🏛️📞 MetaGov Working Group – 2025 Meetings: Tuesdays at 2pm UTC (Currently 10:00 am ET)

1. Weekly Endowment Updates (@karpatkey + @Steakhouse )

1.1. Endowment updates

  • The endowment finished last week at $140M, down almost $9M from the previous week, primarily due to the ETH price decline.
  • Experienced a negative result of $8.7M, with $93k from yield.
  • Almost 100% invested, with only some rewards unclaimed.

1.2. Market updates

  • Crypto market experienced the “biggest historical liquidation in history.”
  • BTC closed -7%, touching $100k briefly, depending on the exchange.
  • Binance exchange experienced the most extreme crashes across tokens.
  • ETF inflows were strong last week at $3.2B, but saw $750M outflows yesterday, likely due to the Friday crash.
  • Liquidations of $20B were reported, but the actual figure is likely higher.
    • This liquidation event was more than 10x the FTX crash and COVID crash.
  • Aave liquidity was almost $180M with no bad debt or downtime.

1.3. Rebalancing Discussion: 3 ways to approach it

  • Three options:
    • Maintain minimum threshold of stablecoins (currently 3 years of runway).
    • Select a minimum threshold in stablecoins (e.g., 20%) and maintain it.
    • Maintain an upper and lower bound, selling if the price goes up and buying if the price goes down.

1.4. SPK Token Discussion

  • Consensus seems to be not to do anything with the SPK token
  • Agreed to send SPK tokens to the time lock.
  • Add one action to the current PUR proposal so that the Endowment can send SPK tokens to the time lock.

2. @estmcmxci: NounsDAO DUNA administrators

  • Shoutout to the Nouns community for proposing to name the Nouns DAO Smart Contract.
  • NounsDAO transitioned from a Cayman Islands foundation to a DUNA.
    • Uniswap DAO also recently established its DUNA.
  • Reasons for moving away from the Foundation Model to Duna
    • Some large token holders were concerned about being seen as a partnership and the potential legal risks.
    • High-net-worth individuals didn’t want to put their personal assets at risk
    • There was a fork mechanism in Nouns, and some DAO members considered legal action against the founders and the foundation for letting the fork happen.
    • The Duna structure allowed the founders to step back and absolve themselves of direct involvement.
    • The Duna provides clarity and some degree of indemnification for members and administrators.
    • The foundation model lacked clarity and transparency.
    • With the Duna model, there’s encouragement for transparency because the DAO owns it, granting members the right to information, unlike the past where there was no inherent right to documentation.
  • Biggest Challenges and Improvements:
    • Transitioning from a foundation with closed-door operations to a transparent DAO model.
    • Getting information out, ensuring the community feels heard, and having constructive conversations were crucial.
    • Setting expectations and addressing community concerns, like providing IDs and tax information, was important.
    • Weekly communication with community members was not enough, and including them in decision-making would have been better.
    • Bylaw working sessions could have improved community involvement.
    • Proving the Duna’s existence as a legal entity to the non-crypto world was challenging.
    • Obtaining a bank account took several months.
    • Paying bills out of personal accounts and getting reimbursed was tricky.
  • They hope to share documentation with the ENS DAO to make the DUNA model more palatable for the community.
  • Under the DUNA model, the DAO is responsible for taxes.
  • They had to turn off a few client IDs that were receiving incentives because they refused to provide the tax information.
  • Some community members were very cyberpunk and didn’t want to play the tax game at all, and a lot of those members left during the transition.
  • From a DAO’s perspective, basically nothing has changed other than the fact that when a proposal is looking like it’s going to pass, they’re going to reach out and ask you to complete their KYC workflow.
  • One other change is that sometimes proposals are filtered through a tax lens, which was not done previously.
    • Depending on the proposal, the accounting/tax team may need to be consulted to assess the ramifications.

3. General DAO Updates Section

3.1. Upcoming Proposals

  • ENS contract naming season proposal is moving forward.
    • Final details are being organized, and the tally draft is ready for review.
  • Expect 2 onchain proposals this week:
    • Kpk: More permissions for the endowment to manage the treasury and allocate different protocols.
    • ENS contract naming season.

4. Open Discussion

  • Brief discussion on whether ENS DAO should participate in governance in other DAOs, and how we should handle token airdrops from other projects.
    • More can be found on the forum post here.
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