39th GRC Call - Recording & Transcript

Arbitrum Foundation updates:

Governance

Tech

  • The London Open House Online Buildathon concluded with ~800 builders participating and 275 projects submitted. Winners have been announced.
  • The London Founder House begins July 10 at Encode Club LDN, with 120 founders invited from more than 400 applicants.
  • Created and distributed the first Foundation engagement survey to teams that participated in Foundation programs, including Open House and Mentorship.
  • Published Builder’s Block newsletters #19 and #20, alongside technical content, panels, and workshops supporting Open House and other ecosystem initiatives (including x402 + AWS, and related activations), growing the Builder Newsletter by 1% over the past 30 days to approximately 10,000 active subscribers.

Finance

  • Completed the deployment of approximately 12,800 ETH into EtherFi’s eETH liquid staking product, including recalling ETH collateral from counterparties, bridging assets, and staking via ether.fi.
  • Continued the ETH covered call program, generating $38,812.50 in premium income while the underlying ETH remains staked in eETH.
  • Finalized the sourcing plan with OAT and Entropy for the approved Foundation funding drawdown from the ATMC portfolio, consisting of $16M in RWA/stablecoin positions and 1,740 ETH.
  • Returned funds that were held on behalf of the AGV, to the DAO Treasury, following AGV Wind-down proposal.

Ecosystem

  • Arbitrum Audit Program
    • Processed more than 50 applications throughout June, with several teams progressing toward audit contracting.
    • Advanced AI Security Pilot research by benchmarking five full audits against the outputs of five AI security tools.
  • Mentorship
    • June marked the closing phase of the first Mentorship cohort, with Demo Day preparation as the primary focus. The team engaged more than 60 investors, with over 30 confirmed attendees.
    • Hosted a marketing clinic, legal workshop, security best practices session with Sherlock, fireside chat with AJ, weekly one-on-one mentoring sessions, and Demo Day preparation calls.
    • Published and amplified team spotlights across ecosystem social channels throughout the month.
  • Grants
    • Continued disciplined review of grant applications and milestone payouts as well as processing Arbifuel applications.
    • Drafted grant agreements for the London Founder House winners.
      Capital & Investment
  • Market Coverage
  • Investment & Capital Engagement
    • Hosted an oversubscribed Arbitrum Onchain Capital Markets briefing in London for allocators, investment firms, and asset managers, featuring speakers from 21Shares, FalconX, Offchain, and the Arbitrum Foundation.
    • Represented the Arbitrum Foundation at the Goldman Sachs Digital Assets Conference.
    • Represented the Arbitrum Foundation at the Selini Summit for investment firms and digital asset allocators.
  • Investment Coverage
    • Continued supporting inbound research from analysts across traditional finance research houses and asset managers exploring the Arbitrum ecosystem, with multiple firms progressing through the engagement pipeline.