- Immediate steps
- Decide on asset classes to be evaluated
- Non-stable majors (BTC, ETH, SOL)
- Stables (lending protocols)
- Option vaults (MNGO)
- Others (LP farms, token swaps, UXD, off-chain MM loans, etc.)
- Look at precedents for other DAO allocations and decision processes
- Near-term steps (next 1-2 weeks)
- Review merits of various asset class allocations
- Create quantitative framework for stable allocations
- Prepare report for submission to community
- Decide on outreach strategy for candidate protocols to discuss our allocation, fee concessions (to be discussed whether we will seek)
- Medium-term steps (mid-to-late February)
- Circulate draft report to core Mango contributors for comments. Gather team preferences on qualitative ranking.
- Update recommendations based on team qualitative preferences
- Community input stage (late February to Mid-March)
- Publish report with recommendations to community for discussion
- Finalization process (mid-March)
- Published finalized report with edits based on community feedback.
- After review period, submit allocation strategy to DAO for vote.
- Upon vote, implement strategy.
- Post-implementation
- Setup public monitoring dashboard
- Ongoing monitoring and rebalancing