Dragonfly Delegate Communication Thread

Forum’s username: Dragonfly
Delegate address: 0x48C5f84f28459348a705e8F219C9FF9D9113460d
Tally Profile URL: Tally | Dragonfly
Karma Profile URL: Karma | Dragonfly

This thread will be used to disclose Dragonfly’s voting rationale. Delegate statement coming up soon!

1 Like

Snapshot - [Non-Constitutional] Whitelist Infura Nova Validator
Voted in favor, infura has been a good service provider and has good experience.

Snapshot - Research on context and retention
Voted in favor, interesting research, especially at no cost of the dao. We will see what comes out of it.

Snapshot - An EIP-4824 powered daoURI for Arbitrum DAO
Voted in favor for the ENS solution, on chain source of truth can only be good and respects our Ethos.

Tally - UPDATED - Ethereum Protocol Attackathon Sponsorship
Voted in favor, while other DAOs like uniswap voted against I think we need to support security on Ethereum Main net.

Tally - [NON-CONSTITUTIONAL] Arbitrum DAO Procurement Committee: Phase II Proposal
Voted in favor, while I don’t love bureaucracy this system can help us onboard service provider at both reasonable costs and with a framework laid down in case we need to handle non pleasant cases.

Tally - Constitutional AIP - Extend Delay on L2Time Lock
Voted in favor, we need to move Arbitrum as a whole to the best in breed L2 out there.

Tally - [Non-Constitutional] Funds to Bolster Foundation’s Strategic Partnerships Budget
Voted in favor, I didn’t had the delegation set up for snapshot. But in general I think we should entrust the foundation as the only B2B entity we currently have in our ecosystem beside Offchain Labs

Tally - ArbitrumDAO strategic “Off-site” (online) updated proposal
Voted for, I am new to governance events and this seems like a great opportunity to start. Looking forward to attend!

Tally - Enhancing Multichain Governance: Upgrading RARI Governance Token on Arbitrum
Voted for. Rari wants to come to Arbitrum and have a good experience for their user, the code was audited, I think is good to let them proceed.

Tally - [Non-Constitutional] Arbitrum DAO Delegate Incentive Program
Voted for, I saw this program from far away in the last few months, and gave me a strong motivation to get into Arbitrum governance. The newer version should also bring even more quality to the table.

Tally - Fund the Stylus Sprint
Voted for. Stylus is one of the big technological advantage of Arbitrum compared to other chains. I also like the increase of the committee for evaluation.

Snapshot - LTIPP Retroactive Community Funding Selections
Voted “do not fund”. I don’t have the instruments to evaluate the current community works, in the sense that while everything seems ok it’s difficult to understand the value that was added, and cross it with the cost requested. It also seems that some submission are just strange, or on the very high end of the amount requested.

Snapshot - Establishing a DAO Events Budget for 2025
Voted for. Is good to have budget set aside for events, and I am looking forward to participate to a few if possible!

Snapshot - GCP Council Re-Confirmation Vote for John Kennedy
Snapshot - GCP Council Re-Confirmation Vote for Tim Chang
I voted in favor in both votes because I believe that both Tim Chang’s and John Kennedy’s preparation and experience are more than valid, and they will certainly be able to help the GCP council.

Snapshot - [Non-Constitutional] Arbitrum Token Swap Pilot Program
I voted against it, even though I think the initiative is commendable. I believe that in the end it does not bring any benefit to the Arbitrum treasury or the involved protocols.

Snapshot - (V2) Arbitrum Research & Development Collective
I voted in favor, 70% for 2.09M and 30% for 2.6M. In the past six months, it has yielded good results, so it’s worth renewing it. Although I believe two million will be enough, I added the 30% weight for 2.6M because if more funds are needed, it’s better to have them and not use them than to have to ask the DAO again.

Snapshot - Adopt a Delegate Code of Conduct & Formalize Operations
Voted in favor. While this is only a social convention and nothing more, internal behavior rules are definitely needed to address whatever controversy might arise over time.

Tally - (V2) Arbitrum Research & Development Collective
Confirming my previous snapshot vote

Tally - Establishing a DAO Events Budget for 2025
Confirming my previous snapshot vote

Snapshot - [Non-Constitutional] Treasury Management v1.2
Voted in favor. We need to stake the ETH that we have to generate yield, it doesn’t make sense to not do it and wonder why we didn’t do it so far. It also makes sense to try and use ARB for yield strategies, and have stables. I honestly think the proposal lacks in some point as it was discussed, but is better than nothing.

Snapshot - Restitution For Extensively Delayed ArbitrumDAO Minigrant Winners
Voted against. While the situation is quite unfortunate, we have a program that pays out milestones in arb. At most, we should fire the service provider, but we can’t cover the losses in dollars due to the market.

Snapshot - Hackathon Continuation Program
Voted in favor with no on-chain mechanism. It is worth see how a new mechanism like this, in which we invest, is going to develop. It is also a “virtue path” for hackaton winners. Don’t see the necessity to had more costs on the operation so voted against the on-chain mechanism.

Snapshot - [Non-consitutional] User Research: Why build on Arbitrum?
Voted in favor, for Arbitrum + 2 others (SOL + OP). A research on why builders go in this or that place is usually good, but would have preferred to have instead of OP BASE. Also, I think we should check on both why on arbitrum versus why in other places, this is why I added solana and optimism.

Snapshot - Designing and operating the reporting and information function
Voted against. We need reporting, but the way this is structured doesn’t make too much sense. Compensation is quite high, is not clear when the bonus will be allocated, and the ownership of some tasks is unclear as well. I hope we see a cleaner, revised, less costly proposal.

Snapshot - Arbitrum D.A.O. Domain Allocator Offerings) Grant Program - Season 3
Voted in favor for 5 domains including Orbit. The program has been good so far, and expanding to a fifth domain is a natural path, also I would like to see more experimentation on orbit chains.

Snapshot - [NON-CONSTITUTIONAL] Arbitrum Onboarding V2: A Governance Bootcamp
Voted against. While is good to train people in something apparently simple but actually complex like governance, we don’t have a specific place to put them after the program ends, and we don’t have a way to retain them. The program needs to be better tuned with the rest of the dao operations.

Snapshot - ARDC (V2) Supervisory Council Election
For supervisory council, voted for Pedro Breuer, Jameskbh and Frisson for the communication roles. I have seen all of them very present and available in the forum, and all three are good choices (despite having only two seats). For operation, voted for Entropy and Tamara since is the only candidate for this role.

Snapshot - ARDC (V2) Research Election
Voted for Llama Research & Castle Capital, castlecap has always done good researches and teaming up with llama is a good choice.

Snapshot - ARDC (V2) Risk Election
For risk election, voted for Nethermind. The deliverables they mention in their candidacy are the most aligned to our DAO needs.

Snapshot - ARDC (V2) Security Election
Voted for openzeppelin, their reputation precedes them.

Tally - Arbitrum Hackathon Builder Continuation Program
In favor, same as snapshot

Tally - Treasury Management V1.2
In favor, same as snapshot

1 Like

Snapshot - Partner with ETH Bucharest 2025
Voted in favour but no POAP. I think the event is valuable and I am not sure how many big events we have in the eastern part of Europe. That said, I don’t understand the reason of charging 15,000$ for adding the POAP to the event, this money can be better spent elsewhere.

Snapshot - OpCo – A DAO-adjacent Entity for Strategy Execution
Voted for. The initiative is quite costly to be honest, but if we don’t invest for the long term it could be even more dangerous. The biggest point will be to find persons to onboard, would be good to have names of possible ceos before the tally vote. In general we need to move faster and the OpCo should be able to help us doing it.

Snapshot - Unifying Arbitrum’s Mission, Vision, Purpose (MVP)
Voted for. I like the three phases approach, from the more abstract to the more concrete. Is also quite difficult to be in disagreement with the statements provided such as “defend and guide the arbitrum ecosystem”. So I think this vote will likely pass with great consensus, but the implementation and the proposed goals will be a more complex part.

Snapshot - Non-Constitutional: Stable Treasury Endowment Program 2.0
Voted for. I honestly don’t understand why we now have 2 initiatives now for treasury (this one, the one we just voted to manage eth and have a stable account) with also the opco coming up. That said differentiating treasury is important, having yield producing assets is important, and the cost of 125k is trivial compared to the 35 millions arb allocated.

Tally - [Constitutional AIP] Activate Arbitrum BoLD + Infura Nova Validator Whitelist
Voted for. I had to retrieve the previous snapshot because I wasn’t around at the time. I think this new protocol, BOLD, to have transactions that can be validated if there is one single honest validator is not only fitting the ethos of arbitrum but also makes the chain even more secure. So, yes, very strong for. On Infura, they have a very good reputation, and as far as I know they have been operating all this time in Nova.

Snapshot - Arbitrum D.A.O. Season 3 Elections - New Protocols and Ideas
Voted 50% Saurabh, 50% Gabriel. I was impressed by the job that gmx did during previous grant programs like ltipp, and I think that Saurabh will be a great domain allocator. At the same time, I want to also vote for Gabriel. I have always thought he was a great delegate with balanced feedbacks, and he deserves a shot in our dao.

Snapshot - Arbitrum D.A.O. Season 3 Elections - Education, Community Growth, and Events
Voted 67% SeedGov, 33% Saas. I think SeedGov has been great during the year, I see them around in a lot of daos, and they are genuinely passionate toward events. There is no better choice. Of Saas, I was impressed by the application and background that is well rounded and oriented toward education. While running grants is somehow different he can add value.

Snapshot - Arbitrum D.A.O. Season 3 Elections - Dev Tooling on One and Stylus
Voted 100% for Juandi. He did a great job in the previous year, and he is the most prepared for the domain.

Snapshot - Arbitrum D.A.O. Season 3 Elections - Gaming
Voted 100% for Flook. His team with Nikki is probably the most suited for the requests in this domain that is now toward outreaching more than development.

Snapshot - The Watchdog: Arbitrum DAO’s Grant Misuse Bounty Program
Voted for. The proposal is needed to guarantee transparency in our grants’ programs, we need to be able to have reports about misuse, and the fact that trusted parties (AF, ARDC, Entropy) will asses gives me confidence in the overall program. I like a lot that, while there are bounties, you don’t necessarily need to kyc if you don’t want a reward, this will allow for “proper” whistleblowing from people and users that could be genuinely concerned about Arbitrum, with no further monetary goals.

Snapshot - Proposal for Piloting Enhancements and Strengthening the Sustainability of ArbitrumHub in the Year Ahead
Voted against. I like the website, I think is well done, I like the layout and I think there has been a fair amount of study and energy behind it. It feels professional enough and respects a lot of designs’ rules. Despite this, I cannot vote in favor: the amount requested is just too high. Even without considering the retro funding, we are talking about 230000 dollars per year, and I think the fair price would be likely half of that. In addition we are at this point relying on a third party, that is not the dao, to own the website: without casting doubts on the intentions of the proposer, there is a risk in the website becoming potentially successful while not being property of the dao.

Snapshot - Arbitrum Strategic Objective Setting (SOS) – Defining the DAO’s Interim Goals
Voted for. There is the need of a high level plan in our dao, a high level direction. This proposal is exactly that. We can for sure discuss if we want to have 1Y / 2Y goals or a 6 months one or a 4 years one. We can discuss about the matrix, how is proposed, etcetera. What matters now is do something in the dao to have a clear direction moving forward. An high level plan to understand, in future, if new proposals will match the expectations and needs that we will vote through the SOS framework.

Snapshot - Approve the Nova Fee Sweep Action
Voted in favor. We want to get the fees from Nova and use them for our dao, for incentive, to generate yield. In general we don’t want to let it sit idle.
I also think is good that the Arbitrum Foundation highlighted to us the will of bundling the votes of this sweep and timeboost.

Tally - Non-Constitutional: Stable Treasury Endowment Program 2.0
Voted for. Same reason of snapshot’s vote

Tally - OpCo: A DAO-adjacent Entity for Strategy Execution
Voted for. Same reason of snapshot’s vote. While I still think the initiative is costly and while I still have doubt about finding the right people, is worth trying.

Snapshot - Request to Increase the Stylus Sprint Committee’s Budget
Voted for. The list provided is of quality projects, and the rationale behind the request from Entropy seems well grounded.
I don’t think we should commit the same mistake we did with Orbit, for which the technology wasn’t pushed enough with community initiatives, so I am in favor of doubling down on Stylus adoption.

Tally - Arbitrum D.A.O. (Domain Allocator Offerings) Grant Program - Season 3
Voted for. I think the program is very good for the DAO. It had problems in the past but to me seems like they were mostly organization problems that should get better with jojo as program manager.
I also see around more and more and more discussion about “we need the new program live because this initiative fits into that program”, so feels natural voting for something that broad delegates say they need.
I also like a lot that we now have an Orbit domain, we are not pushing this technology enough compared to the superchain.

Snapshot - Arbitrum Growth Circles Event Proposal
Voted Abstain. Is interesting that the AVI team wants to put up a bulk of experts and an initiative to allow for consultancy from pre token protocol, but severa questions are unanswered: what are these experts? why should these pre token protocols come to this group? how we would measure success? would the budget, although small, be better invested into something else?
Seems like there is the need to reflect more on the initiative. The idea is good but not the implementation, and this is why I am voting abstain and not against.

Snapshot - [CONSTITUTIONAL] AIP: ArbOS Version 40 Callisto
Voted in favor. I don’t have the technical background to evaluate it but seems like the updates are in line with the Arbitrum and Ethereum roadmap. The introduction of account abstraction through EIP-7702 is very welcomed.

Snapshot - Arbitrum Audit Program
Voted for. Mentioned my reasons here:

Tally - Request to Increase the Stylus Sprint Committee’s Budget
Voted for. My reasons after snapshot haven’t changed since there is no substantial change to the proposal.