Sept3CC.mp3

Action Items

• [ ] Submit governance proposal for Robinhood bridge creation
• [ ] Complete CCIP bridge audit (starting in ~1 week) and subsequent OCD review
• [ ] Seed Ethereum lock-and-release pool with ~130,000 OHM tokens for CCIP bridge
• [ ] Publish RFC for burner loans soon
• [ ] Jem to continue talks with The Guardian regarding subsidized audit for burner loans
• [ ] Surface bridge OHM monitoring alerts in Discord via Hyper Native agents
• [ ] Roll out CD metrics visualizations on the app within the next week
• [ ] Launch BlockWorks dashboard and first quarterly report by end of October / early November

Treasury & Institutional Updates

• Ethena returns are trending up; yields are reflected on the pools page
• Robinhood bridge: Internal discussions underway; will go through governance for community approval; some members interested in creating liquidity there
• CD market on Robinhood: Being explored as a smaller, more institutionally focused market with potential new asset types
• TWAP buybacks: A supplemental TWAP is currently active and ~25% complete; a leverage factoring error was corrected and buybacks are funded from recent yield
• YRF V2: Close to going live; will be a multi-asset contract enabling programmatic buybacks, removing the need for supplemental TWAPs
• RWA: Ongoing community discussions; podcast recorded this morning with DeFi Dave and Patrick from DeFi Llama covered related topics including recent OHM forks (NetNet, The Standard) and Robin Hood