From my understanding of the RFC, the framework implies a more (pro)active approach to treasury diversification, “under the right market conditions.” However, I would also suggest considering the legality of any proposed action before execution (to address concerns expressed by @dybsy, this could be outlined in the “policies” explained in the “Treasury Management Operational Model”).
If this proposal is approved, it would not necessarily require any immediate action from Hop DAO. The proposed HOP should be sold “when appropriate”. Maybe you can add some clarity on this @Bernard but that is how I understood this RFC.
I think this makes the risk of this current RFC relatively low, especially if Hop DAO specifies that any OTC deal should undergo a vote first.
Since Hop DAO has already secured itself for a while financially, there is no need to rush the proposed OTC deal. For good reason too since any OTC trade conducted should be with a “strategic partner” committed to participating in governance and adding value to the DAO with their contributions.
Lastly, I would like to emphasize that the selection of “strategic partners” should be in line with the Mission Statement. The selected “partner” should be familiar with it as well. Probably a bit verbose mentioning this but I think it’s an important criterion for any prospective partner and delegate.