Adopt the Node Operator Type Assessment Framework for CMv2
Approve.
I like this proposal because it allows us to get more granular about the kinds of behaviours we most value (per GOOSE, per CROPs). And does so using sensible incentivsation schema. I am pleased to see the distinctions include Public Good operators, good Ethereum alignment, and Decentralisation Operators, who I think are defined well here (geo distribution often overlooked). Extra Effort Operators is also a nice addition, esp. LDO holding and governance participation.
The pipeline / tier model seems reasonable. CMC checks seem appropriate in terms of LDO / voter powers, especially the reassessment cadence.
Increase Easy Track transfer limits for Liquidity Observation Lab to align with EGG
For.
Does not require additional budget. Eases efficiency / pathways to accomplish the goal. LOL has the mandate, is a little constrained by current configuration and this eases the process.
Transition from GateSeals to CircuitBreaker
Support
A much needed update to the somewhat outdated GateSeals system which really was a kind of stop gap. We need something more generalisable too, in case of a multipronged attack. I am mindful that every GateSeal renewal requires a gov process, which seems clunky. Override authority remains with the DAO, which for me is an important guarantee.
Should Pier Two continue in the Curated and SDVT sets following the acquisition by Bitmine Immersion Technologies?
Support
CMC finds no issues. All looks well.
NEST: Automated LDO Buyback and Liquidity Provisioning
For
Addresses a long-standing demand for accrue value to LDO. This is a mechanism that neatly links protocol performance to the token. The 40m target is within reasonable bounds. The 50k / 10m caps look sensible for the moment, though may be revisited. I also like the integration into the wider DeFi ecosysem, so we don’t just have idle LDO. The Emergency Controls allow token holder oversight. This is a very well thought out mechanism.
VOTE 201
Extend Dual Governance Emergency Protection for one additional year
I think the reasons for extending make sense in the context of protecting the DG experiment, which has strong support in the Lido community write large. The Immunefi event and the wider threat context means that we should keep this additional year. AI has changed the terrain and we need to be extra cautious.
Grant MANAGE_SIGNING_KEYS role to Node Operator Consensys , as requested on the forum.
Administrative, no issues.
Increase Alliance Ops stablecoins Easy Track factory limit from $250K per 3 months to $5M per 6 months, as per Snapshot decision. Item 1.3.
Same justification as with Snapshot vote.
Reduce VEBO Reporting Frame from 75 to 45 epochs, as proposed on the forum. Items 1.4–1.7.
This nicely helps with handling exit request latency and validator exit batches more evenly throughout the day.