We supported none as we thought both other options were premature without a full operational cycle’s performance data. The Council was still in its startup phase, and the DAO had limited visibility into the true workload, effectiveness, and impact of the new compensation framework. Choosing None signals a preference for data-driven calibration after proven execution, ensuring accountability and avoiding setting a precedent of mid-term pay adjustments without sufficient benchmarking or community feedback.
We are in favor of this option because it makes quorum requirements more realistic and representative of active governance participation. The current model ties quorum to the total token supply, much of which is undelegated or inactive, creating unnecessary friction for legitimate proposals. Moving to a DVP based quorum ensures decisions reflect the voices of those actually engaged in the DAO’s governance process. This change promotes smoother proposal execution without compromising legitimacy.
Vote: ⅓ to each Gauntlet, Cyfrin, Immunefi Type: Security Council on Tally
Similar to our nominations, we divided our voting power into thirds among the above three candidates. Our team has in some capacity or another, across a handful of different protocols, worked with each of the providers. All three of the teams have a strong reputation in the space, and we are confident that they’ll make for great additions to the next cycle of voting in this security council election. Note that there are other candidates like ZackXBT that we strongly believe should be on the council, however, given they are almost certainly going to be voted in without our votes, we reserved our limited voting power for others.
From the information that we were able to aggregate from a couple of sources, this proposal’s ask to increase the council compensation seems fair for the corresponding workload. We do want to see strong deliverables here, as so far, there has been lackluster output since program inauguration. The “GV Startup Phase: Scoped vs Actual Council Workload” table in the proposal also demonstrated more clearly the increased workload that is required. However, we don’t feel entirely comfortable allocating further compensation yet until more clear and transparent deliverables are published. We would like to first see a year in review with tangible projects/allocations from the AGV–we are okay with retroactive funding in the event of sufficient outputs.
A stab at a new form of DIP is appreciated since this is well-thought. But the new framework risks amplifying bureaucracy and subjectivity, especially within the PRS component, where delegates are expected to assess each other’s work with little standardization. Peer review without a codified rubric will inevitably devolve into popularity-based voting or self-reinforcing cliques, producing results no more objective than the current system. Note, we do agree that the current subjective analysis by a single entity is not perfect. However, replacing SEED with an open-sourced review mechanism is not a significant improvement. Plus, adding layers of evaluation every month will further dilute attention and quality. We honestly cannot afford more of that.
There are elements of this proposal that are similar to the Triple DIP. Namely, our concern starts with the complexity and increased gatekeeping with the peer-to-peer assessment model. The requirement that delegates and contributors must join a newly created peer assembly via a vouching system before becoming eligible for rewards introduces a gatekeeping layer that risks excluding capable actors and discouraging broader participation. It also adds undue complexity. Also, the consolidation of delegates and contributors into the same umbrella may blur roles and create misaligned incentives. By making the same assembly responsible for both roles and linking rewards across multiple tracks like voting, recognition, nudges, it becomes unclear whether the program will incentivize quality deliberation and oversight or simply volume and self-promotion.
In line with our snapshot vote, we are voting in favor of this proposal. We hope to continue supporting initiatives that turn idle capital into active investments, abiding by the newly delivered IPS from the Entropy team.
Give enough support on the last benchmarking vote for the AGV to pass, we see the argument for a start-up phase bonus due to the non-trivial and meaningful upfront work needed to get this started.
Our reason for splitting voting power 50/50 among JoJo and Paper was because we sought a balance of opinion in the AGV council. JoJo has been actively involved with the existing team and is therefore acclimated with the operations and personnel. Paper, on the other hand, brings a strong sense of accountability and honesty which the DAO needs for oversight purposes.
Relative to the previous proposal around delegate incentives, this one ultimately goes back to the basics, primarily around operations and inclusion criteria. Omission of more complex components like the social reference system previously proposed compelled us to vote in favor here. As disclosure, the UADP is likely a beneficiary of this initiative.
Both of the alterations in this proposal are worthwhile. The state of governance has generally been on the downtrend, so the DVP model makes more sense than total votable supply, which was easier to justify closer to TGE + during a more optimistic market when entities are more engaged in voting/delegating. Proposal cancellation also makes sense for operational ease.
We voted in favor of this proposal because idle funds sitting in various program wallets generate zero yield and carry a clear opportunity cost. Routing surplus funds into the ATMC portfolio puts them to work without sacrificing governance control, as each deployment still requires OAT approval and the DAO retains clawback ability. As long as transparency standards are met, we are good with this request.
Our entire voting lot went to Certora for the nominee selection round. We believe that their team is highly competent from a protocol security perspective. The UADP members have personal experience interfacing with Certora in other DAOs as well and can vouch for their professionalism.
The major alterations to the CoC make logical sense to us. A living document and optimistic amendments reduce unnecessary governance overhead. We are relatively indifferent on the shielded voting mechanism. Not making the CoC a constitutional amendment also makes sense for enabling any potential flexibility where needed. Over time, de facto rules could become crystalized, however.
We see no issues with this upgrade and are in support of the proposal. It ensures fairer fees and increased network capacity and provides developers with the ability to create high-performance applications. Specifically, fine-tuning the L2 base fee is an exciting update for helping Arb optimize revenue. We are curious to see how that design space evolves.
Vote: 670k ARB to Certora & Michael Lewellen (50/50)
Type: Election
Our votes were divided 50/50 between Certora and Michael. We gave our full weight to Certora during the Nominee election but have split our votes during this round since Michael had previously reached the voting threshold. The UADP members have personal experience working with both Certora and Michael in other DAOs and are confident in their ability to be Arbitrum security stewards.
Following in line with our Snapshot vote, we are in support of ensuring capital is made as productive as possible. The additional eth and accrued usdc, allocated to the treasury portfolio, is therefore advantageous.
We support approving the release of the frozen ETH into the DeFi United recovery process. The ETH in question represents proceeds tied to the exploit, and the Arbitrum Security Council’s rapid immobilization of those funds created a real opportunity for governance to reduce user harm rather than leave affected markets in limbo. Directing the recovered ETH toward the coordinated remediation effort is the most practical route to restoring rsETH backing and helping users across Arbitrum and the broader DeFi ecosystem who remain exposed to losses, trapped positions, or ongoing interest accrual.
Our opinions have stayed constant since the snapshot and still now. We are voting yes in compliance with the mandated court order, and hope the situation can be resolved quickly and efficiently.
Despite funds being pulled from the DAO’s investment portfolio, we voted in favor of this proposal due to the required sustenance of the AF. Still, the goal of diversifying out of the native ARB token and into alternative assets must be coupled with a long-term perspective that prioritizes compounding treasury funds. Significant withdrawals such as this hamper the capital to benefit from time in the market. Delegates are rightfully cautious from a capital allocation perspective.
Despite some concerns around prudent treasury utilization, which diminish the effects of compounding, and in line with other delegates’ points on more granularity around the request, we have voted For this proposal onchain as the AF stands as a critical stakeholder in making sure Arbitrum functions effectively.
This is a deadline extension rather than a fresh ask, pushing the mandate end date from July 2026 to July 2027 with no additional funding and the unspent ~63.7M ARB still sitting with the Foundation under Season Selection Committee approval. We are comfortable granting that runway given Season 1’s track record, which delivered the strongest cost-effectiveness ratio of any major Arbitrum incentive program to date alongside a substantial increase in yield-bearing stablecoin supply on the network. We would rather the committee take the time to align Season 2 with the strategic developments it referenced than force 15-20M ARB into a weaker campaign on the original timeline. Our main ask is simply that the committee follow through with a concrete Season 2 design and timeline now that the program has another year to operate.
We are in support of sunsetting Timeboost in favor of a priority gas auction. Timeboost’s ahead-of-time express lane saw participation thin out over time and posed a barrier for newer primitives that depend on cheap, frequent, priority inclusion, while a per-transaction priority fee model is already familiar to the searchers and arbitrageurs operating across other EVM chains. Importantly, the sequencer retains its private mempool, so the change does not introduce sandwiching or frontrunning, and the anti-starvation mechanism gives low and zero priority fee transactions a path to timely inclusion so the new revenue is not extracted at the expense of ordinary users. With 97% of priority fees routed to the DAO treasury and the operator’s parameter discretion bounded and revocable by governance, we view this as a net positive for both Arbitrum’s revenue and its competitiveness for latency-sensitive activity. As this is the temperature check, we anticipate confirming in line on the subsequent on-chain vote.