Arbitrum Token Flow Report - April 2025

Treasury

ARB Treasury Holdings 2.8B

The Arbitrum DAO's treasury holds mainly cryptocurrency, with the majority being its native ARB token. It's important to note that the composition of the treasury holdings is subject to change due to various factors, including fee inflows, outflows, and spending approved by the DAO.

Balance in native ARB token within the DAO's treasury wallet. See below for additional holdings across DAO controlled wallets.

DAO Assets - Converted into USD

Net Transaction Fees

18.7k

BoLD Validator Send ETH Attackathon Send Treasury Management Send

(5.1k) (0.03k) (7.5k)

ETH Treasury Holdings 6k

NET DAO ETH

6.1k

ARB Holdings 1b (94.4%) ETH Holdings 24.2m (2.3%) USD Holdings 34.7m (3.3%)

ETH in Fee Wallets ETH in L2 Treasury Wallet

0.1k 6.0k

The majority of the DAO's treasury is therefore held in its native token, ARB. It also holds ETH from transaction fees, as well as US Dollar-linked investments mainly via the STEP program.

NET DAO Treasury ETH

6.1k

It is worth drawing attention to the fact that the ARB tokens sitting in "treasury" are represented in native ARB token and not a fiat or other cryptocurrency equivalent - much discussion has been had around this point but it is clear that the value of treasury ARB cannot be priced at current ARB market prices. These tokens are effectively out of circulating supply and are similar to a traditional company holding its own stock as treasury shares. If the DAO were to decide to deploy its entire ARB balance, the market would be flooded with liquidity and the price of ARB would be materially impacted. Any proposal moving ARB out of treasury holdings and into the market will have an inflationary impact on the price of ARB (i.e. cet. par . proposals moving ARB out of treasury will cause the price of ARB to fall relative to e.g. the USD).

Treasury Holding - ARB and USD Overview

USD Stablecoin Holdings

ARB Holdings

DAO Treasury

2,763,294,610 155,608,333

Catalyze Gaming Ecosystem Growth

STEP 2.0

34,919,000 30,000,000 26,749,998 21,950,000 17,635,044 8,713,387 8,662,999 7,000,000

Arbitrum Audit Program

Entropy - Treasury Management and Events

OpCo

Domain Allocator Offerings Season 3

DIS - New Multisig

Sylus Sprint Event Horizon Arbitrum MSS

207,884 120,984

ARDC v2

D.A.O. Grant Wallets

3,556

1,323,272 1,215,510 1,044,201 30,957,405 34,663,581 123,193

DAO Season 3 11e7 Wallet

DAOEvents DAO Treasury

STEP (using most recent 31 March report)

TOTAL

3,074,865,795

Note immaterial balances not included.

7

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