I vote AGAINST this proposal in the temp-check.
I believe treasury management is a key and necessary component for the DAO.
However, I don’t see this proposal as true treasury management. Instead, it seems more like an isolated allocation of a specific amount from the treasury aimed at generating returns for the DAO over a short period of six months.
As I mentioned when providing feedback:
This is how I understand treasury management: this proposal is limited to just some aspects of it.
That said, if the proposal gains broad consensus for its execution, I am willing to change my vote on Tally, but with certain considerations aligned with my perspective.
After the TMC delivers the two reports (the second at the six-month mark), I would like to propose including a third report. Considering that by that time the OpCo is expected to begin its operations, this report should cover the state of the treasury, the DAO, expenses, and recommendations for long-term sustainability.
This additional report would serve as a handover document for the OpCo, allowing it to focus on treasury management with a clear vision for long-term success.
On the other hand, I would like to see some strategies outlined regarding what the DAO does or does not want to execute with the ETH before the proposal is approved. According to the DAOs Constitution:
"Arbitrum is part of the Ethereum ecosystem, and the Arbitrum community is part of the Ethereum community. Although the ArbitrumDAO makes its own decisions and pursues its own goals, it is deeply aligned with Ethereum and sees itself as an active and constructive participant in the Ethereum community."
I believe this alignment should be considered when selecting the strategy.