NFTX Treasury Valuation

Hi @josebaredes. This is great (although from long ago by now). Would love to learn what you think about a well-structured set-up for NFTX’s Treasury going forward. Seems like there hasn’t been much activity since then?

@0xchop, do you happen to know how this is currently managed? :slight_smile: Would love to learn and spin some thoughts!

I have started to analyze best practices in the market and think things through, also drafted a more extensive proposal for the Gro DAO. See below my current mental model for thinking about setting up an MVP Treasury Mgmt committee. This is in continuous development, so obv appreciate feedback :pray:t3:

1. Business Strategy: Having a clear view of the long-term viability of the DAOs business model and evaluating strategic directions. This is a key exercise as it influences a lot of the set-up decisions in Treasury Mgmt (e.g., short-term capital needs vs. flexibility to allocate long-term capital).

2. Treasury Research and Strategy: Researching yield strategies, allocating treasury into selected strategies, and managing these allocations to unlock the economic potential of the treasury holdings while ensuring operating expenses are covered with downside risk mitigated. This largely depends on risk-appetite of the DAO, and in most cases should be treated rather conservatively.

3. Financial Reporting and Tracking: Creating standards for financial reporting and delivering periodic financial reports, incl. forecasts to establish transparency for the DAO members and act as decision-making support. This is largely underdeveloped for many DAOs and holds uncanny potential for creating clarity