Between the three options, only 100% and 0% really make sense to me. Allocating 50% seems like an unproductive hedge against possible downsides.
I am for allocating 100% of OP assets, it's not like we plan on selling other protocol's tokens, so we may as well maintain a relatively similar % of market cap by keeping up with any inflationary pressures.
These assets are not backing anything, by fully staking we:
- Signal our commitment to partner and hold OP tokens, meaning that the 3.3% fee is not seen as sell pressure
- Keep up with inflationary pressures (in relevant protocols)
- Are able to benefit from their own revenue streams (in relevant protocols)
As long as these assets are not being used to mint new Ohm's, we retain the ability to use them aggressively. We are already quite conservative with our stable allocations, let's show our partners that when we partner, we go all the way.