Arbitrum Token Flow Report - January 2025

Arbitrum DAO - DAO Core

This represents the long-term programs, committees or groups funded by and supporting the effective functioning of the Arbitrum DAO - these are funded directly by the DAO and not via a Grants Program. The pledged outflows amount indicates the amount allocated to each group via an on-chain governance vote, while actual outflows are funds which are then distributed from the wallet at which point they are "spent".

DAO Core Budget (ARB)

+4m

30m

+6m

+325k

+600k

+12.1m

+1.2m

+5.7m

Arbitrum Research &

ArbitrumDAO Procurement Committee (incl. Phase II)

Delegates Incentive System (incl. v2)

Multisig Support Service

Entropy Advisors

Event Horizon DAO Events Budget

Total

Development Collective (incl. v2)

DAO Development Spend - March 2023 to Current Month (ARB)

+200k

+0

10.5m

+6m

+196.6k

+1.7m

+633.6k

+1.8m

Arbitrum Research & Development Collective

ArbitrumDAO Procurement Committee (incl. Phase II)

Delegates Incentive System

Multisig Support Service

Entropy Advisors

Event Horizon DAO Events Budget

Total

Arbitrum Research & Development Collective v2

During January 2025, the ARDC multisig sent 2.85M ARB to the Aera vault to be converted into stables. Early in Feb 2025, the process to convert ARB into USDC started, with Odos being used. No ARB had been converted at 31 January 2025. The Tally proposal aimed to convert the requested 3.98M ARB into $1.73M to fund service provider commitments. As at 31 Jan 2025, if the full 3.98M ARB was converted to USDC at the closing price on that date ($0.63), the Collective would have $2.52M and therefore would be able to pay service providers. If the price were to fall below $0.434, the ARDC would have insufficient ARB to cover service provider fees (i.e. the 20% ARB price buffer would be insufficient to cover actual price movement).

Min ARB Price for Shortfall $0.434

ARDC v2 Budget

1.2m

1.2m

735.6k

660k

660k

663.8k

410k

368.6k

180k

93.6k

35k

19.4k

Security - OpenZeppelin

Research - Llama Research & Castle Capital

Risk - Nethermind

Supervisory Council (3 Members)

Immutable Lawyer Drafting

ARB Price Buffer

ARB Budget 4m

USD Budget 2.2m

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