# Gauntlet Delegate Communication Thread **URL:** \ **Category:** Delegate Statements\ **Tags:** delegation, governance, delegate-statements\ **Created:** [February 8, 2024, 9:21pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156 "2024-02-08T21:21:47Z")\ **Posts on this page:** 20\ **Page:** 3
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [March 13, 2025, 4:02pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/42 "2025-03-13T16:02:47Z")
**TMC Recommendation** Vote: Abstain Gauntlet abstains from this proposal. Because of the nature of this voting structure, we ranked options below the abstain but chose to abstain due to Gauntlet’s application as a stablecoin strategy provider. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [March 27, 2025, 5:13pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/43 "2025-03-27T17:13:01Z")
**GMC’s Preferred Allocations (7,500 ETH)** (Snapshot) Vote: For Gauntlet has voted in favor of this proposal to activate treasury management of DAO ETH by supporting it’s use in DeFi. Aave, Fluid, and Camelot represent strong DeFi protocols on Arbitrum, and earning yield on DAO-held treasury while stimulating liquidity in the Arbitrum ecosystem is a meaningful use of DAO treasury funds. That said, there are still questions regarding the setup of the council with meaningful conflict of interest considerations, however these are considerations for the future rather than reasons to block a reasonable program today. We also would like greater sophistication around the determined deposit amount, particularly POL. If the DAO allocates liquidity to a protocol, it should have a thesis and expected KPIs for this liquidity’s effect in stimulating trading volume (AMM) or borrowing activity (Lending). Moving forward, we expect OpCo to take a more neutral stance in these programs and establish more sophisticated entities or protocols capable of managing active liquidity beyond DAO voting. **[CONSTITUTIONAL] Proposal: For Arbitrum DAO to register the Sky Custom Gateway contracts in the Router** (Snapshot) Vote: For Gauntlet has voted in favor of this proposal to support USDS and sUSDS via the Router contracts. We believe this change will enable a better UI for Spark bridgers and users. **[CONSTITUTIONAL] - Adopt Timeboost + Nova Fee Sweep** (Onchain) Vote: For Gauntlet has voted in favor of Timeboost and the Nova Fee Sweep. While we strongly support the Nova Fee Sweep, Gauntlet trusts Offchain Labs to endorse Timeboost. Gauntlet has some hesitations regarding the mechanisms’ implications for certain onchain activities. That said, given the core team’s belief in the technology and its benefits, we will support the ecosystem in the experiment of launching Timeboost onchain. **[NON-CONSTITUTIONAL] Arbitrum Onboarding V2: A Governance Bootcamp** Vote: Abstain This was a difficult proposal, which the Arbitrum Foundation eventually flagged for its expense budget despite no immediate solution being provided. While we understand those concerns, the program is also the only program currently available to serve this need, and we do not believe that it is inherently a waste of funds if overpriced. We believe this proposal was signaled out, perhaps unfairly, compared to other initiatives. If meaningful participants are attracted, $17K per recruited participant is less than the DAO has paid a council member to check boxes and provide low-to-negligent service for some council positions. It’s also not outrageous given the proposed engagement these participants would have compared to the “acquisition costs” of events. Gauntlet believes DAOs remain an important avenue for emergent talent, and Arbitrum is no exception. An Abstain vote here represents our conviction that this program should be re-evaluated and re-designed with 404 DAO and the Foundation to find an honest compromise before returning to vote or re-structured within OpCo. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [March 27, 2025, 6:30pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/44 "2025-03-27T18:30:06Z")
**Security Council Elections** (Nomination Onchain) Votes: OpenZeppelin, Michael Lewellen, Jack Sanford, Crtora, Jake Nyquist, Vlaidslav Yaroshuk. Gauntlet voted for these candidates as nominations for the Arbitrum Security Council based on their reputation and qualifications. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [April 3, 2025, 5:16pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/45 "2025-04-03T17:16:28Z")
**[Non-constitutional] ARB Incentives: User Acquisition for dApps & Protocols** (Snapshot) Vote: Against Gauntlet votes against this proposal given several factors, including the current transition toward OpCo, the lack of specification around incentive optimization and strategies, and too broad of a mandate regarding the type of dApps targeted. **TMC Stablecoin Recommendation** (Snapshot) Vote: Abstain As an applicant, Gauntlet has abstained from this proposal. **TMC ARB Recommendation** (Snapshot) Vote: Abstain As an applicant, Gauntlet has abstained from this proposal. **OpCo – Oversight and Transparency Committee (OAT) Elections** (Snapshot) Vote: A.J. Warner, Patrick McCorry, Frisson We have voted to elect A.J., Patrick, and Frisson for the OAT. There were a number of strong candidates up for election, but ultimately, our decisions stemmed from our historical understanding and interpretation of the need for OpCo to function as a mesh layer between OCL, Arbitrum DAO, and the Arbitrum Foundation. As OpCo evolves, we expect this board to change. Still, at the initial structure, we think these parties represent able and knowledgeable representatives who are best positioned to guide the structure of OpCo moving forward. In particular, Frisson and Patrick are likely the two most knowledgeable applicants of the existing operational structure required to interface between the Arbitrum DAO and its legal wrapper, the Arbitrum Foundation. These are exactly the experts needed to ensure the structure of OpCo is efficient and accountable to DAO stakeholders. **[NON-CONSTITUTIONAL] Arbitrum Audit Program** (Onchain) Vote: For Gauntlet has voted in favor of the Arbitrum Audit Program and believe it represents an opportunity for the Arbitrum Foundation to demonstrate it’s operational capacity to operate grant programs on behalf of the Arbitrum DAO. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [April 18, 2025, 4:19pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/46 "2025-04-18T16:19:23Z")
**Arbitrum Security Council** (Onchain) Votes: Hari, Certora, Open Zeppelin, Michael Lewellen, Valislav Yaroshuk, Dennis Stucken Gauntlet has voted for the above candidates due to our confidence in their ability to execute the Security Council role. This was an encouragingly competitive election, and we supported a wide breadth of candidates as a vote of confidence toward the strength of the candidate pool that Arbitrum DAO has assembled for this election. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [May 9, 2025, 5:57am UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/47 "2025-05-09T05:57:23Z")
**Approval of STEP 2 Committee’s Preferred Allocations** (Snapshot) Gauntlet has voted in favor of the STEP 2 committee allocations, believing they represent responsible and positive additions to the existing suite of STEP investments. **[Non-consitutional]: Top-up for Hackathon Continuation Program** (Snapshot) Vote: Top up Both While we voted against the original proposal, this operational shortcoming should not have occurred and occurred on behalf of the Arbitrum Foundation and MSS operations rather than the grantee’s failure to convert ARB in a meaningful manner. As such, we support the grant’s funding to completion as agreed upon in the post. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [May 23, 2025, 4:45pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/48 "2025-05-23T16:45:28Z")
**The Watchdog: Arbitrum DAO’s Grant Misuse Bounty Program** (Onchain) Vote: For Gauntlet has supported the Watchdog proposal as we believe it’s a meaningful advancement toward decentralized accountability and serves to mitigate previous issues observed in DAO grant programs. **AIP: ArbOS Version 40 Callisto** (onchain) Vote: For Gauntlet supports the Callisto upgrade to support the Pectra Ethereum upgrade and minor fixes regarding Arbitrum Stylus. **DeFi Renaissance Incentive Program (DRIP)** Vote: For Gauntlet supports the DRIP program, although we do believe it is _critical_ that appropriate objectives and evaluation/distribution partners are selected. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [May 28, 2025, 6:59pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/49 "2025-05-28T18:59:50Z")
**[Constitutional] AIP: Constitutional Quorum Threshold Reduction** (Snapshot) Per the AF’s proposed quorum adjustment, Gauntlet supports lowering the quorum to align it with current engagement. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [June 6, 2025, 4:55pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/50 "2025-06-06T16:55:12Z")
**Adjust the Voting Power of the Arbitrum Community Pool & Ratify the Agentic Governance Pivot** (Snapshot) Vote: Reduce Delegation to 100K Gauntlet appreciates the EH experiment, and agree that a reduction to 100K is an appropriate result for this vote. EH team has been very involved and communicative, and while traction was not as high as we had hoped, we believe it does create a voice for small ARB holders. **Wind Down the MSS + Transfer Payment Responsibilities to the Arbitrum Foundation** (Snapshot) Gauntlet supports the MSS wind down and looks forward to the operational capacity of OpCo (once it stands up) supporting the Foundation in MS operations moving forward. **AIP: ArbOS Version 40 Callisto** (Onchain) Vote: For Gauntlet has voted in favor of the 40 Callisto upgrade to support the Pectra Ethereum upgrade and minor fixes regarding Arbitrum Stylus. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [June 14, 2025, 3:39pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/51 "2025-06-14T15:39:09Z")
\*\* Reallocate Redeemed USDM Funds to STEP 2 Budget\*\* (Snapshot) Vote: For Gauntlet has voted in favor of this reallocation and appreciates the AF’s willingness to execute the conversion. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [June 14, 2025, 3:40pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/52 "2025-06-14T15:40:56Z")
**DeFi Renaissance Incentive Program (DRIP)** (Onchain) Vote: For Gauntlet has voted in favor of the DeFi Renaissance Incentive Program, although Gauntlet may still opt to participate as an evaluation or distribution partner, we support the proposal in it’s capacity to bootstrap growth on Arbitrum either way. We believe it’s worth exploring new approaches to growth, despite some reservation around the ability to bootstrap complex markets in just 3 months. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [June 21, 2025, 6:18pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/53 "2025-06-21T18:18:09Z")
**Updating the OpCo Foundation’s Operational Capability** Vote: For Gauntlet supports updating the OpCo Foundation’s operational capacity. OpCo is a critical piece of infrastructure that needs to work nimbly, as expressed previously, we support the dismantling of existing programs and re-organization under OpCo as well as equipping OpCo with the capacity to do so. **Let’s improve our governance forum with three proposals.app feature integrations** Vote: Against We do not believe that Proposals.app is a worthwhile investment in DAO infrastructure at a time when the DAO is primarily focused on streamlining proposals and supporting better DAO organization via OpCo. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [June 26, 2025, 9:59pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/54 "2025-06-26T21:59:52Z")
**Register the Sky Custom Gateway contracts in the Router** (Onchain) Vote: For Gauntlet has voted in favor of this proposal to support USDS and sUSDS via the Router contracts. We believe this change will enable a better UI for Spark bridgers and users. **[Constitutional] AIP: Constitutional Quorum Threshold Reduction** (Onchain) Vote: For Gauntlet supports lowering the quorum to align it with current governance engagement per the AF’s proposed quorum adjustment. **Arbitrum Treasury Management Council - Consolidating Efforts** (Snapshot) Vote: For Gauntlet is in favor of consolidating treasury management execution both to save costs as well as to ensure efficiency in operations **[Constitutional] AIP: Remove Cost Cap on Arbitrum Nova** (Snapshot) Vote: For Gauntlet supports the AIP to remove cost caps on Arbitrum Nova to decrease inefficiencies and believes the justification for removing the cap is consistent with Arbitrum’s long-term growth. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [July 11, 2025, 6:30pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/55 "2025-07-11T18:30:53Z")
**Extend AGV Council Term and Align Future Elections with Operational Cadence** Vote: For Gauntlet supports the extension of the council following a conversation with the Council on the progress made. **Arbitrum Research and Development Collective V2 - Extension** Votes: Don’t Extend Gauntlet thanks the ARDC for setting up an essential program at the beginning of the Arbitrum DAO. It has been a staple program for some time. That said, the DAO is no longer needing the services provided, and we believe institutions are being built to facilitate these needs on an as-need basis rather than on a long-term rolling basis. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [July 18, 2025, 5:16pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/56 "2025-07-18T17:16:37Z")
**Entropy Advisors: Exclusively Working with the Arbitrum DAO, Year 2 and Year 3** (Snapshot) Vote: For Gauntlet supports the extension of Entropy Advisers with an emphasis that OpCo serves as the counterparty, and executes DAO investment and equity ownership in Entropy. Entropy’s results have been undeniable, and we are grateful for their contribution. That said, this large of an investment requires Entropy to deliver results. We will closely watch the next 12 months and look forward to continuing Arbitrum’s growth with Entropy. **[Constitutional] AIP: Update the Upgrade Executors** (Snapshot) Vote: For Gauntlet supports updating the upgrade executors, allowing future governance actions to be executed more simply and with fewer contract deployments. **[CONSTITUTIONAL] Register $BORING in the Arbitrum generic-custom gateway** Vote: For Gauntlet supports this custom gateway, and also would like to explore some form of permissionless voting for adding new assets to the custom gateway. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [August 1, 2025, 4:53am UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/57 "2025-08-01T04:53:25Z")
**Updating the Code of Conduct & DAO’s Procedures** (Snapshot) Vote: For Gauntlet supports the updating of the Code of Conduct policy including vote-buying services and cancellation for ongoing initiatives. These are important and strong additions that will improve operation efficiency, noise, and DAO function. **[Constitutional] AIP: Disable Legacy Tether Bridge** (Snapshot) Vote: For Gauntlet supports the legacy bridge in anticipation of the USDT0 bridge. This benefits both liquidity, security for a stronger Arbitrum UX. **Consolidate Idle USDC to the ATMC’s Stablecoin Balance** (Snapshot) Vote: For Gauntlet supports the consolidation of the ATMCs Stablecoin balance. The TMC has demonstrated it’s ability to effectively allocate capital in a way that supports both DAO treasury objectives as well as Arbitrum partnerships. **Entropy Advisors: Exclusively Working with the Arbitrum DAO, Y2-Y3** (Onchain) Vote; For Gauntlet supports the extension of Entropy Advisers with an emphasis that OpCo serves as the counterparty, and executes DAO investment and equity ownership in Entropy. Entropy’s results have been undeniable, and we are grateful for their contribution. That said, this large of an investment requires Entropy to deliver results. We will closely watch the next 12 months and look forward to continuing Arbitrum’s growth with Entropy. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [August 6, 2025, 8:45pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/58 "2025-08-06T20:45:32Z")
**[Non-Constitutional] - Updates to the DIP, The Complete 1.7 Version** (Snapshot) Vote: For Gauntlet is in favor of amendments and the tightening of the Delegate Incentive budget moving forward. We appreciate SeedLatam taking on uncomfortable conversations and a difficult role. They have been communicative and conscientious in their approach and we appreciate their candor in identifying outstanding issues and proposing changes to evolve the program moving forward. **[CONSTITUTIONAL] Register $BORING in the Arbitrum generic-custom gateway** (onchain) Vote: For Gauntlet supports this custom gateway and, as previously noted, we would like to explore some form of permissionless voting for adding new assets to the custom gateway. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [August 29, 2025, 5:21pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/59 "2025-08-29T17:21:02Z")
**Remove Cost Cap, Update Executors, Disable Legacy USDT Bridge** (Onchain) Vote: For Gauntlet supports the proposal bundle to remove Nova’s cost cap and disable the legacy Tether bridge. These proposals support onchain efficiency and support the newly launched USDT0 bridge for a more efficient and Arbitrum-focused bridge, allowing for stronger integration potential and benefiting the Arbitrum DAO DeFi ecosystem. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [September 5, 2025, 7:39pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/60 "2025-09-05T19:39:50Z")
**[CONSTITUTIONAL] Remove Cost Cap, Update Executors, Disable Legacy USDT Bridge** (Onchain) Vote: For Gauntlet supports the bundled upgrades as they improve quality of life for DeFi builders and efficiency for the network for both users and core partners. ---
**Author:** ![gauntlet](https://yyz1.discourse-cdn.com/flex029/user_avatar/forum.arbitrum.foundation/gauntlet/32/3140_2.png) [@gauntlet](https://forum.arbitrum.foundation/u/gauntlet)\ **Post date:** [September 11, 2025, 4:20pm UTC](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156/61 "2025-09-11T16:20:25Z")
**Revert the Delegate Incentive Program (DIP) to Version 1.5** (Snapshot) Vote: Against Reversion Gauntlet does not believe reverting the program is the correct approach, but supports future changes as expressed in the proposal thread. **[CONSTITUTIONAL] AIP: Security Council Election Process Improvements** (Snapshot) Vote: Allow key rotation, Increase Cohort Duration, Allow Members to Bypass We support key rotation, technical qualification standards, and an extension to a two-year term. As per the thresholds, we found that many quality candidates applied, and it’s unclear what benefits more candidates actually provide. We won’t block this change, but it does not seem as necessary as the others. It does not appear as though we have a candidate problem currently. Another consideration could be supporting stakeholders (such as other Orbit Chains, core contributors, etc.) rather than anyone applying. But we do not have as strong opinions on this matter. [Previous page](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156.md?page=2) [Next page](https://forum.arbitrum.foundation/t/gauntlet-delegate-communication-thread/21156.md?page=4)