Hey @shadow - treasury management is an important part of crypto / DeFi and I am glad you are doing it in public.
33% sounds appropriate to me, and I am aligned with ETH based on personal beliefs.
Would it be prudent to look at assets with the least amount of correlation to OHM and other treasury holdings? I am not quite sure what this asset would be, yet would help limit risk.
I am particularly interested in the comment below. M&A is underutilized in crypto.
Acquiring a new set of tokens and product suite at the same time would be competitive and beneficial to OlympusDAO. Furthermore, it would be great marketing and PR and cement the protocol's unique reputation.
If so, what current product or features are lacking? It would be interesting to monitor the liquidity journey across the OlympusDAO stack to see where most capital is concentrated, and when it leaves, where is it going.
Doing so would reveal valuable data and visualize the current limitations - or success or the protocol - which the team (and community) can use to invest in product development and focus resources. This information could help guide M&A and create a more robust product offering.
We at Flipside Crypto would love to help with these initiatives and create powerful dashboards for OlympusDAO.