Monthly unlocks keep coming. Nothing burns or buys ARB back.
ARB is the voting coin of Arbitrum: 6.79B of 10B coins circulate. Gas is paid in ETH, so nothing burns ARB.
Sell pressure. Unlocks added 322.0M ARB in 90 days: three monthly team and investor steps of 92.65M, plus Foundation vesting. Three more steps land by Dec 16 2026.
Buy pressure. The only offset: a closed grants program sent 129.2M ARB back to the DAO treasury.
Net. Net, supply grew about 2.84% in 90 days and could grow 4.73% next.
No new ARB was created. All 10B coins were made at launch, and supply read the same at both ends of the window. The DAO has the right to mint up to 2% more a year by vote, but it has never used it and no such vote is open.
Team and investor coins unlock in equal monthly steps of 92.65M ARB on the 16th: Jul 16, Aug 16 and Sep 16 2026 added 277.94M. The Arbitrum Foundation's own vesting wallet also paid out 44.04M ARB in four releases. Next 90 days: three more steps (Oct 16, Nov 16, Dec 16 2026) plus about 43.09M from the Foundation wallet, 321.03M in all. The team and investor steps end on Mar 16 2027.
The DAO treasury holds 2.56B ARB that is not counted as circulating. It sent nothing out in these 90 days; its last payment, 230M ARB to the Foundation, went on Jun 28 2026, before the window, and no new spending vote is open. Also tracked: the Foundation vesting wallet (95.41M left), 555.88M team and investor coins still to unlock, the Foundation's spending wallet (324.59M, already circulating), 14.59M left in a closing grants program, and the unused 2% yearly mint right.
No estate, trustee or long lock is paying ARB out.
No contract buys ARB back. Network fees are paid in ETH and go to the DAO treasury as ETH. Buyback ideas have been discussed on the forum, but none was voted in.
Nothing burns ARB, because gas is paid in ETH. Supply fell by only 0.02 ARB and the dead address gained under 3 ARB in 90 days.
The Foundation spends ARB; it does not buy it. Offchain Labs, the main developer, has said it buys ARB over time for its own treasury, but it gives no size, and coins it holds already count as circulating.
ARB has no staking lock. Delegating votes does not move or lock coins.
The DAO closed its gaming venture program, and its unspent ARB went back to the treasury: 86.18M on Jul 7 and 43.00M on Jul 21 2026. Those coins had been circulating and are now outside the float again. About 14.59M is still in the program's wallet with no return date, so the next 90 days count 0.
Two sides: how much people want ARB right now, and how much buying could come later.
This part is based on social media. It shows how hot ARB is right now. A better rank means more people are talking about it.
Today, people are talking about ARB for two reasons:
On Oct 6 2026, Arbitrum joined the Paxos-led Global Dollar Network, and the USDG stablecoin (about $3.09 billion in total supply) went live with ten partner apps on day one. Arbitrum will get a share of the income USDG earns on its network. People ask how much of this new income could ever reach ARB holders.
A proposal posted on Oct 6 2026 asks the Arbitrum DAO to add 100 million ARB (about $18 million at Oct 10 2026 prices) to its DRIP rewards program, now focused on USDG. A final on-chain vote could come around Nov 12 2026. People ask whether paying out more ARB as rewards adds selling pressure while ARB sits near $0.18.
Checked Oct 10 2026
Based on the law of supply and demand, the long-run signal for Arbitrum is mixed. As of Oct 11 2026, score 4.5/10, Arbitrum faces +4.73% new supply over 90 days, with demand strong (4/5). Arbitrum's price drivers: 1 ▲ price up, 0 ▼ price down.
New supply is the likely reason. Arbitrum adds +4.73% new tokens in 90 days and +9.60% in a year, so buyers must soak up a steady flow. Demand is strong (4/5), and Robinhood Chain grew from zero to about $1B since Jul 1 2026, but that does not look like enough yet. That leaves Arbitrum's long-run signal at mixed, by supply and demand.
Ethereum looks stronger: 7/10 vs Arbitrum's 4.5/10 on Oct 10 2026. Arbitrum's demand is actually higher (4/5 vs 3.5/5), but its supply grows +9.60% in a year against Ethereum's +0.86%. Next for ARB: the Snapshot vote on 100M ARB for USDG opens Oct 15 2026. That leaves Arbitrum's long-run signal at mixed, by supply and demand.
It would take 50 times today's value: $10 × Arbitrum's coins in the market = about $67.9B, against $1.36B now (Oct 11 2026). Arbitrum's supply also grows +9.60% in the next year, so every extra coin needs buyers too. Our supply-and-demand read for Arbitrum stays mixed.
Today the signal is mixed. Supply and demand would point the other way for Arbitrum if new supply keeps arriving (+4.73% in 90 days), or demand falls from strong. Next date to watch for Arbitrum: Oct 15 2026 — Snapshot vote opens.
On our framework Arbitrum scores 4.5/10 (Oct 11 2026), with supply 0.5/5 (flooding) and demand 4/5. In the next year Arbitrum's supply changes +9.60%, so the long-run signal reads mixed.
The law of supply and demand points to one window for Arbitrum: low new supply, high demand, drivers pointing up. Where Arbitrum stands today: +4.73% new supply in 90 days (flooding), demand strong (4/5), drivers 1 ▲ / 0 ▼.
Arbitrum has 2 price drivers today (1 ▲ price up, 0 ▼ price down). ▲ Robinhood Chain: Robinhood Chain went from zero to about $1B since Jul 1 2026. • DAO's USDG bet: DAO votes by Nov 12 2026 on 100M ARB for USDG.
Arbitrum reads mixed at 4.5/10; Bitcoin reads positive at 8.5/10 (Oct 11 2026). On supply and demand, Arbitrum looks weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. ARB supply grows +4.73% in the next 90 days, so it shows in red: more ARB reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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