How I’ve voted:
A: Superfluid: For – Superfluid is an incredibly strong team and I both like their proposal in terms of benefit to OP and excited to see them investing in bringing more of their existing ecosystem over as well. N-for-1 deal.
B: Kromatika: Against – The influencer marketing campaign is interesting but its allocation is far too high in my opinion. I see Phase 1 funding being better allocated to fund R&D and usage from L1/L2s to Optimism vs being used for a specific project’s marketing budget.
C: Hundred Finance: For – Performance targets are clear (and great to see featured), proposal is straight forward.
D: Biconomy: For – Great team and product which matters a lot. Proposal is relatively straight forward and great to see it be so builder focused.
E: Dope Wars: Against – Simply put the amount of requested tokens is too high for the lack of available clarity in the proposal for outcomes, timelines, and performance. I don’t see a requirement for this proposal to require so much upfront funding to be successful.
F: Infinity Wallet: Against – Wallets are better when built together. I’m a big fan of the model that Tally has taken towards a community-built wallet and a closed-source wallet seems antithetical to that model. I understand their reasons for doing so (and I have also created companies with closed-source software) but there are additional options for funding these types of projects beyond public governance.
G: Dexguru: Against – Not certain that the allocation does enough to drive users to Optimism. In general, the thread seems filled with low-quality support statements (maybe bots?) and a decent bit of drama. We can probably wait for things to shake out with the DAO before moving forward.
H: Overnight: Against – Reconsidering when the project is deployed on the OP chain.
I: Saddle Finance: Against – This proposal burns too fast and too bright, a large requested amount for a short-term distribution does not provide incentives beyond 3 months. It could work, but I’d rather see something with a longer timeline, seems to me this will just get farmed and moved.