I just came across another DAO proposal. It’s pretty long, and at first glance it looks like it’s optimizing governance efficiency. But if you follow the flow of funds and the whitelisted addresses closely, hey—the way a few major delegate parties’ staked token unlock schedules are set up lines up tightly with the timing of the proposal voting window. In plain terms, many proposals are wearing the “optimization” mask, while the incentives and power structure underneath are being changed quietly. As far as I’m concerned, rather than stressing out every day over the unlock-calendar and the resulting sell pressure, it’s better to look at the token flow patterns behind these proposals. Market sentiment is your own mirror ball, but on-chain data won’t lie. The last time I reviewed proposals like this the third time, I directly voted against it—I’ll observe for a week first.

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