Proposal: AGV Wind-Down: Structured Transition & Return of Capital to the DAO Treasury
Vote: Option: A
Rationale:
We support this proposal and think it is the right move for where things stand now. Instead of seeing the AGV wind down as a failure, we would rather take it as a lesson for how the DAO invests in the future. It showed us that betting everything on gaming and consumer was too narrow, that the running costs were high compared to how much was actually invested, and that things could have moved faster. We think these are useful lessons to carry forward. Returning around 143.7M ARB to the treasury makes sense, and we hope that money is put to good use on the DAO’s current priorities, while still keeping the door open for the DAO to invest directly in the ecosystem, just with a leaner setup, clearer goals, and more room to follow what is actually working. For these reasons, we will vote for Option A.