Wintermute Delegate Platform

[ARFC] Expansion of “Frontier”
Vote: YAE
Summary: The Frontier Pilot seemed moderately successful. We are in support of its continuation and expansion, however, are cautious as to how much of the DAO’s LST assets are being allocated to the initiative.

[TEMP CHECK] Deploy Aave V3 on Mode
Vote: YAE
Summary: We will be supporting this TEMP CHECK, however, if successful, we would like to see a greater commitment from the Mode team to help bootstrap an Aave deployment through incentives at the ARFC stage.

Mode has $570M TVL as opposed to Scroll’s $133M and their TVL is heavily dominated by lending protocols. We think it’s worth it for the DAO to consider deploying on Mode.

[ARFC] Adjusting Interest Rate Curve for weETH on Arbitrum and Base
Vote: YAE
Summary: We support the proposed IR curve adjustments.

[ARFC] Onboard BNBx to Aave V3 BNB Chain
Vote: YAE
Summary: We support the listing of BNBx, however, given its avg. daily trading volume and market cap we don’t expect market demand to be high.

[TEMP CHECK] Activate and Deploy GHO Safety Module on Arbitrum
Vote: YAE
Summary: We support the deployment of GSM on Arbitrum. With the cross-chain strategy launching, it’s important to offer various avenues of demand to hold GHO. Furthermore, it allows Aave to access more gas sensitive users that can provide protection to the protocol.