YIP-83 Treasury Allocation after Rebalance

Introduction

YIP-80 proposes a rebalancing of the treasury to manage risk. YIP-81 reconfigures the YAM DAO Set to remove SUSHI, UMA, and INDEX. In making these changes, we will also need to adjust how our treasury is allocated. In making the following recommendations, we will use the post on Treasury Management Framework 3 as guidance.

Action Items

After Rebalancing, move:

• ~$400,000 USD worth of ETH into uPUNKS.
• ~$1,000,000 USD worth of ETH into uGAS.
• ~$1,000,000 USDC into uSTONKS.
• ~$400,000 worth of ETH, and $400,000 worth of DPI into the Uniswap v2 pool.
• ~$80,0000 worth of ETH and $255,000 in USDC to our new fuse pools according to this post.
• ~$467,000 worth of DPI, ~560,000 USDC, and ~$840,000 ETH (some existing WBTC will be included in this number) to YDS.
• ~$10,000 worth of ETH and $100,000 USDC to the Multi-sig.
• The rest of the ETH and DPI will live in the general treasury (or other governance controlled wallets at the discretion of @flygoing.eth).
• Other assets (Index, UMA, xSushi, GTC, MUST) will stay where they are.
• Stablecoins held in the general treasury wallet will be converted to yDAI per YIP-82.

Writer: @Ross