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    #97 Return 12.5M Delegated Tokens to the Governance Timelock

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    Description

    Return 12.5M Delegated Tokens to the Governance Timelock

    Background & Motivation

    These UNI were delegated from the treasury in 2022 and 2023 – 2.5M to the Uniswap Foundation and 10M to a group of active delegates - during periods of low governance participation. The delegations aimed to establish an active delegate base when quorum faced risks.

    The governance landscape has transformed significantly. Token holders actively delegate voting power, and since DUNI's establishment, passed proposals have averaged roughly 75 million votes in turnout, exceeding quorum by approximately 88%. Over 50 delegates now hold more than 1M UNI in voting power.

    Undelegating these tokens addresses potential misalignment created by the Franchiser mechanism itself. While selected delegates participated actively in governance, the Franchiser didn't ensure structural alignment between voting power and economic exposure. This misalignment should not persist when the original implementation rationale no longer applies.

    Specification

    This proposal invokes recallMany on the FranchiserFactory contract (0xf754A7E347F81cFdc70AF9FbCCe9Df3D826360FA) to retrieve all UNI currently delegated through the Franchiser system, returning the recalled tokens to the Governance Timelock (0x1a9C8182C09F50C8318d769245beA52c32BE35BC).

    Eight Franchiser delegations are targeted for undelegation, totaling ~12.5M UNI:

    | Recipient | Address | Votes | | --- | --- | --- | | Uniswap Foundation | 0xA37131410A76791f4A0210e91EDD554d85aFb4d4 | 2,500,001.19 | | Anode | 0xECC2a9240268BC7a26386ecB49E1Befca2706AC9 | 2,499,858 | | Axia Network | 0xE93D59CC0bcECFD4ac204827eF67c5266079E2b5 | 2.25M | | PGov | 0x3fb19771947072629c8eee7995a2ef23b72d4c8a | 2.25M | | Wintermute | 0xB933AEe47C438f22DE0747D57fc239FE37878Dd1 | 1.9M | | Keyrock | 0x1855f41B8A86e701E33199DE7C25d3e3830698ba | 494K | | KPK | 0x8787FC2De4De95c53e5E3a4e5459247D9773ea52 | 453K | | Atiselsts.eth | 0xAac35d953Ef23aE2E61a866ab93deA6eC0050bcD | 154K |

    The UF Franchiser has accumulated ~1.19 UNI of unrelated inbound transfers from third parties since it was funded. recall always sweeps the full balance (the Franchiser contract has no partial-recall option), so those stray amounts will return to the Treasury along with the original 2.5M.

    For45,226,915 90%
    Against0 0%
    Abstain4,765,036 10%
    Quorumreached

    Timeline

    1. Pending
    2. Active
       
      block 25,166,037 → 25,206,357
    3. Succeeded
       
    4. Queued
       
    5. Executed
       

    Votes (101)

    0x11dA…ECdCFor · 15,003,219 UNI
    0x6d71…75C3For · 8,007,409 UNI
    0x4421…448DFor · 5,311,814 UNI
    0x42f9…468cFor · 5,000,000 UNI
    0xA7F6…d555For · 2,891,294 UNI
    0x3FB1…4C8AAbstain · 2,502,495 UNI
    0xB933…8Dd1For · 2,353,782 UNI
    0x8d07…A265For · 2,301,703 UNI
    0x5C04…dC62For · 2,270,288 UNI
    0xE93D…E2b5Abstain · 2,251,813 UNI
    0x683a…6C02For · 2,004,506 UNI
    0x0726…f14FFor · 43,497 UNI
    0x6263…A609For · 10,000 UNI
    0x0579…CA09Abstain · 8,148 UNI
    0x6f9B…8A1dFor · 6,624 UNI
    0x1F3D…0591For · 5,833 UNI

    https://gov.uniswap.org/t/blockfuls-delegate-platform/25765/4?u=blockful

    0xDbc8…4F28For · 5,407 UNI
    0x8ABf…441aFor · 5,000 UNI
    0x12b3…0832Abstain · 2,576 UNI
    0x1B68…eeaDFor · 1,208 UNI
    0x6De8…5dFdFor · 1,200 UNI

    See our rationale in our delegate thread

    0xB792…89D7For · 1,040 UNI
    0x21b3…Fa75For · 1,023 UNI
    0xc554…7759For · 1,001 UNI

    because returning the 12.5M UNI to the Governance Timelock is a logical and timely step that reflects the maturation of Uniswap's governance ecosystem. The original Franchiser delegations successfully served their purpose of bootstrapping quorum and active delegates during low-participation periods in 2022 and 2023. However, with the introduction of DUNI driving average turnouts well past 75 million votes, artificially bolstering voting power is no longer required.

    0x1106…9FdaFor · 402 UNI
    0xE228…13b1For · 112 UNI
    0xe954…619dFor · 104 UNI
    0xa829…4153For · 78 UNI
    0x7065…dF2DFor · 59 UNI
    0x7Bb9…0418For · 44 UNI
    0xF517…29e5For · 30 UNI
    0xFffd…bf5dFor · 20 UNI
    0xbC0F…ebb8For · 20 UNI
    0x3DDC…05B0For · 15 UNI
    0xb201…2241For · 15 UNI
    0x2F2F…f78AFor · 14 UNI
    0xe2bc…F6dbFor · 14 UNI
    0xE0E2…5724For · 13 UNI
    0x1A9a…2E4aFor · 10 UNI
    0x19f6…02ccFor · 10 UNI

    I am voting yes on this proposal to return the 12.5 million delegated UNI tokens from the Franchiser contracts back to the Governance Timelock treasury. While these initial treasury delegations were necessary to secure quorum during a period of low participation in 2022 and 2023, the Uniswap governance landscape has matured significantly, with organic voter turnout now consistently exceeding quorum requirements. Recalling these tokens successfully fixes the structural misalignment between voting power and economic exposure, ensuring the protocol's governance remains decentralized, secure, and driven by active stakeholders.

    0x37B4…D54dFor · 9 UNI
    0xc82b…d5C4For · 8 UNI
    0x4Dd7…257DFor · 6 UNI
    0xAa30…2F53For · 3 UNI
    0x1962…9811For · 3 UNI
    0xcC0B…C1eaFor · 3 UNI
    0x870d…44D1For · 3 UNI
    0x87Ac…873FFor · 3 UNI
    0x0940…76cCFor · 3 UNI
    0x3917…31e3Abstain · 3 UNI

    Voting timeline

    Proposal actions

    Caller
    Timelock
    0x1a9C…35BC
    →
    recallMany→
    FranchiserFactory
    0xf754…60FA
    ▶delegatees, tos
    delegateesaddress[]
    0xA37131410A76791f4A0210e91EDD554d85aFb4d4,0xECC… (343 chars)
    0xA37131410A76791f4A0210e91EDD554d85aFb4d4,0xECC2a9240268BC7a26386ecB49E1Befca2706AC9,0xE93D59CC0bcECFD4ac204827eF67c5266079E2b5,0x3FB19771947072629C8EEE7995a2eF23B72d4C8A,0xB933AEe47C438f22DE0747D57fc239FE37878Dd1,0x1855f41B8A86e701E33199DE7C25d3e3830698ba,0x8787FC2De4De95c53e5E3a4e5459247D9773ea52,0xAac35d953Ef23aE2E61a866ab93deA6eC0050bcD
    tosaddress[]
    0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9… (343 chars)
    0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC,0x1a9C8182C09F50C8318d769245beA52c32BE35BC