashboard” highlighting exposures, diversification levels, and any red flags would greatly enhance our understanding of how treasury safety is being managed.
We’re grateful for this kickoff update and see it as a strong foundation. Adding structured financial statements and making risk oversight more visible would take reporting to the next level, giving the DAO the ability to evaluate both returns and risks holistically.