Firm Opposition to RRC-XX: Rari Foundation 2025 Operational Budget Proposal

Dear Rari DAO Community,

The Rari Foundation’s request for a $2.3 million operational budget for 2025 is not only unwarranted but a stark example of misaligned priorities and ineffective leadership. After a thorough review of the Foundation’s performance, financial practices, and overall impact, it is evident that approving such a budget without significant structural reform is an unsustainable and illogical decision. Here is a detailed analysis of why this proposal must be rejected and why immediate changes are necessary.

A Year of Failures and Mismanagement

Rari Chain Debacle:

The Rari Chain launch—intended to be a flagship initiative—was an unmitigated disaster. The Galaxe campaign, instead of building momentum, revealed the team’s lack of preparation. Users encountered fundamental issues such as:

  • No functional DEX for basic token swaps (e.g., WETH to ETH), rendering the chain unusable for NFT transactions.
  • A complete absence of compelling applications, tokens, or platforms to justify engagement.

The result? Within weeks, Rari Chain was abandoned. A launch of this magnitude required thorough planning and infrastructure, which were glaringly absent.

Galaxe Quest Mismanagement:

The Galaxe quest campaign not only lacked foundational support but was plagued by significant platform issues. Users faced countless bugs, with many unable to confirm quest completions. The situation worsened when sybil wallets flooded the leaderboard, farming points and displacing organic participants. Legitimate users quickly realized the futility of competing and abandoned the campaign entirely.

Moreover:

  • NFTs minted during the quest plummeted to $0 floor price immediately after issuance. Organic participants lost money, while sybil attackers exploited the poorly designed system.
  • The rewards structure was hastily devised, further alienating participants.
  • Artists, handpicked by the Rari team in a centralized manner, benefited disproportionately, amassing hundreds of ETH while disregarding the community. These artists reaped significant profits without reinvesting in or contributing to the ecosystem.

This poorly executed campaign not only failed to attract long-term users but actively drove them away, cementing Rari Chain’s reputation as a dysfunctional platform.

The Gabe Weiss Campaign—Another Misstep:

Following the Rari Chain’s failure, the Gabe Weiss campaign suffered a similarly dismal fate. With almost no user engagement, it had to be prematurely shut down. This pattern of poorly executed initiatives reflects a systemic lack of competence and strategic vision within the team. Funds were once again being ‘‘thrown away’’

Grants Program: Wasting Resources

The 2024 Spirit Grants Program, funded with 50,000 $RARI (~$200,000 at the time), failed to deliver meaningful results:

  1. OSPN (“Beyond PFPs”):
  • Consumed 60% of the grants budget.
  • Delivered only 12 videos with an average of 15 views each.
  • The last update was over five months ago, yet this grantee has been approved for more funding.
  1. Mintpad:
  • A no-code NFT creation tool that remains underutilized, with no data supporting meaningful adoption.
  1. DAOSpace:
  • A gamified DAO participation tool still incomplete and overshadowed by the team’s broader inefficiency.

Only 20% of the grants budget was utilized, and none of the funded projects have had a tangible impact on the ecosystem. This level of ineffectiveness is unacceptable.We need projects building on Rari Chain. If the team, having more than one year to execute it couldn’t bring builders - it’s a problem.

0 connection with parent Rarible marketplace

Nearly everything the Rari DAO pursued in 2024 had little to no impact on Rarible.com, the very platform we should be striving to support and grow. One of the DAO’s primary objectives remains unfulfilled, with no tangible efforts aligning with that goal. The activities and initiatives undertaken are completely disconnected from the Rarible marketplace—a platform that, for most, is logically and directly associated with the $RARI coin. Without a strong Rarible, there can be no strong Rari DAO, and vice versa.Foundation team doesn’t seem to be well connected with Rarible representatives, which is not acceptable.

Absurd Operational Costs and Treasury Drain

The proposed $2.3 million budget includes $1.2 million for salaries, equating to over $10,000 per employee monthly, alongside allowances for travel and a 30% fund reallocation clause. These costs are unjustifiable given the team’s failure to produce measurable results or drive ecosystem growth.

The DAO’s treasury is depleting at an alarming rate without any substantial revenue-generating activities to offset expenditures. Continuously approving million-dollar budgets while watching the treasury dwindle is reckless. It is imperative to reassess how funds are allocated and ensure they contribute to long-term sustainability.

Lack of Commitment from Leadership and Delegates

Another critical issue is the lack of alignment and commitment from those being paid by the DAO. Many of these individuals do not hold $RARI tokens and immediately sell their allocations, signaling a lack of belief in the ecosystem’s future. This behavior undermines trust and raises serious questions about their true intentions and dedication.

This was most evident when Cohort delegates ran out of $RARI and were unable to vote. During that period, the few active voters were genuine $RARI holders. This highlighted the alarming reality: the majority of delegates are not genuinely invested in the DAO’s success.

Cohort Delegate Programs: Misaligned Incentives

Through Cohort Delegate programs, $RARI is allocated to delegates who often show little interest in Rari Chain’s development. Aside from a handful of dedicated individuals, most delegates do not participate in campaigns or ecosystem activities. Instead, resources are funneled into working groups aimed at rewarding delegates themselves—an absurd and self-serving misuse of funds.

Delegates should act as champions of the ecosystem, actively contributing to its growth and governance. Their current disengagement and focus on personal incentives highlight a deeper structural issue.

Lack of Professionalism and Accountability

Despite the significant resources allocated to the Foundation team, there is a concerning lack of professionalism in their operations. For example, during a recent community call—organized by the Foundation—no representatives from the Foundation team were present to lead the discussion. This level of negligence and disregard for their responsibilities is unacceptable, especially given the scale of funding they are requesting. It reflects a broader pattern of complacency and a lack of accountability.

No Progress, No Logic

It defies logic to allocate millions of dollars annually to a team that consistently fails to deliver.On top of that, millions of dollars for ecosystem growth allocated to them. The lack of measurable progress, combined with exorbitant costs, indicates a fundamental problem in how the DAO is managed. As a community, we must confront this reality and work together to implement meaningful reforms. Continuing down this path will only lead to further treasury depletion and diminished credibility.

Recommendations for Reform

  1. Replace Leadership:
  • The current team has proven incapable of fulfilling its responsibilities. New leadership is needed to prioritize results, transparency, and accountability.
  1. Tie Budgets to KPIs:
  • All funding must be tied to clear, measurable key performance indicators (KPIs) such as user adoption, transaction volume, and ecosystem growth. Regular public updates should be mandatory.
  1. Focus on NFTs:
  • Redirect efforts and resources toward NFT-centric initiatives, which are the core value proposition of Rari Chain.
  1. Performance-Based Compensation:
  • Salaries and rewards must be tied to performance. Those who fail to deliver should not be compensated at the same level as high performers.
  1. Community-Led Decision-Making:
  • Empower the community to play a greater role in selecting projects and approving budgets, ensuring alignment with DAO priorities.
  1. Promote Treasury Sustainability:
  • Develop revenue-generating initiatives and adopt financial discipline to ensure the DAO’s long-term viability.

Conclusion

The Rari Foundation’s track record of failure and waste cannot be ignored. Approving another multi-million-dollar budget without significant reforms is unjustifiable. The lack of commitment from paid contributors, the unsustainable treasury model, and the glaring absence of progress demand immediate action. A lack of planning, poor technical implementation, and disregard for community engagement brought us to the current state of watching the Treasury getting drained, speed-running to 0, while DAO generates almost no revenue and we dont have users and builders on Rari Chain.

As a community, we must reject this proposal and work collectively to restructure the Foundation, enforce accountability, and prioritize initiatives that create real value. The future of the DAO depends on it.

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Thank you for your post Dzonson.

Your feedback and concerns are very important as they reflect some of the community’s vision toward Rari and the ecosystem, which you know in depth as a committed delegate and a vested user in the NFT space.

We share some of your concerns, especially regarding Treasury runway and overall project and ecosystem alignment.

Regarding Treasury runway, the current Foundation’s ask represents ~22% of Treasury funds, this gives 4+ years of Treasury runway considering no extra budgets. This is clearly something to consider and during 2025 it’ll be crucial to address revenue sources with the goal to make the Rari Treasury sustainable.

In this line, 2024 has been the year where the fee switch was activated, which effectively aligns the sustainability of the Rari DAO with the performance of the Rari Protocol. Although the DAO was the one to approve via governance this proposal, the Foundation was the one to execute and implement it in collaboration with Rarible, which is something worth noting when evaluating the yearly performance. Expansion of the fee switch to other chains should be a priority for 2025 and will give more flexibility to the DAO to extract value in different initiatives over the industry.

Revenue source also links with overall project alignment, including Rarible collaborations and support. We are aware of the necessity of establishing better communication channels with Rarible representatives and we think the Foundation is in a privileged position to support the DAO in this regard.

We are in favor of a clearer Foundation mandate through KPIs, which can highlight it’s activity and help evaluate yearly performances on measurable outcomes.

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Thank you so much for taking the time to read my post and for identifying some of the key concerns that I’ve raised. My intention was to spark a bit of activity within our ecosystem and encourage us to collectively recognize both the mistakes being made and the opportunities for improvement that we can seize.

What worries me the most is that, over the past two years, I’ve been observing what’s happening within the DAO. Objectively speaking—based on publicly available information—millions upon millions are being spent, yet very little tangible progress is being made.

As you pointed out, the Foundation’s request accounts for 22% of the total treasury. Now consider how much was spent in 2024 alone on other expenses (proposals, grants, ecosystem growth, etc.). Once those are factored in, the four years of runway you mentioned quickly shrink to just two. That’s why, in my opinion, we need to exercise caution and invest more effort into critical thinking about our existing processes.

One more thing I’d like to highlight is the fee switch you mentioned on the ETH network through the Rarible platform. I completely agree that it’s a fantastic initiative with enormous potential, and I think we must prioritize leveraging it in 2025. However, look at the current situation—it’s disappointing. The fee switch was activated in November, which, along with December, was one of the strongest months of the year for NFT ecosystems. Yet we failed to capitalize on it. As of January 6th, we’ve generated only around $1,000.

I hope my message is clear and conveys why I believe we need to pause briefly to reflect on what we’re doing and how we can improve. Everyone’s suggestions are more than welcome!

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Thank you for the detailed feedback, @dzonson.eth, and for the responses, @Jose_StableLab. Constructive dialogue like this is essential for the DAO’s progress.

I’ll respond to the key concerns first and then dive into addressing the individual points.

Key concerns:

  1. DAO’s financial runway.
  2. YoY increase in Foundation spending.
  3. Performance.

1.The DAO treasury is over 10M USD in current value, however all assets combined are closer to 20M. This counts in the Foundation operated wallets, such as the Operational wallet, and the Treasury Diversification amount; and the Ecosystem Growth fund wallets.
2. While there has been a steady increase in yearly spend by the Foundation, the goal is (after this year) to reduce the spending again as the working groups of the DAO and the ecosystem mature. Some costs are however hard costs and will be present regardless of the amount of activity. Variable costs are mainly personnel and marketing costs which we believe are important to invest in in 2025 to seize the potential for growth.
3. There are two topics being discussed here: the Foundation and the DAO. On the Foundation side, we constantly optimize the structure and the team to respond to market developments and opportunities. Most recently, the Marketing and Ecosystem Growth teams underwent changes and we welcomed Alex Salnikov, Rarible’s co-founder, as the Foundation’s Head of Growth. On the DAO’s side, we’re excited to see the effects of the DAO-led stake for governance initiative as it seeks to align the incentives between token holders and delegates. That said, we will incorporate Foundation-specific KPIs into the proposal to boost accountability.

The 2024 Annual Transparency report which will be issued at the end of the month will provide an overview of results of the Foundation’s operations and efforts, but as a topline recap, the Foundation secured a 25k ARB grant for the DAO, implemented gasless voting and embarked on wider governance upgrade to improve governance UX and incentives while imbueing new utility in the RARI token.

To @Jose_StableLab’s point, one of the top priorities for the Foundation in 2025 (H1) is to finalize the governance upgrade so that the DAO is in a position to be able to collect cross-chain revenue if it decides to do so. Another priority is close collaboration with partner projects to drive end-user adoption driving the protocol and/or chain usage and boost token infrastructure.

Detailed response to the raised points:

RARI Chain:

  • Launch Context and Priorities:
    RARI Chain’s launch was intentionally expedited to secure a unique position in a rapidly saturating L2 landscape. The launch brought the DAO broader visibility, established a foundation for governance upgrade, and introduced potential revenue streams. The chain has become the future hub for the DAO, has expanded with organic integration by projects, including Defi, maintains stable daily transaction volumes (over 10k daily).
  • Galxe Campaign Issues:
    The issues identified during the Galxe campaign were promptly addressed with the platform team. We have since transitioned to a new quest platform better suited to our goals, and no similar challenges have been reported.
  • Artists and Community Engagement:
    Characterizing the participating artists as disproportionately benefiting without contributing to the community is not accurate. Many artists, including Gabe Weiss, remain committed to collaboration and are actively engaged in ongoing initiatives to support the ecosystem. The initial open editions were designed to drive awareness, while future efforts aim to ensure higher NFT floor prices and long-term community value.

Grants Program

  • Grants Oversight and Results:
    The Spirit Grants program operates under a committee comprising two Foundation and two Community members. We encourage the committee to share a detailed summary of results and lessons learned in the annual report. However, it’s essential to view this program as a long-term investment in community-driven innovation, even if immediate outcomes have been limited.

Team and Budget

  • Compensation and Operational Efficiency:
    • The Foundation operates with a lean team, where each member brings extensive expertise and assumes responsibilities across multiple domains. Salaries reflect this seniority and versatility.
    • At the end of each fiscal year, the Foundation strives to deliver savings (to be outlined in the 2024 transparency report).
  • Revenue Initiatives:
    • The Foundation actively pursues revenue opportunities for the DAO, including securing grants (e.g. 25k ARB for deploying RARI chain-based governor contract), optimizing OTC sales, and exploring ways to enhance the RARI token’s utility.
    • The DAO assets current value stands at $20M USD, compared to $15M USD a year ago. This increase is due to the favorable development of the RARI token price, in which the budget is denominated. Note that this amounts takes into calculation also Foundation operated wallets, Ecosystem Growth Fund and Treasury Diversification portion.
    • Multigov (to be adopted as soon as ready in Q1/Q2) will enable the DAO to collect Rarible Protocol revenue across multiple ecosystems expanding the revenue making potential of the DAO, and re-aligning incentives with Rarible.
  • Transparency and Incident Clarifications:
    While we regret the isolated instance where the team was unable to attend a community call, this was due to unforeseen technical issues during an email server migration. We appreciate the community’s understanding, and the bi-weekly calls throughout the year demonstrate our commitment to regular communication.

Delegates and Governance

  • Delegate Engagement:
    • The perceived reduction in delegate voting power is a result of the vesting mechanics of veRARI, not token sales.
    • The Delegate Launchpad aims to attract new voices to the DAO, fostering decentralization and ensuring diverse perspectives in governance.
  • Improving Participation:
    We are exploring additional measures to engage token holders directly or through effective delegation. The goal is to empower the community while reducing reliance on centralized structures.

Progress and Transparency

  • Annual Report:
    The 2024 transparency report, due by the end of January, will provide a comprehensive overview of the Foundation’s activities, progress, and financial stewardship.
    • Compared to the previous year, there are clear improvements in decentralization, governance participation, ecosystem growth, and adoption.
    • Revenue-generating initiatives remain a top priority alongside supporting the DAO’s core objectives.

Commitment to Collaboration and Growth

While the Foundation has made strides, we acknowledge the need to implement clear KPIs to track progress and align with community expectations. This will be reflected in the revised budget proposal.

Additionally, team restructuring is underway to better address evolving market demands and ensure we remain responsive to the DAO’s needs.

The Foundation remains committed to its mission and to collaborating closely with the Rari DAO. We welcome continued feedback and look forward to working together toward shared success.

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