Thank you for the write up! A few comments from me:
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The analysis on different possible tools to use for treasury management was very good! Quite happy to have a detailed analysis with recommendations on how to use them. If you wanted to shorten the report, I’d recommend simply cutting out some of the tools you view less favorably (or moving them to an appendix).
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I’d agree with the point @drcpu is making. The analysis of the effectiveness of current POOL distribution is quite thin. Even some small changes could have increased the effectiveness by a lot (i.e. how much POOL is transferred immediately? even if we don’t know how much is sold). The analysis of POOL distribution and tokenomics was always what I was primarily interested in (see my comment on the original proposal here).
So overall I think this is helpful as a survey of capital tools but we likely need to revisit the POOL distribution and usage analysis to make better decisions on what the best next steps are.