Great idea! 10% of RFV is sensible and diversification is always a good idea, as long as the assets are conviction plays.
It is totally understandable that the DAO needs to keep these type of purchases under wraps until they are executed. But just as a comment, though, I would love it if the OIP was to establish or state a set of characteristics or features for what would constitute a strategic asset candidate, and/or a set of features or characteristics that would disqualify an asset from being so. The potential investments enumerated are great as examples, but I am interested in going a step further, if at all possible.
As an example: "Not really looking for assets below a 250m market cap unless X, Y or Z".
Not saying that should be a rule per-se, specifically, and not saying the Treasury team should paint themselves into a corner from the get-go by outlining this stuff and engraving it in stone right now. I understand this would need wiggle room to consider projects with value propositions that may not even exist right now, as it was with OHM less than a year ago, making it is impossible to outline what they are. Just trying to say that I am interested in having some sort of aim outlined as to what type of value propositions we are considering, in broad strokes, if that makes sense.