Thanks for the detailed proposal. The data showing that 0% of protocols know their LTV and only 21% know their CAC is exactly whats wrong with this space. Projects are just burning money without tracking results.
I like the KPI approach and specially the idea that if you only achieve 60% of KPIs you only get 60% of funding. Thats some skin in the game right there!
But instead of spreading resources thin, why not identify the few projects that could actually bring NEW users to Arbitrum? Im talking about projects with genuine product-market fit that just need a boost to capture users from outside our ecosystem.
- Pick 2-3 promising projects that can prove they’ll bring external users
- Test the KPI model with them
- If successful, then we expand
End goal is $ARB value. Lets be strategic about it - start small, prove it works, then scale up.