Proposal: [Non-constitutional] ARB Incentives: User Acquisition for dApps & Protocols
Vote: For
Rationale: After reviewing the proposal and seeing what other delegates had to say, We’re voting FOR this proposal. we think this is a solid step in the right direction. STIP and LTIPP helped bring short-term activity, but a lot of it didn’t stick and without proper tracking, it was hard to know what actually worked. We’ve always supported metrics-based approaches, and we really like that this proposal focuses on tracking things like CAC, LTV, and ROI. Making data measurable so we can learn and improve over time. The monthly KPI check-ins and clear structure give us a way to actually evaluate what’s working. Overall, we’re really interested to see how this plays out.
Proposal: TMC Stablecoin Recommendation
Vote: Yes, Deploy Stable
Rationale: We will support this proposal as it presents a thoughtful, low-risk approach to stablecoin management and yields. The partners involved have strong track records, clear risk mitigation strategies, and align well with the DAO’s objectives. Plus, converting some ARB into stablecoins will help keep things steady and set us up for reliable returns.
Proposal: TMC ARB Recommendation
Vote: NO, Deploy Nothing
Rationale: We’re voting NO on the ARB Strategy.
We think the plan needs to be clearer before moving forward. we agreed with @ignas on this would rely heavily on liquidity and volatility of the market.
Locking up 10M ARB in this strategy feels too risky at this stage. We’d prefer to wait for a more detailed and tested approach.