Mo

The @arbitrum DAO has officially crossed $3M in cumulative interest from its Treasury Management Portfolio! The $1.5M mark was reached back on September 23rd, 2025, meaning the DAO's total interest has doubled in just 6 months. ~$90M is currently deployed, yielding ~4% APY.

DRIP Season 1 shows what happens when incentives are designed for long-term growth - not short-term extraction. Built on capital efficiency and disciplined allocation, lending on Arbitrum scaled fast: - USD markets +38% -> $770M - ETH markets +25% -> 400K ETH - Yield-bearing stables: $130M -> $1B+ - DEX liquidity: $20M -> $120M Led by @EntropyAdvisors, @Offchain and the Arbitrum Foundation, we began season 1 with @aave, @Morpho, @eulerfinance, @0xfluid, @SiloFinance, @Dolomite_io. Result: stickier, more productive liquidity - a stronger foundation for DeFi on Arbitrum. Season 2 is coming. Read more: blog.arbitrum.io/drip-season-1-…

Boros just crossed $10M TVL for the first time since launch! Driven by the recent surge in RWA Open Interest, it has grown ~230% MoM to ~$20M notional - now making up ~10% of all OI on @boros_fi Over half of the RWA OI sits in Binance's XAU market.

Good to see the Ethereum Foundation further exploring DeFi within DeFi. Arbitrum DAO has been doing this for a while. A $100M AUM portfolio already deployed across RWAs, ETH and stablecoins on: • @aave • @0xfluid • @morpho • @gmx_io • @sparkdotfi • @lido • @ether_fi

As a leading incentive-design provider, we require the best data, so we built an in-depth dashboard on Merkl-run campaigns Churn = Users who never made another transaction after claiming tokens via Merkl Arbitrum: 10% Ethereum: 11.2% Plasma: 16.9% Base: 51% WorldChain: 96%

Ethena is proposing to lend to Maple Institutional. Maple Institutional depositors should be watching. The spread between Maple Institutional and syrupUSDC has compressed from 2.7% to ~0.7% in the past year. More capital deploying to the same book could compress yields further.

~$10B sits across the top 10 DAO treasuries, but most of it is held in volatile assets and, notably, in native tokens. During market downturns, the aforementioned leads to runway deterioration and budgets get squeezed. The Arbitrum DAO has been diversifying its treasury into stables and RWAs since Q4 2024, and the actively managed portfolio currently stands at $90M So far, the program has generated $2.6M in interest. Even with US Treasury and DeFi rates coming down, the portfolio is still yielding 3.7%

Programmable economies grow on deep financial primitives: - Lending - Borrowing - Stablecoin liquidity - Yield markets - DEX liquidity DRIP is showing how targeted, performance based incentives can bootstrap real DeFi markets on Arbitrum, strengthening the financial infrastructure needed for programmable economies to scale onchain. Learn more about DRIP Season 1 👇

DRIP was born from one ambition: a renaissance in how incentives are designed on Arbitrum. This report is the most comprehensive look at what actually goes into running a program like this. Proud of everything we've built with the team @EntropyAdvisors. Now we pause, reflect, and then full speed ahead into the next one.

.@pendle_fi built the leading yield tokenization protocol. Now they're expanding into general yield trading with @boros_fi on @arbitrum. In under a year: - $180M+ Notional OI - $12B in Notional Volume - ~$500k in Fees We just shipped a Boros Dashboard on @Dune (✍️/8)

Despite unfavorable market conditions, institutions continue to expand their footprint in crypto. Franklin Templeton’s Tokenized Money Market Fund, BENJI, just hit a new ATH in AUM: $900M. Institutions will bring trillions on-chain via tokenization. This is just the beginning.

.@PayPal's PYUSD market cap on @arbitrum has crossed $215M, making it the network's 4th-largest stablecoin. The growth is a direct result of @USDai_Official integrating PYUSD to back its USDai token, alongside @m0's wM, while gradually transitioning to backing the asset with GPU loans. PYUSD is now fully integrated into the DeFi landscapes of Ethereum and Solana, especially across lending markets. On Ethereum, PYUSD has a market size of $480M+ on @aave, while @SentoraHQ's vault on @Morpho recently crossed $210M. How big do you think the PYUSD market can get over the next few months, especially on Arbitrum, as the 3rd-largest network and the first L2 to host the asset at scale?

Some use cases we are excited about: - Stocks as DeFi collateral / cheaper margin - Yield farming equity pairs - Block by block dividends - Innovative structured products - No more "minimum size" - 24/7 trading - Global access Thousands of stocks are coming to Arbitrum DeFi

The combined market size of ETH assets on @aave has lost more than 1/3 of its value compared to the $30B peak in mid-January. This hit the Ethereum Core market the hardest, as WETH, weETH, and wstETH are among the largest positions there. As the crypto market continued its downward trajectory, utilization rates on the Ethereum's Core instance followed suit. But Plasma tells a different story. It now has the highest aggregate among markets with over $1B total market size, and the only one above 80%. The reason? Plasma is dominated by stablecoins and their yield-bearing wraps, which held steady even as ETH assets compressed. This stablecoin resilience shows up elsewhere too. Base recently saw $230M in fresh collateral with syrupUSDC being added to the market. As uncertainty rises in the broader crypto market, stablecoins become more dominant, signaling a clear shift toward risk-off strategies.

Daily Timeboost Fees (in ETH Terms) hit another record high yesterday with BTC dropping from $73k to $60k in a single day. Arbitrageurs are benefiting from the volatility to capture MEV revenue. As a result, the DAO earned $50K in a single day from Timeboost

As recently voiced by @sgoldfed as a response to Vitalik, Arbitrum is scaling Ethereum in a mutually beneficial way. Meanwhile, many EVM chains can't even outperform Ethereum on Daily Average TPS. The Arbitrum ecosystem has achieved PMF and wide distribution through DeFi, fintechs, stablecoins, RWAs, perps, and more, all while being a highly performant blockchain.

Staked @USDai_Official has exceeded $330M, bringing the staking ratio to over 50% of circulating supply. Although the stablecoin's market cap declined by roughly $45M in recent days, the $2.3M NVIDIA B200-backed loan and the CHIP token announcement appear to have contributed to a shift toward staking.

@Churro808 @EntropyAdvisors @MattFiebach @swmartin19 @tomwanhh @arbitrum 🙏🙏

@mobenseddik @EntropyAdvisors @MattFiebach @swmartin19 @tomwanhh @arbitrum Welcome to the arb eco fam :)

I am pleased to announce that I have joined @entropyAdvisors as Lead Quantitative Researcher! Appreciate the trust @MattFiebach, @swmartin19, and @tomwanhh have placed in me. Excited to build on @arbitrum with the team and contribute to the broader blockchain research space !

@BFreshHB @EntropyAdvisors @MattFiebach @swmartin19 @tomwanhh @arbitrum 🙏🙏

@mobenseddik @EntropyAdvisors @MattFiebach @swmartin19 @tomwanhh @arbitrum Welcome to the eco 💪

@kl2ish @EntropyAdvisors @MattFiebach @swmartin19 @tomwanhh @arbitrum Thank you sir!

@mobenseddik @EntropyAdvisors @MattFiebach @swmartin19 @tomwanhh @arbitrum Congrats @mobenseddik! They are lucky to have you