Date Voted: March 31, 2025
66. Proposal: TMC Stablecoin Recommendation (Snapshot)
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Vote: YES, Deploy Stablecoin Strategy
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Rationale: Just want to add a little since most of my thoughts have already been covered TMC’s Proposed Allocations - #43 by Ignas
Again, this proposal will bring a more sustainable way to manage Arbitrum’s treasury. In a volatile market where not just ARB but most assets can swing hard, moving some funds into stablecoins helps protect the DAO’s value.
The expected 8-12% (from Karpatkey and others) annual return could fund other initiatives to grow the ecosystem. If this works well, the DAO could scale this strategy with a larger amount in the future.
67. Proposal: TMC ARB Recommendation (Snapshot)
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Vote: NO, Deploy Nothing
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Rationale: While the proposal introduces potential yield strategies for the treasury but after carefully reviewing the two service providers and the current market conditions, I’m voting NO, Deploy Nothing this proposal.
Well, covered calls could generate up to 30% returns, but that heavily depends on market liquidity and price volatility, which nothing is guaranteed. Locking up 10M ARB in this strategy feels too risky at this stage.
I believe it’s too soon to commit such a large amount. A more cautious approach with further analysis would be wiser. Hopefully 3 months is enough to get a read on it.
68. Proposal: OpCo – Oversight and Transparency Committee (OAT) Elections (Snapshot)
- Vote: 100% MarcZeller
- Rationale: Voted for Marc Zeller for the OpCo - Oversight and Transparency Committee. He knows governance, treasury, and strategy inside out, making him a huge asset to Arbitrum. Plus, his vision for efficiency and transparency is exactly what OpCo needs. Confident he’ll do a great job!