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DAO Sentinel Weekly — 2026-06-29

Week of June 29, 2026
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DAO Sentinel Weekly — June 29, 2026

📰 Top stories

  • Arbitrum considers winding down a key entity. A proposal to structure the transition and return capital from AGV to the DAO treasury is currently active. Arbitrum, active.
  • Arbitrum debates automating timeboost proceeds. A constitutional proposal seeks to automatically split timeboost proceeds, impacting future revenue distribution. Arbitrum, active.
  • Aave adds OP to Optimism deployment. The community voted to list OP as a collateral asset on Aave V3 on Optimism, expanding lending options. Aave, closed.
  • Aave updates reserve factor for aFEI. A proposal to adjust the reserve factor for aFEI holdings on Ethereum v2 passed, affecting protocol stability. Aave, closed.
  • ENS renews its Security Council. The DAO approved the renewal of its Security Council, maintaining a critical governance body. ENS, closed.

🐳 Whale activity

  • Two large Aavegotchi holders, representing 6.1% and 54.3% of voting power, backed a signal proposal to transfer IP to the AavegotchiDAO Foundation.
  • A Gearbox whale cast 5% of total VP in favor of a treasury consolidation and cleanup proposal.
  • A single address with 31.1% of voting power supported a Convex resupply initiative.
  • Another Gearbox whale, holding 16.6% of VP, voted for a protocol surface reduction proposal.

📊 Democracy Score movers

  • Beethoven X: +27.03 (from 20 to 47.03)
  • ENS: +3.37 (from 55 to 58.37)
  • Decentraland: -24.36 (from 53.1 to 28.74)
  • Aladdin DAO: -12.75 (from 46.75 to 34)
  • 1inch: -4.92 (from 43.53 to 38.61)
  • Aavegotchi: -3.10 (from 41.83 to 38.73)

📅 Coming up

  • [ARFC] Upgrade PT Risk Oracle to Protocol-Owned Infrastructure on CRE (Aave DAO) - Deadline: June 30
  • [Resupply] DAO Vote ID: 23 (Aladdin DAO) - Deadline: June 30

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