Pantera Capital Delegate Communication Thread

Governance Delegate Statements
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gm ArbitrumDAO on behalf of Pantera Capital.

As an early supporter of Arbitrum, we’re excited to join the ranks of 400k+ participants & 250k+ delegates participating in the Arbitrum DAO today.

Name: Pantera Capital

Forum Accounts: @PanteraCapital

Email: governance@panteracapital.com

Website: https://panteracapital.com/

Twitter: Pantera Capital | Franklin Bi | Matt Stephenson | Cosmo Jiang

Focus Areas:

  • Long-term Growth:
    Acquiring new users and growing new product offerings to scale the ecosystem and its value proposition.

  • Economic Sustainability:
    Ensuring the long-term sustainability and eventual profitability of the protocol through robust financial management.

  • User Security:
    Improving the security and robustness of the protocol to protect against vulnerabilities and attacks.

  • Transparency and Accountability:
    Promoting transparent decision-making and holding key stakeholders accountable to build trust.

  • Technological Innovation:
    Fostering cutting-edge innovation by supporting research and technical upgrades that provide a competitive edge.

  • Research-backed Insights:
    Striving for data-backed insights and active research to support informed decision-making among DAO participants.

About Us:

Pantera Capital is the first institutional investment firm focused exclusively on digital assets and companies in the blockchain and crypto ecosystem. Pantera launched the first cryptocurrency fund in the United States in 2013, the first blockchain venture fund in 2014, and the first early-stage token fund in 2017. Today, Pantera manages ~$5bn across passive, hedge fund, and venture fund strategies – exclusively focused on blockchain.

In 2018, Pantera Capital led the seed funding round for Offchain Labs, original developers of and core contributors to Arbitrum.

Conflicts of Interest Disclosure: A full list of publicly-disclosed companies / projects invested in by Pantera Capital can be found here.

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Nova Fee Sweep & Timeboost Vote
Vote: FOR
This proposal transfers 1,886 ETH (~$4.3M) in historical transaction fees to the DAO treasury while introducing Timeboost , a priority auction system for transactions. This system enhances efficiency and generates additional revenue for Arbitrum. We supported this proposal as it optimizes treasury management, improves network sustainability, and simplifies governance by ensuring future fees flow directly to the DAO .

Stable Treasury Endowment Program 2.0 (STEP 2) Vote
Vote: FOR
STEP 2 expands Arbitrum’s diversification strategy by allocating 35M ARB (~$20M) to real-world assets (RWAs) like U.S. Treasury Bills and money markets. This initiative strengthens the DAO’s long-term financial stability by reducing exposure to ARB token volatility and generating yield. Given the success of STEP 1 (yielding ~$875K in returns), we voted YES to further de-risk the treasury, support RWA adoption, and ensure Arbitrum’s financial sustainability .

OpCo: DAO-Adjacent Entity for Strategy Execution Vote
Vote: FOR
OpCo establishes a legal entity under DAO oversight to manage operations, strategy execution, and resource allocation. While the 30M ARB (~$18M liquid) request is substantial, having a structured entity ensures long-term efficiency, enables hiring, and prevents reliance on individual contributors. This professionalizes governance, allows Arbitrum to scale, and ensures operational continuity , which is why we supported the proposal.