# Strategy & Research **URL:** https://forum.summer.fi/c/strategy-research/25.md [Latest](https://forum.summer.fi/latest.md) · [Categories](https://forum.summer.fi/categories.md) · [Tags](https://forum.summer.fi/tags.md) --- ## [About the Strategy & Research category](https://forum.summer.fi/t/about-the-strategy-research-category/403)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 0\ **Last updated:** [October 10, 2025, 2:45pm UTC](https://forum.summer.fi/t/about-the-strategy-research-category/403 "2025-10-10T14:45:36Z")
Use this space to share ideas, analyses, exploratory, and research topics. --- ## [Guardian Multisig - Transparency Reporting Thread](https://forum.summer.fi/t/guardian-multisig-transparency-reporting-thread/787)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 7\ **Last updated:** [September 9, 2026, 12:53pm UTC](https://forum.summer.fi/t/guardian-multisig-transparency-reporting-thread/787 "2026-09-09T12:53:29Z")
Hello everyone, this post will be used to continuously update the Lazy Summer DAO and the community on the actions taken by the guardians. NOTE: \[RFC\] Establish Guardian Module & Emergency Risk Controls \[SIP0.2\] Esta… --- ## [Aerodrome Metagovernance - Transparency Reporting Thread](https://forum.summer.fi/t/aerodrome-metagovernance-transparency-reporting-thread/683)
**Author:** [@Sixty](https://forum.summer.fi/u/Sixty)\ **Replies:** 7\ **Last updated:** [August 4, 2026, 1:09pm UTC](https://forum.summer.fi/t/aerodrome-metagovernance-transparency-reporting-thread/683 "2026-08-04T13:09:23Z")
Hello everyone, this post will be used to continually update the community on the status of the Aerodrome Metagovernance Committee’s activities, including multisig execution, updates on AERO and veAERO holdings, and voti… --- ## [SUMR Liquidity Management on Base - Transparency Reporting Thread](https://forum.summer.fi/t/sumr-liquidity-management-on-base-transparency-reporting-thread/708)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 6\ **Last updated:** [July 28, 2026, 2:54pm UTC](https://forum.summer.fi/t/sumr-liquidity-management-on-base-transparency-reporting-thread/708 "2026-07-28T14:54:22Z")
Inspired by @Sixty’s threading approach to a transparency reporting I am posting this one to continually update the community on the status and transactions executed on behalf of the Lazy Summer DAO connected to the Arca… --- ## [Delegate Rewards V2 - Transparency Reporting Thread](https://forum.summer.fi/t/delegate-rewards-v2-transparency-reporting-thread/836)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 3\ **Last updated:** [July 22, 2026, 12:38pm UTC](https://forum.summer.fi/t/delegate-rewards-v2-transparency-reporting-thread/836 "2026-07-22T12:38:21Z")
This thread serves as the official transparency reporting and transaction log for the execution of the mandate established under \[SIP5.23\] Delegate Rewards Framework V2. Multisig Information Safe Address: 0x9a218f744EE… --- ## [Governance Platform Migration](https://forum.summer.fi/t/governance-platform-migration/778)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 15\ **Last updated:** [April 8, 2026, 3:33pm UTC](https://forum.summer.fi/t/governance-platform-migration/778 "2026-04-08T15:33:50Z")
With the upcoming Tally sunset, the Lazy Summer DAO needs to evaluate and migrate to a new governance platform by the end of March 2026. Time is a key constraint here, while we want to make an informed decision, we shou… --- ## [Delegate Incentive Working Group (DI-WG) Transparency Thread](https://forum.summer.fi/t/delegate-incentive-working-group-di-wg-transparency-thread/749)
**Author:** [@Curia](https://forum.summer.fi/u/Curia)\ **Replies:** 4\ **Last updated:** [March 20, 2026, 1:41am UTC](https://forum.summer.fi/t/delegate-incentive-working-group-di-wg-transparency-thread/749 "2026-03-20T01:41:17Z")
Delegate Incentive Working Group (DI-WG) Transparency Thread Category Tagline: Dedicated hub for the Delegate Incentive Working Group (DI-WG). Focused on researching, designing, and proposing the Delegate Rewards V2 fram… --- ## [Governance & Community Calls Going Forward](https://forum.summer.fi/t/governance-community-calls-going-forward/766)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 2\ **Last updated:** [March 14, 2026, 5:54pm UTC](https://forum.summer.fi/t/governance-community-calls-going-forward/766 "2026-03-14T17:54:30Z")
Hey all, over the past several months we have hosted ~13 Community Calls, covering governance updates, vault strategy discussions, ecosystem developments, and occasional protocol deep dives. These calls have been useful… --- ## [Tranche Lazy Summer vaults via Royco Dawn](https://forum.summer.fi/t/tranche-lazy-summer-vaults-via-royco-dawn/682)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 3\ **Last updated:** [February 5, 2026, 2:08am UTC](https://forum.summer.fi/t/tranche-lazy-summer-vaults-via-royco-dawn/682 "2026-02-05T02:08:11Z")
Summary This post proposes a strategic partnership between Lazy Summer and Royco Dawn to tranche Lazy Summer’s existing vaults into Senior and Junior tranches. Under this structure: Senior tranches would remain on the… --- ## [Transitioning Morpho Arks/ Yield Sources from v1 to v2 on Ethereum Mainnet](https://forum.summer.fi/t/transitioning-morpho-arks-yield-sources-from-v1-to-v2-on-ethereum-mainnet/659)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 2\ **Last updated:** [January 26, 2026, 1:54pm UTC](https://forum.summer.fi/t/transitioning-morpho-arks-yield-sources-from-v1-to-v2-on-ethereum-mainnet/659 "2026-01-26T13:54:56Z")
Morpho is incentviaing migration of capital from V1 to V2 vaults, and we need to keep up. This proposal outlines the strategic replacement of underlying yield sources for the Lazy Summer Protocol from Morpho v1 to Morph… --- ## [Lazy Summer Protocol - Dashboards & Analytics (centralized thread)](https://forum.summer.fi/t/lazy-summer-protocol-dashboards-analytics-centralized-thread/581)
**Author:** [@techsqrt](https://forum.summer.fi/u/techsqrt)\ **Replies:** 3\ **Last updated:** [December 22, 2025, 12:37pm UTC](https://forum.summer.fi/t/lazy-summer-protocol-dashboards-analytics-centralized-thread/581 "2025-12-22T12:37:44Z")
Hi everyone :waving\_hand: I’m creating this topic to keep Lazy Summer Protocol / Lazy Summer DAO analytics organized in one place. I develop and maintain several Dune dashboards covering protocol usage, DAO governance,… --- ## [Staking V2 Goes Live in less than 24h - It’s Time to Prepare](https://forum.summer.fi/t/staking-v2-goes-live-in-less-than-24h-it-s-time-to-prepare/558)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 2\ **Last updated:** [December 10, 2025, 4:16pm UTC](https://forum.summer.fi/t/staking-v2-goes-live-in-less-than-24h-it-s-time-to-prepare/558 "2025-12-10T16:16:35Z")
As many of you know, SUMR Staking V2 is rolling out in the next ~24 hours, and I want to highlight a few important things for everyone, @Recognized\_Delegates, voters, and SUMR holders, before it opens. TL;DR Staking … --- ## [Summer.fi Governance and Tokenomics Relational Sustainability Brief](https://forum.summer.fi/t/summer-fi-governance-and-tokenomics-relational-sustainability-brief/544)
**Author:** [@inca](https://forum.summer.fi/u/inca)\ **Replies:** 0\ **Last updated:** [December 5, 2025, 12:44am UTC](https://forum.summer.fi/t/summer-fi-governance-and-tokenomics-relational-sustainability-brief/544 "2025-12-05T00:44:09Z")
The Technocratic Citadel SummerFi functions as a Technocratic Citadel, a governance structure primarily managed by specialized risk curators and automated agents. The model contrasts sharply with the community-driven pol… --- ## [Staking V2 & Governance Upgrade, leading to SUMR Transferability - Proposed Timeline and Actions](https://forum.summer.fi/t/staking-v2-governance-upgrade-leading-to-sumr-transferability-proposed-timeline-and-actions/421)
**Author:** [@chrisb](https://forum.summer.fi/u/chrisb)\ **Replies:** 17\ **Last updated:** [November 13, 2025, 12:10pm UTC](https://forum.summer.fi/t/staking-v2-governance-upgrade-leading-to-sumr-transferability-proposed-timeline-and-actions/421 "2025-11-13T12:10:51Z")
Hey all, There is a lot of progress being made by multiple parties now, and things are starting to get closer to SUMR being transferrable. This post is designed to outline what could be seen as an outline of how to get … --- ## [More growth please](https://forum.summer.fi/t/more-growth-please/436)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 3\ **Last updated:** [November 6, 2025, 8:44pm UTC](https://forum.summer.fi/t/more-growth-please/436 "2025-11-06T20:44:43Z")
TL;DR Mission: Deliver DeFi’s best risk-adjusted yields, automatically. Current self-grade 7.5/10 , can be 10/10. Why now: \>$10k cohort holds ~$300M off-protocol (Plasma ~$170.2M, Linea ~$62.3M, HyperEVM/Hyper ~$57.… --- ## [When, and under what circumstances should SUMR transfers be enabled](https://forum.summer.fi/t/when-and-under-what-circumstances-should-sumr-transfers-be-enabled/242)
**Author:** [@chrisb](https://forum.summer.fi/u/chrisb)\ **Replies:** 26\ **Last updated:** [October 28, 2025, 4:46pm UTC](https://forum.summer.fi/t/when-and-under-what-circumstances-should-sumr-transfers-be-enabled/242 "2025-10-28T16:46:34Z")
Hi all, As many of you probably know, from July 1st, governance can vote to enable transferability of the SUMR token, and as such, start trading on the trading. What I want to do here is start the conversation around wh… --- ## [SUMR Transferability Marketing - Channel priority, budget ranges, and sequencing](https://forum.summer.fi/t/sumr-transferability-marketing-channel-priority-budget-ranges-and-sequencing/407)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 6\ **Last updated:** [October 21, 2025, 4:12pm UTC](https://forum.summer.fi/t/sumr-transferability-marketing-channel-priority-budget-ranges-and-sequencing/407 "2025-10-21T16:12:06Z")
\*\*Please note that this post is a reflection of my own thoughts as a Lazy Summer Community member, samehueasyou TL;DR Initial focus (launch window, 1–2 months): 70% DeFi natives / 30% institutional. DeFi natives drive… --- ## [SUMR TR-WG Checklist](https://forum.summer.fi/t/sumr-tr-wg-checklist/341)
**Author:** [@Raphael\_Anode](https://forum.summer.fi/u/Raphael_Anode)\ **Replies:** 22\ **Last updated:** [October 21, 2025, 8:31am UTC](https://forum.summer.fi/t/sumr-tr-wg-checklist/341 "2025-10-21T08:31:57Z")
Hello Lazy Summer DAO community! While the Transferability Readiness process has taken a little longer than our original projections, the extra time has allowed the working group to dig deep, align across domains, alrea… --- ## [SUMR Transferability Go to Market: The path to 1b is 5x from here](https://forum.summer.fi/t/sumr-transferability-go-to-market-the-path-to-1b-is-5x-from-here/394)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 4\ **Last updated:** [October 13, 2025, 3:06pm UTC](https://forum.summer.fi/t/sumr-transferability-go-to-market-the-path-to-1b-is-5x-from-here/394 "2025-10-13T15:06:29Z")
\*All that is written below is said in my own personal capacity as a community member of this forum \* TL;DR Goal: Make SUMR the #1 productive DeFi token and drive Lazy Summer Protocol TVL \>$500m. Comms Plan: Phased nar… --- ## [SUMR Transfer Readiness Working Group](https://forum.summer.fi/t/sumr-transfer-readiness-working-group/285)
**Author:** [@jensei](https://forum.summer.fi/u/jensei)\ **Replies:** 29\ **Last updated:** [August 29, 2025, 9:00am UTC](https://forum.summer.fi/t/sumr-transfer-readiness-working-group/285 "2025-08-29T09:00:48Z")
Summary Stemming from the discussion around SUMR token tranferability I propose formation of a time-bound, community-led working group tasked with defining a clear and practical roadmap for enabling SUMR token transfers. … --- ## [Bitcoin, baby: Should Lazy Summer have a BTC Fleet?](https://forum.summer.fi/t/bitcoin-baby-should-lazy-summer-have-a-btc-fleet/287)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 4\ **Last updated:** [July 22, 2025, 1:08am UTC](https://forum.summer.fi/t/bitcoin-baby-should-lazy-summer-have-a-btc-fleet/287 "2025-07-22T01:08:30Z")
For most, Bitcoin and crypto are the same thing, and for good reason. It is crypto’s largest and most well known asset. What about a BTC Vault (Fleet)? This post presents a simple idea, of which i’d like to gauge s… --- ## [Gauging Interest: RWA vaults for institutional allocators](https://forum.summer.fi/t/gauging-interest-rwa-vaults-for-institutional-allocators/286)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 5\ **Last updated:** [July 18, 2025, 3:10pm UTC](https://forum.summer.fi/t/gauging-interest-rwa-vaults-for-institutional-allocators/286 "2025-07-18T15:10:12Z")
This is an informal and short post to gauge sentiment and feedback about the creation of a new type of fleet (vault). Now more that ever, the DeFi ecosystem is primed for institutional users to come on chain. Though, i… --- ## [The only way out, is up: The path to 1B TVL is 10x from here](https://forum.summer.fi/t/the-only-way-out-is-up-the-path-to-1b-tvl-is-10x-from-here/250)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 12\ **Last updated:** [July 9, 2025, 8:59am UTC](https://forum.summer.fi/t/the-only-way-out-is-up-the-path-to-1b-tvl-is-10x-from-here/250 "2025-07-09T08:59:15Z")
How we got to now Less than a month after Lazy Summer’s launch, I was concerned: could we attract users and capital with only conservative, low-risk strategies? Since then, it has been great to see the community and $SU… --- ## [The Path to $1B+ TVL: Onboard Medium - and High-Risk Vaults for Lazy Summer Protocol](https://forum.summer.fi/t/the-path-to-1b-tvl-onboard-medium-and-high-risk-vaults-for-lazy-summer-protocol/113)
**Author:** [@samehueasyou](https://forum.summer.fi/u/samehueasyou)\ **Replies:** 30\ **Last updated:** [April 25, 2025, 10:30am UTC](https://forum.summer.fi/t/the-path-to-1b-tvl-onboard-medium-and-high-risk-vaults-for-lazy-summer-protocol/113 "2025-04-25T10:30:52Z")
Title: {RFC} The Path to $1B+ TVL: Onboard Medium - and High-Risk Vaults for Lazy Summer Protocol Author(s): @samehueasyou Related Discussions: Unified stablecoin strategies with variying risk levels , \[RFC\] Onboard …