The following reflects the views of L2BEAT’s governance team, composed of @krst, @Sinkas, and @Manugotsuka, and it’s based on their combined research, fact-checking, and ideation.
We’re voting AGAINST.
While we recognize the TMC’s efforts and appreciate their exploration of an ARB strategy, we believe more work is needed before proceeding with one. At this stage, we feel that the benefits and risks haven’t been sufficiently detailed for us to form a strong opinion. Furthermore, we echo the sentiment expressed already that we should figure out how to deploy ARB in Arbitrum-native protocols while balancing yield with risk sensibly.
We want to encourage the TMC to continue refining the ARB strategy, ideally engaging with delegates and external experts to clarify objectives, evaluate risk profiles, and ensure that any allocation aligns with the DAO’s broader priorities. Once a more comprehensive and thoroughly vetted approach is presented, we will be open to reconsidering our stance.