ARB · monthly unlocks keep feeding new supply to the market.
ARB is the governance token of Arbitrum, an Ethereum layer-2 — ~6.36B circulating of a 10B hard cap. Gas is paid in ETH, so ARB has no mint and no burn; supply rises purely as locked tokens vest.
Sell pressure. Vesting cliffs release ~278M ARB over the next 90 days, plus about 44M from DAO Treasury spending.
Buy pressure. None. There is no buyback and no burn — nothing in the protocol removes ARB from supply.
Net. About +5% to market over 90 days — supply heading up steadily as the unlock schedule runs toward Mar 2027.
- July vesting cliff~92.6MJul 16 2026 · added to market
- August vesting cliff~92.6MAug 16 2026 · added to market
- September vesting cliff~92.6MSep 16 2026 · added to market
ARB has no protocol inflation. Arbitrum is an Ethereum layer-2 where gas is paid in ETH, not ARB, so no new ARB is minted by the network — the 10B supply is fixed.
Team, advisor and early-investor allocations vest on a monthly cliff on the 16th — about 92.65M ARB each month. Three cliffs land in the next 90 days (Jul 16, Aug 16, Sep 16), for roughly 277.9M ARB reaching wallets.
The Arbitrum DAO Treasury and Foundation move ARB into circulation through grants, incentive programs and operating budgets — running about 44M ARB over 90 days. The 2027 Foundation budget of 230M ARB cleared its on-chain vote on Jun 25 2026 but disburses across a full year, so only the run-rate counts here.
No bankruptcy estate or court-ordered distribution applies to ARB. The large DAO Treasury overhang, about 42.78% of supply, is governance-controlled, not a bankruptcy claim.
There is no protocol buyback of ARB. Network fees are collected in ETH and flow to the DAO Treasury, so nothing is programmed to buy ARB back from the market.
ARB is never burned. Gas is paid in ETH and there is no fee burn of ARB, so no supply is removed by network activity.
No discretionary open-market buying of ARB by the Foundation or DAO has been announced or observed in the window — monitored.
No new multi-year lock or escrow that removes circulating ARB has been announced in the window — monitored.
My research. My portfolio. Free.
Deep research weekly. My real holdings monthly.