Revoke LlamaRisk crvUSD Stream and Return Unvested Allocation to the DAO Treasury

Summary

As described in LlamaRisk: Concluding Our Curve Engagement, our active engagement with Curve ends June 30, 2026. This proposal implements the crvUSD portion of the funding wind-down we committed to in that post.

The vote calls revoke on the LlamaRisk crvUSD vesting escrow with a clawback timestamp of June 30, 2026 23:59:59 UTC. The effect is to stop the stream at the end of June and return the unvested crvUSD to the Curve DAO Treasury. LlamaRisk retains only the amount vested up to that date.

The intent, consistent with our prior post, is that the DAO pays for what it received through June 30 and nothing more.


What is changing

The crvUSD vesting escrow currently holds 288,411.66 crvUSD. The revoke call splits this at the June 30 cutoff:

  1. Returned to the DAO Treasury (clawback): ~270,246.59 crvUSD. This is the portion that would have vested after June 30. It is transferred to the Treasury at the moment the vote executes.
  2. Retained by LlamaRisk: ~18,165.07 crvUSD. This is the portion vested up to June 30. It remains claimable by the recipient address after the cutoff and is not affected by this vote.

After execution, the stream is permanently frozen at the June 30 cutoff. No further crvUSD vests, and the escrow’s owner is renounced. LlamaRisk claims the retained portion separately; this proposal does not claim on our behalf.

The CRV stream is handled separately, as noted in the engagement-conclusion post: it cannot be cut early without burning the unvested portion, so any CRV vesting beyond June 30 will be returned to the Treasury as tokens vest, within reasonable timelines.


Actions in this vote

The Curve DAO Ownership Agent executes a single call:

Field Value
Target contract 0xD0760552EeC8Aca4C6B0312A8dFFDF8aF553337d (crvUSD vesting escrow)
Function revoke(uint256 ts, address beneficiary)
ts 1782863999 (June 30, 2026 23:59:59 UTC)
beneficiary 0x6508eF65b0Bd57eaBD0f1D52685A70433B2d290B (Curve DAO Treasury)

revoke sets the escrow’s clawback time to ts, transfers the unvested balance (the amount that would vest after ts) to beneficiary, and renounces ownership of the escrow. The recipient’s already-vested balance is untouched.


Relevant addresses

Role Address
crvUSD token 0xf939E0A03FB07F59A73314E73794Be0E57ac1b4E
Vesting escrow 0xD0760552EeC8Aca4C6B0312A8dFFDF8aF553337d
Curve DAO Treasury (clawback beneficiary) 0x6508eF65b0Bd57eaBD0f1D52685A70433B2d290B
Vest recipient (LlamaRisk) 0xE8555F05b3f5a1F4566CD7da98c4e5F195258B65
Ownership Agent (executes the call) 0x40907540d8a6C65c637785e8f8B742ae6b0b9968