Research: USDG Annual Revenue Could Reach 80% of Arbitrum's Revenue Over the Past Year

On November 13, that according to a research report from Blockworks Research, USDG could provide a new source of treasury revenue for Arbitrum. The study projects that, under an optimistic scenario, Arbitrum's retained annual revenue could reach $18.5 million, equivalent to 80% of its revenue over the past 12 months.

Under a base case scenario, the study projects that by October 2027, the USDG supply on Arbitrum will reach $615 million, generating $21.5 million in annual treasury revenue, leaving Arbitrum with $10.2 million after revenue sharing with integrated protocols, equivalent to 44% of its revenue over the past 12 months. These estimates rely on assumptions including incentives, adoption rates, and treasury yield rates.

The report states that the study was commissioned by the Arbitrum Foundation, with Blockworks retaining final editorial control.