[BIP-91] Temporarily Adjust Optimism Fee Split
I voted yes. - The recent market situation has been dire. Not many users of the protocol know this but Beethoven-X devs have been constantly shipping and also collaborating with Balancer Labs and Opco as well as Orb engineers. Only fair to give them a breather!
[BIP-92] Deploy Liquidity Bootstrapping Pools to BNB Chain
I voted yes. - As I posted in the forum I do not expect too many great things from this but I am happy to be convinced otherwise as I am not a fan of the rather centralized BNB chain.
[BIP-93] Enable BADGER/rETH 50/50 Gauge [Ethereum] w/10% emissions cap
I voted no. - Badger bros try to do what is best for them but sometimes forgetting what is best for the protocol. They have been shipping interesting products like graviAura which I think is very cool. Yet they requested another gauge while not sacrificing the other redundant gauges is not the right way to do it IMO. It feels more like max. value extraction to me as of now.
[BIP-94] Enable wstETH/LDO Gauge [Arbitrum]
I voted yes. - Lido is an important partner we need to keep close. Very thankful on how the partnership is shaping up.
[BIP-95] Enable wstETH/LDO Gauge [Optimism]
I voted yes. - See BIP-94
[BIP-96] Enable palStkAAVE/AAVE 80/20 Gauge w/ 2% emissions cap [Ethereum]
I voted yes. - Not too familiar with Paladin but giving them a shot here as they stay withing the core pool guidelines.
[BIP-97] Enable IB/rETH 50/50 Gauge w/2% emissions cap[Optimism]
I voted yes. - So far I voted for IB pools as they are a nice liquidity driver on OP. Let’s observe how it shapes up.
[BIP-98] Fjord (Formerly Copper) and Balancer Exclusive Partnership
I voted yes. - The Maxis (and myself included) had many meetings with Fjord to find a balanced approach. At first, I was absolutely against funding this proposal as I don’t see any value extraction for the DAO in the NFT market space. However, the Fjord team worked hard on making a proposal that puts this one in a “loan” kind of situation and we should get our principal back. So worth giving it a shot. Who knows, NFTs might be cool again in 2023!
[BIP-99] Pay DAO Multisig Stipends for H2 ‘22
I voted yes. - Stay close to your hardware wallet and TG / Discord anon and thanks for your service!
[BIP-100] Allocate BAL Liquidity to Silo Finance
I voted yes. - Another protocol trying to innovate and build on top of Balancer.
[BIP-101] Enable tetuQi/QI Stable Pool Gauge with 2% emissions cap (Polygon)
I voted no. - EDIT: switched to no from yes after further investigation. This gauge has as of the voting a very malicious amp factor set. The Tetu Stable pool is also dangerously configured. Humpy et al took full control of the tetu gauge and could use Qi as additional exit liquidity. Another cat and mouse play here.
[BIP-102] Enable the THX/stMATIC Gauge on Polygon with 2% cap
I voted yes. - I know that THX really wants this gauge to happen so let’s see how much BAL they can capture. Welcome aboard.
[BIP-103] Karpatkey Balancer Treasury CU Proposal Update
I voted yes. - Another proposal that has been internally discussed extensively. We also had a few meetings with the team to discuss the best approach. Similar to the Fjord proposal, the first iteration was not acceptable for me. I am glad that we took the time to find middle ground here. Treasury management is a sensitive topic and one can argue that we didn’t do much or anything at all with our funds so far. I have a good feeling that the Karpatkey team can help us get some more value extracted out of our funds while staying true to our principals (not selling BAL, not overexposing with competitors). Excited to see what they will do with our treasury funds!