[Non-Constitutional] Invest in Builders & Ignite ARB Demand with q/acc

This is just too general of a statement. Not every project will benefit from launching a token before PMF, it depends on the project. There are a lot of instances where the token is integral to the project (e.g. the gas token for an Orbit chain, but also many other instances) and needs to be launched for the product to work, or there is a strategic benefit to building incentivized community early, or several other circumstances.

Those are the projects we accept into the program, they must have clear token utility, and for those projects, we have a perfect fit, because they can focus on the product, and we help them with the token launch. Once their token is launched people can buy in with great liquidity despite the low market cap, and there is reduced volatility due to the bonding curve.

Jump to 2:19 in this video and hear what one of our builders has to say about working with us:
https://x.com/Nofuturephoto/status/1918297827425271885

Also, check out her project, it’s really cool! https://todamoon.live/

We support this proposal because q/acc directly fixes the misalignment that plagues traditional grant programs: instead of handing builders liquid ARB they can instantly sell, the accelerator locks ARB into bonding-curve liquidity and releases it only when pre-defined KPIs are met. This keeps ARB working on-chain rather than hitting the market and gives the DAO a 5 % stake in every cohort project—so the treasury benefits alongside builders as each token’s market cap grows. The model has already proved its value: on Polygon zkEVM, q/acc’s first season lifted project market caps by roughly 10× compared with the support provided and attracted many first-time users, demonstrating both capital efficiency and ecosystem growth. Those results give us confidence the same structure can match or exceed that success on Arbitrum’s larger network and liquidity.

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The following reflects the views of the Lampros DAO governance team, composed of Chain_L (@Blueweb) and @Euphoria, based on our combined research, analysis, and ideation.

Thanks @griff for putting together this well-thought-out proposal. We’re a bit late to the party, as we see, but would still like to add our two cents to the discussion. Apologies in advance if any of the points below echo previous comments from other delegates.

We agree with @0xDonPepe’s reflection that this is one of the first proposals to treat sell pressure and grant-farming not as inevitabilities, but as design challenges. That’s a key strength of q/acc, it doesn’t just fund projects, it attempts to create structured alignment between builders, token holders, and the ecosystem at large. The combination of bonding curves, fair-launch rounds, and locked token economies makes this a unique approach to ecosystem funding.

While it’s good to see the DAO included in the token distribution, we think the proposal would benefit from greater clarity around how the DAO’s token share will be managed. Will it be held passively in a multisig? Will it be delegated, staked, or used to participate in the governance of the supported protocols? A simple policy framework, even if non-binding, could help prevent downstream uncertainty and establish best practices for DAO involvement beyond being a passive recipient of tokens.

On the residency side, we noted that many Polygon participants had no original intent to launch there, which shows the pull of the model. But for Arbitrum, this can be a concern, like, are we becoming a launchpad or a long-term home?

A possible improvement, just thinking off the top of my head, could be to tie some post-graduation benefits, like the release of DAO-held tokens or access to follow-on support, to light ecosystem residency criteria. This could include keeping liquidity or governance active on Arbitrum, integrating with core infrastructure, or maintaining user engagement on the chain. These don’t need to be strict mandates, but they would help ensure the ecosystem gets lasting benefit from its investment.

While going through the comments, we also reviewed the graduation KPIs provided in the response, that a minimum 50% token circulation, $15M market cap, and liquidity thresholds that are clear and valuable.

That said, market cap and supply metrics can be gameable in short windows, especially with hype-driven liquidity. We’d recommend that we also consider metrics around liquidity quality, such as slippage on mid-size trades, source of LP volume (organic vs incentives), or wash trading detection. Additionally, introducing softer KPIs around ecosystem contribution, integrations, governance activity, and retention of first-time users could move graduation from just a financial milestone to a broader signal of long-term ecosystem fit.

On the reporting side, while you’ve mentioned:

If possible, along with the monthly reporting, we can add a public-facing dashboard with live metrics such as ARB demand ratio, liquidity distribution, user conversions, token velocity, etc. This would increase transparency, enable better cross-program coordination, and let everyone monitor progress in real time.

We appreciate the thoughtful structure this proposal brings and the experimentation it enables within Arbitrum’s grant landscape. q/acc stands out by proposing a mechanism-first model that directly addresses recurring inefficiencies in ecosystem funding.

We’re looking forward to seeing this cohort go live and looking at the results as outcomes unfold.

We can definitely do this if we win the bid. We can ensure we have a dedicated program manager focusing on Arbitrum, and no other chains.

A lot of things are shifting in Arbitrum DAO’s structure right now, I am following along as a delegate and we will ensure an AAE has proper oversight over our program. But exactly how that all plays out is ambiguous because the rules are still be written… not by us, but by the DAO. This is a timing issue. A lot of things will become more clear, such as Arbitrum treasury management and oversight, and by the time this proposal goes to snapshot, it will clear these things up.

Teams will deliver value in a variety of ways, after one year they will have built their project on Arbitrum, brought their community there, and effectively pegged their token to ARB. Those things don’t change after the 1 year mark.

The biggest difference between this model and other grant systems is we don’t have to have a plan and over engineer things to get teams to continue to deliver value. We have aligned incentives. Their stream starts to unlock after 1 year, but its streams over another year. It’s not likes they can just dump at the 1 year mark. They still need to drive value to their token.

The teams have major upside in their own success, and their upside is aligned with Arbitrum’s success, as the token’s price rise mechanically locks up ARB (and the DAO owns a lot of the token).

It won’t make sense for them to jump from chain to chain, they are locked into Arbitrum from every angle, the incentives are clearly there for them to commit fully to our ecosystem from the start, and lock-in for the long haul.

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Thank you for the support!

Saying “anyone who launches a token loses focus” is just not accurate. A clear counterexample is Ethereum. Are you seriously claiming Vitalik’s team lost focus or wasted time navigating regulatory minefields?

There are many successful projects that launched tokens early and are clear winners today. You should really do some research before making such broad, misleading claims. Let’s stay rational and base our arguments on evidence.

Don’t let your thinking be guided by failure stories, better to be inspired by successful ones. Then be analytical: what made them work? How do we apply that here to ensure Arbitrum success?

That’s the mindset we need.

Guys I’m not saying a token launchpad is a bad idea.
We’ve seen plenty of successful projects that began as memecoins or NFTs and evolved into real products post-public sale.
Even with the current hype around Virtuals, some innovation might emerge.

Arbitrum needs great launchpads.

What I am saying: let’s not misrepresent this as a substitute for grant programs or seed funding.
Those exist to help teams reach MVP before raising further funds (publicly or privately).

If we’re backing a new launchpad, great.
But we should be clear: this is not a magical solution for early-stage builders.

A serious builder pipeline officially supported by the DAO should never suggest launching a token before an MVP exists.

Note: I’m talking about an MVP not product market fit (which is utopic for an early stage crypto project :wink:).

I think that’s an anachronistic take—Ethereum launched 12 years ago, in a completely different landscape. And it’s likely not even accurate:

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What is not accurate is your question to chatgpt, the ico itselt its launching a token before the product.

Ill leave it there i dont want to explain what i belive someone is trying to do/build.

Apologies, I wasn’t clear on my perspective.

Did the Ethereum Foundation lose time and resources due to legal issues? Yes.
Did it limit how they could act and communicate publicly? Yes.
Were they smart enough to raise some funds before going public? Yes.
Did they succeed anyway? Yes.

So:
Should a team delay launching a token as much as possible? Yes.
Should they explore every other funding route first, especially if they’re pre-product? Absolutely.

That said, we’re clearly in a different regulatory landscape.
if a team chooses to launch a token and doesn’t need to raise funds directly, then yes, this becomes a valid option worth considering and I am happy it’s launching also on Arbitrum.

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Thank you! I’ve been in the web3 grant game as long as anyone and have seen the horrors… we want to do something different.

Behind the scenes, there is an Arbitrum Treasury Management proposal brewing, we hope to just send the tokens there and let that group make the calls.

My recommendation would be to mirror the team’s moves. If they sell, we sell, if they hold we hold. We have the same lock up schedule as they do, so it makes sense and I’m sure an automation could be easily vibecoded by the time the 1 year unlock begins.

I 100% agree, while our goal is to automate the graduation process, for the first few cohorts, we will have to make the graduation have some subjectivity componant, because these onchain metrics are just so gameable.

I think these are nice to have’s but IMO most projects shouldn’t have to care about our high level goals.They should just focus on making their project a success. The incentive alignment is set such that their success is tied to our success because of the token design bakes it in.

They will care greatly about the ARB price as their token is effectively pegged to it. This bias can’t be stronger.

Yes absolutely. We have Dune dashboards for every team and a global dune dashboard for our current deployment viewable here: https://dune.com/discover/content/relevant?q=author:qaccteam&resource-type=dashboards

It covers some of those metrics, but I would LOVE to add the metrics that are missing… do you have any dune dashboards you especially love, that we can review to include even more better metrics?

Thanks for explanations

Sorry for my bad wording, below you already have answered to the question I had in mind

I just don’t see a detailed description of what exactly the funds will be spent on. You’ve lifted the veil of secrecy a little now, but I still don’t quite see the amount of work. I agree that if you do it from scratch each time, then $8k is not much

It would be great if the team could elaborate on the scope of their work. As far as I understand, you plan to use their product, i.e. you can’t understand their labor costs that deeply

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Thanks @griff for the response! We appreciate your transparency around the DAO’s potential token management strategies, especially the suggestion of mirroring the team’s moves of selling or holding. It would be great to clearly document this strategy in the proposal itself before it goes to the Snapshot vote. Doing so will help avoid confusion later on.

As we’ve previously mentioned, relying solely on financial metrics such as market cap and circulating supply can lead to manipulation, adding more metrics related to liquidity quality, such as monitoring trade slippage, differentiating between organic liquidity and incentivized liquidity, and detecting wash trading, would provide a better picture of genuine project health.

Also, we’re glad to hear about the existing Dune dashboards. Some of the metrics from these dashboards that we can use as an inspiration for our dashboards -

Some of these dashboards offer nice examples of how to display detailed token metrics, including liquidity, token velocity, and user retention.

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This is not too bad IMO. Maybe just “Launchpad for Utility Tokens” or token launchpad informally. I’m just trying to avoid builders having to use a dictionary to engage with Arbitrum. And having long names leads people to use acronyms so something short “launchpad” is great.

+1 on this and why I think this launchpad works well as a complement to the Hackathon Continuation Program but does not work well for super early-stage projects. We don’t want to become another Solana (scammy, pump and dump culture, no enduring value)

I agree with this point, proposing to the DAO shouldn’t force a vendor to disclose all their internal IP. What I’m trying to clarify is not the itemisation but more what the marketing support offered. Basically, is there a comprehensive marketing coaching program? Given the 80k cost to do everything, I imagine the answer is “no”, and that’s ok by me. I’m just trying to understand the scope of support: how much is this a token launchpad with an announcement vs an incubation program with significant support. I understand the answer is the former, right?

I think both paths are ok, just trying to understand so we (ArbitrumDAO) know what to expect and can learn from the pilot.

Personally I’m really excited to see q/acc on Arbitrum( I think I’ve been bringing that up with @Griff multiple times in the past), it’s a totally new mechanism and Arbitrum is the right ecosystem to expand it due to it’s DEFI principal focus.

Speaking from experience, I’ve participated in the first and second iterations on Polygon and I enjoyed it, the only general concern I have for this is that certain projects rush to create tokenomic models that are tailored made to be eligible to participated in the program, not based on real economics, not that I’m an expert myself.

Concerns:

-lack of Arbitrum lead marketing/awareness for the program - it should be coupled with a mini marketing campaign led by the foundation to ensure that the program really penetrates the ecosystem.
-quality of applications, speaking from personal experience, in any short time frame grant program there is a hidden incentive for the managers to allow certain projects in just to HIT the KPIs and to kickstart the programs - would recommend an adaptable approach here to override this problem.

Avantages:

-it’s a novel mechanism that transforms donors and supporters into investors and based on my experience in the ecosystem and the previous QF rounds that were on Arbitrum, I think people will enjoy the investor experience it delivers - which is unique
-it can help flip this metric provided by @Entropy here **~32% of the DAO proposals were **
grants related, let’s get more investments in Arb!


-it’s a fair launch coupled with QF which is a big deal because it aligns the interests of the projects and the Arbitrum community better than traditional grant programs. The ideal end result is a healthier, more sustainable ecosystem where token distribution is transparent, fair, and encourages long-term participation.
-due to the q/acc teams marketing know-how and connections it can bring new users/teams to Arbitrum.

I would be voting FOR the proposal because I believe the benefits of the experimental Builders Ignite program outweigh the benefits. Hopefully the Q/ACC can become a long term program so it can reiterate based on the learnings and feedback from the delegate/teams after each cycle.
A good metric for success imo would be if we would score over Polygons Season 1.

Full disclosure: I have not read any other delegate comments because it’s a topic I’m passionate about, apologize if some of the feedback has already been provided.

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Hi q/acc team,

Thank you again for the time and effort you put into the proposal and for sharing more about the q/acc program. We appreciate the innovative approach you’re bringing to support early stage teams and token launch infrastructure.

The Arbitrum Foundation is currently focused on building out our builder journey, refining the top of funnel experience for teams, and aligning key internal stakeholders on a cohesive strategy to support early stage projects. At present, in relation to our builder journey work, we believe this proposal is too early and we are not in a position to support the proposal as an AAE focused on ecosystem growth. We’d recommend the DAO to pause on this effort for now.

As part of this, the Foundation is still evaluating how launchpad infrastructure fits into this picture, so while we see real value in q/acc, it’s not the right moment to commit. We also want to share a few thoughts and concerns that informed our decision:

  • We’re currently working on a broader strategy for supporting early stage teams, including how best to handle this type of infrastructure and builder support. This will likely involve working with a few different launchpad models.

  • We found your proposed design mechanism to be novel and promising. However, based on our own experience to date, we do not believe there is not sufficient demand from teams in our funnel, who can take advantage of the program.

  • It is still a bit too early to draw conclusions from the existing information for the program on other networks. Additionally, there are an increasing number of competitive launchpad models, which should be evaluated alongside this offering. We want to avoid prescribing any specific launch infrastructure. Committing to a single launchpad model would create the expectation on teams to follow this particular path.

We’re excited to see how q/acc evolves and hope to revisit this conversation when we have defined our approach further.

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As stated above, we have been talking directly with the AF and they came to the conclusion that its not the right time to pursue this opportunity.

Especially given the changes in the DAO structure with AAEs taking a larger role, we believe it would be prudent to ensure that we are working closely with the AF so we can become part of a cohesive, overarching grant strategy.

So we made the tough decision to pause this proposal for now. Once the AF stands up their builder funnel, we see q/acc as a strong second funnel to attract builders that want to launch utility tokens, and bring them to Arbitrum.

Also, over the weekend we finalized the Season 2 Impact report.

The numbers don’t lie, q/acc is an incredible mechanism. It’s only a matter of time before I can bring her home to Arbitrum :blue_heart:

Some Excerpts from our S2 Impact Report:

Stakeholder ROI For Chains (Polygon) - ~200k POL demand generated so far.

Cross-Chain + Token Abstraction

4 great fair launches

Full Report Here:

Thank you all for the fantastic feedback, we will restart this thread when the timing is right.

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