Hi Everyone 
Llama would like to express a keen interest in continuing to provide detailed analysis of the PCV and Tribe DAO finances to the community. Llama has already made a solid start, invested a lot of effort and is now in a position to really drive the FEI, PCV and TRIBE analysis forward. It was fantastic to see Messari using the publicly available Llama analysis to form the basis of their research. Llama intends to work more closely with Messari, share the not-so-public-facing data and help craft the narrative around the performance of the PCV and FEI of over time.
Llama recently published the Tribe DAO Q1 Financial Presentation and Report on the Tribe DAO governance forum, as well as the FEI Stablecoin Key Metrics and FEI Lending Markets on Dune.
The PCV is really complicated and unfortunately, Dune is not the ideal tool for analysing its performance. Dune will continue to be the high level externally facing analytical tool, meanwhile Llama’s system will be the engine room for deep analysis.
Llama has already developed a preliminary alternative backend system that maps out every transaction and assigns it a home on the Income Statement. We intend, in the next grant, to continue building upon the high level Tokenflow Statement to include more details of what is happening within the PCV and more generally, start doing a lot more granular analysis on the PCV.
The vision is to enable analysis of the relationships between community decisions, on-chain actions and the effect they have on FEI, PCV and TRIBE. With this granular, detailed understanding, the community can craft data-led proposals to target pre-defined/agreed objectives, or north stars. Upon completing the itemised Tokenflow Statement in Q2, our attention will then focus on the massively complex task of creating a Balance Sheet. Creating a Balance Sheet is a daunting task and probably something to be looked at in Q3 2022.
Llama would like to continue working with Tribe DAO, building on the original grant to provide deeper analysis and act as an enabler for more informed decision making with how to manage the PCV, TRIBE and FEI. Llama’s scope can go beyond analysis, to initially include suggestions on how to manage the PCV, improve the FEI peg and how to use the TRIBE inflation schedule to improve FEI’s growth across the ecosystem. This is a large task in itself.
Ultimately, the partnership can be expanded to include on-chain implementation. However, our suggestion is to enable Llama to focus more on the analytics, support the community decisions as best we can and then get more involved with on-chain implementation with time. We can certainly help out with implementing smaller scope on-chain along the way. A full holistic analysis, reporting, recommendation and on-chain implementation is something to work towards in time. Llama is certainly excited to be working with Tribe DAO and we put forward the following team to become the core of the Treasury pod.
@Matthew_Graham
Bachelor degrees in Mechanical Engineering, Investment Finance and Corporate Finance. Contributor to the Llama community overseeing the Aave Treasury Management grant and co-lead of the Finance Nest at Index Coop. A Tribe DAO genesis investor (100% TRIBE) who hasn’t sold and is a TRIBE delegate.
@Elliottwatts
Chartered Financial Accountant with the ICAEW. 6+ years of accounting and financial management experience, 3 of which with a Big4 Accounting firm. Co-lead of the Finance Nest at the Index Coop and a Contributor at LlamaDAO. Actively involved in crypto since 2019, DeFi user and investor.
@scottincrypto
Data Scientist with Bachelor degrees in Mathematics & Electrical Engineering. He likes to flex his data skills on crypto protocols, especially in DeFi, building dashboards & solving data problems
ethpanda
ethpanda is a crypto enthusiast based in San Francisco where he has been working as a data scientist for a tech company over the past 5 years. He loves digging into the intricacies and subtleties of novel dapps and innovative protocols and building Dune dashboards to understand them a bit better.
@PrairieFI
Bachelor degree in Finance, Master of Business Administration, CFA charterholder. Core Contributor for the Index Coop Finance Nest and contributor at Llama Community. 10+ years of banking experience in credit and finance.
@green
Austin has been an engineer in crypto for close to five years. He’s worked on governance proposals for DAOs such as Aave and Uniswap. He’s also a TRIBE genesis investor and TRIBE delegate.
If @SebVentures and others would like to join the pod, that would be awesome as we can run a channel in the Tribe contributor discord and discuss all the great work we can do together.