Proposal: [Temperature Check] Should we try a Delegate Incentive Program like the Arbitrum Triple Dip?
Vote: Abstain
Rationale: Since we’re directly involved in the proposal related to our PRS mechanism, we’ve decided to vote Abstain to avoid any conflict of interest.
Proposal: AGV Council Compensation Calibration: Benchmark for Future Council Terms
Vote: For
Rationale: We are voting For this offchain proposal because it establishes a clearer and more competitive compensation framework that will help attract stronger candidates for future AGV Council elections. The revised structure fixes the procedural gaps from the previous vote, introduces proper quorum and sequencing, and reinforces trust in AGV’s governance process, important steps toward ensuring the Council’s long-term quality and accountability.
Proposal: Transfer 8,500 ETH from the Treasury to ATMC’s ETH Treasury Strategies
Vote: For
Rationale: We support this proposal. While the projected yields may fall below those of simply staking ETH, we believe this trade-off is rational and aligned with the DAO’s broader objectives. The treasury is not designed to chase the highest numerical return; it is meant to preserve capital while also acting as a catalyst for ecosystem growth. Deploying idle ETH into strategies that deepen liquidity and reduce friction for participation directly strengthens DRIP and the wider Arbitrum DeFi economy in ways that passive staking cannot.
The true value here lies in the structural impact. By directing ETH into protocols that enhance liquidity, stabilize borrowing costs, and improve capital efficiency, we create conditions for long-term resilience and growth across the ecosystem. These outcomes, such as stickier TVL, more accessible leverage, and healthier market infrastructure, represent a form of return that is not captured in APY figures but is essential to Arbitrum’s success.
We also view this proposal as setting a strong precedent for how the DAO manages idle assets going forward. Rather than letting capital sit unproductive or relying solely on passive strategies, we can establish a recurring practice of putting treasury resources to work in ways that balance prudence with strategic impact. Maintaining a buffer for flexibility is sensible, but treating idle ETH as an active lever for ecosystem health ensures that the treasury is continuously delivering value.
In short, we see the modest yield sacrifice as a worthwhile exchange for deeper liquidity, stronger capital efficiency, and a healthier foundation for Arbitrum DeFi over the long term.