Compound (COMP) — Governance Rights Report

Vol. I, No. 1 Thursday, October 29, 2026 Compound — Governance Rights Report

Verdict

Compound

COMP — Governance Rights Report

Tier 2 S1 — Token-Governed Protocol Assessment as of 2026-10-01

GSA-1 near-miss GSA-2 near-miss GSA-3 near-miss GSA-4 fail GSA-5 near-miss GSA-6 fail GSA-7 fail GSA-8 fail

Why this rating: The canonical Governor Bravo+Timelock with the most documented dispute experience (Golden Boys, failed 2025 recall) — near-miss on GSA-1/2/3 pending flash-loan/threshold verification and a never-exercised distribution path. NOT in governance scanner ingest (on-chain Governor Bravo); Snapshot space comp-vote.eth hub-verified 2026-09-24 and used for temperature checks — scanner gap narrowed, on-chain votes still not ingested; GSA-1 near-miss: OZ Governor upgrade in progress (ScopeLift) could close past-block-snapshot/threshold gap

NOT in governance scanner ingest (on-chain Governor Bravo); Snapshot space comp-vote.eth hub-verified 2026-09-24 and used for temperature checks — scanner gap narrowed, on-chain votes still not ingested
GSA-1 near-miss: OZ Governor upgrade in progress (ScopeLift) could close past-block-snapshot/threshold gap
GSA-3 near-miss: V3 reserves are governance-withdrawable but no distribution has ever been passed — latent, unexercised
2026-10-09: Proposals 612 and 613 (treasury-delay hardening; EPCF/SVR return) PASSED their votes (FOR 1.89M / AGAINST 1.04M) and were canceled pre-execution by the Proposal Guardian (Community Multisig 5-of-9) on 2026-10-07 - a passed vote is not an executed right; the intervention path is now the determining structure in this dispute

Where to Vote

Proposal History

The current scanner window holds no proposal history for Compound.

Metrics

Curated metric — next quarterly update. We have not yet wired on-chain revenue, treasury, and distribution-enforcement reads for this DAO's space into the Institute's state files. The quarterly re-assessment cycle will populate this block.

Structure & History

Structure: S1 — Token-Governed Protocol.

S1-S5 protocol business structure taxonomy, as-of 2026-08-27 (structure taxonomy date); scores as-of 2026-10-01 (first scored 2026-07-23; quarterly recheck #2, cycle 2026-08-31 -> 2026-10-01)

2026-10-01 recheck — what changed

t/8098 "Aligning Treasury Delays with the Governance Process" (escrow cooldown 2->10d, timelock min delay 2->10d, EXECUTOR+CANCELLER to Governor Timelock) remains DRAFT — no progression in window; 4 one-call chain reads convert to on-chain events on execution
t/8103/t/8108 operator-mandate dispute unresolved (two-sided dispute record; Foundation denial + accuser rebuttal with receipts); no GSA cell moves at allegation stage per methodology
t/8109 "Return the EPCF and SVR Funds to Governance" goes on-chain 2026-10-02 — queued, no outcome yet
TMC security-renewal Snapshot vote FAILED 2026-09-26 (627K For / 1.8M Against)

First scored 2026-07-23; rechecked 2026-10-01.