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daos
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Greetings, readers! (or Gm, as we say in crypto). This newsletter provides digestible breakdowns of complex protocols and products in the Ethereum ec...
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Apr 1
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Rika
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If DAOs Are Onchain Businesses, Delegation Is the Seat at the Table
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Jun 11
Takeaways: DAO governance is starting to look less like community participation and more like product capital allocation. ZKsync is a direct example: tokenholders are being asked to fund Matter Labs’ Prividium roadmap and institutional network development.SafeNet is a token-utility example: SAFE is moving from governance token toward a role in network security.Meta Pool is a liquid staking example: governance decisions affect validator distribution, token incentives, protocol rewards, and how...
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DAOs Should Run Like Onchain Businesses
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Apr 20
DAOs Should Run Like Onchain BusinessesTakeaways:DAOs are increasingly making business-critical decisions, not just governance-process decisions.The next phase of DAO maturity is better operating discipline around revenue, value accrual, treasury management, and accountability.Governance quality will increasingly depend on whether protocols can connect legitimacy with economic execution.Why this shift mattersAcross multiple ecosystems, the direction is becoming clearer. Protocols are increasi...
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Privacy, Institutions, and the Question DeFi Will Need to Answer
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Jan 5
At a basic level, most people already understand why privacy matters. You wouldn’t show your bank account to anyone who asks. You wouldn’t hand over your entire financial history just to participate in everyday life. This intuition is almost universal. At the same time, we also accept that privacy isn’t absolute. Government employee salaries are public. Nonprofit tax returns are public. Certain kinds of transparency are healthy, even necessary. So privacy isn’t a binary. It’s contextual. The ...
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YODA Story #3: Meta Gamma Delta DAO
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Jul 24
PrefaceWith a heavy heart, I bear the news that Meta Gamma Delta (MGD), due to unfavorable market conditions posed by the current bear market, will be...
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