Today in DeFi Research Delegate Communication Thread

[TodayInDeFi]

Proposal: Institutional $ARB Buyback via Bond Issuance
Date: Jul 2 2025
Comment:

Proposal: Institutional $ARB Buyback via Bond Issuance

Hi, this is Brook from TiD Research. This is a high-level discussion with many details still to be clarified, but I find the exploration quite compelling. Instead of framing this as a pure ARB buyback, we could view it as a mechanism to offset the persistent ARB sell pressure caused by DAO expenditures. According to the token flow report, the DAO has spent an average of 3.1M ARB per month (~1% of circulating supply) over the past six months—a meaningful amount. [image] However, I agree with…