Blockworks Research will be voting FOR this proposal on Tally.
Our reasoning remains largely unchanged from our initial comment. Some of the funds from Michael Egorov have already been used to bootstrap the lending market, which is outside the initially proposed scope of fund usage. However, we don’t think this warrants voting against the proposal. Moreover, Egorov pledging an additional ~20K ARB per month is a great addition to the already committed matching of ~240K ARB.
We also want to thank @SEEDGov, which, as an LTIPP Advisor, has committed to monitoring the incentive program if this proposal passes.