Arbitrum Token Flow Report - January 2025

Treasury

ARB Treasury Holdings 2.88B

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

16.9k

BoLD Validator Send ETH Attackathon Send Treasury Management Send

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

ETH Treasury Holdings 4.2k

NET DAO ETH

4.2k

ARB Holdings 2b (96.6%) ETH Holdings 38.1m (1.9%) USD Holdings 32m (1.6%)

ETH in Fee Wallets ETH in L2 Treasury Wallet

0 4.2k

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

4.2k

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

2,884,632,693 178,750,000

Catalyze Gaming Ecosystem Growth

Entropy - Treasury Management & Events Budget

27,750,000 10,474,782 7,000,000 5,260,000 1,097,297

Delegate Incentive System

Event Horizon Sylus Sprint

ARDC v2

Plurality Labs - Grants Safety Multisig

518,215 403,443 48,623

Arbitrum MSS

Plurality Labs - Thrive Impact Foundation Multisig

Questbook Wallets ADPC - Aera Vault

3,556

1,266,087

195,979 70,970

ADPC - Multisig

STEP (using most recent 31 Dec report)

30,504,194 32,037,231

TOTAL

3,115,938,609

Note immaterial balances not included.

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