We support this ARC to purchase veBAL at a discount! As stated above, acquiring a large veBAL will strengthen our position in the Balancer ecosystem. Since the beginning, Aave’s infrastructure was built on top of Balancer, such as the 80%AAVE/20% ETH liquidity pool used on the safety module.
In the upcoming launch of GHO, stacking veBAL will give Aave the power to direct the BAL emissions to desired pools, increasing the synergies between Aave and Balancer. What we suggest to discuss further is, if Aave wants to place a bid, to what extent (discount to book-value) can we accept?
For the final holder of veBAL, as answered by @MatthewGraham , we support the idea of giving the power to the guardian multi-sig if the DAO can not directly control the contract.
Lastly, for bidding vlAURA, we suggest creating another ARC so we can discuss more on the advantages & disadvantages, motivations and specifications.