Strategic guidelines for allocating the Hub's NTRN

All of these suggestions sound good in principle but now that NTRN is in the Cosmos Hub treasury it needs to manage the pot of NTRN intelligently.

I don’t see any reason why the NTRN in the Cosmos Hub POL should be deployed to fund grants for projects running on Neutron. This is essentially the Cosmos Hub treasury turning into a Neutron system venture capitalist which I don’t think is a good idea given that Neutron is going head to head against Solana (and Polkadot to a far lesser extent) in the WASM execution engine market. I wouldn’t fund anything against Solana. Solana is a formidable competitor, it’s not an Ethereum, which is like beating a dead horse (from technology perspective). If projects can’t raise money in the market, I don’t see why Cosmos Hub should be fronting money.

The only 2 situations in which I see the Hub Treasury investing in a Neutron smart project is IF:

  1. Project raises money on its own in the market from independent (from the Hub) VCs who are fronting their own money and then the Hub Treasury participates in a syndicated deal with them.

  2. A project is deciding between Solana and Neutron, HAS NO COMPETITORS on Solana, and needs a financial incentive to land on Neutron

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