Nansen Delegate Thread

Proposal: TMC-6: Convert DAO Treasury stablecoins into sUSDS and update config on Easy Track and Aragon Finance accordingly
Nansen Vote: FOR
Reasoning: Nansen supports TMC-6 and the move to actively utilize idle stablecoins to generate low-risk income for the DAO. The proposed liquidity and risk parameters are directionally sound and conservative. We recommend adding clarity around a yield hurdle/benchmark, day-to-day monitoring processes, mandate scope, and the intended use of proceeds to ensure the framework remains robust and aligned with long-term treasury objectives.

Proposal: Proposal: Curated Module Fee Changes
Nansen Vote: FOR
Reasoning: We support this proposal as it recalibrates node-operator fees to reflect the realities of increased staking-market competition, while preserving overall protocol economics and boosting the DAO’s share of staking rewards. The tiered fee structure balances fair compensation for operators with an increased treasury cut, strengthening the DAO’s revenue base without undermining decentralisation incentives. We are in favor or long term sustainability.