ArbitrumDAO collected $6.19 million of income in the first half of 2026, and in July a chain it does not operate paid more than a third of what it earned.
That concentration is the finding in the Arbitrum Foundation's Bi-Annual Progress Update for the six months to June 30. Arbitrum One's own transaction fees are no longer what moves the DAO's income line. The growth is coming from chains built by outside companies that license Arbitrum's technology and return a cut of revenue, and for now that means one company, Robinhood.
Income of $6.19 million accrued to ArbitrumDAO across four lines in the half: Arbitrum One transaction fees, Timeboost, Arbitrum Expansion Program licence fees and treasury income. The collective gross margin on protocol revenue exceeded 97%, up from more than 90% for full-year 2025, the Foundation said.
Under the Arbitrum Expansion Program, chains that settle outside Arbitrum One and Arbitrum Nova return 10% of net protocol revenue to the Arbitrum ecosystem.
Robinhood Chain settles to Ethereum rather than to Arbitrum One, so it pays under that program instead of through Arbitrum One fees. The Defiant reported in July that Arbitrum would capture 10% of fees from Robinhood Chain. The report puts July AEP license fees at $360,000, or 35% of ArbitrumDAO income that month, which implies a July total of roughly $1.03 million. The Foundation does not state a July total.
