Hey everyone, I’m Nicole Maffeo the cofounder of SIZE Markets which is an on-chain OTC protocol. We chatted during the Dragonfly OTC deal over the Summer.
Agree with extending run rate although I am unsure if 10k or 20k makes sense. You could always start with selling 10k and then leave the door open to take a more active treasury management approach for the remaining 10K ETH over the next few quarters as markets play out. FWIW, this proposal pairs nicely with the recent stable diversification proposal.
Dependent on whether the proposal passes, I think that using SIZE could make a lot of sense. Would love to chat.
Thanks,
Nic