Thank you for the detailed summary and initiative.
We’d like to share our perspective on the proposed objectives:
Objective 1: Build Coherent Builders’ Funnel
In our view, the optimal setup for this objective would be a joint effort between Offchain Labs (OCL) and the Arbitrum Foundation (AF). As the core developers of Arbitrum, OCL is best positioned to provide the technical depth needed to effectively onboard builders. Meanwhile, the Foundation already has a dedicated growth and business development team, making them well-suited for execution. From what we understand, this collaboration is already underway, and we don’t believe additional DAO involvement is necessary at this stage.
Objective 2: Build Distribution Channels
Our position here is similar to Objective 1. OCL and AF are already working on expanding distribution and are best placed to do so given their infrastructure, reach, and mandates. At this point, we don’t see a clear need for further DAO input.
Objective 3: Support DeFi Renaissance: Increase Liquidity & Connectivity
We support the AAEs outlined here and see this as a critical growth area. That said, we want to flag a potential risk in the proposed improvements. Leveraging the treasury to support specific dApps must be approached with strategic caution. Deploying funds in isolation—without a broader financial framework—could jeopardize long-term sustainability. We strongly recommend embedding these efforts within a comprehensive treasury management strategy that aligns ecosystem growth with financial sustainability.
Objective 4: Align More Strictly with Offchain Labs and AF
We believe OpCo is the most suitable entity to take the lead here. For a reference point, the Uniswap Foundation’s FFG structure offers a potential model to follow in strengthening alignment between OCL, AF, and the DAO.
Objective 5: Promote a Network of Onchain Businesses
No additional comments on this objective at this time.