1. Weekly Endowment Updates (@karpatkey + @Steakhouse )
- Endowment for last week ended up almost 150M.
- Asset allocation:
- 26.4% in stablecoins
- 73.6% in eth
- Total result was a negative 3.7M, of which almost 86k was from yield
- Net APR is around 2.4%.
- 100% is allocated:
- 73.6% in ETH strategies
- 26.4% in money markets (entire stablecoin allocation)
- Weekly commentary:
2. General DAO Updates Section
2.1. [Temp Check] Reimbursement for eth.limo’s Legal Fees
- Strong support for this temp check.
- Full summary here.
2.2. Kickoff: Organizational Metadata on ENS
- MetaGov has been supportive of this initiative.
- The program will solicit workshops from the ecosystem to explore leveraging ENS for storing organizational data onchain.
- The goal is to make ENS an industry standard for organizational data, similar to its role for individual identities.
- The endowment will explore how to transform and move DAOStar’s work on-chain to ENS.
- The aim is to understand the needs of the broad ecosystem through collaboration.
- Public TG here for those who want to follow our work: https://t.me/+wh4CCm74pr04NGZk
2.3. IPS on Governance documentation
- EP 5.20 | ENS Docs
- @estmcmxci posted a comment on a thread yesterday regarding easier access to the IPS (philosophy of the endowment investment policy).
3. @zeugh.eth, Delegation Incentives
- Presenting next time
4. Open discussion
4.1. Temp check: Set primary Names for Core DAO Addresses
- Several ENS DAO contracts lack primary names. This proposal establishes reverse records for core DAO addresses.
- Executing this proposal will set primary names for
- The ENS DAO wallet
- The ENS token
- The ENS Endowment wallet
4.2. DAOs research
- A research spreadsheet was created by Netto last year to understand how different DAOs were using ENS.
- The spreadsheet includes columns for:
- If the DAO itself has an ENS name.
- Who is the owner and manager of the ENS name.
- Where is the ENS name being resolved.
- Is there any ENS for the governance contract.
- Is there use of subdomains.