We commend @ACI for its exceptional work and effective leadership, which has been instrumental in placing the Aave protocol in its current position of exceptional strength. ACI has demonstrated exceptional skill in cutting through the noise to focus on high-impact opportunities within its own scope and by orchestrating efforts among various Service Providers.
Building on this strong foundation, we see an opportunity to enhance communication and coordination further. For example, the recent contentious debates around Horizon and the V4 transition highlighted moments of public friction that suggest communication between Service Providers can still become siloed. We have often stated that Aave governance is unique in its openness to public debate and diverging opinions, so long as they are merit-based. However, the friction witnessed in those instances did not meet this standard, instead pointing to deeper communication gaps. In our 17 months of service to the DAO, we have observed other such instances.
A monthly or quarterly call involving all SPs and major delegates would be highly beneficial to foster greater alignment and synergy. Therefore, we call upon all Service Providers—specifically @AaveLabs, @bgdlabs, and @ACI—to commit to a recurring coordination call.
Regarding the specific roadmap outlined by ACI, we are largely in agreement and offer the following feedback:
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Service Provider Alignment: We welcome the discussion on performance-based compensation and AAVE vesting schemes. LlamaRisk operates on a comparatively modest budget, and we are committed to maximizing our impact with every hour of work. We agree that KPIs for risk Service Providers must reflect the nature of our work. Our primary responsibility is the protocol’s resilience, necessitating a naturally conservative stance.
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L2 Strategy: We concur with the assessment of the L2 landscape. While some deployments have been a net positive for user adoption, the overall cost-benefit analysis must be re-evaluated. We have seen numerous cases where our efforts are diluted across underperforming networks. That energy would be better focused on the core market. We support the proposal to wind down these less productive deployments.
Again, we support this strategic vision and reaffirm our commitment to ensuring the long-term resilience and success of the Aave protocol.