Blockworks Research will be voting FOR [No IRL Event] this proposal on Snapshot.
Firstly, thank you @lino et al for authoring this proposal and the related work performed.
As it has become clear that the DAO wants to venture further into becoming a capital allocator, we see any initiatives striving to develop operational structures and overarching investment theses further as highly beneficial. However, based on the key deliverables, it seems to us as though the planned output here is mostly concentrated on analyzing market opportunities in isolation. We think it would be highly beneficial for the community to already at this stage see further research into how the AVI would play into Arbitrum’s other current investment-related projects, what the possible overarching structure would look like, if any of the structures need to/can be consolidated, how the DAO should approach LPing into funds with different mandates focusing on various parts of the investment lifecycle, and if any of the discovered market opportunities warrant changes to the current initiatives.
We also decided to vote against holding an IRL event as we think similar results can be achieved through the already confirmed and possibly upcoming Arbitrum-related events.