Vote: For. Zora is an emerging chain that has the potential to become important in the NFT space.
Vote: For. Initially (in 2023) had some concerns related to the deployment & maintenance costs (e.g. documentation, integration) and the potential for it to steal the focus from Uniswap v4. However, after looking at the empirical LP performance (good results) and trading popularity of the v2 deployment on the mainnet, I changed my opinion, and now fully support deploying v2 along v3.
Vote: Yes, Upgrade the Factory Owner. An epic proposal! I’m broadly supportive of it, and can only agree that the preparation work is excellent. At the same time, I do have concerns related to LPs. The needs of UNI stakers should be balanced with the needs of the LPs. LP interests should be more widely represented in the DAO voting, otherwise we have a situation where there’s taxation without sufficient representation.
Vote: Accept amendment. Slightly prefer to err on the side of caution and avoid making irreversible changes in the factory owner.
Vote: For. I’m happy to see this proposal and strongly support the idea of diversifying/derisking the treasury as soon as the legal concerns are alleviated. It makes sense to do this regardless of whether we think about it from the mark-to-market value’s perspective ($6 billion) or from the unissued shares perspective.
Vote: Deploy, with $500k in incentives as recommended in the proposal, to match the contribution of Sei. It will certainly be interesting to observe whether the rapid finality and short block times Sei advertises significantly affect empirical metrics such as execution quality and LP profits.