Sublime
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Managing the progression from using AAVE to aTokens for paying expenses shall require budgeting for future costs, forecasting future revenue and considering other potential use cases for aTokens. Ultimately, the vision is to have sufficient aToken inflows to accommodate all use cases.
Matthew Graham • The Aave Treasury Management Vision
#OpenLP: Beezer Clarkson and Aydin Senkut
podcasts.apple.comPermissionless Capital, Global Consensus and New Markets
zeeprime.capital
Compensation in DAOs with Tracheopteryx by Collectively Intelligent
anchor.fmOnce working capital is available, we start to see a migration from token-only compensation to more standard payment structures and roles akin to traditional companies. This hybrid mix between a community token and USDC rivals Silicon Valley compensation packages with the added benefit of tokenized equity being liquid by default, tradable 24/7 on g... See more
Cooper Turley • The Rise of Micro-Economies
Syndicate
syndicateprotocol.org
Wedge is the Founder's Edge
zeeprime.capital
To drive outsized returns, make concentrated bets. Part of Multicoin’s genius is its willingness to back up its conviction with capital. Many of the firm’s best-performing investments were sized aggressively, contributing to the fund’s outpermance.
The Generalist (US) • Multicoin Capital: The Outsiders
A protocol's treasury should be diversified over time. Diversification should be planned based on the treasury’s expected annual outflows, liquidity needs, and risk-return of assets.