0x8ab0c174…ad1csent to0xf790a5f5…1365·#22,089,368·view on Etherscan
nouns-treasury-investment-planCares wholeheartedly endorses this plan – mitigating risk and optimizing returns through asset allocation is a sensible approach to long-term value creation and greater flexibility in brand activations and proliferation.
With the majority of the allocations being low-risk yield-driven, it should be a no-brainer for the DAO to eliminate stagnation and create some foundational treasury growth, with the potential to scale up for greater yields in time.
On the topic of spending, classifying grants vs. investments when it comes to utilizing treasury funds (a la "the break-even movement") is a sensible litmus test approach for gauging a proposal’s inherent value and potential returns. This should yield more quantitatively minded proposals and, hopefully, more strategic and thoughtful feedback loops with voters. We have been vocal proponents of this since joining Nouns and are pleased to see this logic gaining tangible support.
As an agency, we implemented a similar model years ago, taking small to medium equity positions in client projects to have more skin in the game, realize long-term gains vs. one-off engagements, and focus on growth in parallel. This produced a fundamentally positive change in our business and general outlook on evaluating and accepting/deferring opportunities. Reinvesting and staking crypto only complemented this strategy, especially concerning onchain projects.
In short, we hope this moves forward and are here to fully support it. Thank you for the work on this, Wilson and Dusk!