My take on this:
- There is an important lack of a holistic strategy regarding incentives. On the one hand, the liquidity committee targets the incentivization of “concentrated” liquidity pools, which from my perspective clearly seems like the first step. On the other hand, with this proposal, the DAO is getting a sizeable AURA exposure both from the market and OTC without full certainty on when is the right moment to really use it.
This happened in the past with the veBAL acquisition and is happening now again. - Especially against selling AAVE for AURA without precisely understanding the timeline on where the AURA will effectively be optimal on 1) improving the GHO peg and 2) growing GHO without hurting point 1.
Incentive strategies are becoming chaotic, AGAINST.