Author: Wise Enthusiast (@Wise_Enthusiast on X), founder of Wise / WiseSoft LLC
Conflict of interest: I founded the company on the other side of this deal. I am not asking the DAO for a salary, a BAL grant, or a consulting invoice. WiseSoft makes money if this ships because we keep the spread on additional TVL deposited. Read this as a partnership proposal.
Related: Marcus’s orderly winddown proposal. This does not cancel redemption of the rest of the treasury, does not touch exploit recoveries, and does not pay anyone in BAL that the winddown already excluded.
TL;DR
Do not dump the whole protocol’s treasury if the stables can earn real USDC.
- Use liquid USDC only, up to $7M, or whatever kpk actually has free without selling ETH, AAVE, or GNO.
- Balancer deposits that USDC into Wise Telecom Nodes (RWA/DePIN asset pool).
- The DAO wallet claims the normal 20% USDC yield from the contract, same as every other depositor.
- On top of that, WiseSoft sends extra USDC every month: 25% / 35% / 50% of WiseSoft LLC net revenue once Balancer has $2M / $4M / $7M in the pool.
- That USDC can go to holders or pay a 2–4 person team to keep v3 alive and fix the brand.
- The RWA node position stays in the pool and keeps earning.
- Everything that is not this USDC sleeve still follows the winddown.
No BAL-for-WISE swap. No “trust me, send $7M tomorrow.” Just an authentic partnership with a solid protocol that’s been building DeFi since 2019.
Why bother?
Costs got cut. v3 shipped. But revenue did not cover the burn. August protocol take was about $30k. The treasury still has stables. kpk is already earning something like $25k a month the conservative way.
Holders can take those stables home. That is a fair vote.
This vote is different: leave the majors and the redemption path alone, and put USDC into a pool that has been paying 20% in USDC. Then give Balancer a piece of the company upside while that money is in the book.
I have been on CT since 2017 and still missed Balancer v3 in my feed. The product is not the whole problem. Distribution is. A small team, funded with USDC earnings from Wise RWA Nodes is an excellent way to keep the pulse of Balancer alive.
What Balancer actually receives:
Two separate money flows, both USDC.
Flow 1 — the pool.
The DAO deposits USDC into Wise Telecom Nodes and claims 20% APR from the contract on its own. We do not “send” that 20%. It is already in the product.
Flow 2 — the partnership.
WiseSoft LLC sends extra USDC to the same wallet every month.
| Balancer amount in the pool at month end | Extra share of WiseSoft LLC net revenue | |
|---|---|---|
| $7M or more | 50% | |
| $4M–$7M | 35% | |
| $2M–$4M | 25% | |
| Under $2M | no extra share (pool 20% only) |
Those tiers are based on Balancer’s deposit, not total pool TVL.
Simple picture if $7M is fully in and the 20% hits: about $1.4M/year from the pool, plus the extra share. Cash can leave the Safe and go to holders. The position in the pool is still there and can keep earning.
What we will not touch:
ETH, LSTs, AAVE, GNO, and anything kpk has to sell on the market to “make” $7M
- BAL and anything that turns into BAL
- Funds reserved for people hurt in the exploit
- Money already set aside to wind the unused parts of the protocol down
kpk posts the real liquid USDC number before any payload. If that number is $3M, the cap is $3M.
How the $7M goes in (not all at once)
| Step | Amount | Only after | |
|---|---|---|---|
| First | $500k | Signed agreement, DAO Safe live, kpk USDC number posted | |
| Second | +$1.5M | After the first month of claiming interest without issue | |
| Third | +$2M | After three months of claiming interest without issue | |
| Rest of the cap | leftover USDC | After six months of claiming interest without issue |
How long this runs:
Five years from the first deposit, or until ROI is reached. This means Balancer has received at least as much USDC as it deposited.
After that point the extra revenue share stops, but the regular pool rate keeps going.
Small team, separate vote:
If holders want Balancer the AMM to continue
- 2–4 people, names posted before the vote
- At most $40k per month, all-in
- Paid only from this USDC and from protocol fees
- Job: keep v3 usable (Boosted, AutoRange, weighted pools), keep a frontend people can withdraw from, fix the name if the name is the problem
- Wise will co-market. The DAO does not hire an agency
If the RWA revenue cannot cover $40k for two months, the team shrinks. They do not raid the rest of the treasury.
The rest of the treasury:
Still goes out in kind under the winddown. kpk keeps running whatever is not in RWA pools.
Risks:
- I wrote this and I run Wise.
- The deposit is in telecom hardware which cannot be liquidated instantly (although Wise did create a secondary market to process recovery of principal funds)
- Four people and a new logo will not magically put Balancer in every aggregator. (However cross marketing with Wise will help visibility a lot)
What must be posted before Snapshot:
- Signed term sheet with the 25/35/50% tiers, the definition of net revenue above
- Pool, token, and Safe addresses
- kpk’s liquid USDC number
- Names for the 2–4 people if that vote is on the ballot
- Last 12 months: pool TVL, USDC in from the nodes, USDC paid out to depositors, how much of the exit queue actually cleared
I think Balancer still has a useful AMM and a dead megaphone. I know first hand how hard it is to create the TVL and treasury funds Balancer already has at their disposal. I think it would be a tragic missed opportunity to simply give up, when the “hard part” is already done.
If you just want the stables, vote no. If you want real USDC yield, a cut of WiseSoft’s revenue, and a true partner who can really amplify that megaphone; bringing new life to the narrative, vote yes.