March 2025 Voting Updates
TMC Recommendation
Vote: Deploy Both Strategies, Only Deploy Stable Strategy, Only Deploy ARB Strategy, Deploy Nothing, Abstain
Type: Snapshot
We are in favor of both strategies at this current point in time and think it’s both worth exploring. When distinguishing the difference between the two, we are in preference of the Stable only strategy as from a DAO perspective, we think long term a more stable allocated treasury and strategy will play off better for longevity.
[CONSTITUTIONAL] - Adopt Timeboost + Nova Fee Sweep
Vote: For
Type: Onchain
Voting in line with our snapshot votes, this is a necessary fundamental upgrade and we look forward to the new revenue generation mechanisms.
[NON-CONSTITUTIONAL] Arbitrum Onboarding V2: A Governance Bootcamp
Vote: For
Type: Onchain
While there are some new concerns, we are still overall in support and think this could bring in a substantial amount of new users and governance participants.
[NON-CONSTITUTIONAL] Arbitrum Audit Program
Vote: For
Type: Onchain
After the feedback incorporation, we are in favor of the Audit Program passing and look forward to new projects building on top of Arbitrum!
[CONSTITUTIONAL] Proposal: For Arbitrum DAO to register the Sky Custom Gateway contracts in the Router
Vote: For
Type: Snapshot
There’s not much reason to vote against this proposal. Without the need for allocating any funds towards this initiative, it makes it an easy Yes vote. We are in favor of further integrating a strong protocol like Sky into the ecosystem so that USDC adoption on Arb does not fall behind relative to Ethereum mainnet and Base. Additionally, the process for these bridge and router proposals, like was the case with Rari, should be better streamlined by the DAO. The current process is unnecessarily cumbersome.
GMC’s Preferred Allocations (7,500 ETH)
Vote: For, Deploy Capital
Type: Snapshot
The three chosen strategies in this proposal make sense from a risk-adjusted standpoint. For an initial tranche of this program, using Lido, Aave, and Fluid are strong choices that steepen Arbitrum’s relationship with well-known and trusted Eth protocols. We respect the decision to not dive directly into more risky strategies like LRTs or use leverage which would require active management. Speaking of risk curves, we believe that allocations to arb-native protocols, apart from larger ones like maybe Camelot, was a good choice. The mandate of the Growth Management track was to allocate ETH in a straightforward and secure manner. Hence, utilizing larger protocols is prudent. Later, we can add arb-native protocols. Let’s get our base set first.
2025 Security Council Nominee Selection
We allocated the entirety of our voting power to Hari (CEO @ Spearbit / Cantina). Due to Hari’s background in working with large clients like Coinbase and Uniswap, along with his technical expertise, we believe he is a good candidate to move into the next round of elections.
February Delegate Incentive Program
The UADP received December delegate incentive from the Arbitrum DAO’s new Delegate Incentive Program this month.
A total of 7,277.79 ARB was sent to our multisig (0x8326D18edfC50B4335113C33b25116ec268FF3fE). This amount is based on a couple of criteria: snapshot participation, onchain participation, communicating rationale behind the votes, and productive forum conversation, based on the quality of the feedback provided on the forums.