仲裁DAO：分配給Lido，AAVE和流體的7,500 ETH

Dionum Dao的增長管理委員會（GMC）提議將7,500 ETH分發給Lido，Aave和Fluid。這是三個分散的

The Growth Management Committee (GMC) of Arbitrum DAO has proposed to allocate 7,500 ETH to Lido, Aave, and Fluid.

DIONTUM DAO的增長管理委員會（GMC）提議將7,500 ETH分配給Lido，Ave和Fluid。

These three decentralized finance protocols are not native to Arbitrum, and the proposal has sparked some discontent within the community.

這三個分散的財務方案不是仲裁的本地，該提議在社區內引起了一些不滿。

The proposal, which will be put to a vote on Thursday on Snapshot, shares the preferred choices of GMC for the distribution of 7,500 ETH.

該提案將於週四對快照進行投票，分享了GMC的首選選擇，以分發7,500 enth。

On December 21, 2024, the Arbitrum DAO voted in favor of establishing two committees, the Treasury Management Committee (TMC) and the Growth Management Committee (GMC). These two new committees have been tasked with developing suggestions for the DAO’s treasury, where 25 million ARB and 7,500 ETH are deposited.

2024年12月21日，仲裁DAO投票贊成成立兩個委員會，財政部管理委員會（TMC）和增長管理委員會（GMC）。這兩個新委員會的任務是為DAO的財政部提出建議，那裡存放了2500萬ARB和7,500 ETH。

The proposal outlines the committee’s decision to allocate 5,000 ETH on Lido to obtain 5,000 wstETH to deposit on Aave V3, based on Arbitrum, with the goal of serving as liquidity for the LST/LRT looping.

該提案概述了該委員會在利多（Lido）上分配5,000 ETH的決定，以獲得5,000 WSTETH，以根據仲裁的方式存入AAVE V3，目的是作為LST/LRT循環的流動性。

The proposal also suggests lending 2,500 ETH to Fluid to support an ETH-based DEX and liquidity lending.

該提案還建議貸款2500 ETH以支持基於ETH的DEX和流動性貸款。

The initiative aims to provide a path for the Arbitrum Foundation to distribute 7,500 ETH from the DAO treasury to achieve two distinct objectives: generating low-risk returns on Ethereum otherwise inactive, and stimulating the growth of the ecosystem.

該倡議旨在為仲裁基礎提供一條路徑，使其從道庫中分發7,500個ETH，以實現兩個不同的目標：在以太坊上產生低風險的回報，否則無效，並刺激生態系統的生長。

Since this is the first tranche of funds from the DAO, GMC wanted to ensure that the DAO started from a solid and stable base, while also securing key partnerships from the beginning.

由於這是DAO的第一筆資金，因此GMC希望確保DAO從堅實而穩定的基礎開始，同時也從一開始就確保了關鍵的合作夥伴關係。

“Therefore, we focused on selecting partners of the highest quality with low-risk strategies that allowed the DAO’s funds to maximize their reach and impact within the Arbitrum ecosystem,” they write.

他們寫道：“因此，我們專注於通過低風險策略選擇最高質量的合作夥伴，從而使DAO的資金能夠最大程度地利用其在仲裁生態系統中的影響力和影響。”

The proposal will be put to a vote on Thursday on Snapshot.

該提案將於週四對快照進行投票。

First of all, it must be said that, as of now, it is still just a proposal, and if it were to fail, the GMC will present a new proposal to the DAO of Arbitrum.

首先，必須說，截至目前，它仍然只是一項提議，如果要失敗，GMC將向仲裁道提出新的建議。

The Growth Management Committee is composed of only three members, so it is more than obvious that its proposals may not be appreciated by everyone. In fact, some delegates have opposed these recommendations.

增長管理委員會僅由三名成員組成，因此顯而易見的是，它的建議並非所有人都不受到讚賞。實際上，一些代表反對這些建議。

The fact is that the recipients of these funds have effectively excluded the native protocols of Arbitrum. In fact, such recommendations have been met with various criticisms from some members of the DAO.

事實是，這些基金的接收者有效地排除了仲裁的天然協議。實際上，此類建議已受到DAO一些成員的各種批評。

Particularly, what surprised many is not the destinations themselves, but the very fact that among them there is no native protocol on Arbitrum. According to some, this would be a signal that the DAO is not ready to support developers on Arbitrum, or that it does not consider any native project on Arbitrum to be good enough.

特別是讓許多人感到驚訝的不是目的地本身，而是其中沒有關於仲裁的本地協議的事實。根據某些人的說法，這表明DAO尚未準備好支持開發人員進行仲裁，或者它不認為仲裁上的任何本地項目足夠好。

The GMC is accused of having opted for the simplest and laziest allocation, which is not wrong but excessively prudent and conservative, as well as somehow offensive towards those who are developing on Arbitrum.

GMC被指控選擇了最簡單，最懶惰的分配，這不是錯誤的，但過分謹慎和保守，並且以某種方式對那些在仲裁中發展的人進行了進攻。

In fact, the committee has opted for a solid and conservative solution, even though there are those who argue, for example, that there are many projects on Arbitrum with a risk lower or similar to that of Fluid.

實際上，委員會選擇了一個堅實而保守的解決方案，儘管有些人認為，有許多仲裁項目的風險較低或與流體的風險較低或相似。

The first justification of the GMC is precisely that, being the first tranche of fund allocation by the DAO, the committee wanted to ensure a solid and stable solution.

GMC的第一個理由是，作為DAO的第一筆基金分配，委員會希望確保有穩固且穩定的解決方案。

Furthermore, the proposal specifies that this is hopefully the first round of many future allocations, and that the idea is to continuously reinvest the revenues in ETH and stablecoin from these allocations directly within the DeFi ecosystem on Arbitrum.

此外，該提案指出，這是希望這是許多未來分配的第一輪，並且這個想法是將ETH和Stablecoin中的收入不斷地從索引中的這些分配中重新投資。

The fact, however, is that the very first round of financing is the one under everyone’s eyes, so such a conservative choice risks being perceived as a decidedly timid choice.

然而，事實是，第一輪融資是每個人眼下的融資，因此這種保守的選擇風險被視為絕對膽小的選擇。

Note that the committee selected those three protocols after reviewing as many as 45 proposals, including some native protocols of Arbitrum such as Dolomite, GMX, and Camelot.

請注意，委員會在審查了多達45項建議後選擇了這三個方案，包括一些本地索賠方案，例如白雲巖，GMX和Camelot。

In the proposal, they wrote that they would also like to venture along the risk curve to increase yield, help to launch emerging protocols, and strengthen native/aligned protocols to Arbitrum, but they focused their attention on a solid/conservative basis for the DAO’s treasury strategy, as it makes more sense until the DAO itself becomes more capable of actively managing positions.

在提案中，他們寫道，他們還希望沿著風險曲線冒險，以提高產量，有助於啟動新興協議並加強本地/鎮定協議以進行仲裁，但他們將注意力集中在DAO的堅實/保守基礎上國庫策略，因為直到DAO本身變得更有能力積極管理職位之前，這是更有意義的。