L2BEAT - Delegate Thread

[Sinkas]

Intro to L2Beat

L2BEAT is an independent, public goods company who acts as an impartial watchdog for the Ethereum Layer2 ecosystem. Our mission is to provide comprehensive and unbiased analysis and comparative evaluations of Layer 2 solutions . We are committed to the verification and fact-checking of the claims made by each project, with a special focus on the security aspects. What sets L2BEAT apart is our unwavering commitment to delivering accurate and reliable information.

In addition, L2BEAT has a governance team which actively participates in constructive discussions of specific protocol challenges and issues, fostering the discourse toward increasingly permissionless, open source, and trustless systems. Our participation in various DAOs and public debates reflects this commitment.

Governance Team

The governance team currently consists of @Kaereste (Krzysztof Urbanski) and @Sinkas (Anastassis Oikonomopoulos). Both members have extensive knowledge and experience in the broader web3 ecosystem, on both technical and non-technical fronts. Any governance actions of the L2BEAT delegation team will be the product of research, fact-checking and ideation of the 2 aforementioned members.

Our Mission, Values and Approach to Governance

For us, governance isn’t just about casting a vote. The real magic happens during healthy debates and coming to conclusions together. Voting should just be the cherry on top of a great community-driven process.

When participating in governance, we hold the following principles in mind:

• Transparency & Open Communication: We believe in being open about our decision-making process and keeping the community informed about any proposals or issues we discuss.
• Community Focus: Our top priority is to always consider the community’s needs and interests in every decision we make.
• Inclusiveness: We’re committed to fostering a diverse and inclusive environment, where everyone’s voice is heard, regardless of their background or experience.
• Accountability: We value accountability and are always open to feedback, which helps us continually improve and better serve our community.

At L2BEAT we believe that crypto is the new infrastructure for the future financial system. As such, we believe that in order for it to be successful, it needs to be:

• Permissionless, no one should need a third party’s permission to join the network,
• Censorship resistant, everyone should be free from arbitrary censorship,
• Trustless, it’s all about cryptographic proofs and consensus, not trusting a central party
• Decentralised, power and control should be spread across many participants
• Transparent, everyone should be able to verify and account for transactions, even if they’re private
• Secure and safe, user safety and security come first, not relying on anyone acting honestly.
• Open-source, we live by “don’t trust, verify,” so if we can’t see the code, we can’t trust it.

Why we chose to be delegates

We recognize that proper governance is of paramount importance for any protocol that wants to be efficient while remaining decentralized. The precedents we establish today will significantly influence the organizational structures and systems of the future. Consequently, we view our engagement in governance as a professional responsibility, and our team is dedicated to addressing all governance and policy issues that arise within the protocols we’re engaged with.

We assert that governance involves much more than the act of voting; it revolves primarily around fostering constructive dialogue and facilitating the healthy exchange of opinions and viewpoints in order to reach consensus on specific issues.

Skills and areas of expertise:

We consider ourselves experts on blockchain scaling solutions. We have a deep technical understanding of underlying protocols and a broad overview of available solutions. We’ve spent hours understanding the code, documentation and on-chain data of every project listed on our website.

In terms of DAO-relevant work, we served on several grant committees and DAO initiatives and have helped organise the work of the DAOs we’re involved with.

Languages we speak and write

English, Polish, Greek

Disclosure of Conflicts of Interest:

It’s not necessary COI but it’s worth mentioning that we are active delegates in other ecosystems, with more coming in the near future. We also have a working relationship with almost every major Ethereum L2 project and with most bridge projects.

[Manugotsuka]

Here’s an update on what we’ve been up to for the first quarter of 2025.

Voting

[Vote] Research to inform a builder support strategy - Voted FOR

We had some doubts about the approach chosen, but we decided to vote in favor after speaking with Eugene from the Scroll Foundation, who assured us that the research would be used as the basis for future initiatives. We expect the Foundation to report frequently on the actions taken.

[Vote] Scroll DAO Constitution - Voted FOR

While we see it primarily as a social agreement and operational guide—especially given that governance currently lacks concrete control over the Foundation or smart contracts—we view this as an important first step, so we decided to vote in favor of it.

L2BEAT’s Office Hours

We want to remind everyone that every week, we’re hosting Scroll Office Hours on Google Meets.

The office hours are held every Friday at 3 pm UTC/ 11 pm EST

During Office Hours, you will be able to reach L2BEAT’s governance team, which consists of Kaereste (Krzysztof Urbanski), Sinkas (Anastassis Oikonomopoulos), and Manugotsuka (Manuel González), and discuss our activity as delegates.

The purpose of the office hours is to gather feedback from the people who have delegated to us, answer any questions about our voting activities and rationale, and collect input on topics you’d like us to discuss.

You can add the L2BEAT Governance Calendar to your Google Calendar to find the respective Google Meets links for every call and easily keep track of Office Hours, as well as other important calls and events relevant to Connext that the L2BEAT governance team will be attending or hosting.

[Manugotsuka]

Here’s an update on what we’ve been up to for the second quarter of 2025.

Voting

[Vote] Euclid Upgrade - Voted FOR

We supported this proposal after a evaluation for our researchers at L2BEAT to review the proposed changes, so we have confirmed that, once they are executed, they will only do what’s described in the proposal Overall, Euclid is a vast and technically complex upgrade since it changes things both on the DA side (blob encoding) and on the proving side (upgrading circuits moving from Scroll zkEVM to OpenVM).

[Vote] Scroll DAO Delegate Accelerator Proposal - Voted AGAINST

We voted against the proposal, recognizing StableLabs’ efforts but raising fundamental concerns about the concept and structure of a delegate accelerator program. We argued that training individuals without a direct stake in Scroll’s success misaligns with the intended role of delegates and risks low practical impact, especially without guaranteed voting power. We also found the program’s costs unjustified, its accountability unclear, and its goals difficult to measure. Despite our opposition, we expressed willingness to support the program’s success if it were to pass.

[Vote] Mexico Mobile Scroll Node: A Founder-Focused Onboarding and Support Program - Voted FOR

We voted in favour of this one because a mobile “Scroll bus” that pairs local workshops with an online builder track is a creative and cost-conscious way to meet Mexico’s fast-growing Web3 scene.

[Vote] Proposal: Brazil Local Node - Voted

Modular Crypto already has a deep foothold in the Brazilian builder scene, and its three-month plans, along with a trio of in-person events, feel like exactly the push Scroll needs in Latin America. So we decided to support this initiative.

[Vote] Kenya Scroll Local Node Founder Program - Voted FOR

Web3Clubs already operates a functioning Nairobi lab and has a credible network across East Africa. The plan they suggested will yield a positive outcome for the Scroll ecosystem, so we have decided to support this proposal.

[Vote] Proposal: Ecosystem Growth Council Formation - Voted FOR

We supported this proposal, recognizing the value of a focused group backed by the Scroll Foundation to drive initiatives efficiently. However, we recommend starting with a smaller council to ease coordination and enable more precise performance assessment. We also emphasize the importance of clearly designating an accountable lead to avoid the diffusion of responsibility. While we hold no strong views on compensation or budget size, we strongly advocate for thorough and transparent documentation of all expenses.

[Vote] Proposal Title: Votable Supply Adjustment - Auto-Abstaining Wallet - Voted FOR

From our perspective, the 500k SCR “auto-abstain” wallet is a straightforward and low-risk approach to prevent proposals from failing due to governance apathy. So, we decided to support this initiative.

[Vote] Proposal: Gov Contribution Recognition - Retro & Working Group - Voted FOR

We voted in favor because retroactive compensation is a positive step, and we appreciate the Foundation’s use of a precise formula. Our primary concern is formalizing a recurring GCR model without broader discussion. We commit to engaging actively before any future proposal is put to a vote.

Discussions

[Discussion] Proposal: Votable Supply Adjustment

We expressed opposition to delegating voting power from the treasury, citing governance risks and conflicts of interest, particularly when such power would be given to existing delegates to address quorum issues that had not yet materialized. We argued that this approach undermined the relationship between token holders and delegates, potentially distorting voting dynamics. Instead, we proposed exploring quorum-rescue mechanisms, such as a multisig inspired by Optimism’s ACC, or considering a slight quorum reduction as a more transparent and lower-risk alternative.

[Discussion] Proposal: Security Subsidy Program for Scroll Builders

We expressed support for the audit subsidy proposal, seeing it as a low-cost, high-impact way to strengthen ecosystem security. We agreed decisions shouldn’t be automated and suggested the Foundation or EGC take responsibility for fund allocation, ideally with input from the growth or BD team to ensure strategic alignment.

L2BEAT’s Office Hours

We want to remind everyone that every week, we’re hosting Scroll Office Hours on Google Meets.

The office hours are held every Friday at 3 pm UTC/ 11 pm EST

During Office Hours, you will be able to reach L2BEAT’s governance team, which consists of Kaereste (Krzysztof Urbanski), Sinkas (Anastassis Oikonomopoulos), and Manugotsuka (Manuel González), and discuss our activity as delegates.

The purpose of the office hours is to gather feedback from the people who have delegated to us, answer any questions about our voting activities and rationale, and collect input on topics you’d like us to discuss.

You can add the L2BEAT Governance Calendar to your Google Calendar to find the respective Google Meets links for every call and easily keep track of Office Hours, as well as other important calls and events relevant to Connext that the L2BEAT governance team will be attending or hosting.

[Manugotsuka]

Voting

[Vote] Scroll DAO Timelock Test - Voted FOR

This proposal is a straightforward operational test of the timelock system, involving no cost to the DAO. We believe this step is necessary to confirm that the timelock is functioning properly before entrusting it with a larger share of the treasury.

[Vote] DAO Treasury Management RFP - Voted FOR Avantgarde

First, we would like to thank all the service providers who submitted proposals during the RFP stage. We engaged in conversations with each of them, and choosing a single candidate was far from easy.

As we noted in our earlier comment, treasury execution should be guided by clearly defined objectives and guardrails. Within that frame, Avantgarde offers a practical, on-chain-first setup (Safe + Zodiac roles) paired with professional accounting via Regen. Their approach combines configurable tools—stablecoin diversification, measured growth-asset exposure, and optional covered-call strategies settled natively on Scroll—rather than a one-size-fits-all plan.

That said, we are mindful of the Foundation’s recent decision to pause new initiatives and of the resignation of the Head of Governance. By the Foundation’s own words, this proposal will not proceed immediately. While we regret this pause—especially given the quality of the work behind this proposal—we respect the decision. Once the pause is lifted, we believe Avantgarde’s framework remains a strong candidate to guide Scroll’s treasury management and should be revisited at that time.

[Vote] Governance Contribution Recognition (Cycle 2: May - December 2025) - Voted FOR

In our earlier rationale for Cycle 1, we supported retroactive recognition as a fair way to acknowledge the effort that helped get Scroll’s governance off the ground. At the same time, we raised reservations about turning GCR into a recurring program without clearer discussion and refinement.

With this second iteration, we see meaningful improvements. The shift from a formula-based model to a tiered, performance-scoring approach introduces more nuance and creates stronger incentives for quality participation rather than raw activity. By combining voting, rationales, forum engagement, and ecosystem involvement, the program better reflects what healthy delegate work should look like. Importantly, setting a 60% eligibility threshold helps ensure that only consistently engaged delegates are compensated.

We still believe that compensation design in DAOs is an evolving experiment, and future iterations should remain open to adjustment as the ecosystem matures. But overall, Cycle 2 feels like a step in the right direction—balancing inclusivity with accountability, and moving toward a more robust recognition of governance as real work.

[Vote] Governance Council (GC) Formation - Voted FOR

We believe that establishing a dedicated Governance Council is a sensible step for Scroll DAO. Having a small group focused on researching, experimenting, and developing a governance roadmap can help the DAO mature and avoid becoming stuck with the same tools and processes. The proposed structure is simple, with clear responsibilities and regular reporting, making it a solid framework to start with.

That said, we acknowledge the Scroll Foundation’s recent decision to pause new initiatives. This means that the council will not begin its work immediately, even if approved. While unfortunate, especially given the relevance of this proposal, we respect the pause. Once activity resumes, the Governance Council should be one of the first initiatives to move forward.