Thanks @Moss
We spoke about this privately, but wanted to re-emphasise that the most likely way in which Enzyme can add value here is with managing the direct staking integrations at a combined fee lower than the main LSDs on the market.
With regards to the ramp-up of AUM, imo the most productive immediate conversation would be about using the current assets already in the Enzyme pool. I personally believe ~9% of the pool would be a reasonable amount to deploy in such a strategy and committing to a ramp-up of some sort would only complicate the proposal at this stage. This doesn’t preclude us from using the Enzyme vault in the future for the right opportunities, but I would be against committing to a schedule.
Look forward to a governance-ready proposal & thanks again for all the work you guys have put into this!