[RFC] - Return 12.5M Delegated Tokens to the Governance Timelock

With DUNI unlocking greater governance participation from UNI token holders, this proposal undelegates 12.5M UNI currently deployed via the Franchiser, returning the tokens to the Governance Timelock.

Background & Motivation

These UNI were delegated from the treasury in 2022 and 2023 – 2.5M to the Uniswap Foundation and 10M to a group of active delegates – during periods of low governance participation. The delegations were intended to bootstrap an active delegate base when quorum was at risk and the number of delegates that could meet the proposal threshold was small.

Today, Uniswap’s governance environment looks very different. UNI holders have been actively delegating voting power, and since DUNI was established, passed proposals have averaged roughly 75 million votes in turnout, exceeding quorum by approximately 88%. There are now over 50 delegates with greater than 1M UNI of voting power.

Undelegating these tokens also resolves a potential incentive misalignment caused by the Franchiser mechanism itself. These delegates were selected by the community for their active participation in governance, but the Franchiser was not designed to ensure structural alignment between voting power and economic exposure. The potential for this misalignment should not persist indefinitely when the original reason for implementing it is no longer a concern.

Specification

This proposal calls recallMany on the FranchiserFactory contract to retrieve all UNI currently delegated through the Franchiser system.

Franchiser delegations to undelegate:

Address Balance (UNI) Delegate
0x3d4ACFD2C8b0641fb8db762179eE5A8dB385E573 2,500,000 Uniswap Foundation
0xfB6b912cf7082031822F52E7d7EF59280f97A257 2,499,858 Anode (fka StableLab)
0x8D2642Ec9d19A9333c8593ab7dE1Cc3Be44D2DBC 2,250,000 Axia Network (fka 404DAO)
0x61BeD6a58c4dC592f1dC32f9eC0F67E49208405c 2,250,000 PGov
0xe38e5dD6E11ba18450Cbdd518e8A7Eb5F4A17a11 1,900,000 Wintermute
0xD57A44e75E863907fC1957B49B35893BF7874809 493,972 Keyrock
0xA5bB68AC2d70B21F5b7d051542f4799954fB6087 452,626 KPK (fka Karpatkey)
0xfe23b0DDCC9c78B21092e54b846a302C961EFab2 153,544 Atiselsts.eth

Onchain Proposal Spec

The proposal consists of a single transaction:

// Target: FranchiserFactory

// Address: 0x3d4ACFD2C8b0641fb8db762179eE5A8dB385E573

// Function: recallMany(IFranchiser[] calldata franchisers)

FranchiserFactory(0x3d4ACFD2C8b0641fb8db762179eE5A8dB385E573).recallMany([

0xE93D59CC0bcECFD4ac204827eF67c5266079E2b5,

0xB933AEe47C438f22DE0747D57fc239FE37878Dd1,

0x3FB19771947072629C8EEE7995a2eF23B72d4C8A,

0xECC2a9240268BC7a26386ecB49E1Befca2706AC9,

0x1855f41B8A86e701E33199DE7C25d3e3830698ba,

0x8787FC2De4De95c53e5E3a4e5459247D9773ea52,

0xAac35d953Ef23aE2E61a866ab93deA6eC0050bcD,

0xA37131410A76791f4A0210e91EDD554d85aFb4d4

]);

Next Steps

  • RFC posted: April 24, 2026
  • Snapshot vote: After April 31, 2026
  • Onchain vote: After a succcessful Snapshot

Additional Resources