Removal of Legacy VotingPortals from Governance v3
Vote Result: YES
Rationale
Since the new VotingPortals are working well, removing the old ones for maintenance makes sense. Therefore, we will vote YES in favour of this proposal.
Removal of Legacy VotingPortals from Governance v3
Vote Result: YES
Rationale
Since the new VotingPortals are working well, removing the old ones for maintenance makes sense. Therefore, we will vote YES in favour of this proposal.
Caps Risk Oracle Activation on Base, Avalanche
Vote Result: YES
Rationale
Since AGRS has been working flawlessly on Arbitrum, it makes sense to expand it across Aave instances and bringing Base and Avalanche into the fold as two of the most prominent Aave deployments makes sense. Therefore, we will vote YES in favour of this proposal.
April Funding Update
Vote Result: YES
Rationale
This is an operational Aave Finance proposal that we will vote YES in favour of.
[TEMP CHECK] Onboard tETH to Aave v3 Prime Instance
Vote Result: YES
Rationale
We’d like to point out that there should ideally be more information provided from the proposers in the TEMP CHECK phase already, especially for assets that are not as prominently known. At this point, we’re not sure if it would be a misuse of resources for the risk service providers to assess the onboarding of this asset.
However, we’d be interested to see the revenue opportunity from and risk of onboarding tETH, which is why we will vote YES in favour of this proposal.
[TEMP CHECK] Horizon’s RWA Instance
Vote Result: YES
Rationale
As per our comment, we think Aave Labs has incorporated significant community feedback from the first iteration of the Horizon proposal and the terms proposed here are fair. As we said, a 50-50 revenue share is better than what any other white-label instance of Aave has proposed, and the level of legal and regulatory effort that will need to be done shouldn’t be underestimated. It is critical for Aave to establish a strong presence in the RWA space and Horizon is an important part in the DAO doing so.
Therefore, we will vote YES in favour of this proposal.
[ARFC] LRT and wstETH Unification
Vote Result: YES
Rationale
Updating the parameters of ETH LSTs and LRTs across Aave instances to increase capital efficiency is necessary, especially when LlamaRisk is in favour of the updates from a risk perspective. The delay between the initial slashing penalty and the correlation penalties provide a buffer against tail risks. Therefore, we will vote YES in favour of this proposal.
Mantle a.DI Path Activation
Vote Result: YES
Rationale
This is a technical proposal intended to active Aave v3 on Mantle, which we previously were in favour of according to our Snapshot TEMP CHECK vote here and rationale here. Therefore, we will vote YES in favour of this proposal as well.
Add rlUSD to Core Instance
Vote Result: YES
Rationale
This is the onchain vote for this Snapshot ARFC that we voted in favour of according to our rationale here. Therefore, we will vote YES in favour of this proposal as well.
Aave Liquidity Committee Funding Phase VI
Vote Result: YES
Rationale
This is the onchain vote for this Snapshot ARFC that we voted in favour of according to our rationale here. Therefore, we will vote YES in favour of this proposal as well.
[ARFC] Aave DAO <> BGD Labs. Phase 5
Vote Result: YES
Rationale
The scope for BGD’s Phase 5 is both broad and very directed. We’re very confident in their ability to pull this off because they’ve already done so. The budget is in line with budgets and scopes for previous phases. All Aave service providers and delegates know how critical BGD Labs is to the ecosystem and this can be seen on the forum responses as well.
Therefore, we will vote YES in favour of this proposal.
[ARFC] ACI Phase IV – “Road to 80”
Vote Result: YES
Rationale
As per our comment, ACI has been invaluable for the DAO and has been one of the core reasons behind Aave’s domination over the last year. As such, we’re completely in favour of renewing ACI for a Phase IV. Therefore, we will vote YES in favour of this proposal.
[ARFC] Onboard USDtb to Aave v3 Core Instance
Vote Result: YES
Rationale
This is the ARFC for this Snapshot TEMP CHECK that we voted in favour of according to our rationale here. Both risk providers and BGD Labs are in favour of this proposal as well. Therefore, we will vote YES in favour of this proposal.
[ARFC] Onboard eUSDe to Aave v3 Core Instance
Vote Result: YES
Rationale
This is the ARFC for this Snapshot TEMP CHECK that we voted in favour of according to our rationale here. Given the benefits for users from Ethereal points and the fact that Season Zero has accumulated 900M USDe, and that both risk providers and BGD Labs are in favour of this proposal, we will vote YES in favour of this proposal as well.
[TEMP CHECK] Aave and ether.fi Cash: A Proposal for Real-World Utility
Vote Result: YES
Rationale
As per our comment, we think this proposal is very interesting and the idea for Aave to be used as a key component of onchain credit is compelling. Therefore, we will vote YES in favour of this proposal.
Renew LlamaRisk as Risk Service Provider - Epoch 3
Vote Result: YES
Rationale
This is the onchain vote for this Snapshot ARFC that we voted in favour of according to our rationale here. Therefore, we will vote YES in favour of this proposal as well.
Lower stkABPT Emissions
Vote Result: YES
Rationale
This is the onchain vote for this Snapshot ARFC that we voted in favour of according to our rationale here. Therefore, we will vote YES in favour of this proposal as well.
[TEMP CHECK] Deploy Aave v3 on Tron
Vote Result: YES
Rationale
As per our comment, there is significant revenue opportunity from Tron and it would be a miss for Aave to exclude this TAM. It would be good to do the technical network assessment as @stani suggested given that Tron is not fully EVM compatible. All in all, we will vote YES in favour of this TEMP CHECK given that we’d like to see further analysis at the ARFC stage.
Onboard PT sUSDe July and PT eUSDe May on Core Instance
Vote Result: YES
Rationale
Given the remaining maturity of 90+ days and both risk providers being in favour of this proposal, we are in favour of this proposal as well and will vote YES in favour of it.
Add stS to Aave v3 Sonic Instance
Vote Result: YES
Rationale
This is the onchain vote for this Snapshot ARFC that we voted in favour of according to our rationale here. Therefore, we will vote YES in favour of this proposal as well.
ACI Phase IV – “Road to 80”
Vote Result: YES
Rationale
This is the onchain vote for this Snapshot ARFC that we voted in favour of according to our rationale here. Therefore, we will vote YES in favour of this proposal as well.