Arbitrum Token Flow Report - June 2025

Arbitrum DAO - Treasury Management

Arbitrum Stable Treasury Endowment Program (STEP)

The STEP report, covering 1 - 30 June 2025, was published on the forum and is summarized below (this is the most recent report).

9.8m

9.5m

5.4m

5.4m

Market Value June 2025 $31M Interest Earned (LTD) $863k Yield LTD (Cash on Cash) 2.9%

5.2m

5.2m

3.5m

3.5m

3.5m

3.5m

3.6m

3.6m

152

1.7k

USD Cost 30.3m USD Market Value 31.1m USDCost Interest Earned (LTD)

Yield LTD Cash on Cash

Securitize BUIDL

9,523,937 5,194,875 5,194,875 3,463,250 3,466,516 3,463,250

271,219 159,104 165,505 92,033 76,250 98,466

2.85% 3.06% 3.19% 2.66% 2.20% 2.84%

OndoUSDY

Superstate USTB Mountain USDM OpenEden TBill

Backed Finance blB01

USDC (Circle)

1,734

Total

30,308,437

862,577

2.85%

The STEP manager updated the DAO regarding Mountain Protocol during May 2025 - it was acquired by Anchorage Digital and is in the process of winding down USDM. The DAO's full position was liquidated into USDC.

The full balance of USDC was still held at the end of June 2025.

1m

31.1m

31.1m

31m

30.9m

31m

30.8m

30.7m

862.6k

30.5m

30.5m

769.5k

800k

30m

672.8k

572.3k

29.5m

600k

29m

459.4k

400k

28.5m

356.9k

28m

251.5k

200k

27.5m

111.3k

113k

105.4k

102.5k

100.4k

99.8k

96.7k

93.1k

27m

40.4k

0

Oct 24

Nov 24

Dec 24

Jan 25

Feb 25

Mar 25

Apr 25

May 25

Jun 25

Market Value (USD)

Monthly Interest Generated (USD)

Cumulative Interest Generated (USD)

16

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