SOS - Notice Period: One-Off Objectives Submissions Feb '25

Add two business clusters

1 year strategic objective

Arbitrum is positioned in defi and Gaming, but web3 is rapidly expanding to more verticals and there are many (cost-effective) opportunities where we could enjoying first mover advantage. Finding niches to position ourselves would add resilience to the ecosystem and provide cost-effective growth.

As per this objective, Arbitrum would test new verticals and aim to find at least two new areas of growth (where a combination of protocol fees, investment value, and network benefits generate significant ROI*).

*significant ROI needs to be defined relative to cost of incentivising the vertical (both lifetime cost and per annum cost).

Non financial needs:

  • oversight function setup (delegates for now but moving to OpCo or equivalent)
  • investment management functio (AF to start but then moving to CapCo or equivalent)
  • marketing support from AF

KR:

  • 20+ actively being developed dapps/protocols in the area
  • transaction fees tracked for the areas (no target yet as lacking data to benchmark)
  • investment value tracked for the areas (target would be developed as a 3yr+ horizon)
  • impact assessment for the area (benchmarked)