Arbitrum Token Flow Report - August 2024

Arbitrum DAO - Ventures

Gaming Catalyst Program (GCP)

Program Budget The GCP multisig did not make any transactions in August 2024 - the balance is therefore still 224.65M ARB. The initial work has focused on council onboarding, understanding compensation structures (with the assistance of external compensation analysts) as well as starting to get operational processes in place.

Arbitrum Ventures Initiative (AVI)

USD Budget

The AVI has processed the below transactions - swapping 163k ARB to USD87k with Wintermute's OTC desk - returning excess funding of 29k ARB to the DAO treasury The budget is outlined alongside - it is worth noting that the ARB was swapped for USD via a CEX and therefore cannot be tracked on-chain therefore we are unable to provide data around actual spend to date. Note that the initial budget asked for a 49.7k ARB buffer to ensure sufficient USD was obtained - that drove the return of 29k ARB mentioned above.

Market Consultation 12.9k (14.8%) Thesis Development 33.4k (38.4%)

Strategic Recommendations 22.9k (26.3%) Community Engagement 12.1k (14.0%) Project Management 5.8k (6.6%)

M&A for Arbitrum DAO

The M&A Pilot Phase concluded at the end of July 2024. The outcomes of the Pilot Phase was, among other things, a comprehensive summary report outlining the steps taken and workflows concluded over the period. The Pilot Phase concluded with the view that, while M&A is a strategic lever for the Arbitrum DAO for growth and stabilizing its operations while addressing the challenges of current capital allocation initiatives, now is not the right time for a large M&A fund. This is mainly due to several fundamental building blocks needing to be in place before large capital outlays should be approved.

The wallet has received: - 52k ARB from the DAO treasury wallet - 52.7k ARB from the ADPC wallet

It therefore holds 104.7k ARB. These funds were paid to the wallet as compensation for its holder's role in the ADPC and M&A programs and therefore has not been included in the DAO ARB holdings.

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