Rationale : We support this proposal as it allows to move 1885 Eth (which were previously effectively locked due to complicated procedure) into DAO Treasury.
Rationale: Stylus can potentially be one of the major drivers behind Arbitrum’s growth. We are confident that additional projects for participation were selected with care and great deal of diligence. Given the strong demand by a wide range of well qualified candidates it only makes sense to extend the program to fully realize its potential.
Rationale: We are in favor of this proposal, supporting new projects on Arbitrum by any means necessary, including sponsorship of audit sends a very strong positive signal to community of developers.
Rationale: Establishing The Watchdog program strengthens the DAO’s integrity by creating incentives for the community to surface fund misappropriation, which has historically gone unchecked. This initiative fosters accountability, helps deter malicious behavior, and ultimately protects DAO capital.
Rationale: We gave 100% of our voting weight to Flook in the Gaming domain because their track record demonstrates an ability to identify high-potential projects and allocate grants in a way that maximizes impact.
Rationale: We gave 100% of our voting weight to Juandi due to their strong technical background, clear alignment with the DAO’s priorities, and hands-on experience with Arbitrum’s developer ecosystem.
Rationale: We allocated 100% of our voting power to SEEDGov based on their consistent contributions to governance education, community onboarding, and their thoughtful approach to ecosystem engagement.
Rationale: Enabling BoLD is a major milestone toward decentralizing Arbitrum One through permissionless validation, while maintaining strong security guarantees.
Rationale: We support this proposal because with an experienced team and clear KPIs, this initiative directly aligns with the DAO’s goals of ecosystem development and community-led growth.
Rationale: StableLab Supports the QB grants program in Arbitrum. The first 2 seasons have proven to be successful and we are excited to see what they fund in season 3.
Vote: #1 Deploy Both Strategies Abstain #4 Deploy Nothing #2 Only Deploy ARB Strategy #3 Only Deploy Stable Strategy
Rationale: We support this proposal and prioritize deploying both the Stablecoin and ARB strategies (#1). While we appreciate the TMC’s cautious approach, we believe deploying a portion of the DAO’s ARB holdings into on-chain strategies complements the stablecoin allocation and helps reduce idle asset exposure.
Rationale: We support this proposal as it strikes a strong balance between conservative yield generation and ecosystem growth by deploying 7,500 ETH across trusted protocols like Lido, Aave, Fluid, and Camelot.
Rationale: We support this proposal because it improves the user experience and functionality of the Arbitrum Bridge. This ensures users can seamlessly bridge stablecoins via the official UI. The contracts are already deployed, audited, and live, making this a low-risk, high-impact integration for the Arbitrum ecosystem.
Rationale: The Nove Fee Sweep Action efficiently consolidates 1,885 ETH in historical Nova fees into the Arbitrum DAO Treasury using modern, automated infrastructure. This action improves treasury transparency, reduces governance friction, and completes the transition to the upgraded fee routing system, strengthening the DAO’s financial operations with minimal risk.
Rationale: We voted against this proposal due to concerns around cost-efficiency, unclear long-term impact, and limited evidence of effectiveness from the initial pilot.
Rationale: This initiative not only enhances on-chain security and reduces risk across the Arbitrum ecosystem, but it also promotes responsible scaling, supports developer adoption, and encourages innovation on Arbitrum chains.
Rationale: This program builds on past learnings from STIP and LTIPP and aims to go beyond onchain incentives by targeting users at top of funnel level. Focus on iteration, reporting and analysis are a plus to gather valuable feedback for the DAO.
Rationale: The expected yield from the stablecoin strategies is very attractive given current market conditions, while diversifying the Treasury by selling ARB into stables guarantees yield generation and operational versatility.
Rationale: We think these four candidates are a strong addition to the AOT for the following reasons:
Jana: She has worked in the interface between Rari Foundation, Rari DAO and Rarible, guiding all of them and ensuring alignment. She is also familiar with the Arbitrum ecosystem and her contributions are remarkable.
Frisson: An active and respected contributor for Arbitrum. Initiated great governance initiatives for Arbitrum, keeping it at the industry’s forefront.
Marc Zeller: He is an active contributor in many DAOs in the space and with ACI has helped AAVE grow while becoming a lean and accountable organization.
Joseph: With a more technical background, he has a different profile, complementary to the rest of the candidates and his vision on Arbitrum development can bring a positive guidance to OpCo.
Rationale: We support OpenZeppelin with all our VP to support their inclusion into the Council. OZ has a strong technical team, developed the governor contract and are respected among the community.
Rationale: An incentive to disclose misbehavior in DAO funded programs that currently lack oversight is a great idea, it has little downside and a lot of potential for recovering misused funds and enforcing accountability for the DAO.
Rationale: This upgrade will mark a cornerstone for the future of Arbitrum. Specially remarkable is the inclusion of support for account abstraction, which will enable the next level upgrade for UX in crypto.
Rationale: We are happy following the STEP 2 Commitee’s recommendations and will continue evaluating the performance of the funds once deployed for future assessment.
Rationale: This is a good one-time solution due to market volatility. We should honor the projects that participated in the program. In the future, we should prioritize the timely selling of Arb over Arb price speculation to meet the funding requirements when they are denominated in dollars.
Rationale: We appreciate the systematic approach to isolate single DeFi actions in order to better analyze the impact of incentives. Additionally, being protocol agnostic makes a credibly neutral chain, which we think is also positive.
Rationale: While reducing quorum thresholds may temporarily ease operational challenges, we believe it increases long-term governance risks without addressing underlying participation issues. This proposal currently lacks data-driven justification and a clear framework for future adjustments. We recommend pairing quorum reductions with complementary strategies, such as delegating Treasury-held ARB to vetted delegates and activating stARB governance staking, to sustainably boost participation and ensure DAO resilience.4.5
Rationale: The MSS has played an important role in operationalizing DAO decisions and executing payments reliably. However, with the OpCo set to become the main execution and oversight body for Arbitrum governance, we agree that the MSS has reached a natural endpoint in its lifecycle. Transitioning MSS responsibilities to the Arbitrum Foundation as an interim measure, until the OpCo is fully operational, is a practical and efficient solution that avoids the overhead of reauthorizing a short-lived budget extension.
Rationale: Event Horizon’s shift toward agentic governance marks a significant change in scope that warrants transparent acknowledgment and reassessment of delegated voting power. While we recognize the value of experimentation in DAO governance, continuing to support such a pivot at the original scale of 7M ARB, without formal ratification or system audits, poses governance risks.
Option B provides a balanced path forward: it affirms the DAO’s commitment to innovation while limiting undue influence from an experimental framework still undergoing community evaluation. Reducing the delegation to 100,000 ARB allows continued testing with proportional responsibility, pending further clarity via the upcoming AGI proposal.
Rationale: We appreciate the systematic approach to isolate single DeFi actions in order to better analyze the impact of incentives. Additionally, being protocol agnostic makes a credibly neutral chain, which we think is also positive.
Rationale: We view the consolidation of treasury management functions as a necessary and timely step toward improving operational clarity, accountability, and execution across the DAO’s financial mandates.
However, our support is accompanied by strong recommendations to publish a formal post-mortem capturing both the limitations and successes of the previous Treasury Management bodies.
Rationale: StableLab voted FOR this proposal. We believe this is a necessary and pragmatic change aligned with the DAO’s evolving priorities and broader network architecture.
We expect that post-implementation monitoring and transparent reporting will provide the DAO with insight into the operational impact of this change and the future role of Nova within the Arbitrum ecosystem.
Rationale: While reducing quorum thresholds may temporarily ease operational challenges, we believe it increases long-term governance risks without addressing underlying participation issues. This proposal currently lacks data-driven justification and a clear framework for future adjustments. We recommend pairing quorum reductions with complementary strategies, such as delegating Treasury-held ARB to vetted delegates and activating stARB governance staking, to sustainably boost participation and ensure DAO resilience.
Rationale: This proposal will allow Ethereum users to access USDS in Arbitrum. Further insights into gateway updates and the need for a streamlined governance process can be found here.
Rationale: StableLab voted FOR this proposal as it introduces sensible structural improvements that strengthen continuity, reduce governance complexity, and align AGV oversight with its operational cadence.
Rationale: We chose Gustavo as both candidate have excellent technical capabilities based on their previous auditing experience. However, Gustavo made special emphasis on the operational and communication’s side of the role, which we consider will be as important as the technical knowledge, in which both excel.
Rationale: We acknowledge the significant contributions made by Entropy Advisors during their first term and recognize the substantial operational lift they provided across DAO coordination, governance design, proposal execution, and data tooling. Additionally, they incorporated delegate feedback by tying bonus ARB compensation to KPIs.
Rationale: We support the motivation behind simplifying the upgrade execution process and introducing a more lightweight alternative, especially for operational efficiency and governance overhead reduction.
Rationale: We would first like to thank SEEDGov for their continuous efforts and support at running the DIP program, which we consider the most developed Delegate incentives in the industry. That being said, we consider the latest update shifts the program in the wrong direction by focusing on raw voting power at the expense of quality contributions. Earning each month’s Delegate Incentives was a non-trivial effort given the high scrutiny of the Delegate feedback evaluation. With the new changes introduced, we see how smaller delegates are purposely being squeezed out in favour of less active / high VP delegates. We consider the primary goal of the DIP to be attracting fresh and educated voices, not to help reach quorum. Numerous other initiatives, like governance staking or increased regulatory clarity, can be scales of magnitude more efficient at that goal than the DIP. We foresee after some months of dedicated contributions, the decreased compensations won’t make consistent engagement worth the time, and governance contributions continue declining over time. In such an environment, we agree with other delegates that focusing efforts on matching low-engagement / high-VP holders with quality delegates eager to dedicate their time and resources for a fair compensation to be the sweet spot where the DIP should be trending towards.
Rationale: We acknowledge the significant contributions made by Entropy Advisors during their first term and recognize the substantial operational lift they provided across DAO coordination, governance design, proposal execution, and data tooling. Additionally, they incorporated delegate feedback by tying bonus ARB compensation to KPIs.
StableLab has been an active participant in Arbitrum governance for over two years, and we were among the first delegates since the launch of the ARB token.
In the coming week, I will be participating in Arbitrum governance on behalf of StableLab, continuing our longstanding and active commitment to the ecosystem.
Arbitrum governance is dynamic and multifaceted, with many important initiatives and stakeholders driving progress. I’ll be reaching out to participants across the DAO soon to explore how we can best continue contributing to the growth and success of the Arbitrum community.
[CONSTITUTIONAL] AIP: Security Council Election Process Improvements
Reduce qualification threshold
We believe in reducing the qualification in order to allow more to apply
Revert the Delegate Incentive Program (DIP) to Version 1.5
Keep the current version as first choice
For now while there are various discussions believe in maintaining the current which itself might be changed based on feedback in the future
Voting Update
Transfer 8,500 ETH from the Treasury to ATMC’s ETH Treasury Strategies
Voted Abstain
While we see a reasonable case for it, we decided to vote abstain as we want to see the community decides on this topic
Arbitrum- Security Council
Voted Gauntlet
-Many good candidates but considering Zach is guaranteed to be elected based on how much voting power he already got, we wanted to vote to the candidate we believe is beneficial and as Gauntlet has been helping with security side for many protocols, we voted for them
[Constitutional] AIP: DVP Quorum
Voted No
-While we do agree that quorum is an issue, we are in the camp that delegation from treasury that helps to empower active voters and delegates could be more helpful in the long term. Voting power at Arbitrum remains stale at the moment
[Temperature Check] Should we try a Delegate Incentive Program like the Arbitrum Triple Dip?
Abstain
While we understand there’s a lot of interest for changes in the delegate reward structure, we are a bit more cautious about proposing a parallel structure
The DAO Incentive Program (DIP 2.0)
Abstain
Similar to triple dip proposal, we are cautious about voting in support of changing it dramatically in parallel
AGV Council Compensation Calibration: Benchmark for Future Council Terms
No
Every pay raise should be based on hitting kpis and don’t believe it’s sufficient at the moment
Transfer 8,500 ETH from the Treasury to ATMC’s ETH Treasury Strategies
Yes
Had some reservations but we decided to vote for it also to contribute to quorum
AGV Council Compensation Calibration: Startup-Phase Bonus for Current Council Members
Voted No
-Considering the performance of the token, we don’t believe it is ideal time to increase spending on such programs
Tim Chang reconfirmation for AGV council & John Kennedy reconfirmation for AGV council
Voted Abstain
We abstained as we don’t have strong opinion about it
AGV - 2026 Council Elections
Voted Jojo
Was the only candidate where we had strong opinion enough to vote for