Thank you for aggregating the various proposals into a unified strategy – we appreciate the thoughtful effort behind this work. It’s clear that the strategic objectives have evolved meaningfully over time, and we now have a stronger set of guiding pillars for the DAO.
That said, it’s essential to prioritise and organise the work around these objectives effectively. A few thoughts from our side:
- Objectives 1 & 2: If the DAO proceeds with the Arbitrum Aligned Entities (AAE) structure proposed by the Arbitrum Foundation, we believe these objectives should fall under the remit of the AAE Arbitrum Foundation. The Foundation already has established mechanisms for communications and partnerships, and was recently funded by the DAO specifically for initiatives aligned with distribution, user acquisition, and enterprise onboarding. Assigning these objectives to the AAE Arbitrum Foundation would make efficient use of existing resources and funding.
- Objective 4: As our previous SOS comments highlighted, we view DeFi as a foundational pillar of Arbitrum’s growth strategy. While we believe the number of AAEs should remain limited, we strongly advocate for creating an AAE focused solely on DeFi.
- Objective 8: Treasury management and sustainable revenue streams are critical for the long-term health of the DAO. As kpk, we previously submitted a Strategic Treasury Management proposal estimating that an initial 250M ARB tranche could establish a sustainable treasury framework and provide two years of runway, based on FY23-24 expenses (~$97M). Given the price movements in ARB and additional DAO-approved spending (e.g. 200M ARB via GCP and 250M ARB for AF strategic partnerships), the capital requirements have only grown. Current treasury initiatives, such as the 15M ARB stablecoin strategy, while a step in the right direction, are not sufficient to meaningfully strengthen Arbitrum’s financial position. We therefore view Objective 8 as a top priority and urge both delegates and AAE Entropy Advisors to give it the strategic weight it deserves.