How Arbitrum’s Security Council Froze KelpDAO Funds
A Technical Deep Dive
Speaker Notes:
Welcome the audience.
Mention this is a technical deep dive based on official Arbitrum disclosures.
Goal: Understand exactly how the funds were moved without the exploiter’s private key.
Agenda
Incident Background
Arbitrum Architecture Basics
Security Council Emergency Powers
The Technical Mechanism (Step-by-Step)
On-Chain Evidence
Why It Worked
Implications & Trade-offs
Key Takeaways
Speaker Notes:
Walk through the agenda quickly.
The most important part is slides 6–10 (the actual mechanism).
Encourage questions during the technical section.
The KelpDAO Incident (April 2026)
April 18, 2026 : ~$292 million exploit on KelpDAO (rsETH)
Attack used a forged LayerZero cross-chain message (1-of-1 DVN flaw)
Large portion of stolen ETH moved to Arbitrum One
April 20–21 : Arbitrum Security Council executes emergency action
Result : ~30,766 ETH moved to a governance-controlled frozen wallet
Speaker Notes:
Give brief context — don’t spend too much time here.
Focus is on how Arbitrum responded technically.
Arbitrum Architecture Basics
Optimistic Rollup running on Ethereum (Nitro)
L1 → L2 messaging goes through the Delayed Inbox contract on Ethereum
Messages are executed on L2 with a specific sender context
Core contracts are upgradeable via the Upgrade Executor
Speaker Notes:
The Delayed Inbox is the critical component we’ll focus on.
Everything that comes from L1 to L2 passes through this contract.
Security Council Powers
Source: Arbitrum DAO Constitution
Consists of 12 members (multi-sig wallet)
Can perform Emergency Actions and Non-Emergency Actions
Both types of actions require 9-of-12 approval
Powers can be modified or removed via Constitutional AIP
Speaker Notes:
This is the formal legal basis for everything the Security Council did.
Emphasize that these powers are explicitly granted by the DAO via the Constitution.
Emergency Actions (Constitution)
“Performing any Emergency Action requires a 9-of-12 approval from the Security Council.
The Security Council must not use its power to perform Emergency Actions except in a true security emergency , such as a critical vulnerability that could significantly compromise the integrity, confidentiality, or availability of a chain governed by the ArbitrumDAO.”
Source: https://docs.arbitrum.foundation/dao-constitution (Section 3)
Speaker Notes:
Read the quote slowly.
Highlight that the action must be a true security emergency .
After any emergency action, the Council is required to publish a transparency report.
How Emergency Actions Work
9-of-12 multisig approval required
Can execute immediately with no delay (bypasses normal timelock)
Typically used for urgent security responses (e.g., protocol upgrades)
After execution → Full transparency report must be published
DAO can later restrict or remove this power via Constitutional AIP
Source: Arbitrum DAO Constitution - Section 3
Speaker Notes:
This is exactly what enabled the temporary Inbox upgrade we discussed.
The “no delay” part is critical — this is why they could act so quickly.
The Freeze Mechanism — High Level
Atomic temporary upgrade of the L1 Delayed Inbox
to impersonate the exploiter and move funds
1. Upgrade Inbox
2. Impersonate & Transfer
3. Revert Upgrade
Speaker Notes:
This is the core idea of the talk.
Emphasize that the entire operation was atomic .
Step 1: Temporary Upgrade of Delayed Inbox
Security Council triggers upgrade via the L1 Upgrade Executor
Upgrades the Delayed Inbox contract on Ethereum
Adds new function: sendUnsignedTransactionOverride
This function allows creating L1→L2 messages while impersonating any address
Speaker Notes:
They only added one temporary function.
The upgrade used the emergency (no-delay) path.
Step 2: Impersonated Cross-Chain Transfer
Used the new override function to create an L1→L2 message
Message was built to impersonate the exploiter’s address
L2 executed the transaction as if it came from the exploiter
~30,766 ETH was transferred to the frozen wallet
Frozen Wallet: 0x0000000000000000000000000000000000000DA0
Speaker Notes:
This is the clever technical trick.
They didn’t need the exploiter’s private key.
Step 3: Atomic Reversion
Immediately after the transfer, the Inbox was upgraded back to its original code
The temporary sendUnsignedTransactionOverride function was removed
Operation was fully atomic — no permanent protocol changes
Only the fund movement remained on-chain
Speaker Notes:
They cleaned up after themselves responsibly.
No backdoor was left in the protocol.
On-Chain Evidence
Ethereum L1 Tx
(Upgrade + Impersonation)
0x079984c56c5670108f5c6f664904178f9b364340351949a42e4637d1f645f770
View on Etherscan →
Arbitrum One Tx
(Fund Transfer)
0x5618044241dade84af6c41b7d84496dc9823700f98b79751e257608dac570f6b
View on Arbiscan →
Speaker Notes:
Show the transactions if possible during the presentation.
The L2 transaction clearly shows the transfer from the exploiter to the frozen wallet.
Why This Technique Worked
The Delayed Inbox is the trusted entry point for all L1→L2 messages
Temporary control of the Inbox allowed spoofing the sender address
L2 processed the transaction with the exploiter’s sender context
Native ETH could be moved because it appeared as a legitimate transaction from that address
Atomic upgrade-revert pattern left no permanent changes
Speaker Notes:
This is the key technical explanation.
They used the bridge’s trust model rather than breaking cryptography.
Implications & Trade-offs
Strengths
Fast and targeted recovery
Minimal disruption to users
Fully transparent and documented
Final release requires DAO governance
Trade-offs
Reveals centralization in current L2s
Depends on honest Security Council
Sets precedent for future interventions
Stage 1 rollup limitations exposed
Speaker Notes:
Be balanced in your explanation.
This is the current reality of most L2s.
Key Takeaways
Security Council used a temporary upgrade of the L1 Inbox
They added an impersonation function to execute a transaction as the exploiter
The entire operation was atomic (upgrade → transfer → revert)
No permanent backdoor was left in the protocol
Final movement of funds still requires DAO governance approval
Speaker Notes:
Summarize the main points clearly.
End on a strong note about responsible use of emergency powers.
Sources
Official Technical Disclosure
Arbitrum Forum Post
Arbitrum Announcement
X Post
L1 Transaction : 0x079984c56c5670108f5c6f664904178f9b364340351949a42e4637d1f645f770
L2 Transaction : 0x5618044241dade84af6c41b7d84496dc9823700f98b79751e257608dac570f6b
KelpDAO Incident Full Report : https://layerzero.network/publications/kelpdao-incident-report.pdf
Speaker Notes:
Recommend reading the official forum post — it’s very well documented.
All information is public and on-chain verifiable.
Questions?
Thank you!
Speaker Notes:
Open the floor for questions.
Be ready for questions about decentralization vs emergency powers.