仲裁DAO：分配给Lido，AAVE和流体的7,500 ETH

Dionum Dao的增长管理委员会（GMC）提议将7,500 ETH分发给Lido，Aave和Fluid。这是三个分散的

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

DIONTUM DAO的增长管理委员会（GMC）提议将7,500 ETH分配给Lido，Ave和Fluid。

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

这三个分散的财务方案不是仲裁的本地，该提议在社区内引起了一些不满。

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.

该提案将于周四对快照进行投票，分享了GMC的首选选择，以分发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投票赞成成立两个委员会，财政部管理委员会（TMC）和增长管理委员会（GMC）。这两个新委员会的任务是为DAO的财政部提出建议，那里存放了2500万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.

该提案概述了该委员会在利多（Lido）上分配5,000 ETH的决定，以获得5,000 WSTETH，以根据仲裁的方式存入AAVE V3，目的是作为LST/LRT循环的流动性。

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

该提案还建议贷款2500 ETH以支持基于ETH的DEX和流动性贷款。

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.

该倡议旨在为仲裁基础提供一条路径，使其从道库中分发7,500个ETH，以实现两个不同的目标：在以太坊上产生低风险的回报，否则无效，并刺激生态系统的生长。

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.

由于这是DAO的第一笔资金，因此GMC希望确保DAO从坚实而稳定的基础开始，同时也从一开始就确保了关键的合作伙伴关系。

“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.

他们写道：“因此，我们专注于通过低风险策略选择最高质量的合作伙伴，从而使DAO的资金能够最大程度地利用其在仲裁生态系统中的影响力和影响。”

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

该提案将于周四对快照进行投票。

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，必须说，截至目前，它仍然只是一项提议，如果要失败，GMC将向仲裁道提出新的建议。

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.

增长管理委员会仅由三名成员组成，因此显而易见的是，它的建议并非所有人都不受到赞赏。实际上，一些代表反对这些建议。

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.

事实是，这些基金的接收者有效地排除了仲裁的天然协议。实际上，此类建议已受到DAO一些成员的各种批评。

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.

特别是让许多人感到惊讶的不是目的地本身，而是其中没有关于仲裁的本地协议的事实。根据某些人的说法，这表明DAO尚未准备好支持开发人员进行仲裁，或者它不认为仲裁上的任何本地项目足够好。

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被指控选择了最简单，最懒惰的分配，这不是错误的，但过分谨慎和保守，并且以某种方式对那些在仲裁中发展的人进行了进攻。

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.

实际上，委员会选择了一个坚实而保守的解决方案，尽管有些人认为，有许多仲裁项目的风险较低或与流体的风险较低或相似。

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的第一个理由是，作为DAO的第一笔基金分配，委员会希望确保有稳固且稳定的解决方案。

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，该提案指出，这是希望这是许多未来分配的第一轮，并且这个想法是将ETH和Stablecoin中的收入不断地从索引中的这些分配中重新投资。

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，事实是，第一轮融资是每个人眼下的融资，因此这种保守的选择风险被视为绝对胆小的选择。

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.

请注意，委员会在审查了多达45项建议后选择了这三个方案，包括一些本地索赔方案，例如白云岩，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，他们写道，他们还希望沿着风险曲线冒险，以提高产量，有助于启动新兴协议并加强本地/镇定协议以进行仲裁，但他们将注意力集中在DAO的坚实/保守基础上国库策略，因为直到DAO本身变得更有能力积极管理职位之前，这是更有意义的。