in general in favour. With one caveat. We need to set expectation properly for this round.
Last time, plenty of builders reached out proposing their infra, vaults and product to put the assets at work. Most of them didn’t make it, and was later explained how the proposal goals was mostly to produce yield in a very safe and would say passive way from the DAO. I will just assume that this process won’t happen again, and we will rely on the consideration and decision of the committee.
I would personally prefer an allocation skewed toward ecosystem growth.
Arbitrum is not only lending: is dexes, is automated vaults, is perps, and we we should be mindful of every aspect of it and of the key players of our chain, albeit I do understand how lending market are often time a very good primitive to start enhancing the capital available.