1. [TEMP CHECK] Updated Aave Grants Continuation Proposal
Vote: YAE
Summary: Aave Grants play an important role in fostering community and protocol growth and we fully support its renewal.
2. [ARFC] Aave V2 Markets Deprecation Plan
Vote: YAE
Summary: We support the gradual wind-down of Aave V2.
3. [ARFC] Gauntlet Recommendations to Lower stMATIC/MaticX non-emode LT/LTV on Polygon v3
Vote: Option 1
Summary: We support Option 1 as it minimises the liquidation of users.
4. [ARFC] Treasury Manage - GHO Liquidity Committee
Vote: YAE
Summary: We support the creation and funding of the GHO liquidity committee for 3 months and look forward to following their efforts towards GHO liquidity and peg restoration.
5. Gauntlet Interest Rate Recommendation for WETH Base Rate
Vote: Option 1
Summary: We support the change in the WETH base rate to drive additional revenue and adjust the current risk profile based on on-chain liquidity.
6. Aave Treasury RWA Allocation Part 1
Vote: YAE
Summary: We support the creation and allocation of relevant infrastructure s.t. Aave can begin accessing RWAs.
7. [ARFC] Treasury Management - Amend Safety Module AAVE Emissions
Vote: YAE
Summary: We support the reduction in SM emissions and look forward to seeing its effects on SM depositors.
8. [ARFC] KNC onboarding on AaveV3 Ethereum market
Vote: YAE
Summary: We support the addition of KNC improving Aaveâs asset offerings.
9. [ARFC] STG onboarding on AaveV3 Ethereum Market
Vote: YAE
Summary: We support the addition of KNC improving Aaveâs asset offerings.
10. [TEMP CHECK] Aave Events & Sponsorship Budget
Vote: YAE
Summary: We support Aaveâs efforts towards continuing to build out its recognition, community, and brand within the DeFi ecosystem.
11. [TEMP CHECK] Add FXS to Ethereum V3
Vote: YAE
Summary: We support the addition of KNC improving Aaveâs asset offerings.
12. [ARFC] TokenLogic Hohmann Transfer
Vote: YAE
Summary: We support the inclusion of TokenLogic into the Orbit delegate platform initiative.
13. [ARFC] Further increase GHO Borrow Rate
Vote: YAE
Summary: We support the increase in GHO borrow rate in efforts to reduce the profitability of sDAI looping strategies which put downward pressure on GHOâs peg.
14. Governance V3 Activation
Vote: YAE
Summary: Letsss goooo!
15. [ARFC] Add FXS to Ethereum V3
Vote: YAE (LTV: 35%; LT: 45%) Gauntlet
Summary: Given the nature of FXS and its on-chain liquidity we selected conservative parameters.
16. [ARFC] Upgrade Aave V3 ETH pool wETH parameters
Vote: Slope 1 â 2.8%, Uopt â 0.8
Summary: We support the proposed risk parameter changes.
16. [ARFC] Gauntlet recommendation for MAI / MIMATIC deprecation
Vote: Increase Borrow Rates + Option 2
Summary: We are typically against forced liquidations, however, given the depegging of MAI poses a threat to the protocol we believe itâs in the protocolâs best interests to act aggressively in reducing its risks.
17. [ARFC] ACI Phase II
Vote: YAE
Summary: The ACI has played a key part in Aaveâs growth and more importantly its governance efficiency. We appreciate all the hard work that goes into the numerous proposals put forward and ACIâs contribution towards governance efforts such as Skyward, Orbit, and Gas Rebates.
18. [ARFC] Aave Funding Update
Vote: YAE
Summary: We support updating Aave DAOâs stablecoin holding in preparation for payments to service providers!
19. [ARFC] Treasury Management - Tooling Upgrade
Vote: YAE
Summary: We support the development of relevant contracts to ensure the DAO can easily and safely transfer assets across protocol deployments.
20. [ARFC] Chaos Labs <> Aave Risk Management - Renewal
Vote: YAE
Summary: Chaos Labs provides valuable service to the Aave DAO with a highly professional team. They bring immense value to the DAO and we look forward to supporting their continuation as a Risk Service Provider.
Disclaimer: Wintermute is an investor in Chaos Labs.
21. [ARFC] GHO - Increase Borrow Rate
Vote: YAE
Summary: While multiple increases has been rather annoying for organic users of GHO, closing the loop between the GHO borrow rate and the sDAI rate is important to reduce downward pressure on GHOâs peg.
22. [ARFC] Chaos Labs - CRV Aave V3 Polygon - LT Reduction - 10.28.2023
Vote: YAE
Summary: We support the LT reductions to further derisk the protocol.
23. [ARFC] wMATIC Interest Rate Update
Vote: YAE - 5.00%
Summary: We support the gradual reduction to react to market dynamics. However, we do agree that having an overall lower interest rate to make both MaticX and stMatic recursive loop strategies profitable is more beneficial for the protocol.
24. [ARFC] Aave Swap Upgrade
Vote: YAE
Summary: We support the addition of increased swap functionality for the DAO.
25. [TEMP-CHECK] Create an Aave Financial Management Working Group
Vote: YAE
Summary: We are generally supportive of this initiative and think itâll help create some structure and consistency within the DAO.
Weâd like to make one suggestion to collapse Treasury Management and Financial Reporting and Accounting into one working group.
We donât think itâs necessary to have these two groups separated as they are likely endogenous to each other. For example, treasury management will likely be shaped by the financial health of the DAO and the need to cover costs. Treasury managers typically already produce regular financial reports and have the infra to track the DAOâs financial metrics. Therefore, I think itâs perfectly reasonable to add this requirement to the Treasury Management working group and reduce additional costs.
26. [ARFC] Increase Stablecoin Optimal Borrow Rates
Vote: YAE
Summary: We support the proposed borrow rate changes.
27. [Temp Check] GHO Bounty for Integration Issue Detection
Vote: YAE
Summary: We are super supportive of rewarding bounties as it sets an important precedent for future exploits.
28. [ARFC] Treasury Management - vlAURA
Vote: YAE
Summary: We support locking AURA as vlAURA and delegating control to the GHO liquidity committee.
29. [ARFC] TokenLogic - Retrospective Funding Proposal
Vote: YAE
Summary: TokenLogic has provided valuable service to the DAO and we fully support compensating them for their efforts.
30. [ARFC] Arbitrum USDC Migration
Vote: Abstain
Summary: We have voted to abstain due to a conflict of interest.
31. [ARFC] Increase Uopt for Stablecoins on all V3 Deployments and RF on V2 Ethereum
Vote: YAE
Summary: We support the proposed parameter changes to increase the DAOâs revenue with no additional excess risk.
32. [ARFC] Authorizing Use of Grace Sentinel
Vote: YAE
Summary: We support the use of Grace Sentinel and appreciate allowing users a grace period.