Hi Yeti,
Thanks for the support and for raising such a sharp point. You’re right, the risk of proposers “gambling” on CKB’s price is a concern we need to take seriously.
But as @Poshboytl pointed out when he shared the history of DAO v1.0, the DAO has spent less than 11% of its funds in almost three years and is somewhat stuck. So, v1.1’s main goal is to get the DAO moving again.
That’s why we’ve proposed flexible funding options. It’s about lowering the barrier for good builders to come here and build, not forcing a one-size-fits-all policy on them. Some teams are true CKB believers and prefer the native token; others have USD-based costs and need the stability of USDI.
And for those who are bullish on CKB but also need a safety net, we have the “Fixed USD Value (Paid in CKB)” option. This means the DAO will cover any shortfall if the price dips, ensuring projects get the full value they were promised and don’t fail simply due to market conditions. (You can find more details at 3.2 Treasury Management and Financial Policies) These options, combined with the new oversight from the Stewards team, are designed to manage risks while encouraging building.
You made a great point about the DAO itself managing the treasury risk, but that’s a huge step that involves turning the DAO into an active asset manager. That’s a massive conversation in itself, maybe it’s a fantastic idea for a v1.x proposal once we’ve fixed the current operational issues and have our new platform up and running.
Appreciate you pushing this conversation forward. It’s vital.
嗨，Yeti，
感谢您的支持以及提出如此关键的观点。您说得对，提案者“赌博” CKB 价格的风险是我们需要认真对待的问题。
但正如 Poshboytl 在分享 DAO v1.0 的历史时指出的那样，DAO 在近三年内仅动用了不到 11% 的资金，并且在某种程度上陷入了困境。因此，v1.1 的主要目标是让 DAO 再次运转起来。
这就是我们提出灵活融资方案的原因。这是为了降低优秀建设者来这里进行建设的门槛，而不是强迫他们采用一刀切的政策。有些团队是 CKB 的忠实信徒，更喜欢原生代币；而有些团队则以美元为基础支付费用，需要 USDI 的稳定性。
对于那些看好 CKB 但又需要安全网的人来说，我们提供“固定美元价值（以 CKB 支付）”选项。这意味着，如果价格下跌，DAO 将弥补任何资金缺口，确保项目获得承诺的全部价值，而不会仅仅因为市场状况而失败。（更多详情请参阅 3.2 金库管理和资金政策）这些方案，加上 物业团队的新监管，旨在管理风险的同时鼓励项目建设。
您关于 DAO 本身管理资金风险的观点非常正确，但这是一个巨大的进步，它关系到将 DAO 转变为一个积极的资产管理者。这需要一次大型的对话，或许当我们解决了当前的操作问题并启动运行新平台后，可以把这个很棒的想法作为一个 v1.x 的提案。
感谢您推动此次对话，这至关重要。