Keep clicking ops @arbitrum Views are my own
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1/ Starting to post here more frequently & figured I'd say what this will say before it's a wall of takes with no context.
I spend most of my working time in the Arbitrum eco: lending markets, RWA, yield infrastructure etc. The stuff that matters if you're moving real capital onchain.
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PGA is live on Arbitrum. Users now bid for priority with maxPriorityFeePerGas on standard txs, ordered in 125ms rounds, with an anti-starvation boost so low-fee txs still land within a few blocks. Happy bidding.
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Vincent in Quest retweeted
THE BLOCK: Standard Chartered has initiated coverage of Arbitrum's ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1, forecasting that its price could rise around 70x from $0.14 to $10 by the end of 2030.
The bank cited growth in tokenized assets and Robinhood Chain, which it expects to generate around $5 million in fees for Arbitrum in September.
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KYC doesn't protect anyone. It just centralises personal data. Revolut proved it once again.
More relevant than ever: kycnot.me
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RH Chain gas rev is down 83% from its Sept 4 peak.
But
Transactions: 13.98M → 13.6M (-3%)
Weekly DEX volume: +27%, record $2.42B yesterday
Avg cost per tx: $0.43 → $0.077
So
Blockspace got cheap. Same trades, lower fees.
Onwards
Some nice graphs here:
thedefiant.io/news/blockchai…
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"Tokenised stock holders don't get voting rights"
is a correct criticism on @RobinhoodApp and @vladtenev's model.
It's also true for every ETF you own. BlackRock votes your shares. Vanguard votes your shares. Retail gave up on voting rights when it started buying index products.
And I'm sure they're building pass-through voting as we speak.
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Crypto is the greatest industry in the world. Anyone, anywhere, from any background can make it if they put in the time and effort clicking the right buttoms on a laptop. It is truly the only industry that is completely remote, global, and permissionless + good career upside and we get to have a lot of fun doing our work.
Now send btc to 83k pls.
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Vincent in Quest retweeted
Arbitrum + Ethereum will be the infrastructure powering the programmable economy.
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Gm and @RobinhoodCrypto just became the largest tokenised-stock issuer by holder count, ~862,800, past @binance bStocks.
Higher
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Vincent in Quest retweeted
JUST IN: ARBITRUM PUBLISHES H1 RESULTS
ArbitrumDAO @arbitrum pulled in $6.19M in H1 revenue, with @RobinhoodApp's license fees accounting for 35% of July income—the first full month Robinhood Chain ran on mainnet.
Read more here:
thedefiant.io/news/blockchai…
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Robinhood launched stock tokens on Arbitrum One in 2025, validated demand, then migrated to its own chain. Robinhood Chain went live 1st of July on the Arb stack. Non-stop 100ms blocks & closed August with 520K tokenised stock holders. How about that for a "launch-and-migrate blueprint".
Read the structure. Robinhood is issuer, distributor and sequencer operator. TradFi forced those three roles apart. We recombined them in 18 months and call it vertical integration.
Who's next?
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Sometimes I don’t even read my LLM’s response. Writing the prompt was enough. Lesson in there. Thinking clearly is half the battle.
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Accelerate
Stablecoin growth by chain over the past 24 hours.
@Arbitrum +$109.0M
@Solana +$48.0M
@Base +$46.0M
@SonicLabs +$31.4M
@HyperliquidX +$31.0M
@XRPLF +$19.5M
@trondao +$17.8M
@StellarOrg +$9.1M
Via @tokenterminal.
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Arbitrum shipped a boring feature for boring businesses last Thursday. It might bring in a lot of boring business. The future looks very exciting.
ArbOS Elara added protocol-level compliance filtering: the chain owner writes the policy, transactions get screened at the sequencer before they execute, and the owner gets an audit record of everything filtered.
Tokenized RWA today (think BUIDL, BENJI) means writing compliance into every token. Whitelist the holders, gate the transfers, repeat for every asset you launch. Elara moves the rule from the asset to the chain. Makes sense?
Permissioned chains aren't new. Avalanche and Polygon have shipped this tooling for years and gone nowhere with it. The difference is Arbitrum is handing issuers a rulebook on infrastructure they already chose. Arbitrum One hosts more tokenized RWAs (3000+ and counting!) than any other chain & Robinhood tokenized stocks on Arb One first, then launched its own chain on the Arbitrum stack in July.
Build on Arb One, move to your own chain later. That order is the moat.
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Hear from our DevRel @0xjesstech why Open House Singapore is the best place for founders to get the right support to launch onchain.
Teams looking bring novel products to the Arbitrum Platform are welcome to apply to our online Buildathon kicking off September 14th.
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1/ @HyperliquidX built the best perp DEX in crypto. $11.7B of open interest, retail won outright, nobody close. Everyone benchmarks @variational_io against it, but they're a different beast. It isn't building an exchange. It's building the market behind them, which in crypto still runs on @telegram.
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3/ The platform now carries 93% of Arbitrum's open interest and $24.5B of 30-day volume. @dragonflyvc led a $50M round in May; @BainCapCrypto and @cbventures are on the cap table too. A quite promising setup.
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4/ We spent years saying TradFi derivatives would come onchain with finally something to point at. Retail perps went to Hyperliquid. The dealer flow is going to @variational_io. Different race, and a far bigger one.
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