Thank you for the proposal!
As always, I support solutions that increase revenue and reduce costs. However, what happens if a choice increases revenue but not in the most efficient way?
I recognize the importance of activating idle treasury assets, and this proposal presents a solid opportunity. This opportunity is the alignment of the treasury management with ecosystem support during DRIP, generating a sustainable yield (around 2% and maybe slightly higher), and diversifying beyond ARB. The governance safeguards (OAT approval, DAO wallets excluded from rewards) also inspire confidence.
That said, two factors are keeping me from being totally in favor of this proposal:
- There is no precise capital allocation or per-protocol breakdowns.
- There aren´t any measurable KPIs that allow delegates to assess ecosystem impact against alternatives. Without these, it is difficult to evaluate performance beyond headline APY.
For these reasons, I will vote ABSTAIN at this stage. If clearer allocation plans and concrete KPIs are provided, I would have no reason not to support the proposal in future rounds. Otherwise, I will unfortunately have to vote against.