Compound Growth Program 2025 renewal [AlphaGrowth] V4

[Michigan_Blockchain]

Michigan Blockchain supports the V4 proposal and will be voting in favor. We value
AlphaGrowth’s acknowledgement of the DAO’s concerns regarding previous growth program renewal proposals. The integration of a linear payout structure while allowing the DAO to revoke payment stream, a smaller budget, and a shift of responsibilities addresses many of the major concerns the DAO had regarding previous iterations. Furthermore, we appreciate the detailed report on the successes of the 2024 program, which adds confidence in AlphaGrowth’s ability to lead the charge in terms of Compound’s growth. As far as plans for the future, we are especially excited about the Rails to TradFi and Staked COMP initiatives (which AG and a few others have proposed ideas for).

-Mateo Membreno
-Jordan Storfer

[Chainlink]

Chainlink Labs values AlphaGrowth’s contributions to the Compound DAO. We’ve enjoyed partnering with them, collaborating on impactful initiatives that highlight their technical ability to drive growth and innovation for the protocol while maintaining safety. We also applaud the community and all stakeholders for their rigorous oversight, keeping Compound robust. Looking ahead, we’re excited to continue teaming up with AG and the ecosystem to advance Compound’s growth in 2025 and beyond!

[sharp]

Thank you @AranaDigital for the kind words of support. The feedback from the Arana Team has been important in the direction that the Growth Program has taken recently, additionally, the team’s inputs were crucial in creating the final versions of this draft that we have posted.

As we move ahead to the next phase of the Compound Growth program, we look forward to collaborating closely with the Arana team to bring the best opportunities on the Table for the Compound Community.

[sebyverse]

Thank you @Chainlink for the kind words and amazing support during the past Growth Program.

As we continue to deploy new markets and assets, we look forward to leveraging the Chainlink suite of products and amazing team to keep Compound Protocol as safe as possible.

Compound Growth has also enjoyed working together on BOBBY, Lightning House, and SVR.

[sharp]

Thank you Mateo, Jordan and the Michigan team for the support. Michigan Blockchain’s feedback and support has been crucial for us since Day 1 of starting the Compound Growth Program. We look forward to continuing the collaboration to serve the Compound community better!

[bryancolligan]

This last year has been more eventful than we ever could have predicted, I want to extend my gratitude to everyone who has shown support and offered feedback on the forum.

It’s amazing to see so many teams stand up, raise a hand and publicly state how the Compound Protocol and the Growth Program have been helpful in progress the DeFi industry at large. While many of the Growth Program’s activities go unseen, this is the cornerstone of it’s success. The Growth Program engages the entire Defi industry and leverages the existing protocol to it’s fullest extent. Out of the 50+ projects, chains, assets that we were able to help in the last year, 32 stepped forward and commented.

We have taken on ambitious goals, sometimes stumbling and learning from mistakes, but always striving to do what we thought best for Compound. It is has been an honor and humbling experience.

Recently, it’s been inspiring to see teams engaging on new versions of the protocol, financial mechanisms, treasury management solutions energizing the community with fresh ideas. A year ago this wasn’t the case and quorum was difficult to reach.

As the team dedicated to pushing Compound forward, we have learned immense lessons this past year. Armed with this knowledge and wisdom of 1 year of experience, we are ready and excited for the next year, in whatever form the DAO or Protocol evolve into.

The vote is currently live and encourage everyone to vote: Tally | Compound | 2025 Compound Growth Program Renewal V4 [AlphaGrowth]

Thank you again, we will continue to innovate, ignite momentum, and help guide Compound toward an even brighter future.
Bryan Colligan
On behalf of the Compound Growth Program

[Gauntlet]

Gauntlet has voted No. In addition to the concerns of professionalism raised by Compound delegates and stakeholders, the following considerations indicate that continuing with AlphaGrowth’s expensive proposal is not in the Compound DAO’s best interest.

• Foundation Timing & Strategic Redundancy: The Compound Foundation introduces a new vision for DAO leadership, strategy, and coordination. Committing to a one-year growth mandate alongside it risks redundancy and randomization. The community should evaluate the Foundation’s role before proceeding down parallel paths.
• Governance & Audit Risk: OpenZeppelin has repeatedly flagged large COMP transfers as high-risk, citing centralization, lack of enforceable controls, and poor alignment with governance best practices. This proposal requests 127,426 COMP (~12.5% of the Comptroller), with a third distributed upfront and the remainder streamed, representing a significant share of remaining DAO assets. The structural risks previously raised in Proposals #381 and #416 remain unresolved.
• Budget Increase: Compared to the 2024 budget, AlphaGrowth’s proposal requests a 26% increase in USD terms ($4.25M to $5.35M) and a 65% increase denominated in COMP (77,208 COMP to 127,426 COMP). This increase occurs despite community feedback advocating against expanded business unit scope.
• Performance Bonus Structure: While performance incentives can align interests, AlphaGrowth’s proposed bonus (equal to a full year of DAO revenue per $100M in new TVL) front-loads rewards without ensuring long-term value to Compound.

Given these concerns, and with the announced Foundation introducing a new strategic vision for the DAO, we recommend declining this proposal and revisiting Compound’s growth strategy once the Foundation’s role and priorities are fully understood.

[sebyverse]

Thank you so much for taking the time to show your support.

We have been pleased to work with you and your team in understanding how to make sure future deployments are a success.

[IgorTeslya]

Chiming in here in support of the Alphagrowth team.

I work at Consensys, looking after business development for MetaMask and the MetaMask Debit card.

We’ve been working with the Alphagrowth team since November 2024 to deploy Compound on Linea and enable spendable tokens on the MetaMask card.

This would mean that any user can earn yield on their assets through Compound and then spend the interest earned at any of the 150 million merchants that accept Mastercard—all via self-custody on MetaMask.

Remember banking the unbanked?

We’re doing it - and we need your help.

Alphagrowth has been instrumental in:

• helping to navigate the Compound governance process
• giving feedback on technical requirements
• managing cross-team initiatives between the Compound, Linea, and MetaMask teams.

Our Early Access received an incredibly positive response at ETH Denver 2025. We’d like to continue this momentum with a Compound integration ahead of general availability in the US (and beyond).

Big shoutout to @rossgates and @Joebjornsen , who have met with us in NY, Denver, online, and async to work on this groundbreaking initiative. They love Compound and are clearly driven to ensure we all succeed.

END

[rossgates]

Thanks for your support, @igorTeslya !

It’s been awesome working together on this, and we’re really excited to make Compound cTokens spendable through MetaMask’s, Mastercard debit card. I’m glad your trials and roll out have been going well, and I’ve greatly enjoyed testing the product myself in the U.S., Hong Kong and everywhere in between.

The artwork is pretty cool too!

[Pulpit]

Silenced scary, helped make compound easier to use and trust R.I.P Nextosi

[CalBlockchain]

Compound Growth Program 2025 renewal [AlphaGrowth] V4 - FOR

Blockchain at Berkeley voted “yes” for the Compound Growth Program renewal by AlphaGrowth for the following reasons:

1. Cost Reduction and Accountability:

AlphaGrowth has reduced its responsibilities and associated costs based on community feedback. By implementing a vesting schedule, they’ve increased their accountability to the DAO, ensuring that compensation is tied to performance and aligned with the protocol’s success.

2. Proven Track Record with Elevated KPIs:

The 2024 Growth Program exceeded its KPIs, demonstrating AlphaGrowth’s ability to deliver results. For 2025, they aim to raise the bar further, focusing on proven strategies while exploring new opportunities to drive Compound’s long-term growth.

3. Community-Driven Adjustments:

The proposal reflects extensive input from the community and delegates, showing that AlphaGrowth has listened and adapted. The refined scope balances continuity with innovation, ensuring the program aligns with the protocol’s priorities without overextending resources.

We understand the concerns community members have brought up:

1. $2M upfront
2. Compound Foundation re-entering the scene, so this vote should be postponed/we should Abstain so that Compound Foundation can outline their remit.
3. High performance bonus structure based on TVL

However, we believe that AlphaGrowth is the current best option.

In regards to the Compound Foundation, considering their prolonged absence, their re-entrance was not heavily considered, given that they have yet to outline a plan or communicate with the DAO in any capacity (their only communication has been public facing posts on Twitter).

If the Compound Foundation aired their goals/asked the DAO to postpone voting for Alpha Growth’s while they defined their goals, we may have been more receptive. However, the Compound Foundation had more than a month while Alpha Growth revised their proposal to communicate to the DAO.

Our delegators also did not reach out.

That being said, we are excited to see what the Compound Foundation has in store and are not immediately against re-delegating some responsibilities currently given to Alpha Growth based on expertise down the line.

[Kyle]

Good Evening Blockchain at Berkeley,

Thanks for following our proposal as it has taken shape, and for sharing the rationale behind your vote of confidence. It would be great to learn more about what initiatives you are prioritizing over the next year.

Thanks again for your support.

[Argonaut]

We haven’t seen this level of support from the industry in a while, congrats to Alpha Growth for generating so much good feedback and driving the community to the forum. We supported your proposal as well, but we understand that Gauntlet, and other delegates want to explore a different approach, which is also a valid option we’re not opposed to.

[AlphaGrowth]

We received community feedback on our last Growth Program proposal, we are thankful to all the delegates, community members, and Compound Partners for coming out and taking part in this process. We found alignment with an interim 2 month plan here: Compound Growth Program - Interim Extension