At a glance
Treasury overview · Runway and burn
Total Balance
$79.8M
+3.2% vs last month
Monthly Net Flow
+$2.5M
vs last month vs last month
Inflows
$4.9M
this period vs last month
ENS Token Price
$6.95
+18.5% vs last month
Token Metrics
From Dune Sim and on-chain queries
Token Price
$6.95
+18.5% MoM
Market Cap
$210M
Fully diluted: $695M
Holders
~80K
ERC-20 wallets
Governance
Active
DAO via Snapshot
GitHub activity
From GitHub API
Executive Summary
AI-written, validated against the source data
The ENS DAO treasury currently stands at $79.8M. The period saw a net inflow of $2.5M, driven by $4.9M in inflows and $2.4M in outflows — the largest single outflow being a treasury rebalance from native ENS into stablecoins to fund the next round of working-group budgets. Native token holdings remain the majority position at $67.4M (84%); stablecoin reserves at $2.2M cover roughly nine months of current operational outflows independent of token price. Development velocity stayed high across ensdomains with 316 commits and 47 merged PRs from 18 active contributors. The ENS token appreciated 18.5% over the month, though liquidity-adjusted treasury calculations apply a 30% haircut on the native position when assessing runway.
Data sources used
Where each section pulls from
- Alchemy + HeliusEVM and Solana RPC for wallet balances and transaction history
- Dune SimToken price, market cap, holder count, liquidity
- GitHub APICommits, merged PRs, active contributors, releases
- OpenRouter (Claude / Gemini)AI report narrative generation
- Snapshot.orgOn-chain governance proposals (when configured)