GozmanGonzalez Delegate Communication Thread

Name: GozmanGonzalez

Delegate Address: 0x79f16606e9a64eDb8bA09c55eE1375bDa883c032

Forum Handle: @GozmanGonzalez

Twitter: GozmanGonzalez

Telegram: @GozmanGonzalez

Discord: @gozmangonzalez


Hey Arbitrum DAO!

I’m GozmanGonzalez, a Web3 communicator at heart, an active contributor across various on-chain governance ecosystems. With a legal background and real-world experience in community operations, I specialize in translating complex protocols into clear, actionable insights for everyday users.

Over the past few years, I’ve helped grow communities from 0 to 1, led impactful conversations on X (Twitter), and onboarded newcomers into the world of decentralized governance. Now, I’m excited to bring that same drive and clarity to Arbitrum, a network I see as critical to Ethereum’s scalability and decentralization.

I’m here to listen, advocate, and help shape a community-first future, one that’s inclusive, informed, and aligned with the values that make Arbitrum thrive.

Let’s build it together.

Why I’m Running as a Delegate for Arbitrum DAO

I’m running as a delegate to help shape an Arbitrum DAO that empowers builders, safeguards decentralization, and fosters meaningful community participation.

Arbitrum sits at the heart of Ethereum’s Layer 2 scaling efforts, and its future depends on governance that is not only efficient but deeply intentional. I believe this DAO should be stewarded by voices that prioritize clarity, transparency, and alignment with long-term community values and I bring those principles with me.

As an active contributor across multiple Web3 communities, I’ve witnessed how effective governance can fuel innovation and strengthen trust. My goal is to be a voice for both builders and everyday contributors, advocating for transparent incentive systems, responsible experimentation, and governance that works forthe ecosystem, not just within it.

I’m not here to vote passively. I’m here to listen, engage, and co-create a governance structure that reflects Arbitrum’s open, community-driven spirit.

Let’s shape Arbitrum’s future together.

Reallocate Redeemed USDM Funds to STEP 2 Budget (Snapshot)

Vote: FOR

I support this proposal as it efficiently restores yield to previously productive DAO capital. The $3.5M in USDC was only redeemed due to the Mountain Protocol shutdown not due to any strategic change.

With STEP 2 already approved, reallocating these idle funds to the same money-market managers (Spiko, WisdomTree, Franklin Templeton) aligns with the original intent, adds no new risk, and revives ~4.5% yield. At current rates, that’s ~$13K/month in lost opportunity.

This is a straightforward, low-effort way to maximize capital efficiency.

Vote: For — Strengthening OpCo’s Operational Backbone

Gauntlet supports enhancing OpCo Foundation’s capabilities. OpCo is a vital pillar in the Arbitrum ecosystem and must remain agile. We’re in favor of phasing out outdated programs and empowering OpCo to lead the reorg with the tools it needs to deliver.

Proposal: Arbitrum Treasury Management Council – Consolidating Efforts
Vote: For

Rationale:
I voted For because this proposal streamlines treasury oversight by replacing fragmented structures with a unified council. It reduces inefficiencies, improves coordination, and keeps the DAO in control, without adding extra cost.

While centralization concerns exist, ongoing transparency and accountability will be key.

Overall, it’s a smart, scalable upgrade for Arbitrum’s treasury management.

Proposal: [Constitutional] AIP: Remove Cost Cap on Arbitrum Nova
Vote: For

Rationale:
Removing Nova’s cost cap is a logical next step. With EIP-4844 and Orbit adoption shifting demand, this proposal ends an outdated subsidy and realigns Nova’s fees with its true role in the ecosystem. Teams seeking ultra-low costs now have better options via Orbit, making continued treasury spend here inefficient. We support this shift—as long as clear communication and smooth transitions are prioritized for affected teams.

Arbitrum Research and Development Collective V2 - Extension

Vote: For

Rationale:

The first 6 months have shown strong coordination, operational transparency, and clear cost-efficiency (shoutout to Entropy for waiving comp & Juanrah for stepping up solo).

Continuity is key, why hit pause on progress?

Research, Security, and Risk are too critical to risk a reset. Let’s double down on what’s working and keep building momentum through the full 12-month cycle as originally planned.

This isn’t about reinventing the wheel, it’s about letting it roll further.

Entropy Advisors: Exclusively Working with the DAO, Year 2 and Year 3

Vote:For

I’m voting YES because Entropy Advisors has consistently added real value to Arbitrum governance. From improving treasury transparency to supporting initiatives like DRIP and STEP, they’ve proven they can execute and contribute strategically. Their dashboards have also helped improve data access and reporting. While the budget is sizable, I see it as an investment in a capable, aligned team that’s already delivering results. Let’s build on that momentum.

[Constitutional] AIP: Disable Legacy Tether Bridge

Vote: For

Rationale:

From a legal and operational risk standpoint, keeping the legacy USDT bridge live introduces unnecessary liability and exposure. The current configuration not only delays user access but risks non-compliant handling of smart contract deposits, especially where refund mechanisms are absent. Disabling the bridge streamlines compliance, protects user funds, and aligns with industry best practices in consumer asset safety and protocol governance. It’s a preventive legal upgrade as much as a technical one. Fully support this move.

Proposal: Consolidate Idle USDC to the ATMC’s Stablecoin Balance (Snapshot)

Vote: For

Rationale:

I believe there is no reason for these funds to just sit there doing nothing when they could be earning yield. The Events Budget still works exactly the same for the rest of 2025, the only change is we’re being smarter about where the money sits.

Same with the leftover ARDC and ADPC funds, it’s better to keep things moving instead of stalling or waiting on another full proposal just to put those funds to use.

Feels like a solid, common-sense move to make the DAO’s treasury work harder for us.

The DAO Incentive Program

Vote: For

Rationale:

I support this proposal because it makes governance participation more practical and fair. It clearly separates delegates from contributors, which reflects how people actually participate in the DAO. Delegates are rewarded for voting and explaining their choices, while contributors are recognized for the real work they do to support proposals and strengthen the ecosystem.

The system is simple enough to follow but flexible enough to reward meaningful effort. Voting rewards are predictable and transparent, and the peer recognition process gives credit to work that usually goes unnoticed. The vouching system also adds accountability and helps keep participation human and genuine.

The budget approach is sensible since it uses existing funds, includes regular reporting, and runs for a fixed period before being reviewed. Overall, this feels like a natural improvement on the previous program and a reasonable way to encourage better, more thoughtful participation in Arbitrum governance.

AGV Council Compensation Calibration

Voting: For

Rationale:

I’m voting yes on this proposal because it reflects the reality of the work being done. The AGV Council is not just advising in the background. They are actively managing major responsibilities, including oversight of significant assets, investment reviews, and strategic direction.

Paying them fairly is not about extra rewards, it’s about matching responsibility with compensation. The proposed amounts are reasonable for the level of work involved, especially since there is no equity or long-term upside attached to these roles.

Importantly, this does not ask for new DAO funds and helps retain experienced contributors without stretching the budget. Supporting this proposal is a step toward more serious, accountable, and sustainable governance.

Transfer 8500 Eth from the Treasury to ATMC Eth Treasury Strategies

Vote: Against

Rationale:

I’m voting against this proposal, not because activating idle ETH is a bad idea in principle, but because this specific approach feels rushed and insufficiently grounded in DAO-level oversight.

First, 8,500 ETH is a very large share of the DAO’s non-ARB treasury. Moving that amount under active deployment without an open process or clearer constraints concentrates too much discretion in a small group, even with OAT checks in place. At this scale, the DAO should be more directly involved in defining risk limits, allocation ranges, and acceptable downside scenarios before funds are moved.

Second, the yield argument is weaker than it appears. A projected 2–2.5% return is modest when weighed against smart contract risk, protocol risk, and coordination risk across multiple DeFi venues. The headline numbers assume smooth execution and stable conditions, which history has shown cannot be taken for granted. For a treasury of this size, capital preservation should clearly outweigh marginal yield gains.

Finally, aligning treasury deployment with DRIP is conceptually attractive, but it also blurs the line between incentive programs and treasury risk management. These objectives should be coordinated carefully, not bundled by default.

I would support a revised version that phases deployment, tightens DAO-defined guardrails, and includes a more open and transparent selection process. As written, this proposal moves too much, too fast.

AIP: Raise the gas target, min L2 base fee, & implement improvements to the Pricing Algorithm

Vote: For

Rationale:

I support this proposal because it directly addresses a real pain point for users and builders: sudden and extreme L2 gas spikes during periods of high demand. The data shared shows that the current gas model reacts too aggressively, and the proposed targets and longer adjustment windows would have meaningfully reduced fees during recent congestion events.

The approach is careful rather than reckless. Changes are introduced gradually, bounded by DAO-approved limits, audited, and still subject to on-chain governance. Granting Offchain Labs limited, time-bound authority makes sense here, since gas management requires fast, technical adjustments that are hard to handle through frequent DAO votes.

The small increase in the minimum base fee is reasonable, helps reduce spam, and does not meaningfully impact regular users. Overall, this proposal improves fee stability, protects network usability, and supports long-term scaling without compromising DAO oversight.

Reward Active Delegates (RAD) Program

Voting: Against

Rationale:

I’m voting against this proposal because it focuses too much on rewarding activity rather than improving the quality of governance decisions. Voting and posting a rationale are already core responsibilities of delegates, not extra work that should be paid per action. Incentivizing these basics risks turning governance into a box-ticking exercise where participation is driven by payouts, not judgment or long-term thinking.

The structure also favors large delegates by setting a high minimum voting power, which makes it harder for smaller or newer voices to meaningfully participate. That works against decentralization, even if unintentionally. Measuring success by votes cast and dollars per vote also feels reductive, since not all proposals deserve the same level of attention or urgency.

Finally, giving OpCo broad discretion to change budgets, eligibility, and rewards concentrates too much control in one place for a program meant to strengthen DAO governance. Before spending more treasury funds, the DAO should first explore ways to improve proposal quality, delegate accountability, and decision outcomes without tying basic participation directly to financial incentives.