The plaintiffs won their cases but North Korea has never paid. With sovereign assets effectively impossible to seize, the families have spent years searching for any North Korean property they can legally collect against to satisfy their judgments.

Gerstein’s filing argues that because U.S. authorities have linked the Lazarus Group, the hacking unit responsible for the exploit, to the North Korean state, the 30,765 ETH frozen by Arbitrum’s Security Council qualifies as North Korean property under U.S. enforcement law.

If the court accepts that framing, the families with unpaid judgments would have a senior legal claim on those funds, ahead of the rsETH depositors who originally held them.

The reason Arbitrum is involved is straightforward: after the rsETH exploit, its Security Council froze 30,765 ETH at a specific address on its network, effectively placing the funds under its control. Gerstein’s filing points to three underlying cases, Calderon-Cardona, Kim, and Kaplan, with writs of execution totaling roughly $877 Million.

The legal tool being used is CPLR §5222(b), a New York enforcement mechanism that allows creditors to freeze assets simply by serving a restraining notice, without first getting a new court order, though the target can challenge it afterward.

Once served, the recipient is barred from moving the assets for up to a year or until the judgment is resolved. Ignoring it can lead to contempt of court, the same category of offense used when someone defies a judge’s order.

The complication here is that Arbitrum DAO is not a company with clear legal status. That means the risk doesn’t neatly attach to “the DAO,” but to whoever a court ultimately decides has control over the frozen ETH.

The filing and legal theory presented drew pushback inside the same forum thread. Delegate Zeptimus argued the legal premise is backwards, writing that the ETH “is not property in which the DPRK has an ‘interest’… It’s stolen property,” and adding that under basic property law “a thief acquires no title.”

In that view, the funds belong to the original rsETH depositors, and the proposed recovery effort is not a redistribution but a return of assets to their rightful owners. Blocking that process, Zeptimus wrote, “shifts the cost of the DPRK’s debt onto a different set of victims who were themselves robbed.”

Delegates had been working through a different set of trade-offs. Entropy Advisors urged a FOR vote, citing the daily interest cost to Aave users with stuck positions. Axia flagged questions about whether the Arbitrum Captive Insurance Product would cover delegates if something went wrong.

Gerstein’s filing sharpens that question considerably, where coverage for ordinary delegate liability is one thing but exposure tied to a live enforcement action is another.

What’s left is a choice between victims. On one side, Aave depositors with positions they can’t close. On the other, families behind decades-old judgments against North Korea, still seeking to collect.

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