Arbitrum Token Flow Report - January 2025

Arbitrum DAO - Treasury

Arbitrum Stable Treasury Endowment Program (STEP)

The STEP report, covering 1 - 31 December 2024, was published on the forum and is summarized below (this is the most recent report). STEP Allocations

Market Value 31 Dec 2024 $30.5M Interest Earned (YTD) $196k Yield YTD (Cash on Cash) 0.65%

9.5m

9.6m

5.2m

5.3m

5.2m

5.2m

3.5m

3.5m

3.5m

3.5m

3.5m

3.5m

Securitize BUIDL

Ondo USDY

Superstate USTB

Mountain USDM

OpenEden TBill

Backed Finance blB01

USD Cost 30.3m USD Market Value 30.5m

Yield YTD Cash on Cash

USD Cost Interest Earned

Securitize BUIDL

9,523,937 5,194,875 5,194,875 3,463,250 3,468,250 3,463,250 30,308,437

58,390 26,859 56,403 34,966 13,342 195,756 5,796

0.61% 0.52% 1.09% 1.01% 0.17% 0.39% 0.65%

OndoUSDY

Superstate USTB Mountain USDM OpenEden TBill

Backed Finance blB01

Total

Other updates posted by the program manager included:

Securitize/Blackrock

Following BUIDL’s integrations with stablecoins from Ethena, Usual, and Frax, Securitize is working to add these tokens for additional on-chain redemption options.

OpenEden

OpenEden’s TBILL is now roughly 5% backed by Securitize/Blackrock’s BUIDL, with the goal of enhancing both liquidity and portfolio diversification.

Treasury Management V1.2

Both treasury management streams (Treasury Management and Growth) are currently in the RFP process, with no funding deployed to date. Note the "spend" in December has been removed from figures and will rather be added when the funds are moved out of the DAO-controlled multisigs.

Treasury Management Committee

Growth Management Committee

Austin Campbell (WSPN USA) $20k per milestone ($60k total)

Entropy Advisors

Three Sigma

Make Markets

Callen (Wintermute) $20k per milestone ($60k total)

Llama Risk

Waiving Payment

$20k per milestone ($60k total)

$20k per milestone ($60k total)

$20k per milestone ($60k total)

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