Governance
- Facilitated the Security Council’s execution of two non-emergency actions: a correction of the total DVP and key rotation.
- Advanced the Automate Timeboost Proceeds Split proposal through its temperature check, however, this proposal has now been delayed until PGA is live.
- Progressed the Security Council Election Process Improvements proposal through its temperature check, which is now undergoing its on-chain vote.
- Published the Q2 MSS Handover Report.
- Preparing for an upcoming proposal to continue the Arbitrum Audit Program (AAP).
Tech
- Announced Open House (OH) Buildathon Singapore which is set to take place from September onwards.
- Published the Open House London report and completed payouts for the Buildathon and Founder House winners.
- Continued pushing content (London 1 & 2, ZK, changes) and supporting the community across Discord and X.
- Issued two Builder’s Block newsletters (#21 and #22).
Finance
- Continued the ETH covered call program, generating $61,020.00 in premium income on 6,750 ETH of notional while keeping the underlying ETH staked in eETH.
- Deployed $7.0M returned from the AGV wind-down and $1.63M redeemed from the Gauntlet vault into Spark Savings sUSDC, keeping the portfolio fully deployed.
- Executed the approved AF Funding Proposal drawdown, sourcing $16M in RWA/stablecoin positions and 1,740 ETH from the ATMC portfolio.
Ecosystem
- Entered the closing phase of the first Mentorship cohort, completing Demo Day with approximately 30 VCs in attendance.
- Finalized KYC and prize distribution for the Mentorship program winners.
- Closed the Arbitrum Audit Program (AAP) applications on August 1 following a late surge in submissions.
Capital & Investment
- Broadcasted the Arbitrum thesis across various investor channels, engaging asset managers (WisdomTree podcast, client roundtables) and liquid funds (DACM LP webinar).
- Published the 6-month ecosystem review.
- Maintained an active pipeline of investment research analysts initiating coverage on Arbitrum, following recent inbounds from tradfi firms and institutional desks.
- Supported the launch of the Canary Capital research report to clients (~$500M AUM in digital assets), highlighting Arbitrum’s economic model as “particularly compelling.”