GFX Labs Delegate Communication Thread

Voting Rationale & Governance Calls Delegate Statements
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103

2 Polls Closing November 27, 2025

John Kennedy reconfirmation for AGV council
Summary: This poll asks ARB holders if they wish to extend John Kennedy’s term on the Arbitrum Gaming Ventures council without the candidate running in the general, competitive election later this month.

Recommendation: Vote Against. We are voting against this on poor procedural grounds. Note that Kennedy’s initial term was simple ratification (after being recommended by the AGV council), so has never stood in a competitive election process to what is an elected position. This vote against does not imply GFX Labs will vote against Kennedy in the general AGV council election.

Tim Chang reconfirmation for AGV council
Summary: This poll asks ARB holders if they wish to extend Tim Chang’s term on the Arbitrum Gaming Ventures council without the candidate running in the general, competitive election later this month.

Recommendation: Vote Against. We are voting against this on poor procedural grounds. Note that Chang’s initial term was simple ratification (after being recommended by the AGV council), so has never stood in a competitive election process to what is an elected position. This vote against does not imply GFX Labs will vote against Chang in the general AGV council election.

104

1 Poll Closing December 3, 2025

AGV - 2026 Council Elections
Summary: This poll asks ARB holders who they wish to see fill 3 open seats on the AGV council.

Candidates:

JoJo (Blockworks)
David Bolger
Chris Cameron (GFX Labs)
Tekr0x
Coinflipcanada

Recommendation: Vote 100% for Chris Cameron (GFX Labs). If elected, GFX pledges to provide an independent report on the sate of the AGV to the DAO within 60 days, ensure the AGV begins to publish financial statements, including size and cost basis of holdings, and work with the rest of the council to identify ways to formally expand the mandate beyond gaming investments.