I’m gonna keep it simple and say I like these choices. A majority of funds should go to these 3.
- Lido on Mainnet
- Aave on Arb
- Fluid on Arb
2/3 are protocols are arbitrum, albeit they aren’t arbitrum native. However, a smaller portion should go to arbitrum native protocols. I think it’s good to signal that we’re supportive of arb native protocols and they can get a smaller portion of allocation from this.
This is only one of a few treasury allocations so going heavy with the majors makes sense but we do need to start somewhere with arb native protocols. It’s better to take a stepping stone approach here by allocating a smaller amount. This is the only way the dao gets comfortable over time with allocating more funds.