Arbitrum Token Flow Report - July 2024

Fee Inflows

Arbitrum DAO-governed chains (Arbitrum One and Nova) programmatically generate ETH inflows through transaction fees paid by users within the Arbitrum ecosystem.

DAO Fee Inflows - March 2023 to July 2024 (ETH)

These fees are split into:

4.3k

Layer 1 Sequencer Fee Inflow

Transaction fee component paid by a user and distributed to a chain's Sequencer to refund the Sequencer for its batch-posting fees.

7k

Layer 1 Surplus Fee Inflow

Transaction fee component charged as proportion of Layer 1 base fee, in excess of the actual cost required to be paid to the sequencer.

3k

27.4k

Layer 2 Base Fee Inflow

Transaction fee component that covers the minimum cost of Arbitrum transaction execution.

Layer 2 Surplus Fee Inflow

L1 Base Fee 27.4k (65.8%) L1 Surplus Fee 3k (7.2%) L2 Base Fee 7k (16.7%) L2 Surplus Fee 4.3k (10.2%)

Transaction fee component that covers the cost beyond that covered by the Layer 2 Base Fee during chain congestion.

Arbitrum DAO Transaction Fee Flows (ETH)

6k

50k

265 575 189

41.3k 41.6k

39.1k 39.8k 40.1k

40k

36.5k

292 538

4.5k

561

32.7k

761

30k

224 538

24.6k

338

277 639 168

3k

21.6k

490

19k 20.2k

20k

318

4.4k

484

886

4k

258 530

450

2.9k

2.9k

1.5k

367

409

10k

2.2k

2k

2k

400

1.4k 1.6k

1k

1.2k

1.1k

814

481

577

162

119

98

0

0

L1 Base Fee

L1 Surplus Fee

L2 Base Fee

L2 Surplus Fee

Cumulative Revenue

The DAO implemented changes to transaction fees in the ArbOS v20 "Atlas" upgrade - when the Atlas upgrade was initially completed, there was an oversight on the fee. A subsequent Snapshot was passed, decreasing the below fee components:

DAO Fee Inflows - April 2024 to July 2024

- L1 Surplus Fee: decreased from 32 gwei to 0 gwei; and - L2 Base Fee: decreased from 0.1 gwei to 0.01 gwei

This was passed in March 2024 - the impact on transaction fee inflow is thus clearly seen by the drop in ETH flowing into DAO wallets post this upgrade. It also changed the make-up of transaction fees - the L2 Surplus Fee became the most material component of fees vs. the L1 Base Fee being the largest component before the upgrade. Average total monthly fee inflows in the 3 months post the upgrade fell by 77% relative to the 3 months before the upgrade - from 3,170 ETH to 725 ETH per month.

L1 Base Fee 243 (9.8%) L2 Base Fee 467 (18.8%) L2 Surplus Fee 1.8k (71.5%)

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