Karpatkey Delegate Platform

Voting Actions: September 18th – 22nd

Proposal: [ARFC] wGHO Aave V3 Onboarding
Vote: Yae
Reasoning: We support this renewed proposal with the lower supply cap (1M) and e-mode disabled. It is important to have wGHO on the platform to increase GHO use cases and to see how the market reacts.The current set of parameters is reasonable.


Proposal: [ARFC] OP Risk Parameters Update for Aave V3 Optimism Pool
Vote: Yae
Reasoning: We support the proposal, as the OP removal from isolation mode enables new borrowing opportunities for the asset. As OP is the native asset of Optimism L2, this can drive more volume to Aave Market v3 there.


Proposal: [ARFC] Safety Module - Polygon & Avalanche Coverage Update
Vote: Yae
Reasoning: This change discourages users from remaining in the v2 markets on Avalanche and Polygon. We support this proposal as one of Aave’s overall goals is to migrate all liquidity to v3 markets.


Proposal: Aave V3 Ethereum MKR Debt Ceiling Update
Vote: Yae
Reasoning: We support this proposal. It came from a request from a community member and prompted a review of the borrow cap from 2.5M to 6M. There is no perceived risk of borrow concentration, and both risk teams suggested a higher value than the original ask (4M).


Proposal: GHO Borrow Rate Update
Vote: Yae
Reasoning: We support this proposal as it can effectively improve GHO’s peg. However, we would like a more structured proposal for Aave Governance to discuss a rate adjustment plan when/if this situation occurs again.


Proposal: [ARFC] Expansion of “Orbit” - A DAO Funded Delegate Platform Initiative
Vote: Yae
Reasoning: Active delegates are crucial for the Aave DAO. We support incentivising and rewarding delegate activities with projects such as the Orbit and are happy to see the funding taken on by the Aave DAO itself.


Proposal: [TEMP CHECK] Treasury Management - Swap B-80BAL-20wETH to GHO
Vote: Yae
Reasoning: This proposal replenishes the DAO’s stablecoin holding in GHO, which can be used to fulfil payments for operational expenses. We support this action as it prioritised GHO as the Aave DAO’s stablecoin of choice.


Proposal: [TEMP CHECK] Treasury Management - Create and Fund GHO Liquidity Committee
Vote: Yae
Reasoning: This proposal is worth supporting as a short-term mandate to assist in establishing GHO. If the committee can achieve and sustain even the lower bounds of the performance measures of 98.5 cents during the three-month mandate, this would be a marked improvement in price stabilisation.


Proposal: [ARFC] Treasury Management - GHO Liquidity Strategy Update
Vote: Yae
Reasoning: We agree with this strategy to deepen the liquidity and further stabilise these pools that have organically arisen.


Proposal: Rescue Mission Phase 2, 3
Vote: Yae
Reasoning: This is a good-faith effort to help users recover lost tokens. We support this rescue mission.

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