Thanks for putting together that comparative table @eugene. It’s a helpful overview, but wanted to share a few clarifications and some additional input.
It has come to our attention that some delegates feel like they are not qualified to make a decision ahead of the September voting cycle, which we can understand. Fully grasping the implications of the different strategic parts moving in tandem, including structured financial products, without a background in finance is not necessarily straightforward.
Let us clarify: Implementing the framework we propose would be an iterative process alongside the DAO where we’d participate in the weekly governance calls to answer questions and ensure constant support and alignment between treasury management and growth strategy.
While our proposal is comprehensive by design based on collected delegate feedback—a holistic framework and one-stop shop for all treasury matters that supports the DAO with strategic financial planning and long-term growth funding—ChatGPt wrongly assumes that all of the pieces will be moving at the same time. Below is a general outline of what the process would roughly look like:
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Avantgarde and the DAO agree on treasury goals and KPIs in alignment with the DAO’s high-level strategic objectives, while Avantgarde’s infra team completes operational setup, Regen Financial begins their financial review, and the MYSO team handles the MYSO deployment to Scroll.
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Utilize Myso to diversify treasury assets with a holistic approach incorporating the financial analysis, while earning 3-4% targeted nominal yield through upfront USDC premiums.
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Deploy stablecoins and growth assets into DeFi, balancing yield generation with Scroll ecosystem growth as capacity allows to avoid diluting existing user yields/distorting market dynamics, and reallocate as capacity grows. Hence, strategies do NOT “depend on Scroll ecosystem maturity” as ChatGPT suggests, but rather aim to contribute positively to said maturity and growth in a dynamic and interactive way.
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Explore additional protocol deployments and revenue source (see DApp deployment section)
By leveraging close partnerships, we are able to support the DAO with a more comprehensive package where each part aims to complement one another and create positive feedback loops. The Avantgarde team itself has extensive experience from top financial institutions managing billions of $ in capital and has been doing the same in DeFi for nearly 10 years now since 2016. Hence, we believe ChatGPT can rest easy regarding any concerns of the mandate being “heavy to manage”.
We believe Regen Financial’s work on the accounting/reporting side speaks for itself (see for example the latest July 2025 Financial Report for Arbitrum DAO), while MYSO unlocks reliable, consistent revenue and has greatly matured as a protocol working with treasuries like Aave, Across, Gitcoin, Obol, and Compound, to name a few. We’ve been working as a close partner with MYSO over the last year and helped the protocol establish itself as a key treasury tool for DAOs and foundations to leverage. In practice, it means that the DAO will benefit from a lower fee (since we don’t add anything on top of MYSO’s default protocol fee) and the full support of the MYSO team to ensure correct parameter settings and optimal execution as we leverage these tools for the DAO.
We are more than happy to answer any questions delegates may have, here or on a call. Feel free to dm Erik our Gov Lead @erikbrinde on TG!