The following reflects the views of the Lampros DAO governance team, composed of Chain_L (@Blueweb) and @Euphoria, based on our combined research, analysis, and ideation.
We are voting AGAINST this proposal in the Tally voting.
We appreciate that the team published an Investment Policy Statement. The IPS adds structure and explains how the ATMC will think about benchmarks, opportunity cost, and growth versus yield decisions. Still, the IPS does not resolve the two core reasons we opposed the proposal on Snapshot: underperformance and no clear implementation plan.
The current and historic allocations have not shown that they beat simple staking once fees and costs are included. We need a clear, side-by-side net yield comparison that shows expected returns after custody fees, management fees, gas, bridge costs, and any other expenses. Without that net comparison, we cannot judge the true opportunity cost of moving 8,500 ETH.
The proposal still lacks a concrete allocation plan. We expect a detailed list of target protocols or a phased tranche plan with checkpoints and OAT sign-offs. We will not support transferring a material sum first and deciding specific allocations later.