The Ranch, Issue 40
Updates on our work with Aave
Welcome to The Ranch, Llama’s Substack newsletter.
In this publication, we’ll share quick and easy to digest insights on:
Updates from Llama 🦙
Herd on the Street - interesting insights on DAOs
Opportunities - ways you can get involved with Llama
1. Updates from Llama 🦙
Aave
We’re hosting our next Llama <> Aave community Twitter Spaces today at 11:00 am ET. We’ll share updates and insights from our work with Aave. - we hope you’ll join us!
We’ve reached the 9th month of our 12-month engagement with Aave and recently shared our monthly update of our work with Aave’s governance forum - we’d love to hear your feedback and questions!
Last Friday, we shared a new ARFC on Aave’s forum to increase the MaticX Supply Cap on Polygon v3. This will facilitate the continued growth of MaticX; the proposal aims to increase the Supply Cap to 75% of supply on Polygon (from 38.0m to 50.6m units).
In the last two weeks, Llama also shared 2 new proposals on the forum:
[TEMP CHECK] Treasury Management - Introducing StrategicAssetManager - Llama proposes the implementation of the StrategicAssetManager, a dedicated contract for managing Aave DAO's strategic assets, starting with the veBAL holding. This proposal aims to optimize governance and rewards by continually relocking veBAL and enabling participation in Balancer's governance.
[TEMP CHECK] Introducing “Curator” by Llama - Llama introduces the Curator, a dedicated contract for asset exchange with MEV and price-impact protection. The Curator allows for asset swapping, acquiring LSTs, and asset transfers. Its purpose is to efficiently manage the DAO's assets, facilitate asset exchanges, and mitigate risks.
2. Herd on the Street
Maximizing the impact of RetroPGF, Carl Cervone
Carl explores the importance of structured project data, community-sourced recommendations, and enhanced grant application specifications. The in-depth analysis of RPGF2 highlights the potential for more effective funding mechanisms and emphasizes the need for transparent grant allocation.
The Metamorphosis DeFi Lending Needs, Paul Frambot
Paul discusses the evolution of DeFi lending, highlighting the success of liquidity consolidation and user-friendly experiences, while also addressing the challenges of trust assumptions and scalability limitations.
3. Opportunities
If you're an early-stage protocol looking to decentralize, feel free to contact us!
Stay Up to Date on Llama 🦙
Follow us on Twitter, check out our website, and read our writing on Mirror.