Special thanks to @ceresstation, @GFXlabs, @Gonna.eth, @jackanorak, @kaereste, @Matt / @mastermojo, and @Porter_Smith, for review and feedback of scope changes as part of the Feedback Commission.
Season 6: Intents
Context
In Season 4, we introduced the concept of Intents, or high level strategic goals the entire Collective works towards. In Season 4 Intents and Season 5 Intents , we experimented with having the community set an Intent.
As the Collective grows, and Intents apply to the broader Superchain ecosystem, we believe the Foundation has the best insight into the strategic priorities of the broader ecosystem. Therefore, in Season 6, the Foundation will propose all Intents, and they must be ratified by the full Token House. Please note that the Citizensā House may eventually be involved in the Intents process but will not be in Season 6.
The goal continues to be to reduce the Foundationās role in this process as we bootstrap the infrastructure required for the Intents to be set in a data driven and governance minimized way.
Robust data infrastructure and analysis capabilities must be developed to enable the Collective to set Intents. Ideally, this system would allow the Collective to derive something that looks like a KPI tree stemming from a north star metric (ie. network usage) so that Collective Intent setting looks more like a calculation than a subjective brainstorming session. Importantly, the Missions (tactics) to achieve each Intent still remain open to subjectivity and can support moonshot or strategic bets. The thinking on this is open to feedback, iteration, and evolution over time.
Furthermore, in Season 6, the Foundation will propose the budgets for each Intent. This is a temporary measure, meant to occur only in Season 6. In Season 5, the Grants Council proposed the Intent Budgets with the intention to transition this responsibility to a Budget Board in the future. The Budget Board wonāt be introduced until Season 7 but, given the amount of influence the Grants Council already has in the Token House, we believe itās more appropriate if the Grants Council doesnāt also propose the Intent Budgets.
Please see Suggested Mission Requests for specific examples under each Intent. The Grants Council will continue to process all Mission Requests under these Intents.
Intent 1: Progress Towards Decentralization
The Collective must continue to make progress towards its core value proposition to provide resilient, decentralized, scalable compute. This includes both technical and organizational decentralization ā including work to improve fault provability, upgrade processes, governance execution, the development ecosystem, and governance processes of the Collective.
This Intent, or a version of, has been Intent #1 for three Seasons in a row. It continues to be the Collectiveās top priority.
Consumer facing applications, education initiatives, and/or events may be supported by this Intent, in so far as they contribute to the target governance metric.
Target metric, technical: Stage 1 rollup with multiple fault proofs running in production
This target metric uses L2Beatās Stage 1 in order to measure the actual properties of the system, rather than measuring inputs (like āadd three new core development teamsā).
Target metric, Token House governance: Increase votable supply by 15% to 100M OP
Target metric, Citizensā House governance: Increase in the percentage of Citizens that feel confident voting on upgrade vetos (to be measured via the voting UI in each veto proposal)
The Collective aims to develop a more comprehensive framework for mapping decentralization beyond just technical properties that may be used in future Seasons.
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The Foundation is focused on:
- developing a roadmap towards onchain execution of governance outcomes
- iterating on the Security Council implementation to bring OP Chains to L2BEATās Stage 1 decentralization
- developing the Path to Open Metagovernance design
- increasing the autonomy of the Citizensā House, and
- increasing votable supply of the OP token
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Core development teams are focused on implementing:
- permissionless fault proofs across the Superchain
- alternate fault proof implementations like Asterisc
- delayed protocol upgrades
- high-availability sequencing
- expanded core development program of teams contributing to the OP Stack
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Retroactive Public Goods Funding (Retro Funding) will support Intent 1 through Round 5 (OP Stack) and Round 6 (Governance).
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The Gov Fund is well positioned to support the decentralization of governance processes, including:
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Proposed Gov Fund Budget: 500k OP
- Please note the Gov Fund will not support technical decentralization under Intent #1 in Season 6. As the core dev process continues to develop, it is possible the Governance Fund may support these types of technical grants again in the future but, currently it is difficult to ensure a high enough degree of compatibility with core roadmaps.
Intent 2: Bring Chains to the Superchain
The Collective continues to focus on the growth of the Superchain, a network of OP Chains building together. OP Chains on the Superchain contribute revenue back to the Optimism Collective, and share in the Collectiveās security, governance-approved upgrades, retroactive public goods funding, and ecosystem support. The complete list of Chains considered to be part of the Superchain is defined in the Superchain Registry.
Our hypothesis is that this strategy will allow the Collective to grow faster, go farther, and scale Ethereum more effectively.
Target metric: 20 new chains in the Superchain in the next 6 months
This target is set based on our internal deal pipeline.
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Core development teams will continue work on highly-requested features from OP Chain operators, including:
- OP Plasma
- Interoperability
- Protocol-enshrined revenue sharing
- Lower transaction latency
- EIP 7212
- Alt-DA Integrations
- Customizable gas limits
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The Foundation will continue to grow the Superchain by establishing Superchain governance processes, making grants through the Partner Fund to OP Chains, and through refining core Superchain branding & marketing.
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Retro Funding now includes all chains on the Superchain as of April 2024, which are in scope for upcoming rounds in 2024. In particular, Round 7 (Dev Tooling) supports essential infra and tooling for OP Chain growth.
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The Gov Fund will not directly support this Intent, as it requires high touch negotiations with well-established partners
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The scope for Airdrops in Season 6 will include chains in the Superchain beyond just OP Mainnet as timing and data infrastructure allow.
Intent 3: Grow application devs on the Superchain
In addition to bringing new chains to the Superchain, the Collective also aims to grow application developers across all OP Chains in the Superchain.
Developer growth and consumer growth are two parts of the flywheel that drive network usage for the Collective. But rather than focus on consumer growth in Season 6, Optimism is focused on developer growth ā bootstrapping the supply side of this market to support developers across the globe in building valuable, demand-generating applications on any OP Chain in the Superchain.
Consumer facing applications, education initiatives, and/or events may be supported by this Intent, in so far as they contribute to the target metric.
Target metric: 9,500 active developers driving network usage (link) relative to 6,800 now.
This metric is based on projected and targeted market share.
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Core development teams are working on the Superchain Dev Console to support app devs across the Superchain, which will continue to grow to include paymaster functionality, ecosystem integrations, and more.
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The Foundation will support Intent #3 through infrastructure partnerships for app developers and experiments around identity infrastructure. It will also develop and fund vertical-specific growth campaigns (like WLTA).
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Retro Funding supports this Intent through Round 4 (Onchain Builders), Round 7: (Dev Tooling)
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The Gov Fund supports this Intent in two ways:
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Proposed Gov Fund Budget: 18M OP (3A + 3B)
- Intent 3A: 6M OP for grants supporting OP Mainnet
- Intent 3B: 12M OP for chain-specific grant programs supporting the Superchain (to be run by these Chains).