Hey everyone,
Today we’re publishing Transparency Report #3 for Arbitrum Gaming Ventures (AGV), covering our activities during H2 2025.
The report outlines how AGV continued evolving as a DAO-aligned venture platform—expanding our investment thesis, strengthening operations, and deepening engagement across the Arbitrum ecosystem.
Transparency Report #3 highlights what we built and what we learned in H2 2025, along with how we’re thinking about the road ahead:
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Expanding thesis. How AGV broadened its thesis beyond gaming into areas like gamified consumer platforms, prediction markets, and other onchain-native experiences.
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Capital discipline. How we approached deployment in a more constrained market environment, including ownership strategy, reserves planning, and adapting to ARB price volatility.
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Team and governance. Updates on AGV’s internal growth, including new leadership hires and the election of a new Council member for the 2026 operating year.
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Market insights. Key structural shifts across gaming, consumer tech, and AI-driven production that are shaping where AGV looks for the next generation of opportunities.
Full report: AGV Transparency Report #3
Feedback & discussion
We’re here to listen. Drop your comments below, catch us during the next Governance Reporting Call, or reach out to us directly if you’ve got feedback or questions.
Thanks for reading—and for helping us keep this initiative aligned with the values of the Arbitrum DAO.