Thank you for stewarding this conversation, @LuukDAO.
Token swap sounds interesting and could be beneficial but in its current form, this proposal doesn’t seem to be bringing much alignment and bidirectional upside to Arbitrum as several delegates already stated.
On the KPIs front, would executing three swaps really give us a better understanding of the change of behavior of ecosystem players in Arbitrum? Are we sure we would get sufficient information from that?
Talking to the swap generally, I know you touched on The pressures that end partnerships in the report you linked. However, coming to Arbitrum, what are the plans in place to tackle some these issues you stated in the report? There is the risk of project failure and while diversification spreads risk, the DAO could end up holding tokens of projects that do not succeed, which could become a drag on the treasury. We suggest including a contingency plan for underperforming swaps.