Offchain Labs became the sole member of Arbitrum’s Developer Guild, collecting all of its revenue, and proposed that the Arbitrum Foundation sign off on new Stylus activations on Arbitrum One.
Key Takeaways
Guild members need 12-18 months of production work
Guild takes 2% of chains’ net protocol revenue
No active Stylus contract expires before August 2027
Trail of Bits to audit the activation contract
The Arbitrum Foundation announced the Guild’s first member on October 23, the same day Offchain posted its Stylus activation proposal.
How the Guild is funded
The Developer Guild was first introduced in January 2024 alongside the Arbitrum Expansion Program, which lets projects launch their own Arbitrum chains. Offchain was invited in recognition of its role as the protocol’s primary architect and maintainer. It will receive the funds the Guild has already collected and 100% of its revenue for as long as it remains the only member. The Foundation describes the Guild’s funding as “relatively nascent” and did not disclose the balance.
Revenue source
Share to the Guild
Net protocol revenue from Arbitrum chains outside One and Nova
2%
Arbitrum One Priority Gas Auction proceeds
3%
Arbitrum One Sequencer Fast Feed proceeds
3%
Under the Guild specification, chains launched through the program pay 10% of their net protocol revenue to the ecosystem: eight points to the DAO treasury and two to the Guild. A chain with $1 million in qualifying revenue would send $80,000 to the treasury and $20,000 to the Guild. More than 30 chains already contribute, according to the Foundation.
The Foundation expects the arrangement to push Offchain to focus more of its work on growing the DAO’s revenue, now that it shares in those cash flows. It also expects the Guild to become one of Offchain’s funding sources, so that the company asks the DAO for less in future.
The Foundation decides who else gets in
Membership is by invitation, with several conditions. A member’s business model must rely substantially on Arbitrum succeeding, its core components should have been in production for 12 to 18 months, its code must sit in public repositories under approved licences, and it must pass identity checks, sign an agreement with the Foundation and publish yearly updates.
Under the specification, the Foundation approves members, decides each one’s share of the funding and can suspend or remove them at its sole discretion. Trivial activity such as typo fixes or dependency bumps does not count as meaningful work, and member names and allocations are to be published periodically on the governance forum. Every example of qualifying work in the document is an Offchain Labs repository, from the Nitro node software to the cargo-stylus toolchain.
The same day, Offchain proposed a Foundation key for Stylus
Stylus lets developers write Arbitrum contracts in languages such as Rust that compile to WebAssembly. On October 2, the Security Council paused new Stylus activations on Arbitrum One and Nova, citing a growing number of AI-assisted attacks using hand-crafted WebAssembly programs that skip the standard Stylus toolchain and can degrade chain performance. Known bugs affect chain availability, and no attack allowing theft of user funds has been found, the Council said.
Under Offchain’s proposal, a developer would submit source code to an auditor from the Arbitrum Security Program. The auditor would rebuild the contract with cargo-stylus, the same toolchain listed in the Guild specification, confirm it matches the deployed code and contains no hand-crafted WebAssembly, and post a pass or fail on the forum. After a pass, a Foundation-controlled multisig would issue a signature, and the developer would activate the contract through a new activation contract. The audit does not review a contract’s business logic, and the Foundation would rely on the auditor’s result without making its own assessment.
For most builders, the change is narrower than the pause suggests.
Unchanged
Solidity contracts deploy and run as normal.
Active Stylus contracts stay callable and renewable.
ArbOS 61 renewed all active contracts on One, so none expires before August 20, 2027.
Through the new gate
New Stylus code, including new versions of existing apps.
Reactivating expired contracts or after a Stylus version change.
Arbitrum One only. Nova, which is being scaled back, is excluded.
The gate also carries trade-offs, which the proposal itself lists.
The signing right has no automatic expiry, though the DAO can change or revoke it.
Requests would be handled on a reasonable-efforts basis, with no fixed turnaround.
A compromised signer could approve harmful code, and the proposal adds no way to deactivate a contract.
The proposal goes next to a Snapshot temperature check. Trail of Bits will audit the activation contract, and the report, source code and multisig configuration are due before the on-chain vote. A vote against would not lift the pause, and the proposal asks the DAO for no new funding.
Where that leaves ARB holders
The Guild pays its members, and the 8% share goes to the DAO treasury. Neither arrangement pays ARB holders directly. The token’s documented role is governance, which here means voting on the Stylus proposal and on any later change to the signing right, while Guild membership rests with the Foundation. As an earlier look at why ecosystem revenue does not automatically become ARB-holder income explained, a bigger funding pool is not a claim on it.
Snapshot result on the Stylus proposal
Trail of Bits report and the published multisig signers
First published Guild allocation and the size of the pool
A second Guild member, and how much of the revenue Offchain keeps
This article is provided for informational purposes only and does not constitute financial or investment advice. Governance proposals can change before approval and implementation.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP.
Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem.
To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem.
His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Počet denně aktivních adres na síti Arbitrum One dosáhl 571 767, což představuje 90denní maximum a mezitýdenní nárůst o 408,2 %. Po 22. říjnu však aktivita polevila.
Arbitrum One just had its busiest day in three months, at least by one measure. Daily active addresses on the Ethereum layer-2 network climbed to 571,767 before activity eased after October 22, The Defiant reported.
The numbers behind the spike
Data from growthepie, updated October 22, 2026, puts daily active addresses at 571.8K. That marks a 90-day high and a 408.2% week-over-week jump.
Transactions told a calmer story. They reached roughly 1.7 million, up 25.7% from the prior week.
That volume was still enough to rank Arbitrum One fifth among the chains growthepie tracks.
Revenue moved in the opposite direction. Chain revenue came in at $19.3K, down 2.4% week-over-week.
DefiLlama’s numbers broadly agree on the headcount. The analytics platform reported 570,079 active addresses as of October 22, 2026, alongside total value locked (TVL) of $1.45B.
Where the activity came from
No single trigger stands out. The research points to broadly heavier network usage rather than one identifiable catalyst.
The biggest contributors to transaction volume were plain native ETH transfers and stablecoin transactions involving USDC.
Stablecoin figures depend on which dashboard you open. Growthepie showed stablecoin supply at $4.39B, down 5.8% week-over-week, while DefiLlama put the stablecoin market cap at around $3.5B.
Context: a choppy year for Arbitrum users
Arbitrum One is one of the leading optimistic rollups on Ethereum. It processes transactions off the main chain and settles them back to Ethereum, which keeps fees lower for users.
Its user counts have swung widely in 2026. Earlier figures from other dashboards showed weekly active addresses ranging from 400K to 1.7M, depending on the exact window measured.
The spike also followed a stretch of lower activity. That base effect helps explain why the week-over-week percentage looks so large: growth from a quiet week always photographs well.
What this means
For investors and builders, the most telling detail is the mismatch between addresses and transactions. When users surge but transactions per user fall, the new arrivals are likely doing very little once they land.
A decline in stablecoin supply on growthepie during a week of rising addresses hints that capital and users were not moving in lockstep.
Arbitrum ranked fifth by transactions among tracked chains, which places it in a crowded field of Ethereum scaling networks fighting for the same users and liquidity.
Three metrics are worth tracking from here: daily active addresses relative to the 571,767 peak, transaction growth against that 1.7 million mark, and whether chain revenue climbs back above $19.3K.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Arbitrum Foundation otevřela přihlášky do druhého běhu 12týdenního mentoringového programu s Robinhood Chain; nejlepší týmy si rozdělí odměny v hodnotě 100 000 USD.
The Arbitrum Mentorship Program is back for Cohort 2 in collaboration with Robinhood Chain.
Following the success of the first cohort, the Arbitrum Foundation is opening applications for the next group of early-stage teams building the next generation of products on Arbitrum One and Robinhood Chain.
Cohort 2 is a 12-week program built around two things founders need most as they move from early product to scale: access to capital and hands-on support to execute. Selected teams will work closely with mentors, operators, investors, and ecosystem partners throughout the program, with $100K in prizes available for the top-performing teams. The program concludes with Demo Day, where participating teams will present to an audience expected to include 50+ investors.
Applications for Cohort 2 are open until December 6th , 2026.
Building on Cohort 1The first cohort showed what can happen when strong founders get direct access to the right operators, investors, and ecosystem partners early.
More than 900 teams applied for Cohort 1 with ten teams presenting at Demo Day. Since then, Cohort 1 teams have collectively reported raising more than $10M, teams launched across Arbitrum One and Robinhood Chain, and dozens of investor introductions were made throughout the cohort.
Cohort 2 builds on those learnings with a more curated mentor network, closer support around fundraising and go-to-market, earlier investor engagement, and a greater focus on measurable progress throughout the program.
The objective is straightforward: help strong founders build, launch, grow, and raise on Arbitrum.
What Founders Can ExpectCohort 2 is designed around two core pillars: fundraising support and strategic execution.
Fundraising SupportFundraising support starts from the beginning of the program, not just at Demo Day.
Teams will work directly with investors and experienced operators to strengthen how they position their companies, structure their fundraising story, communicate traction, and pitch.
The program will include investment-readiness sessions, investor pitching workshops, pitch reviews, curated introductions to venture funds, and dedicated Demo Day preparation.
Teams will also begin with an internal Demo Day, giving mentors an early view into each company and helping identify the biggest gaps to work on over the following 12 weeks.
By the time founders reach the final Demo Day on the 25th of March 2027, the goal is for them to have a much stronger company story, investor pipeline, pitch, and understanding of what institutional investors are looking for.
Strategic Execution & MentorshipCohort 2 is designed to help founders make meaningful progress on the challenges that matter most to their companies.
Throughout the program, teams will take part in hands-on sessions covering areas such as product strategy, go-to-market, positioning, user acquisition, partnerships, data and growth, tokenomics, stablecoin infrastructure, AI tooling, and building on Robinhood Chain.
Rather than broad lectures, sessions will focus on practical execution and real company challenges, with the aim of helping founders leave with something they can apply directly to their business whether that is a clearer roadmap, growth experiment, partnership strategy, positioning framework, investor deck, or launch plan.
Founders will also work with contributors and teams from across the Arbitrum ecosystem and wider industry, including Robinhood Chain, Pantera, Pendle, Variational, USD.AI, Paxos, Entropy, Offchain Labs, & others alongside the Arbitrum Foundation. Ongoing access to mentors, ecosystem partners, and investors will give teams opportunities to pressure-test ideas, strengthen their companies, and build relationships ahead of Demo Day.
Who Should Apply?The Mentorship Program is designed for ambitious teams that are already building or are committed to building on Arbitrum One or Robinhood Chain.
We are particularly interested in teams that can demonstrate:
A working prototype, MVP, testnet deployment, or early live productPreseed or seed stage teamsA committed founding team with the ability to execute quicklyA clear problem and differentiated product thesisAmbition to build a category-leading companyA commitment to launch or scale on Arbitrum One or Robinhood ChainThe ability to make meaningful product, growth, or fundraising progress during the programTeams do not need to already be deployed on Arbitrum to apply. Founders currently exploring ecosystems can apply if they are prepared to commit to building on Arbitrum One or Robinhood Chain as part of the program.
From Application to Demo DayApplications will be reviewed on an ongoing basis, with selected teams progressing through the review and interview process ahead of the program kickoff. Kick off date for the program is planned for the 5th of January, 2027 and ends with Demo Day on the 25th of March, 2027. Dates are subject to change.
Demo Day will bring together participating teams, investors, ecosystem partners, and mentors, giving founders the opportunity to showcase what they have built and the progress they have made throughout the program.
Cohort 1 was the starting point.
Cohort 2 is about going further: giving founders earlier access to investors, deeper strategic support, and a clearer path from early product to a company that can launch, grow, and raise on Arbitrum One or Robinhood Chain.
Applications are now open.
Legal Disclaimer: Participation is subject to the Arbitrum Mentorship Program Terms and Privacy Notice . Prizes are awarded at the Arbitrum Foundation's sole discretion and are subject to eligibility, KYC and sanctions screening, as well as entering into a legal agreement with the Arbitrum Foundation which may include project exclusivity provisions, milestones or KPIs to unlock the full amount of the prize and investment rights. Program sessions are educational and don't constitute legal, financial, tax or investment advice. The Arbitrum Foundation doesn't guarantee any investment or funding outcome. Dates and program content may change.
21 October 2026 | 18:52 Arbitrum (ARB) is up more than 5% on Wednesday, trading near $0.198 as buyers bounce from a three-layer support band and extend a break of its October downtrend.
KEY TAKEAWAYS
→ 50-day SMA and 0.382 Fib meet near $0.186.
→ Rallies keep stalling near $0.205 since mid-October.
→ RSI climbs back above its 50 midpoint.
→ ARB trades 22% below September’s $0.255 high.
On the ARB daily chart from TradingView, the rebound leaves the token about 169% above its mid-August low near $0.073.
From the September peak to an October base ARB’s August rally added nearly 250% before topping out in late September. The slide that followed broke the rising channel the token had tracked since late August, and on October 8 a wick reached the 0.5 Fib near $0.164 before buyers stepped in.
Arbitrum daily price chart. Source: TradingView ARB then spent two weeks building a base between roughly $0.17 and $0.20. Over the past few sessions it has pushed through the descending trendline from the September high, and Wednesday’s green candle extends that break.
Support stacks up just below the price The retracement found its footing at the 0.382 Fibonacci level of the August rally, and the 50-day SMA has climbed to almost the exact same price. The broken downtrend line now sits just underneath both. With three lines packed into a band less than a cent wide, this is the level buyers most need to hold.
Support band near $0.18–$0.186 0.382 Fib ~$0.186 50-day SMA ~$0.186 Former downtrend line ~$0.18 Resistance starts at $0.205 The top of the October base near $0.205 has turned back at least three rallies since mid-October, including Tuesday’s.
A little higher, the 0.236 Fib near $0.212 sits about 7% above the current price. It held as the floor of the late-September consolidation before breaking at the start of October, so it could cap the next leg up.
RSI has climbed to about 53, crossing back above its signal line while staying well short of overbought territory. The longer-term averages back the move: the 50-day SMA sits above the 100-day near $0.135 and the 200-day near $0.120, and all three are still rising.
Where the bounce could fail The bigger structure has not flipped yet. Each rally since the September peak has topped out lower than the one before, and Wednesday’s candle has yet to close. A daily close back under the support band would turn this week’s breakout into another false start.
Potential Moves ARB sits between the top of its base near $0.205 and the support band near $0.186. Upside A daily close above the base this week could open a move toward the 0.236 Fib, with the September high the next hurdle beyond it. Rejection Another failure there could pull ARB back to the support band. A daily close below it before the end of October could expose the 0.5 Fib. Bigger picture A pullback that holds above the 0.618 Fib near $0.143 would leave the August uptrend intact. What to watch beyond the chart Three dates could matter as much as any level on the chart.
Thu, Oct 22 Arbitrum DAO votes close. Four temperature checks end, including a plan to make Paxos’ USDG stablecoin a core strategic initiative and add 100 million ARB from the DAO treasury to the DeFi Renaissance Incentive Program (DRIP). Temperature checks are early, non-binding votes, and a pass would send the plan to an on-chain vote. Treasury tokens count as circulating once the DAO deploys them, so a bigger incentive budget could add to supply over time. Wed, Oct 28 Fed rate decision. The Federal Reserve announces its policy decision at 2:00 PM ET. Rate decisions often move the whole crypto market at once, which can override token-specific setups like this one. Mon, Nov 16 Next token unlock. Team, contributor and investor allocations unlock on the 16th of each month under ARB’s launch vesting schedule. That works out to about 92.65 million ARB per release, or roughly $18 million at the current price. Four more releases follow before the schedule ends in March 2027. Is it ARB or the whole market? Bitcoin and Ether also rose on Wednesday, but by smaller margins, with gains of roughly 1% to 3% depending on the time window. ARB’s jump outpaced both, so the bounce is more than the broader market lifting every token. Whether Thursday’s governance votes are playing a part is something the chart alone cannot show.
How we read this chart
Daily ARB/USD candles on TradingView, captured at 15:35 UTC on October 21, 2026, with the day’s candle still open. Daily candles close at 00:00 UTC.
Fibonacci levels run from the mid-August low to the late-September high. Indicators used: the 50-, 100- and 200-day simple moving averages and the 14-day RSI.
This article is provided for informational purposes only and does not constitute financial advice. Cryptocurrency prices are volatile.
Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
The privacy startup said its encryption coprocessor is now in production with dual-mode tokens and two launch apps, and that Consensys Diligence audited the system.
Fhenix's encryption coprocessor is now live on Ethereum and Arbitrum mainnet
Posted October 21, 2026 at 9:00 am ET.
On Ethereum, a wallet’s holdings are public by default: anyone with the address can see what it owns, what it trades and when. Fhenix, a startup building privacy tools for Ethereum, said Wednesday that smart contracts on Ethereum and Arbitrum mainnet can now work with balances, positions and trading strategies that remain encrypted onchain, while the contract still enforces its rules.
The company said its CoFHE coprocessor, built on fully homomorphic encryption (FHE), is now in production on both networks. Until the launch, CoFHE ran only on public test networks.
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How It Works FHE is a form of cryptography that lets a computer do math on data without decrypting it first. According to Fhenix, CoFHE handles the heavy encrypted computation off-chain and passes the results back to contracts on the two chains. Developers add it with one Solidity import and encrypted data types that, the company said, behave like normal variables.
The launch also brings Fhenix’s dual-mode token design into production. Tokens issued under Fhenix’s dual-mode standard carry a confidential mode next to their public one, according to the company, and a holder can shift a balance into confidential mode in one transaction and switch it back when needed. Fhenix said those tokens never leave their home chain, are not wrapped or bridged, and keep working with existing wallets, exchanges and DeFi apps.
Fhenix said Consensys Diligence audited the system before launch. Unchained could not find a public copy of the audit report.
First Apps and What Comes Next Two design partners went live on day one, according to Fhenix: Fluton, which the company describes as a confidentiality engine built on encrypted intents, and AlphaEngine, where strategists compete for users’ liquidity with strategies that stay encrypted, so their methods remain private. A December 2025 post on Fhenix’s blog said AlphaEngine’s operators decrypt and match users’ swap intents in a step designed to run inside a trusted execution environment, a secure hardware enclave.
Fhenix said three more apps will launch on CoFHE in the fourth quarter, and that it plans to name two strategic partnerships with institutions in the coming weeks. Founder Guy Zyskind said in the announcement that the team is “working on a confidential stablecoin together with Tandem,” Offchain Labs’ venture arm that invested in Fhenix in 2025. Offchain Labs develops Arbitrum.
Fhenix is not the only team bringing FHE to stablecoins. In late May, a court order led Circle to freeze about $12.6 million held in a confidential USDC contract run by Zama, another FHE developer, locking funds of users unconnected to the case.
Steven Goldfeder, co-founder and CEO of Offchain Labs, said in Fhenix’s announcement that the launch is “the beginning of something big: a programmable economy with programmable privacy, fully composable for the end user.”
Related Listen: ‘Like a Peanut Butter Allergy’: Why Institutions Need Onchain Privacy
AI-assisted content: This article was produced with the assistance of AI tools and was reviewed, edited, and fact-checked by a member of the Unchained editorial team before publication.
Arbitrum podle údajů společnosti Chainspect překonal za celou svou historii hranici 2,4 miliardy transakcí, což představuje nové maximum pro tuto síť druhé vrstvy Ethereum.
Arbitrum has passed 2.4 billion lifetime transactions, according to Chainspect data. Here is what drives activity on the Ethereum Layer 2 and how it compares with rivals.
On-chain data shows @Arbitrum has passed 2.4 billion lifetime transactions, a new high for the Ethereum Layer 2 network. The figures were analyzed through @chainspect_app, a blockchain analytics platform that tracks transaction counts, throughput and fees across networks.
The milestone points to sustained demand for $ARB's home network, which has built its activity around perpetual derivatives order books, automated market maker (AMM) pools and fast stablecoin settlements. These use cases depend on cheap, quick execution, which is the problem Arbitrum was built to address.
How Nitro supports high transaction countsArbitrum is an Ethereum scaling network that uses optimistic rollup technology. According to Arbitrum's technical documentation, a Layer 2 system runs transactions without Ethereum needing to do all the work, with results later confirmed on the base layer.
Its current software, the Nitro stack, is described in the project's whitepaper as offering higher throughput, faster finality and more efficient dispute resolution than previous rollups. Nitro works by separating the sequencing of transactions from their execution, then settling results to Ethereum using fraud proofs.
Chainspect data also shows the network's speed profile. A Chainspect profile lists a block time of about 249 milliseconds and a theoretical throughput of 6,095 transactions per second, with a maximum recorded rate of 2,036 TPS over 100 blocks. Live throughput varies with demand and is usually far lower.
How Arbitrum compares with other networksThe 2.4 billion figure puts Arbitrum ahead of several established chains on lifetime transactions. Chainspect's comparison pages have previously shown Arbitrum with around 2.37 billion total transactions versus 1.44 billion for Bitcoin.
Leadership among Ethereum rollups is more contested. The same analytics provider shows Base with a larger all-time transaction count than Arbitrum, at roughly 6.83 billion versus 2.25 billion in one snapshot. Rankings differ depending on whether they measure lifetime totals, recent volume or value secured. On the latter, Arbitrum has been described as Ethereum's largest L2 by total value locked.
Separately, the Arbitrum Foundation's bi-annual update, as reported by Crypto Briefing, put the network's lifetime total at 2.7 billion transactions, including 478 million in the first half of 2026. Counts differ between data providers because of varying methodologies, so readers should check the source when comparing figures.
SourcesChainspect: Arbitrum TPS, finality, fees and block time
Arbitrum Docs: Inside Arbitrum Nitro
Crypto Briefing: Arbitrum Foundation H1 2026 report
Na síti Arbitrum je v eurové třídě tokenizovaného fondu SAFO od Amundi drženo 158,86 milionu USD, což je více než dvojnásobek oproti 64,17 milionu USD na síti Ethereum.
Arbitrum has deepened its foray into tokenized traditional assets, overtaking Ethereum in holdings of a major euro-denominated fund managed by Amundi, as interest in institutional adoption on blockchain networks continues to grow. While the ARB token maintains its footing above a critical support level, analysts are watching closely for a possible breakout that could signal renewed momentum.
Arbitrum surpasses Ethereum in tokenized fund exposureAccording to data from MSB Intel, Arbitrum holds $158.86 million of the euro share class in SAFO, a tokenized fund managed by the prominent asset manager Amundi. Amundi currently oversees nearly €2.6 trillion in assets under management. Over the past 90 days, Arbitrum’s share in the fund rose by 103.68%, marking more than double Ethereum’s $64.17 million position in the same category.
These figures underscore Arbitrum’s growing presence in the sphere of tokenized traditional financial products, where blockchain-based representations of funds are aimed at improving efficiency in transfers and settlement of assets. While the adoption of tokenized fund products signals increasing institutional engagement, the reported holdings do not automatically translate into direct revenue for Arbitrum or additional demand for the ARB token.
The ongoing competition among blockchain networks to attract traditional financial assets has become especially prominent, with Amundi’s involvement considered significant because of its management scale and influence in global markets.
Arbitrum currently leads the race in the euro share class of Amundi’s SAFO fund, holding more than twice the amount seen on Ethereum, highlighting an accelerating trend of institutional adoption in blockchain-based finance.
It is important to note, however, that this comparison pertains specifically to the euro share class of the tokenized fund, not the broader tokenized assets sector. Both Arbitrum and Ethereum are represented in this traditional financial product, underscoring expanding experimentation across leading blockchain networks.
Key technical levels for ARB priceOn the price front, market analyst Bitcoin Meraklisi identified a crucial support level at $0.1733 for ARB, suggesting this point serves as a linchpin for the token’s current trajectory. If ARB maintains this level, optimism for further gains persists. The next major resistance is at $0.23, defined by Meraklisi as the neckline in an inverse head-and-shoulders chart pattern— a widely cited formation in technical analysis signifying potential bullish reversal.
Breaking above $0.23 and the prevailing trendline, which ARB has tested unsuccessfully four times since its introduction, would further bolster confidence in a sustained rebound. Meraklisi noted that confirmation of upside potential hinges on a breakout above these thresholds, while losing the $0.1733 support could undermine near-term sentiment.
Analyst targets $1.19 and $2.21 if breakout confirmedShould ARB clear both the neckline and trendline, Meraklisi outlined ambitious target levels at $1.19 and $2.21. These prices would require a significant technical breakout combined with favorable market momentum and sustained investor interest.
Technical analysts caution that holding above $0.1733 remains critical to maintain upward momentum for ARB, with any sustained breach risking a notable downside move.
Whether the broader adoption of tokenized traditional assets on Arbitrum can translate directly to ARB token price gains remains uncertain. Analysts stress that technical setups, momentum indicators, and ongoing shifts in overall crypto market sentiment will be decisive as the token faces key support and resistance zones in the days ahead.
Rapid movements triggered by Federal Reserve policy changes or sudden altcoin listings are driving market participants to streamline their monitoring processes. In this environment, many traders are opting for all-in-one, privacy-focused platforms like CryptoAppsy, which integrate real-time charts, tailored price alerts, specific crypto news feeds, and macroeconomic data onto a single screen, all without requiring user registration.
Arbitrum’s prominent holding in Amundi’s tokenized fund signals its growing role in the development of real world asset infrastructure, while near-term ARB price direction remains dependent on both technical factors and broader adoption trends.
Enso zpřístupnilo tokenizované americké akcie xStocks na Arbitrum prostřednictvím svého API a aplikace RWA, takže je připojené platformy mohou nabízet bez nutnosti budovat novou infrastrukturu.
Enso, the Zurich-based execution infrastructure platform for onchain finance, has made xStocks available on Arbitrum through its API and RWA App. The integration means wallets, fintechs and trading platforms already connected to the Enso API can extend tokenized US equity access to Arbitrum without constructing new routing or aggregation infrastructure.
xStocks are tokenized representations of US-listed equities. By routing them through Enso’s existing execution layer, applications gain access alongside the same infrastructure already used for swaps, cross-chain routing and other DeFi actions across the networks Enso supports. Eligible users can also trade xStocks directly through the Enso RWA App within Arbitrum’s onchain ecosystem.
The distribution problem in tokenized assets
Connor Howe, co-founder and chief executive of Enso, identified what he sees as the core structural gap in real-world asset (RWA) markets. “Tokenization solved the supply side of real-world assets but what’s been missing is distribution, the liquidity, routing and execution to get those assets into the wallets and apps where people actually transact,” he said. “Bringing that to Arbitrum means any wallet, fintech or trading platform already built on Enso can offer tokenized equity access to one of Ethereum’s largest ecosystems without building anything new.”
The point is well-grounded in the current state of the market. Tokenized equity issuance has expanded materially over the past two years, but access has remained fragmented. Each new chain or venue has typically required application developers to build bespoke integrations, raising the cost and slowing adoption. Enso’s pitch is a single API that absorbs that complexity, a model it says is already powering ether.fi Cash’s tokenized stock and metals execution, an approved minting role for Ondo Finance, and the infrastructure behind Anchorage Digital’s Porto institutional terminal.
Peter Haymond, head of DeFi partnerships at Arbitrum, said real-world assets are one of the fastest-growing categories on the network and that execution infrastructure is what converts that growth into something developers can ship. The xStocks integration, he argued, is the kind of composability that compounds as more real-world assets move onchain.
Regulatory backdrop and market momentum
The timing sits against a broader wave of institutional interest in tokenized equities. The announcement noted that NYSE parent ICE and crypto exchange OKX filed with the US Securities and Exchange Commission this week for a 24/7 venue that would trade more than 60 tokenized US stocks. If approved, that would mark a significant step in legitimising tokenized equity infrastructure as a regulated asset class rather than a DeFi experiment.
In the EU, MiCA provides a framework for certain crypto-asset types, but tokenized securities remain subject to existing securities law, meaning any platform offering them to European users must navigate MiFID II compliance. In the UK, the Financial Conduct Authority‘s sandbox for digital securities is still developing clear rules. The regulatory path for tokenized equities therefore varies by jurisdiction, and Enso’s release does not specify which users are eligible to trade through the RWA App or which regulatory frameworks govern its institutional clients.
Enso says it has settled more than $22 billion onchain for more than 350 enterprise clients. The company is backed by Polychain Capital, Multicoin Capital, Spartan Group and Hypersphere, though no new funding was announced alongside this integration.
AI level 1 of 5: written by Darlyn Ho; AI helped with tone, structure or wording; edited and signed off by Mark Walker, Editorial Director. What the levels mean
Arbitrum spustilo program pro protokoly s nejméně 1 mil. USD ve stablecoinech; prvních 10 týmů, které dosáhnou 30denního průměrného TVL v USDG ve výši 10 mil. USD, získá každý 200 000 ARB.
The Arbitrum Stablecoin Growth Program is now open to protocols with at least $1M in stablecoin balances. Eligible protocols that commit to building with USDG as their primary stablecoin may be eligible for performance based incentives from the Arbitrum Foundation as they grow. The first 10 teams in the program to reach $10M of USDG TVL will each receive an additional 200K ARB from a 2M ARB prize pool.
Global Dollar (USDG) is issued by Paxos Digital Singapore Pte. Ltd., a Major Payments Institution supervised by the Monetary Authority of Singapore, and by Paxos Issuance Europe Oy under the supervision of the FIN-FSA and in compliance with MiCA. Learn more at globaldollar.com and the https://arbitrum.io/products/usdg-vaults
Builders drive the demand for onchain dollars. The Arbitrum Stablecoin Growth Program is designed to support the teams that bring that demand to Arbitrum. Protocols that make USDG their preferred stablecoin, collateral or on-ramp asset on the Arbitrum Platform can access incentives and ecosystem support to help them grow, without the cost and complexity of issuing their own stablecoin.
The Arbitrum Platform is home to an established DeFi and blockchain ecosystem, with deep liquidity, active markets and teams building across a large variety of categories. The Arbitrum Stablecoin Growth Program gives protocols an opportunity to tap into this ecosystem while growing their own products. Whether you're expanding an existing protocol or bringing a new deployment to Arbitrum, the program is designed to help teams attract liquidity, increase usage and build for the long term.
Launching and maintaining a stablecoin introduces additional operational, technical and business considerations. By integrating USDG as a primary stablecoin, protocols can focus on their core product while participating in a program designed to support stablecoin adoption across Arbitrum, with the opportunity to earn more as their stablecoin activity on Arbitrum grows. Teams can build stablecoin utility directly into their existing products, from lending markets and liquidity pools to payments and other financial applications, while working toward their own growth objectives.
What teams getAccepted teams may be eligible for performance based incentives linked to their growth on the Arbitrum Platform, and they can put them straight back into their own growth.
Teams may also receive access to Arbitrum's support suite, which may include marketing resources and co-marketing, introductions to ecosystem partners, integration and technical support, direct access to the ecosystem team, and potential access to incentives through the DeFi Renaissance Incentive Program (DRIP), as well as other perks.
The program also includes a 2M ARB prize pool. The first 10 teams to reach $10M of USDG TVL, measured as a 30-day average, will each receive 200K ARB, in addition to the incentives and support above.
Eligible teamsThe program is for stablecoin-centric protocols, such as lending, yield, AMMs or payments, that want to make Arbitrum their home. Eligible teams meet the following.
At least $1m in stablecoin balances at the time of application, verified on DefiLlamaStablecoins at the core of the product, with a live product and audited contractsA commitment to building on Arbitrum, with new deployments and token launches happening here USDG as the primary stablecoin on Arbitrum, with at least $1m of TVL moving into USDGHow to applyApply through the application form. The Arbitrum team reviews every application and gets in touch with teams that are a fit. Participation is subject to eligibility, approval by the Arbitrum Foundation and the Program Terms & Conditions.
Safe spustil Safenet Aegis na sítích Ethereum, Gnosis Chain a Arbitrum; volitelný Guard dokáže před provedením transakce v blockchainu zablokovat vyhodnocené hrozby.
Safe has moved its transaction-security network out of beta. Safenet Aegis went live in production on October 15, 2026, covering Ethereum Mainnet, Gnosis Chain, and Arbitrum.
The idea is to check a transaction before it executes and, if the user opts in, stop the bad ones onchain. Warning pop-ups are helpful. A contract that refuses to cooperate is more helpful.
The launch came through Safe’s governance structure, with Safe Foundation and SafeDAO steering the rollout. It also introduces paid transaction checks and a fresh round of staking rewards for SAFE holders.
How Safenet Aegis works
The first group of Sentinels includes OpenCover, BlockSecTeam, Candide Labs, and IntentGuard. Each operates independently of the others.
Validators then attest to those evaluations onchain. These validators are governed by SafeDAO, the community body that oversees the protocol.
The final layer is optional. Users can enable a formally verified Safenet Guard on their Safe account, which allows the network’s findings to be enforced directly onchain.
That distinction is the core of the product. Without the Guard, Aegis acts as an advisory service. With it, security goes beyond interface warnings and into the transaction logic itself.
Safe says audits for both the Guard and the staking contracts have been completed. User funds stay non-custodial throughout, so the network reviews transactions without ever taking control of the assets.
Fees, staking, and the beta numbers
The security checks are not a free add-on. Users pay onchain fees for transaction evaluations, and that money goes to the security providers doing the review.
One example given for the fee is 40 USDC.
The production launch follows a six-month beta that concluded in early October 2026. Over that stretch, approximately 4.5 million SAFE tokens were distributed as rewards.
Throughput reached around 100,000 transactions per week during the beta, giving the team a read on how the network behaves under load.
More than 72 million SAFE tokens were staked across roughly 865 participants after the beta ended.
Those participants do not need to do anything to carry their positions forward. Existing stakes transition to the production network without migration, which spares stakers the usual unstake-and-restake routine.
SafeDAO passed SEP 56, approving approximately 7.4 million SAFE from the treasury for a 12-month period that began on October 13, 2026.
The allocation is primarily earmarked for staking rewards. In practice, the DAO is underwriting a year of incentives while the fee side of the network gets established.
Background: from beta experiment to production layer
Integration into Safe{Wallet} is planned for Q4 2026. Until that ships, users looking to use Aegis will need to take the extra step of enabling the Guard themselves.
What this means for SAFE holders and Safe users
The key tension is between subsidized rewards and earned fees. For the next 12 months, SEP 56 money does much of the heavy lifting. The real test is whether paid transaction checks generate enough activity to keep Sentinels and validators engaged once that allocation runs its course.
Pricing will shape that answer. A fee like 40 USDC may be easy to justify for a treasury moving large sums, but smaller users may weigh it differently against the risk they are trying to avoid.
The launch cohort of Sentinels is four names: OpenCover, BlockSecTeam, Candide Labs, and IntentGuard. The model is built on independent judgment, so how that group grows will matter for how credible the network’s verdicts become.
Validators answer to SafeDAO, which ties the network’s reliability to the health of that DAO’s decision-making. That means governance votes now carry operational weight, not just treasury weight.
The planned Safe{Wallet} integration in Q4 2026 could move Aegis from an opt-in tool for security-minded teams to something closer to a default experience.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
Na síti Arbitrum One se nachází tokenizovaná aktiva v hodnotě více než 1,2 miliardy USD, z toho 922 milionů USD ve fondech. ARB za posledních 24 hodin klesl o 4,6 % na 0,1825 USD.
Arbitrum, a leading Ethereum layer 2 scaling solution, has seen rapid growth in its real-world asset (RWA) market, strengthening its presence in the tokenized finance sector. However, recent weakness in technical indicators has left the ARB token under pressure, delaying a potential price recovery.
Growth in Real-World Asset TokenizationThe official Arbitrum X account reported over $1.2 billion in tokenized assets on the Arbitrum One network. This figure includes $922 million allocated to funds, $191 million to stocks, and $84.3 million to commodities. Arbitrum stated that the project remains at an early stage and intends to bring more traditional assets into the programmable economy.
With trillions in traditional assets still to bring into the programmable economy, the work is just getting started, according to Arbitrum’s team.
Despite robust growth in RWA activity, the expansion has not translated into immediate demand or price appreciation for the ARB token. Analysts note that broader adoption of tokenization does not automatically drive up ARB prices in the short term.
Mini dictionary: Real-world asset (RWA) tokenization refers to converting traditional assets such as funds, stocks, and commodities into digital tokens on the blockchain, making them easier to trade and manage on decentralized platforms.
Asset TypeTokenized ValueFunds$922 millionStocks$191 millionCommodities$84.3 millionTotal$1.2 billionPrice Levels and Market MomentumAt publication time, ARB trades at $0.1825, marking a 4.6% decrease over the past 24 hours. The token remains below a key resistance level at $0.2003, while traders are eyeing support at $0.1722 to gauge the likelihood of further losses or a reversal.
ARB previously climbed above $0.23 in September but has pulled back since then. The Relative Strength Index (RSI) currently stands at 47.63, below its average of 51.77, indicating weakening bullish momentum. A move above an RSI of 50 could signal renewed buying interest but would not alone confirm a recovery.
The token remains above its 50-day moving average at $0.1161 and its 200-day average at $0.1722. Technical analysts view the 200-day level as critical support; a sustained breakdown below this could accelerate selling pressure and undermine the ongoing recovery effort.
Price LevelStatus$0.2003Resistance (not broken)$0.1825Current Price$0.1722Key Support$0.1586Next Support (if breached)CoinGlass data indicates that open interest in ARB futures surged above $300 million in September, then pulled back but remains notably higher than August levels. Meanwhile, trading volume has eased since September highs, suggesting reduced market participation. Elevated open interest can intensify price swings as leveraged traders adjust positions, but it does not clarify whether bulls or bears dominate at present.
Potential for a Price RecoveryFor ARB to mount a sustained recovery, technical confirmation is needed. A move above $0.2003, coupled with higher trading volume and a rising RSI, would bolster optimism among traders. Target ranges in case of a breakout include $0.22 to $0.23, which matches the September trading corridor.
If ARB price slips below the $0.1722 support level, market participants may focus on $0.1586 as the next line of defense. The evolving balance between network adoption through RWA integration and actual token demand will continue to shape sentiment among ARB traders.
Crypto markets remain unpredictable, and analysts urge investors to track price action, sentiment shifts, and potential catalysts closely before taking positions.
Despite significant growth in tokenized assets on Arbitrum, technical momentum remains weak and price recovery will likely require stronger signals, especially a breakout above resistance levels and increasing trading volumes.
Arbitrum has a new USDG/USDC pool live on Uniswap, using the StablePair hook's dynamic fees to keep Global Dollar (USDG) trading close to parity.
Arbitrum (@arbitrum) has added another trading venue for USDG, with a new USDG/USDC pool now live on Uniswap (@Uniswap). The pool uses Uniswap's StablePair hook, which applies dynamic fees to stablecoin pairs to keep spreads tight and prices close to parity.
USDG's market cap topped $31 million within five days of launch on Arbitrum, according to figures shared by Arbitrum.
How the StablePair hook worksStablePair is a Uniswap v4 hook built for stablecoin pairs. Uniswap Labs introduced it on September 10, initially with USDC/USDG and USDC/USDT pools on Ethereum mainnet, according to Blockchain Reporter. It replaces a static liquidity provider fee with a dynamic one.
The logic is straightforward. According to reporting on the launch, the system measures how far a pool's price has moved from its 1:1 reference rate and whether a proposed trade pushes the price closer to or farther from it. Fees are then set for each swap on that basis. Uniswap Labs has argued that static fees hand most of the value from correcting a price drift to arbitrage bots, while a dynamic fee returns more of it to liquidity providers.
The Arbitrum deployment is tracked in Uniswap's public hook registry, which lists a StablePairHook contract as the hook for the USDG/USDC v4 pool on Arbitrum.
USDG's expansion on ArbitrumThe new pool follows USDG's launch on the network earlier this month. CoinDesk reported that Arbitrum joined the Paxos-led Global Dollar Network, with integrations spanning Fluid, Morpho, GMX, Maple, Li.Fi, LayerZero and Kraken, and Uniswap set to follow. USDG is issued by Paxos and backed one-for-one by dollar reserves.
The network's model shares reserve-generated rewards with partners that help drive adoption. CoinDesk noted that the Global Dollar Network has more than 150 partners, including Robinhood, Kraken, Mastercard and OKX, and that Arbitrum holds about $3.8 billion in stablecoins, roughly 60% of it in Circle's USDC, citing DefiLlama data.
Cointelegraph reported that a proposal submitted to ArbitrumDAO would add 100 million ARB to an incentive program to support USDG adoption and liquidity. That proposal is not yet confirmed as approved.
For traders, the Uniswap pool adds another route to swap between USDG and USDC on Arbitrum, and a venue for liquidity providers to earn fees.
Sources:
CoinDesk: Arbitrum joins Paxos-led Global Dollar Network as USDG lands on Ethereum L2Cointelegraph: Paxos Expands USDG Stablecoin to ArbitrumBlockchain Reporter: Uniswap Launches StablePair Hook For Stable Pairs
Arbitrum zaznamenal za posledních 30 dní 18 033 vývojářských příspěvků, což je nejvíce mezi sledovanými sítěmi včetně Ethereum, Cardano, Sui a Avalanche.
Arbitrum (ARB) logged 18,033 developer commits in the past 30 days, ahead of Ethereum, Cardano, Sui and Avalanche, according to Chainspect data.
Arbitrum has recorded 18,033 developer commits over the past 30 days, according to data from @chainspect_app. That puts @arbitrum ahead of every other chain tracked, including @Ethereum, @Cardano, @SuiNetwork and @Avax, as activity around the $ARB ecosystem builds into the fourth quarter of 2026.
What the commit data showsDeveloper commits are a widely used proxy for how actively a network's core code is being built and maintained. They do not measure code quality or user adoption, and a high count can reflect many small updates rather than major releases. Even so, sustained volume is often read as a sign of ongoing investment in a protocol.
The latest figure is higher than a reading reported earlier this autumn. CoinMarketCap, citing Chainspect, noted that Arbitrum logged 14,036 commits to its protocol repositories in the previous month, well ahead of Cardano at 4,023 and Sui at 2,746. It linked part of that activity to the development of Robinhood Chain, which is built on Arbitrum technology.
On a cumulative basis, Chainspect's chain page lists more than 214,000 commits and about 2,468 developers for Arbitrum since launch. Chainspect's comparison pages also show Arbitrum with roughly 2.5 times the all-time commits of Avalanche.
Ecosystem context for ARBArbitrum is an Ethereum layer 2 network that launched in 2021. The Arbitrum Foundation's H1 2026 progress report said its Builder's Block developer newsletter published 12 editions in the first half of the year and passed 10,000 subscribers. The report also said the Foundation's 250M ARB Strategic Partnerships Budget, approved by the ArbitrumDAO in October 2024, supports milestone-based partnerships across RWAs, fintech, Arbitrum chains and DeFi.
The same report noted that 92.3% of ARB supply was already unlocked as of August 17, 2026, with the schedule due to finish in March 2027. Developer activity does not by itself determine token performance, and supply dynamics remain a separate factor for $ARB holders to weigh.
Commit counts can also vary depending on which repositories a data provider tracks and how it filters bot or automated activity, so rankings may differ across platforms. Chainspect's methodology is the basis for the figures cited here.
Cronos 17. října odemkne pro strategickou rezervu 1,17 miliardy tokenů CRO v hodnotě 70,85 milionu USD; Tokenomist tyto údaje označil za neověřené projekce.
The crypto market will welcome tokens worth $845.8 million in the third week of October 2026. Major projects, including Cronos (CRO), Arbitrum (ARB), and Starknet (STRK), will release significant new token supplies.
These unlocks could introduce market volatility and influence short-term price movements. So, here’s a breakdown of what to watch.
1. Cronos (CRO) Unlock Date: October 17 Number of Tokens to be Unlocked: 1.17 billion CRO Released Supply: 49.97 billion CRO Total Supply: 100 billion CRO Cronos is a Layer-1 blockchain ecosystem developed alongside Crypto.com. It runs an EVM-compatible chain, Cronos EVM, and a Cosmos SDK-based chain, Cronos POS. CRO is the network’s native token, used for transaction fees and staking.
On October 17, Cronos will unlock 1.17 billion CRO worth $70.85 million. The tokens account for 2.33% of the released supply.
CRO Crypto Token Unlock in October. Source: TokenomistThe entire release will go to a single allocation, the Cronos Strategic Reserve.
2. Arbitrum (ARB) Unlock Date: October 16 Number of Tokens to be Unlocked: 92.65 million ARB Released Supply: 5.95 billion ARB Total Supply: 10 billion ARB Arbitrum is a Layer-2 scaling solution built for Ethereum (ETH). It enhances transaction speed and reduces costs while maintaining the security of the Ethereum network.
The blockchain achieves this by utilizing ‘optimistic rollups,’ which process transactions off-chain and submit them to the Ethereum mainnet for validation.
On October 16, Arbitrum will unlock 92.65 million tokens into the market. The tokens are worth $18.40 million and represent 1.56% of the released supply.
ARB Crypto Token Unlock in October. Source: TokenomistArbitrum will award 56.13 million ARB from the unlocked supply to the team, future team, and advisors. Moreover, investors will gain 36.52 million tokens.
3. Starknet (STRK) Unlock Date: October 15 Number of Tokens to be Unlocked: 127 million STRK Released Supply: 3.77 billion STRK Total Supply: 10 billion STRK Starknet is an Ethereum Layer-2 scaling solution built with STARK-based zero-knowledge rollups. STRK is the network’s native utility and governance token.
On October 15, Starknet will release 127 million STRK worth $15.42 million. The supply accounts for 3.37% of the released supply.
STRK Crypto Token Unlock in October. Source: TokenomistEarly contributors will receive 66.61 million STRK from the unlock. In addition, investors will get 60.39 million tokens.
In addition to these three, Connex (CONX), Cheelee (CHEEL), and Aerodrome Finance (AERO) will also experience new supply entering the market this week. Tokenomist has marked the Cronos, Arbitrum, and Starknet unlocks as pending verification, so these figures remain projections.
Arbitrum recorded the largest increase in stablecoin market capitalization among blockchain networks within the past 24 hours, adding $127 million. This surge points to rising stablecoin liquidity on the network, which analysts say could stimulate trading activity and expand decentralized finance (DeFi) participation.
Stablecoin growth and DeFi implicationsFigures shared by RWA Foundation, an organization focused on advancing real-world asset adoption in blockchain, show Arbitrum outpacing other major blockchain networks in stablecoin market-cap growth during the latest daily period. Stablecoins, which are digital tokens pegged to the value of fiat currencies such as the US dollar, serve as a backbone for DeFi, supporting trading, lending, and value transfers.
Rising stablecoin availability on Arbitrum may enhance the capital pool accessible to decentralized exchanges and lending protocols. This development could also make the network more appealing for users seeking lower transaction fees compared to some alternative blockchains.
However, growth in stablecoin capitalization does not guarantee immediate or sustained network activity. The reported increase reflects a climb in stablecoin supply rather than confirmed inflows or active usage of the Arbitrum ecosystem.
Stablecoin liquidity remains a vital component of DeFi services, as users often rely on these dollar-pegged assets to protect against volatility and to facilitate trades efficiently.
A broader stablecoin base allows decentralized applications on Arbitrum to tap into larger reserves of capital, which could foster deeper participation and more robust market activity. Analysts note that if stablecoin growth is paired with elevated transaction and lending volumes, it would indicate more active ecosystem engagement.
Importantly, the presence of additional liquidity on Arbitrum does not necessarily mean immediate value accrual for its governance token, ARB. The ecosystem could expand operationally even if direct demand for ARB remains unchanged.
Sustained growth in both stablecoins and on-chain applications would present a stronger case for long-term network adoption compared to a single day’s metric.
Mini dictionary: RWA Foundation — A non-profit group driving the integration of real-world assets such as stablecoins and tokenized securities with blockchain technology, aiming to bridge traditional and digital finance.
Analyst view: Key technical level for ARBCrypto analyst Bitcoinmeraklsi identified a potential inverse head-and-shoulders pattern emerging on the ARB token’s chart. In this technical setup, the neckline acts as a key resistance, and Bitcoinmeraklsi highlighted $0.23 as the level to watch.
The analyst noted that ARB has tested the presumed right-shoulder support and responded positively. If ARB manages to break above the $0.23 resistance, a bullish confirmation could follow, potentially attracting more buyers.
Bitcoinmeraklsi points to $0.23 as the neckline for an inverse head-and-shoulders formation, stressing that a decisive breakout could give bulls the upper hand and improve the technical setup for ARB.
However, failure to clear this resistance would leave the pattern unconfirmed. A decline through the right-shoulder support would weaken the optimistic scenario, emphasizing the technical importance of the $0.23 area for ARB’s direction.
TokenResistance LevelPattern TypeIndicatorARB$0.23Inverse head-and-shouldersBreakout needed for confirmationNetwork adoption outlookArbitrum’s increase in stablecoin assets highlights a positive development within its ecosystem. However, for ARB’s price prospects, analysts are monitoring whether the token can definitively surpass the resistance identified in technical analysis.
If stablecoin growth supports higher and lasting DeFi participation, it could reinforce the case for wider network adoption. Still, for ARB itself, a convincing move above $0.23 would provide a clearer signal to the market.
Until any breakout materializes, sector observers suggest stablecoin momentum and price structure should be viewed separately—one demonstrates network usage potential, while the other reveals investor appetite for the ARB token.
Token ARB za posledních 24 hodin klesl o 8,51 % na 0,1827 $ a propadl pod 0,20 $. Arbitrum Foundation zároveň spustila iniciativu, v jejímž rámci nabízí analytikům 2 500 kreditů Dune měsíčně.
Arbitrum (ARB) experienced a significant price drop over the past 24 hours, falling 8.51% to $0.1827. The decline pushed ARB beneath the $0.20 threshold, despite continued strength in network activity and sustained high derivatives open interest.
Technical indicators point to mixed momentumFollowing a strong September rally that brought ARB up to the $0.24 level, the token has retraced over recent sessions. The latest daily trading candle dipped as low as $0.1803 before closing closer to $0.1827. Attention has shifted to whether buyers can defend the broader support region near $0.1416. A recovery back above $0.20 could mark renewed bullish sentiment among traders.
According to chart data, the relative strength index (RSI) currently stands at 46.71, which is below its moving average value of 58.91. This suggests a loss in short-term price momentum, but since RSI remains above 40, the market has not reached oversold conditions.
On-balance volume (OBV) is reported at 948.37 million, while daily trading volume hit 74.83 million ARB. Compared to earlier periods this year, OBV is still higher, indicating a relatively robust cumulative volume flow despite the recent price decline.
Current price action shows Arbitrum trading below key resistance but network metrics such as OBV and volume indicate the underlying ecosystem remains active.
Not included in the available data are MACD and moving averages, which limits some aspects of the technical analysis.
Arbitrum Foundation launches Dune credit initiativeThe Arbitrum Foundation has launched a new initiative to bolster ecosystem analysis, offering analysts 2,500 Dune credits monthly. This program encourages the creation and upkeep of public dashboards, which are intended to expand data accessibility across the network.
The Foundation stated its objective is to “broaden access to ecosystem data,” emphasizing that improved transparency can support a more effective and programmable economy.
Dune Analytics provides on-chain data infrastructure, allowing researchers and builders to visualize, query, and share blockchain network information in customizable dashboards.
Mini dictionary: Dune Analytics, an analytics platform offering real-time blockchain data visualization tools and open-access dashboards, enabling users to perform in-depth analysis on multiple blockchains including Arbitrum.
Recent transaction data shows 10.43 million weekly transactions, 473,850 weekly active addresses, and a total value locked (TVL) of $1.24 billion on Arbitrum.
MetricValueWeekly transactions10.43 millionWeekly active addresses473,850TVL$1.24 billionDerivative markets remain active despite price dropWhile the recent price pullback signals short-term weakness in ARB, on-chain and derivative metrics suggest the network’s underlying activity levels remain elevated. CoinGlass reports Arbitrum’s open interest is holding near the $275 million to $280 million band, despite the decline from recent highs. This reflects ongoing positioning among traders in both spot and derivatives markets.
Elevated open interest during a period of falling prices signals a significant amount of open contracts, potentially priming the market for a sharper move in either direction depending on upcoming volatility.
Support and resistance levels remain critical for near-term direction. For ARB to confirm a recovery, bulls need to reclaim and hold above $0.20, which could revive the $0.22 to $0.24 resistance area as a target. If bearish momentum persists and price drops below the $0.1416 support level, further downside risk may emerge.
While new data programs could improve ecosystem transparency, ARB has yet to demonstrate a lasting return of bullish momentum. Traders continue to monitor market sentiment, support zones, and the impact of ongoing data initiatives on price direction.
The overall technical landscape features softened momentum as indicated by RSI and price action, contrasted by healthy OBV and high transaction figures, reflecting continued network utilization.
The Dune credit program introduces a new data-focused catalyst for analysis, but definitive price direction will depend on whether improved transparency can help restore confidence and drive renewed buying interest.
xStocks are now available on Arbitrum through the Enso API and Enso RWA App, expanding access to tokenized equities across one of Ethereum’s largest Layer 2 ecosystems.
Users can trade xStocks directly through the Enso RWA App, while wallets, fintechs, trading platforms, and other applications can integrate the Enso API for access.
Tokenized stocks on ArbitrumxStocks bring tokenized representations of traditional equities onchain, giving eligible users access to assets such as major US stocks and ETFs through blockchain infrastructure.
With support now live on Arbitrum, users can access these assets alongside the broader DeFi ecosystem on the network.
For applications already integrated with Enso, adding xStocks on Arbitrum does not require building a new routing or aggregation stack. Enso provides a single API for swaps, cross-chain routing, DeFi actions, and RWA execution across supported networks.
An RWA aggregator for tokenized equitiesAs more real-world assets move onchain, distribution becomes increasingly important.
Tokenized assets need more than issuance. They need liquidity, routing, reliable execution, and integrations with the wallets and applications where users already transact.
Enso acts as an RWA aggregator and execution infrastructure for tokenized assets, allowing applications to access xStocks and other RWAs through one integration.
Instead of integrating individual liquidity venues, chains, and asset providers separately, product teams can use Enso to find and execute routes across available onchain liquidity.
Access xStocks through the Enso API or RWA AppDevelopers can integrate xStocks on Arbitrum through the Enso API, while users can access supported tokenized equities directly through the Enso RWA App.
As new assets and networks are added, existing Enso partners can extend their RWA offering without rebuilding their integration.
Explore xStocks on Arbitrum through Enso.
LinksExplore EnsoStart buildingFollow us on XJoin the community
Na Arbitrum One byly spuštěny Priority Gas Auctions a Fast Feed; PGA nahrazuje Timeboost a umožňuje platit prioritní poplatek za dřívější zařazení transakcí.
What's Important This Week
⚡️ Priority Gas Auctions (PGA) & Fast Feed are now live on Arbitrum
🇸🇬 Ideas worth building at the upcoming Founder House Singapore
🔐 Arbitrum Foundation is subsidizing smart contract audits for teams building on the Arbitrum Platform
📣 Announcements Key updates from the Arbitrum ecosystem and Foundation.
Product Ideas for Teams building at Founder House Singapore Here are some ideas we're most excited about for founders building at the upcoming Founder House Singapore hosted in collaboration with Robinhood Chain.
Already building in one of these areas?
Apply below to bring these ideas onchain with technical, product, and GTM support, while competing for $300K in prizes and grants.
The Arbitrum Security Program is now liveThe Arbitrum Foundation is subsidizing smart contract audits for teams building on the Arbitrum Platform including apps on testnet, projects on mainnet, migrating from another chain, and dedicated Arbitrum chains.
Get audited with the likes of OpenZeppelin, Cyfrin, Nethermind and many more.
Priority Gas Auctions (PGA) & Fast Feed are now live on ArbitrumOn Arbitrum One, PGA replaces Timeboost as the transaction-ordering policy, letting senders compete for earlier ordering by attaching a priority fee to each transaction. Fast Feed complements PGA by streaming transactions and ordering information as the sequencer adds transactions to the active block.
This guide covers how PGA and Fast Feed work, when to use them, and how to get started.
📚 Learn & Build New learning drops and hands-on resources from across the Arbitrum ecosystem.
How does Priority Gas Auctions (PGA) WorkArbOS Elara adds support for priority fee collection on Arbitrum chains, letting users attach a tip to their transaction to influence transaction ordering. Watch our DevRel Jess break down how it works.
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What Arbitrum’s New Ordering Mechanism Unlocks for DevelopersPGA + Fast Feed are now live on Arbitrum One, enabling priority fees for earlier execution, while Fast Feed gives subscribers faster access to ordered sequencer data.
Read how they unlock new opportunities for traders & DeFi.
How to Make the Most of Your Feedback Sessions at Founder House SingaporeAdvice for teams getting ready to present their product at Founder House Singapore:
Know your first userProve your wedgeCome prepared with the right questionsOur DevRel Ben shares a few practical tips to help you make the most of your feedback sessions
Founder Testimonial - Karamvir, Cofounder of The Risk ProtocolKaramvir and The Risk Protocol team joined us at Founder House London to build their tokenized risk product app and came out of the program with:
A sharper product with 4,000+ daily active wallets2nd place in the General Track with $40K prizeTop 10 finalist at the Token2049 Nexus Startup CompetitionFounders building innovative products across tokenization, AI, and finance can now register for our three-day, in-person Founder House in Singapore starting October 23rd.
🔦 Ecosystem Highlights Fresh launches and standout threads from around the Arbitrum ecosystem.
Four Open House Teams Recognized at Token2049’s Startup CompetitionCongrats to Liquida, TheRiskProtocol, and Bermuda on being selected as finalists to pitch at Token2049's Nexus Startup Competition, and to Agama Finance on being recognized in the Top 50 startups list
Arbitrum DAO Income Breakdown: Record $5M+ in Monthly RevenueSeptember marked a new milestone for Arbitrum, generating over $5M in monthly revenue. Revenue is up nearly 5x year-to-date, Priority Gas Auctions contributed $120K+ in their first week, and the Arbitrum platform has processed more than 1.5B transactions so far in 2026.
Arbitrum Leads Tokenized Credit Growth by ChainAlmost all of tokenized credit’s onchain growth in September occurred on Arbitrum One, which added $90M in value. Growth across the rest of the market remained largely unchanged, further reinforcing Arbitrum’s position as the leading destination for tokenized credit.
Shoutout to our community partners supporting Arbitrum Open House Singapore, where we’ve teamed up with Robinhood Chain to help founders take their MVPs from idea to launch through our Buildathon and Founder House programs.
🛠️ Dev Tooling & Infra Updates to SDKs, CLIs, and developer workflows across the stack.
Nitro v3.12.1 is Now Fully ReleasedThe release brings more resilient feed backfilling, improved operational visibility through new feed metrics, and a fix for tracing and simulation RPC crashes. The release also changes Stylus behavior, with activation now refused by default for eth_call and eth_estimateGas.
🗓️ Events Workshops, hackathons, and ecosystem meetups to watch.
Founder House Singapore is Starting on October 23 with $300K in prizes and grantsFounder House Singapore is an application-only, three-day, in-person experience built for founders and teams who already have an existing product, prototype, or business and are actively building.
Selected teams will spend three focused days with us and Robinhood Chain alongside fellow founders and mentors, to validate key assumptions, and receive direct feedback from the Arbitrum ecosystem.
What builders are debating and proposing this week.
Security Council Executes Emergency Action on Arbitrum BoLD & StylusThe Arbitrum Security Council executed an emergency action to add a new safety guard for BoLD’s One-Step Proof system and temporarily pause activation of new Stylus contracts on Arbitrum One and Nova. Existing Stylus contracts remain fully functional, EVM deployments are unaffected, and no user funds are at risk. The pause is intended to mitigate emerging AI-assisted attack vectors while the ecosystem discusses a path forward for Stylus activation.
[Constitutional] AIP: Establish an L1 Voting Recovery SystemA new constitutional proposal would establish an L1 governance path on Ethereum as a last-resort recovery mechanism if ArbitrumDAO’s L2 governance becomes unavailable. The system would allow DAO proposals to be created, voted on, and executed on L1 using ARB voting power proven against confirmed Arbitrum state.
That’s all from Builder’s Block #027. Thank you for reading, and keep building. Arbitrum Everywhere.
Tržní kapitalizace stablecoinu USDG od společnosti Paxos na síti Arbitrum One se během 24 hodin zvýšila o 10,2 milionu USD na 31,2 milionu USD, tedy zhruba o 49 %.
Paxos’s Global Dollar stablecoin, USDG, just had a busy day on Arbitrum One. Its market cap on the network rose by $10.2 million over the past 24 hours to reach $31.2 million.
That works out to roughly 49% growth in a single day.
Paxos launched USDG natively on Arbitrum One on October 6, 2026. Rather than showing up to an empty room, the token arrived with integrations across several decentralized finance protocols from the start.
The lineup covers the main DeFi use cases. Fluid handles trading, Morpho supports lending, GMX accepts deposits, and Maple offers yield products built around the token.
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Native issuance also matters here. A natively issued stablecoin is minted directly on the chain by the issuer, rather than wrapped and shipped over from another network through a bridge.
The Arbitrum rollout is part of the Global Dollar Network, or GDN, the partner framework Paxos uses to expand USDG’s presence and utility across platforms.
Small slice of a much bigger token For context, the $31.2 million on Arbitrum is a sliver of USDG’s overall footprint. Total circulating supply for the stablecoin now exceeds $3.2 billion, which places it as the seventh-largest stablecoin by market capitalization.
Until now, USDG’s supply has been concentrated on other networks, including X Layer, Robinhood Chain, and Solana. Arbitrum adds an Ethereum Layer 2 to that mix.
Arbitrum already has an estimated $4 billion in stablecoins on its network. Against that pool, USDG’s $31.2 million is still under 1% of the existing stablecoin base.
The regulated dollar pitch, plus a revenue twist USDG operates under strict regulatory oversight. Each token is backed 1:1 by US dollar reserves, and monthly attestations are published to confirm that backing.
Through the GDN, revenue generated from reserve yields is shared with distribution partners instead of being kept entirely by Paxos. The platforms that bring USDG to users can share in that income, which gives them a direct reason to push adoption.
For Arbitrum, that arrangement positions the ecosystem to take a cut of GDN revenue tied to activity from its user base.
ArbitrumDAO weighs a 100 million ARB incentive There’s also a governance angle. An ArbitrumDAO proposal seeks to allocate 100 million ARB tokens to incentivize USDG liquidity and adoption on the network.
Disclosure: This article was edited by Kaye Quema. For more information on how we create and review content, see our Editorial Policy.
Arbitrum se připojil k síti Global Dollar Network vedené společností Paxos; stablecoin USDG je nyní dostupný v síti Arbitrum s integracemi včetně GMX, Morpho, Fluid a Maple.
TLDR The Ethereum layer-2 network Arbitrum has become part of the Paxos-operated Global Dollar Network stablecoin consortium. USDG stablecoin went live on Arbitrum recently, integrated with platforms such as GMX, Morpho, Fluid, and Maple. Exchange platform Kraken will offer fiat on-ramp and off-ramp functionality for USDG users. A governance proposal suggests allocating 100 million ARB tokens to incentivize USDG growth on the network. The network currently hosts approximately $3.8 billion in stablecoins, with Circle’s USDC representing around 60% of the volume. The Ethereum layer-2 scaling solution Arbitrum has become a member of the Global Dollar Network, a collaborative stablecoin initiative spearheaded by blockchain infrastructure provider Paxos. This partnership represents Arbitrum’s strategy to generate revenue from the substantial stablecoin transactions occurring on its infrastructure.
USDG, the network’s native stablecoin, became operational on Arbitrum in recent days. The digital asset is now compatible with multiple decentralized finance platforms, including Fluid, Morpho, GMX, Maple, Li.Fi, Gauntlet, Steakhouse, and LayerZero.
Cryptocurrency exchange Kraken plays a critical role in the deployment. The platform will provide infrastructure allowing users to convert between traditional currency and USDG.
Additional integrations are on the horizon, with Uniswap and Fhenix anticipated to introduce USDG compatibility in the near term.
Paxos serves as the issuer of USDG. The token maintains full dollar backing through reserve assets and currently has over $3 billion in total supply distributed across multiple blockchain ecosystems.
The Global Dollar Network counts more than 150 collaborating entities. Notable participants include financial platforms Robinhood, Kraken, payment processor Mastercard, and digital asset exchange OKX.
Revenue-Sharing Framework Explained The Global Dollar Network operates on a revenue-distribution model that allocates interest income from reserves among network participants who contribute to stablecoin adoption. This structure contrasts sharply with traditional stablecoin models, in which the issuing entity retains all revenue generated from backing assets.
LATEST: ⚡️ Arbitrum joined the Paxos-led Global Dollar Network, with USDG launching on the blockchain and integrations spanning Morpho, GMX, Fluid, Maple and others. pic.twitter.com/G1XKssA3rw
— CoinMarketCap (@CoinMarketCap) October 6, 2026
Through this arrangement, Arbitrum gains access to a portion of reserve-generated income. Brendan Ma, who leads investment strategy at the Arbitrum Foundation, explained that this model aligns Arbitrum’s economic interests with the long-term expansion of stablecoin activity on the platform.
The Arbitrum network presently supports approximately $3.8 billion in total stablecoin value. Circle’s USDC token accounts for nearly 60% of this amount, according to analytics from DefiLlama.
Previously, Arbitrum received no direct financial benefit from the reserve yields associated with these stablecoin holdings.
Governance Vote and Broader Market Trends A governance proposal emerged this week requesting community approval. The measure urges ArbitrumDAO to designate USDG expansion as a strategic priority for network development.
The proposal recommends allocating 100 million ARB tokens toward Arbitrum’s DRIP incentive mechanism. Additionally, it suggests deploying treasury resources to strengthen USDG liquidity pools.
This initiative reflects a broader industry shift in stablecoin development. Rather than independent issuance, organizations increasingly favor collaborative networks.
Open Standard represents another such initiative. The consortium is developing OpenUSD, a stablecoin project backed by major financial and technology companies including Mastercard, Visa, Stripe, Coinbase, and Shopify.
Meanwhile in Europe, the Qivalis consortium has secured participation from 37 banking institutions.
These collaborative frameworks aim to distribute both issuance responsibilities and revenue streams across numerous stakeholders. This approach decentralizes authority while broadening the economic benefits of stablecoin operations.
Arbitrum has gained additional prominence in recent months. The network’s technology infrastructure underpins Robinhood Chain, an upcoming blockchain initiative from the trading platform.
Robinhood has committed to distributing a percentage of revenue generated by that blockchain with the Arbitrum community.
No official schedule for expanding USDG integration beyond Arbitrum’s current partner set has been disclosed. Specific details regarding reserve composition and regulatory jurisdiction remain unconfirmed at this time.
Currently, USDG operates on Arbitrum through its initial ecosystem partners, with Kraken providing the fiat gateway infrastructure supporting the deployment.
Arbitrum spouští functionSPACE, protokol pro programovatelné trhy s měřitelnými výsledky. Obchodování zatím není k dispozici a zájemci se mohou zapsat na čekací listinu.
Arbitrum is introducing a new market-building protocol, functionSPACE, aimed at enabling developers to create sophisticated markets centered around measurable outcomes. This expansion offers a way to integrate prediction, forecasting, and settlement features directly into decentralized applications, moving beyond standalone exchanges.
New Economic Primitive Launches on ArbitrumfunctionSPACE positions itself as an economic primitive designed for pricing outcomes based on numerical values. The protocol supports the creation of markets around numbers, letting users express opinions using binary (yes-or-no) choices, numerical ranges, lines, or tailored payoff structures. This approach expands the traditional binary structure of prediction markets into formats accommodating continuous data.
According to the functionSPACE team, developers can embed these prediction markets seamlessly inside wallets, DeFi platforms, exchanges, and other applications. This integration allows users to interact with outcome markets within familiar interfaces, eliminating the need to register with separate trading platforms. Additionally, functionSPACE’s shared liquidity model enables a single market to operate across multiple interfaces, reducing fragmentation and allowing for broader participation.
functionSPACE has outlined that its infrastructure lets developers bring complex, outcome-driven markets directly into applications, stating that a single liquidity pool prices all numerical outcomes, which can streamline settlement and enhance access for both traders and product builders.
This model could streamline market participation for end users and improve capital efficiency for developers, especially as market mechanics become more programmable and embedded into products used daily.
Arbitrum Usage Data and Infrastructure PositionThe deployment of functionSPACE comes as Arbitrum positions itself as more than an Ethereum scaling solution, advancing toward being a backbone for various financial tools. In its 2026 first-half progress report, the Arbitrum Foundation highlighted that the network processed 478 million transactions in the period, while monthly stablecoin transfer volumes averaged over $70 billion. These metrics reflect the scale of Arbitrum’s ecosystem and help explain why functionSPACE is leveraging it for settlement and liquidity.
Arbitrum’s infrastructure supports application building, asset tokenization, and dedicated chains with configurable rules. Within this framework, functionSPACE utilizes a single liquidity pool to price outcome ranges, enabling automated settlement and market pricing without needing separate order books for every outcome. This setup is particularly useful for decentralized products requiring flexible, on-chain prediction or forecasting features.
In a market where a single Fed decision or a sudden altcoin listing can change everything in seconds, jumping between different apps for charts, news, and portfolio tracking is costing investors money. Smart traders are now utilizing privacy-first tools like CryptoAppsy to consolidate everything. Without even the hassle of creating an account, you get real-time charts, smart price alerts, coin-specific news, and critical macro data all on one screen.
ARB Price Reacts to Ecosystem DevelopmentsARB maintained a price near $0.20 on October 5, according to market data. The token’s market capitalization hovered around $1.4 billion, while daily trading volume surpassed $140 million. CoinGecko figures indicate ARB closed at $0.2040 on October 4, up from $0.1959 on October 2. Although this reflects recovery from early-October lows, ARB’s value remains below late-September figures.
There has been no clear evidence tying ARB’s latest price changes directly to the functionSPACE announcement. Other factors, like overall market sentiment and recent network news, have also influenced trading. For market participants, the lasting question is whether new applications like functionSPACE can turn higher network usage into ongoing economic value, instead of short-lived price shifts.
Analysts have observed that ongoing developments in Arbitrum’s ecosystem, including the introduction of programmable markets, highlight the growing importance of scalable infrastructure and could potentially drive long-term application-based growth.
Integrating Programmable Markets Into Real Use CasesImmediate users of functionSPACE include developers, traders, liquidity providers, and consumers seeking applications with embedded outcome markets. The platform is designed so that a market’s settlement is determined by the measured result, and traders’ maximum losses are limited to their initial position size. This structure is intended to lower barriers for incorporating custom, outcome-specific features into a range of decentralized products without the need for separate exchanges.
functionSPACE’s rollout is still in progress. Its current documentation notes that the protocol has launched on ARB, but actual trading remains unavailable, with a waitlist open for upcoming markets. The critical next phase will be determining whether developers integrate the protocol, liquidity expands, and measurable outcomes attract adequate activity to sustain shared markets.
If functionSPACE sees wide adoption, this could introduce a new category of programmable applications to an ecosystem that already processes significant transaction and stablecoin volumes, further broadening Arbitrum’s utility in on-chain finance.
Arbitrum v září dosáhl rekordních příjmů 5,45 milionu USD, zhruba o 500 % více než v předchozím měsíci. Na 87 % se na tom podílely licenční poplatky Orbit.
The @arbitrum network posted its strongest month on record in September 2026, generating more than $5 million in chain revenue and marking a roughly 500% increase from the prior month. The headline figure underscores how quickly Arbitrum's monetization model has matured since the launch of Robinhood Chain earlier this year.
A Record Fuelled by Orbit Licensing According to data released by the Arbitrum Foundation, total network revenue for September reached $5.45 million, a new all-time high for a single month. Of that, $4.75 million came from Orbit licensing fees, roughly 87% of the total, rather than from direct transaction activity on Arbitrum One itself. Much of that licensing income is linked to @RobinhoodCrypto's Robinhood Chain, which launched its public mainnet on July 1, 2026, built on Arbitrum's Orbit technology stack.
Under the Arbitrum Expansion Program, any Orbit-based chain settling outside Arbitrum One or Arbitrum Nova returns 10% of its net protocol revenue to the Arbitrum ecosystem. Of that 10%, 8% flows to the ArbitrumDAO treasury and 2% to the Arbitrum Developer Guild. Robinhood Chain's heavy trading volumes through September translated directly into a material licensing payout for the DAO.
$ARB has also continued to see strong on-chain usage in 2026, having processed approximately $1.5 billion in additional transactions over the course of the year.
Strong Growth, But Context Matters The September record builds on an already impressive first half. The Arbitrum Foundation's unaudited H1 2026 report showed the DAO generated $6.19 million across Arbitrum One transaction fees, Timeboost, Orbit licensing, and treasury management over the first six months of the year. The September figure alone nearly matches that entire first-half total, illustrating the pace at which Robinhood Chain has scaled.
Investors and analysts should note, however, that the bulk of September's revenue was concentrated in a single income category. Licensing fees from one high-activity partner can fluctuate significantly between months, and it remains to be seen whether this level of Orbit fee income will persist as Robinhood Chain's trading volumes normalise following the end of its free-gas promotion on September 29. Direct network activity on Arbitrum One, while growing, contributed a much smaller share of the total.
The results nonetheless demonstrate the commercial potential of Arbitrum's infrastructure licensing model, and set a clear precedent for other regulated financial institutions that may look to build on the Orbit stack in the months ahead.
Sources:
Arbitrum Network Revenue Reaches $5.45 Million, a September Record – TokenPost
Arbitrum Sets Revenue Record at $5.45M in September – Phemex
Arbitrum Jumps 19% Benefitting From Robinhood's $568M Onchain Trading Frenzy – CoinDesk
Arbitrum Security Council nouzově pozastavila nové aktivace Stylus na Arbitrum One a Nova kvůli zranitelnostem ve frameworku. Stávající kontrakty běží dál, ale nové nasazení čeká na další rozhodnutí.
Arbitrum just hit the brakes on one of its signature developer features. The Arbitrum Security Council carried out an emergency upgrade on Arbitrum One and Nova on October 2, 2026, at 11:30 EST, pausing all new activations of Stylus contracts on both chains.
The move targets vulnerabilities tied to the Stylus framework. Existing Stylus contracts are untouched: they can still execute and be renewed. This is a locked front door, not an evacuation.
The upgrade also added a new safety mechanism to Arbitrum One’s dispute system, called a guard on the BoLD one-step proof. If contradictory proofs are ever accepted, that guard could delay unconfirmed withdrawals.
What actually changed The emergency upgrade did two separate things. First, it stopped new Stylus programs from being activated on Arbitrum One and Nova.
Stylus is the framework that lets developers write smart contracts in languages like Rust and C++, while keeping compatibility with the Ethereum Virtual Machine (EVM).
Those programs compile to WebAssembly, or WASM, a compact low-level format for running code. The concern here centers on hand-crafted WASM programs that have not been patched.
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According to the research findings, such programs could be used as denial-of-service (DoS) vectors that impair the network’s liveness. A liveness bug won’t steal your money, but it could make the network grind to a halt.
The known bugs affect chain liveness, not the safety of user funds. Earlier ArbOS patches had already addressed those issues.
The pause works as a preemptive block. It stops unpatched WASM programs from being deployed ahead of upcoming ArbOS updates.
The BoLD guard and withdrawals BoLD is Arbitrum’s dispute resolution system for settling disagreements about the state of the chain. A one-step proof is the final step in such a dispute, where a single disputed computation step is checked directly.
The Security Council added a permissionless guard to this one-step proof mechanism on Arbitrum One. Its job is to protect against potential soundness issues. If the system ever ends up accepting contradictory proofs, the guard allows settlements to be paused in a timely way.
The practical consequence: unconfirmed withdrawals could be delayed if that scenario plays out.
Notably, the guard was added to Arbitrum One specifically. The Stylus activation pause applies to both Arbitrum One and Nova.
What existing builders should know For teams that already have Stylus contracts live, the day-to-day picture is largely unchanged. Active contracts continue to work and can be renewed until expiration.
The pain lands on developers who were planning fresh Stylus deployments. Those launches now wait on a timeline that hasn’t been set yet.
The Arbitrum Foundation said it will work with the ArbitrumDAO to determine when new Stylus activations can resume. The Foundation also framed the emergency upgrade as part of an ongoing series of proactive measures meant to protect the network’s security and integrity.
Why this matters The identified issues affect liveness, not user fund safety, and no user funds are at risk from the currently known problems. That distinction matters: a network that pauses is inconvenient, while a network that loses deposits is a crisis.
The BoLD guard adds a backstop for a scenario where the proof system itself misbehaves. The cost of that backstop is that withdrawals that haven’t been confirmed could sit in limbo if it’s ever triggered.
The use of the Security Council itself is another signal. Emergency powers exist for moments like this, where waiting on a full governance vote could leave a known weakness open. The decision to hand the restart timeline back to the ArbitrumDAO suggests the council is acting as a first responder, not as the permanent authority on Stylus.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Fairblock spustil na Arbitrum CUSD, první důvěrný stablecoin pro institucionální vypořádání. Šifruje částky i zůstatky na řetězci, aby firmy mohly provádět mzdy, treasury i OTC obchody bez zveřejnění dat.
CUSD: Private Payments for Institutional Use Cases@0xfairblock has launched CUSD on @arbitrum, billed as the first confidential stablecoin designed specifically for institutional settlements. The token encrypts both transaction amounts and balance states on-chain, allowing businesses to conduct payroll runs, manage corporate treasuries, and execute OTC trades without exposing sensitive financial data to the public blockchain.
The case for confidentiality on public chains is straightforward. CUSD is designed to eliminate those exposures while keeping settlement on-chain.
The protocol achieves this using on-chain homomorphic encryption, reaching execution finality within seconds and without relying on any coprocessor, threshold committee, or trusted execution environments (TEEs). Compliance is handled through a four-layered engine developed in partnership with @0xPredicate, and the codebase has been independently audited by @NethermindSec.
Built on the PYUSDx InfrastructureCUSD sits within the PYUSDx ecosystem, a stablecoin issuance platform developed in collaboration with @PayPal, @moonpay, and @m0.
It is worth noting that
The Arbitrum network forms a natural fit for that goal. Fairblock uses Arbitrum Stylus to run heavy cryptographic routines natively on-chain,
Sources
Arbitrum Blog: How Fairblock is Unlocking Confidential Payments and Auctions on Arbitrum
M0 Press Release: MoonPay, M0 and PayPal Announce PYUSDx
KuCoin: PayPal is turning PYUSD into a foundation other companies can build on
Arbitrum zavádí Priority Gas Auctions a Fast Feed, aby zlevnilo a zpřístupnilo MEV pro menší searchery. Zároveň má tento model přinést více příjmů do treasury Arbitrum DAO.
Blockchains lack native CRON jobs or automated triggers, so when market conditions change, like when a token price moves on one exchange and not another, DeFi’s stability relies on having economic incentive for balancing DeFi products.
That work is MEV: arbitrage, liquidations, backrunning, etc. Without it, tokens would trade at varying prices across exchanges, and lending platforms would carry users with bad debt.
Recently, our DevRel Jess covered how users, apps, and chains try to separate harmful MEV from useful MEV 👇
The problem is not that economic incentive for stabilizing DeFi products exists. It is who can see it and compete for it.
Abritrum’s new mechanisms - Priority Gas Auctions (PGA) and Fast Feed - are designed to create more opportunities for traders and even the playing field for smaller MEV searchers to get involved in supporting the stability of DeFi. It also creates opportunity for emerging DeFi primitives, like proprietary AMMs (propAMMs), who need cheap, frequent, priority inclusion to keep onchain parameters fresh. More information on propAMMs 👇
It’s important to note - the mempool remains private on Arbitrum One. A private mempool is one of the simplest protections against harmful MEV like sandwiching and front-running without killing arbitrage or liquidations. On Arbitrum One, transactions stay hidden until they are sequenced.
Why PGA & Fast Feed MatterFor traders and searchers: This upgrade reduces the barrier to entry and creates opportunity for new players to become searchers (MEV bot operators) without the previous requirement of needing the same hardware and latency as those already competing.
For protocols and end users: This upgrade creates a healthy market for arbitrage and liquidation bots - keeping DEX prices aligned and bad debt liquidated.
Emerging DeFi primitives: Newer DeFi applications like proprietary AMMs (propAMMs) need cheap, frequent, priority inclusion to keep onchain parameters fresh, which this upgrade supports
For Arbitrum DAO & ecosystem: This upgrade redirects value that previously leaked out to hardware providers and node infrastructure to the Arbitrum DAO treasury, to fund chain growth and public goods.
Introducing Fast FeedSearchers need to do two things: identify an opportunity, and act on it, quickly.
For example, a searcher could identify an upcoming DEX swap that will deviate the token price from its fair market value, and create a back-running arbitrage transaction that rebalances the token price across exchanges.
Fast Feed is built to support that first step: it’s a faster stream of already-sequenced transactions, helping searchers identify a state changing transaction that has been sequenced.
Until now, maintaining a low-latency stream of ordered transactions usually meant running your own infra close to the Arbitrum Sequencer. Fast Feed turns the same data into a subscription product.
How this works
Transactions are ordered by the Arbitrum Sequencer, and the public RPC feed publishes each transaction, its place in the sequence, and related metadata. Fast Feed is a permissionless subscription service that publishes this data a fraction of a second earlier. Access is managed by a smart contract onchain, where users can subscribe and pay a subscription fee. 97% of those fees go to the Arbitrum DAO.
Transaction Ordering MechanismsRecall that searchers need to do two things: identify an opportunity, and act on it quickly.
Transaction ordering mechanisms determine how quickly users can act on opportunities, and have their transactions executed. Priority Gas Auctions offer a more fair opportunity to have transactions ordered quickly, without the need to build custom tooling, lowering the barrier to entry.
For newer DeFi applications like proprietary AMMs (propAMMs) that need cheap, frequent, priority inclusion to keep onchain parameters fresh, PGA makes Arbitrum a compatible ecosystem.
To understand what ArbOS Elara’s PGA system is, let's take a look at what transaction ordering mechanisms have been used in the past, and their problems.
First Come, First Serve (FCFS)
Arbitrum One originally ordered transactions on a First Come First Serve (FCFS) basis.
Searchers were competing for arbitrage, liquidation and back-running opportunities through hardware. Whoever had the fastest hardware and lowest-latency connection to the sequencer identified the opportunity faster, submitted the transaction faster, and earned the rewards.
Although arbitrage and liquidation bots support DeFi protocols, this model pushed spending outside of the ecosystem and towards hardware companies, as opposed to the Arbitrum DAO, and had a high barrier to entry for new Searchers wanting to participate.
Timeboost
Timeboost was introduced to Arbitrum in April 2025, and was created to combat the battle for hardware. This was the first iteration for Arbitrum that redirected a searcher's spending towards the DAO.
Timeboost introduced offchain auctions between searchers. Each searcher would bid for control of an ‘express lane’. For 60 seconds, the winning searcher would get to submit any transaction through an express lane endpoint, which got sequenced immediately. All other transactions were held for 200ms before being included in a block. The winning searcher maintained this position across all blocks within the 60 second round.
For searchers, timeboost swapped the race for better hardware to a bidding war, where the proceeds were sent to the DAO, ultimately supporting the underlying protocol.
Why transition away from Timeboost?
In practice, Selini and Wintermute alone won 77.41% of Timeboost auctions from April 17, 2025, to April 13, 2026 [1]. This meant that smaller searchers couldn’t compete, and stopped bidding.
Instead, smaller searchers seemed to start competing with others outside of the express lane, accepting the 200ms delay. This means that instead of targeting MEV opportunities that the searcher in the express lane targeted, they found alternative opportunities and competed for those. 87% of atomic arbitrage and ~98% of liquidations bypassed the express lane entirely, meaning Timeboost captured only ~1.7% of the atomic arbitrage revenue [2].
Priority Gas AuctionsPriority Gas Auctions give users the opportunity to add a priority fee if inclusion speed matters.
When the Sequencer receives transactions, they are stored in the private mempool, tagged with the arrival timestamp, and their priority fee.
On Arbitrum One, typically blocks are every 250ms, and spans two 125ms PGA rounds.
In each round, pending transactions are ordered by priority fee. If two transactions have the same priority fee, whichever one has the earliest arrival timestamp is ordered first.
The sequencer then fills a block with the ordered transactions until it hits one of its limits: the 32 Mgas target is hit, the calldata limit of 95,000 bytes is reached, or the round expires.
The sequencer collects the calculated priority fee per gas according to EIP-1559.
Typically, a block (250ms) spans two PGA rounds (125ms each). However, if the transactions in a single PGA round fills a block (it hits the gas target, or calldata limit), the block is sealed, and the sequencer begins building the next block. Block production is capped at a maximum of 8 blocks per second.
When a transaction is submitted during a PGA round, it is held and enters the sequencer’s mempool at the start of the next round.
Introducing the Anti-Starvation MechanismWhat happens to transactions with no priority boost?
If the mempool has transactions remaining after a PGA round, the outstanding transactions receive a virtual priority boost as part of the anti-starvation mechanism.
This fee is virtual, and isn’t actually charged to the sender. It’s used to ensure that standard user transactions with low or zero priority fees don’t sit in the mempool indefinitely during sustained periods of high volume.
Maintaining Nonce CacheWhen a single user submits multiple transactions, it’s important to maintain the original order, so transaction nonces are used to maintain ordering. If a user submits multiple transactions, while the first is still in the mempool, the sequencer lists the remaining transactions in the ‘nonce cache’ until the earlier transaction is included. Transactions in the nonce cache do not receive the priority boost.
ConclusionPrevious transaction ordering mechanisms have had their challenges. For searchers, the barrier to entry was high: participating in an ahead-of-time auction requires building custom tooling and forecasting MEV for an entire upcoming round.
Meanwhile latency-sensitive applications weren’t supported: emerging DeFi primitives such as proprietary AMMs (propAMMs) need cheap, frequent, priority-ordered inclusion to keep onchain parameters fresh. An express lane held by a single controller for 60 seconds at a time is incompatible with these new AMMs.
By pairing Priority Gas Auctions with Fast Feed, ArbOS Elara captures revenue for the Arbitrum DAO treasury, lowers the barrier for entry in the MEV market, and introduces support for latency-sensitive applications.
Arbitrum Foundation spouští 12měsíční Arbitrum Security Program pro projekty v síti Arbitrum. Program na ochranu ekosystému vyčlení zhruba 7,8 mil. USD včetně 1,76 mil. USDC a 25 milionů ARB.
Today, the Arbitrum Foundation is launching the Arbitrum Security Program (ASP), a 12-month program covering the full security lifecycle for projects building on Arbitrum.
The ASP evolves and broadens the Arbitrum Audit Program, which launched in August 2025 with a one-year mandate. It now rests on four pillars: AI-assisted screening ahead of a full audit, the human-conducted audit itself, the Arbitrum bug bounty program, and the ArbitrumDAO Security Council.
The Foundation is kicking off the ASP's audit function today, building on the experience and learnings from the original audit program. This new program introduces an updated framework designed to ensure projects are audit-ready before entering the program, create greater alignment between participating teams and the Arbitrum ecosystem, and make audit funding available to more projects.
The Arbitrum Security Program commits ~7.8M (1.76M USDC and 25M ARB) at today’s market prices to protect the Arbitrum ecosystem. About $1.2M covers the existing Audit Program commitments, with roughly $6.6M going to new work that keeps builders and users safe. The Foundation will subsidize a portion of the selected projects’ audits depending on the commercial agreement reached with each project.
From Application to Audit Projects can apply to the Arbitrum Security Program through an open application process.
The new program introduces several changes to the process. Before the Foundation begins sourcing an auditor, an approved project will be required to:
Confirm that its codebase is audit-ready;Agree to the applicable audit subsidySign a Commitment Agreement with the Arbitrum Foundation setting out the project’s agreed commitments to the Arbitrum ecosystem, including any applicable exclusivity or other commercial commitments.Once these steps are completed, the Foundation will begin matching the project with an auditor.Selected teams will have the opportunity to strengthen their codebase with pre-audit AI security screening ahead of their full audit.
Projects should plan for approximately one month between application approval and the expected start of the audit and should take this timeline into account when planning their development and launch schedules.
The program will cover the agreed initial audit only. It is advised that teams ensure that their code and intended audit scope are ready before entering the process.
Meet the Auditors Powering ASPProjects accepted into the program will have access to the same group of leading smart contract security firms that powered the previous audit program:
Ackee Blockchain SecurityCertoraCyfrinDecurityGuardianHexensNethermindOak SecurityOpenZeppelinOXORIOPashov Audit GroupSherlockTrail of BitsParticipating projects will be matched with an appropriate auditor based on the scope of the audit, technical requirements and auditor availability.
How to Apply If your project is building on Arbitrum and preparing for a smart contract audit, applications for the Arbitrum Security Program are now open. The standardized form collects key details about the project, team, audit scope, and budget, ensuring a streamlined and fair review.
Applications will be reviewed based on factors including the project’s technical maturity, team, likelihood of success, and alignment with the Arbitrum ecosystem. Who can apply? Projects that are yet to launch, are migrating from another chain or project in the growth stage, are launching new features or products, or are launching their own Arbitrum Chain are eligible to apply.
Read the approved proposal for more details on the expanded audit security program.
Aero se 21. října 2026 spustí na sedmi EVM řetězcích včetně Base, Ethereum Mainnetu, OP Mainnetu, Arc, Ink, Robinhood Chain a Arbitrum. Protokol vznikl spojením Aerodrome a Velodrome.
Aero, the cross-chain decentralized exchange born from the merger of Aerodrome and Velodrome, has set October 21, 2026, as its launch date across seven EVM-compatible chains. The deployment will span Base, Ethereum Mainnet, OP Mainnet, Arc, Ink, Robinhood Chain, and Arbitrum.
The protocol’s existing predecessors, Aerodrome and Velodrome, already account for roughly 17% of all EVM spot trading volume.
Seven chains, one liquidity layer The inclusion of Robinhood Chain and Arbitrum in the launch roster was confirmed on September 25, 2026. Robinhood Chain, an Arbitrum Orbit network that went live on mainnet on July 1, 2026, brings tokenized stock products to the deployment.
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At its core, Aero functions as a unified liquidity layer. The protocol uses what its developer, Dromos Labs, calls MetaDEX03 technology to enable cross-chain token swaps through a feature branded as Metaswaps.
The Aerodrome-Velodrome merger Aero represents the formal unification of two protocols that already dominated their respective chains. Aerodrome was the leading DEX on Base, while Velodrome held a similar position on OP Mainnet.
Under Aero, a single AERO token replaces the previously separate governance and incentive structures. The protocol’s economic model promises to distribute 100% of exchange revenue to AERO stakers. No private sales were conducted for the token.
The governance system incorporates what the protocol calls Predictive Allocation, where sAERO holders (staked AERO) direct rewards to liquidity pools. Aero also enables permissionless token launches, allowing any project to create and list a token without needing approval from the protocol team.
Pre-launch momentum and security Aero Lite, a stripped-down version of the protocol designed for early liquidity infrastructure, has already been deployed on Arc. The protocol ran a public audit contest that closed with zero major issues identified. The protocol has also introduced liquidity launchpad programs designed to bootstrap trading pairs and attract early liquidity providers.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Arbitrum One se stal první blockchainovou sítí, která překročila hranici 7 000 tokenizovaných reálných aktiv, když nyní hostí asi 7 083 RWA. Hodnota těchto aktiv činí zhruba 1,03 miliardy dolarů.
Arbitrum One now hosts approximately 7,083 tokenized real-world assets, making it the first blockchain to cross the 7,000 RWA threshold. The milestone, confirmed by on-chain data from RWA.xyz, marks a striking acceleration for a network that only passed 3,000 RWAs in mid-August 2026.
The numbers behind the milestone The distributed value of RWAs sitting on Arbitrum currently stands at roughly $1.03 billion. Transfer volume tells an even more interesting story: 30-day RWA transfers have reached $1.08 billion, suggesting these aren’t dormant tokens gathering digital dust.
Over 11,481 holders are actively participating in the network’s RWA ecosystem. Worth noting: Arbitrum leads in raw asset count, but not in total distributed value. Ethereum and a handful of other chains still command larger dollar-denominated RWA pools.
What’s actually being tokenized Tokenized equities make up the bulk of the growth, with Reality contributing thousands of stock tokens to the Arbitrum ecosystem. Beyond equities, the asset mix includes tokenized Treasury bills, commodities, and private credit instruments. Spiko has been a key player on the T-bill side, while Franklin Templeton, one of the largest asset managers on the planet with over a trillion dollars in assets under management, has brought institutional credibility to the effort.
Robinhood’s involvement adds another dimension. The retail brokerage giant’s participation in on-chain tokenization bridges traditional fintech and decentralized finance, and signals that tokenized assets are moving past the proof-of-concept stage.
How Arbitrum got here The Arbitrum DAO has been strategically deploying resources to attract RWA issuers since 2024, most notably through its Stable Treasury Endowment Program, known as STEP. The program allocated ARB treasury funds directly into real-world assets, generating yield on the DAO’s treasury holdings while simultaneously seeding the ecosystem with RWA infrastructure and liquidity.
As an Ethereum layer-2 rollup, Arbitrum inherits Ethereum’s security guarantees while offering lower transaction costs and higher throughput. For RWA issuers who need to process frequent transfers, redemptions, and settlements, Arbitrum’s fee structure makes continuous trading and settlement economically viable in a way that mainnet alone cannot.
What this means for the RWA market Liquidity fragmentation, where trading activity is scattered across too many instruments with too few participants, remains a structural challenge for the entire RWA sector. Regulatory uncertainty adds another layer of complexity: the SEC hasn’t issued comprehensive guidance on how existing securities laws apply to blockchain-native representations of traditional assets.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
Robinhood Chain v srpnu zvýšila objem DEX na 1,5 miliardy USD a příjmy z gas poplatků na chainu dosáhly 6,6 milionu USD. Čistý příjem po nákladech byl zhruba 6 milionů USD.
According to a report from Spartan Capital, Robinhood Chain launched its mainnet on July 1, 2026. As of the end of August, on-chain DEX trading volume rose to $1.5 billion, total value locked (TVL) increased to $711 million, and on-chain gas revenue hit $6.6 million in August. The report shows that most of Robinhood Chain’s August trading volume came from Uniswap, with on-chain fees peaking at $2.1 million on August 31. Robinhood operates the sequencer and collects approximately 90% of on-chain fees. After deducting Ethereum settlement costs and a 10% licensing fee paid to Arbitrum DAO, net revenue in August was around $6 million. For Robinhood Earn, users deposit USDG to lend via Morpho. The deposit size grew from $9.5 million on July 1 to $456 million on August 31, accounting for 68% of Robinhood Chain’s TVL at the end of that month. Users earn an estimated annual percentage yield (APY) of around 7%, while the lending side’s APY stood at roughly 3.7% at the end of August. The difference is subsidized by reward funds from Morpho and its lending partners. Meanwhile, Robinhood Chain’s meme ecosystem is growing rapidly. As of the end of August, over 340,000 tokens had been issued on the chain, and August application-layer fees reached $114 million. The report notes that trading volume for meme tokens paired with tokenized stocks is also surging; August trading volume for meme tokens paired with Robinhood Stock Tokens hit $518 million. The report points out that current trading activity on Robinhood Chain is still mainly driven by crypto-native users, and Robinhood’s 27 million funded accounts have not yet migrated to the chain on a large scale. Gas subsidies for Robinhood Wallet will remain in effect until September 29, and Robinhood Earn’s APY is also scheduled to be gradually reduced.
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Summary of Bitget CEO’s Live Stream: Some hacker addresses have been frozen, and user funds will not be affected in any way.
Bitget CEO Gracy Chen shared key takeaways from her earlier live stream on social media, including: 1. Affected assets include ETH, XRP, BNB, AVAX, USDT, USDC and other tokens, spanning Ethereum, XRP Ledger, Arbitrum, Avalanche, Optimism, BSC and Base. All on-chain cold wallets have been confirmed secure and were not impacted. 2. Bitget has contacted all affected chain foundations; some foundations have confirmed freezing hacker wallet addresses. The team will continue to follow up on relevant channels and release updates. 3. Bitget stated that based on IP behavioral characteristics and on-chain analysis, the attack method is highly consistent with known patterns of North Korean hacker groups. The platform has reported the incident to relevant authorities and is cooperating with global investigations. 4. Bitget Wallet operates on fully independent infrastructure from the Bitget exchange. This incident had no impact on Bitget Wallet, and all assets in Bitget Wallet are completely secure. 5. Regarding the platform’s financial status, Bitget said that in addition to its over $464 million protection fund, its own assets exceed $1 billion, with user funds fully backed at a 1:1 ratio, and all related data is verifiable on-chain. 6. On the timeline for resuming withdrawals, Bitget noted its goal is to complete a full recovery as soon as possible. A specific time window will be announced immediately once confirmed, and the platform will not commit to unachievable deadlines.
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Ando raises $20 million in funding: Reimagining Slack to let AI agents serve as direct colleagues.
Beating AI News Brief: Stealth-mode startup Ando has closed a $20 million funding round to build a new Slack alternative designed for both humans and AI agents. The round was backed by Accel, Index Ventures, and Emergence. Ando retains core features like channels, direct messages, group chats, and voice calls, but AI agents have their own identities, permissions, and inboxes. Agents can independently browse and join channels, eliminating the need for humans to tag them (@) to trigger actions, and can proactively reach out to other team members. It supports integration with various AI agents including Codex, Claude, Grokbot, and Devin; teams without existing agents can also use Ando’s hosted version directly. Ando itself has fully stopped using Slack. For example, when a user reports a bug in a chat, agents can independently take the task, assign mobile-related work to another agent, and have a third agent review the code. If the same issue is discussed across multiple channels, agents can proactively pull together relevant personnel and fill in context gaps. Currently, teams across industries including software, real estate, and finance in 15 countries are using Ando.
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Raft open-sourced its code but is not accepting pull requests, noting that AI coding agents have lowered the cost of writing code, though the expense of code review has not decreased.
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Caixin: Texas Hold'em pro Hu Zhewen has sued Jump Trading and Chinese professor Zhang Yongfeng, suffering consecutive losses after heavy investments in the crypto space.
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Iran's Foreign Minister: Iran is willing to reopen the Strait of Hormuz within seven days, but has put forward relevant conditions.
According to a report by The Jerusalem Post, Iranian Foreign Minister Abbas Araghchi told reporters on Thursday on the sidelines of the UN General Assembly in New York that Iran has submitted a proposal to the United States to reopen the Strait of Hormuz within seven days. Araghchi stated that the proposal will be advanced based on the memorandum of understanding reached between the two countries in June this year, but will only be implemented if specific conditions are met. He said, "I think it would be better if this could be completed before the U.S. midterm elections, but that depends on the decision of the U.S. government." Araghchi also noted that Iran does not care about the specific timeline and is in no hurry to push forward with this process.
Arbitrum One nahradil Timeboost systémem Priority Gas Auctions, který soutěží o prioritu každé jednotlivé transakce. Současně spouští placený Fast Feed, WebSocket službu pro dřívější přístup k seřazeným transakčním datům.
Arbitrum One has ditched its Timeboost transaction ordering system in favor of Priority Gas Auctions, a model that lets users compete for execution priority on every single transaction rather than winning broad time-based slots. The change went live on September 24, marking the end of a system that had only been running since April 2025.
Alongside PGA, the network is rolling out Fast Feed, a paid WebSocket service that gives subscribers access to ordered transaction data before it hits the standard sequencer feed.
How Priority Gas Auctions actually work Under the old Timeboost model, users participated in sealed-bid, second-price auctions to secure priority over a chunk of time.
PGA flips the script. Instead of buying a time window, users set a maxPriorityFeePerGas value on individual transactions. These bids are evaluated in rapid-fire 125-millisecond rounds that fit inside 250-millisecond blocks.
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The system also includes what Arbitrum calls an “anti-starvation mechanism.” In plain terms, transactions with low or zero tips don’t get permanently stuck at the back of the line. The mechanism ensures they eventually get processed.
Fast Feed: paying for speed, not for power Fast Feed is the more commercially interesting piece of this upgrade. It delivers ordered transaction data to subscribers in real time, before that data becomes available through the standard sequencer feed that everyone else uses.
The key constraint: Fast Feed subscribers can see the order of transactions early, but they cannot change it.
Revenue from Fast Feed subscriptions splits 97% to the Arbitrum DAO Treasury and 3% to the Arbitrum Developer Guild.
Governance and competitive positioning This wasn’t a top-down decision. The transition from Timeboost to PGA went through a full Constitutional AIP process, with an onchain vote in June 2026 that passed with overwhelming community support.
For context, Timeboost had only been live for about 17 months before the community decided to replace it.
For DeFi protocols building on Arbitrum, the shift to 125-millisecond bidding rounds within 250-millisecond blocks could improve execution quality for automated market makers, lending protocols, and any application where transaction ordering directly affects user outcomes.
PGA generates revenue through priority fees paid by all users, while Fast Feed captures willingness-to-pay from institutional participants who value speed. Together, they give the Arbitrum DAO two distinct revenue streams tied to transaction ordering and data availability.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Bitget Wallet integrovala RWA a nabízí self-custodial přístup k více než 1 700 tokenizovaným americkým akciím a ETF. Služba je spuštěna na Arbitrum a Morph.
Bitget Wallet has integrated Reality, a regulated tokenized asset issuance platform, giving users self-custodial access to more than 1,700 U.S. stocks and exchange-traded funds represented as onchain tokens.
What Are rTokens? Reality issues the assets under the rToken name. An rToken is an onchain token that provides economic exposure to a corresponding U.S. stock or ETF. For example, rAAPL tracks Apple stock, while rQQQ tracks the Invesco QQQ ETF, with each rToken backed 1:1 by the corresponding underlying security. The available lineup includes rNVDA, rTSLA, rAAPL, rAMZN, rSPY, and rQQQ, among others.
Reality's rTokens cover 95% of total U.S. market trading volume, according to Bitget. The tokens are backed 1:1 by underlying U.S. shares held at Alpaca Securities, a FINRA-registered and SIPC-member broker-dealer, with reserves independently attested each day by a third-party CPA firm.
During U.S. market hours, orders are routed to Nasdaq and New York Stock Exchange liquidity rather than to onchain pools alone. Eligible dividends are distributed directly to users in stablecoins, while corporate actions such as stock splits are automatically reflected in rTokens.
Scope and Infrastructure The integration enables Bitget Wallet's 100 million users to access more than 1,700 tokenized U.S. stocks and ETFs. Reality becomes the third tokenized equity provider on the platform, alongside Ondo and xStocks. The offering is initially live on the Arbitrum and Morph networks.
Because the assets exist onchain, supported rTokens can also interact with decentralized finance applications, and could, for example, be used as collateral or integrated into other DeFi protocols, depending on platform support.
Real-world asset trading volume on Bitget Wallet grew 27% quarter-on-quarter in Q2 2026, with Europe, South Asia, and Southeast Asia among its leading markets. The integration signals a broader push to make U.S. equity exposure accessible to a global retail audience without requiring a traditional brokerage account or surrendering control of private keys.
Sources
GlobeNewswire: Bitget Wallet Integrates Reality to Bring 1700+ Tokenized Stocks to 100 Million Users
Crypto Briefing: Bitget Wallet brings 1,700 tokenized US stocks onchain with Reality
Investing.com: Bitget Wallet adds tokenized U.S. stocks through Reality integration
Standard Chartered zahájila pokrytí Arbitrum a vidí ARB na 10 USD do konce roku 2030. Banka to staví na rostoucích tržbách z poplatků, zejména díky Robinhood Chain.
Standard Chartered (LON: STAN) has opened formal research coverage of Arbitrum with a long-dated bullish call on its ARB token. In a note issued on 15 September 2026, the bank said ARB could reach $10 by the end of 2030. The token was then trading near $0.14, so the target implies about a seventyfold increase over four years.
Geoff Kendrick, Standard Chartered’s global head of digital assets research, cast Arbitrum as “the blockchain for TradFi.”
In his view, the network’s real business is helping conventional financial firms move activity on-chain and then sharing in the economics of the chains those firms launch.
That positioning, he argued, puts Arbitrum in the path of a much larger tokenization market.
The bank expects tokenized assets to grow to $4 trillion by the end of 2028, from about $340 billion at the time of the note.
If even a portion of that activity runs on dedicated networks built with Arbitrum’s technology, protocol income could rise for years.
Arbitrum sits among the two leading Ethereum layer-2 networks, alongside Base, and it is distinguished by a fee model that captures value when other parties use its stack.
That model is simple.
When an external chain is built on Arbitrum’s technology, Arbitrum collects a rolling 10% of that chain’s net protocol revenue.
Kendrick pointed to Robinhood Chain, which launched on 1 July 2026, as the first large example.
The new network has been described as the fastest-growing chain on record by value locked.
On the bank’s math, it could generate around $5 million in fees for Arbitrum in September, more than five times the monthly run rate seen before the launch.
That jump in income is the immediate catalyst behind the coverage initiation.
It is also the reason the forecast is framed as a revenue story rather than a purely speculative price target.
Kendrick said investors still assign Arbitrum little value next to layer-1 networks such as Ethereum and Solana, even though the economic engine now looks more comparable.
He expects that valuation gap to narrow if fee growth continues and if more traditional firms copy the Robinhood approach.
The price path is gradual, not a single leap. Standard Chartered sees ARB at $0.50 by the end of 2026, then rising through subsequent years toward the $10 mark in 2030.
The implication is that markets would re-rate the token as recurring infrastructure fees become harder to ignore.None of this is guaranteed.
Tokenization could arrive more slowly than the $4 trillion figure assumes.
Competing blockchains could win the same institutional mandates. Robinhood Chain’s early fee burst may not prove durable.
And ARB does not currently pass protocol revenue straight through to holders, so the investment case still depends on markets treating rising network cash flow as relevant to the token.
Even with those caveats, the research marks a shift in how a major bank is willing to describe a layer-2 asset: less as a sidechain trade and more as a claim on infrastructure used by traditional finance. If that reading holds, ARB’s next cycle may be driven as much by licensed chains and tokenization volumes as by crypto-native activity.
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Polygon plánuje po schválení na mainnetu trvale spálit 100 milionů POL, tedy asi 1 % nabídky. Zároveň uvedl, že jeho tržby za rok 2026 dosáhly 24,5 milionu USD.
TLDR: Polygon plans to permanently burn 100M POL after final Security Council approval for mainnet. The collector contract holds 121M POL generated through network base fees from user activity. Polygon reported $24.5M in 2026 revenue, ahead of figures cited for Arbitrum and NEAR. POL trades near $0.104 as Bitcoin-led market strength supports the broader crypto rally. Polygon is preparing to permanently burn 100 million POL tokens after its network generated $24.5 million in 2026 revenue. The planned burn represents about 1% of POL’s total supply and targets tokens held by a collector contract.
Polygon CEO Sandeep Nailwal said the contracts are currently on testnet pending final Security Council signatures.
The collector contract currently holds 121 million POL generated through network base fees. Once approved for mainnet, anyone in the community will be able to trigger the initial 100 million POL burn.
The proposal adds a new mechanism to Polygon’s existing token economics. It also comes as Polygon reports rising network activity and continued deflationary conditions.
Polygon POL Nurn Moves closer to Mainnet The planned Polygon POL burn will permanently remove 100 million tokens from circulation. These tokens cannot return to the market after the burn transaction executes.
Polygon collects POL through network base fees paid when users execute transactions. Those fees flow into the collector contract, which has accumulated 121 million POL.
After the required Security Council approvals, the contracts will move from testnet to mainnet. Anyone can then initiate the first burn without requiring Polygon to manually execute it.
The mechanism will also operate quarterly after the initial burn. Community members will be able to trigger subsequent POL burns as eligible tokens accumulate.
Nailwal said POL has remained deflationary since January 2026. He also said Polygon has continued handling significant activity across payments, trading, and consumer applications.
Polygon has scaled its network to 5,000 transactions per second, according to Nailwal. The planned burn therefore connects token supply mechanics directly with ongoing network activity.
BIG UPDATE: 100M POL ready to be permanently BURNED.
Polygon is printing revenue. $24.5m YTD. We are deploying a change that lets anyone in the community trigger its burn.
2026YTD Revenue
Super happy about $NEAR and $ARB getting much deserved love, but in terms of revenue, my… pic.twitter.com/NRvsGUA7YD
— Sandeep | CEO, Polygon Foundation (※,※) (@sandeepnailwal) September 18, 2026
POL Revenue Reaches $24.5M as Token Market Reacts Polygon reported $24.5 million in revenue year-to-date during 2026. Nailwal compared that figure with $8.41 million for Arbitrum and $5.6 million for NEAR.
Those figures place Polygon’s reported revenue at roughly three times Arbitrum’s level. They also put it at roughly five times NEAR’s reported figure.
The revenue figures cited by Nailwal include specific activity within the other networks. Arbitrum’s figure includes the Robinhood chain, while NEAR’s figure includes Near Intents.
POL was trading at $0.104 after gaining 3.98% over 24 hours, according to CoinMarketCap data provided. The move closely tracked a broader market rally led by Bitcoin.
The provided CoinMarketCap analysis attributed POL’s move primarily to its strong beta correlation with Bitcoin. It cited regulatory optimism and easing macro concerns behind Bitcoin’s strength.
No clear POL-specific catalyst was identified in that market data. However, the planned burn provides a separate token-supply development for traders monitoring POL.
An analyst, @venturefounder, sees POL potentially moving toward $0.17. The same analyst also expects a possible return toward CoinMarketCap’s top-40 ranking.
Those targets remain analysis rather than confirmed outcomes. Traders can instead monitor whether POL holds the $0.10 level during the current market move.
A sustained move above that level could keep $0.11 in focus. A break below $0.10 could expose the token to a pullback toward $0.095.
The core mechanism is straightforward: Polygon collects POL through base fees, stores those tokens, then permanently removes them quarterly. Hence, the 100 million POL burn will reduce the collector balance and establish a recurring community-triggered supply reduction.
Hyperliquid, a trading-focused Layer 1 blockchain, has surpassed Arbitrum in total value locked (TVL) at the chain level, with both networks registering $1.39 billion, according to DeFiLlama data. Hyperliquid advanced from the eighth to seventh position among chains in just 24 hours, as capital rotation continues among decentralized finance networks.
Shift in DeFi capital and rankingsRecent data highlighted by analytics platform MSBIntel shows that while Hyperliquid’s L1 TVL held steady at $1.39 billion, Arbitrum’s numbers slipped, allowing Hyperliquid to edge ahead by a small margin. Total protocol-level TVL for Hyperliquid climbed to $6.76 billion, reflecting an increase of 8.2% over the last month.
This development signals ongoing restructuring in the decentralized finance sector. Several high-performance Layer 1 blockchains built specifically for trading applications are now attracting liquidity previously held by established Layer 2 solutions. Arbitrum, once the leading Ethereum Layer 2 network with over $3.2 billion in TVL in February 2024, has experienced a decline driven by reduced incentive programs and outgoing users.
Recent TVL movement illustrates a broader DeFi trend: “High performance trading protocols such as Hyperliquid are rapidly gaining liquidity, overtaking traditional Layer 2s in capital allocation.”
In contrast, Hyperliquid’s growth has been supported by launching its own Layer 1 chain tightly integrated with its perpetuals exchange, as well as consistently attracting traders and collateral deposits.
Technical features and network architectureHyperliquid’s network utilizes native order books with sub-second finality and a consensus layer designed for derivatives. TVL inflows are derived from perpetual vault collateral, spot markets, and tokens built on its proprietary HIP-1 and HIP-2 standards. Open interest within the protocol is collateralized with HYPE, Hyperliquid’s native token, and traders actively deposit USDC to participate in trading, rather than engaging solely for incentive farming.
The protocol distinguishes itself with its “fee-driven” model, using trading fees to buy back and burn HYPE tokens, contributing to value accrual. Peak burn activity has seen up to 32,770 HYPE tokens burned in a single day, typically coinciding with TVL highs of nearly $7 billion.
Mini dictionary: HIP-1 and HIP-2 are Hyperliquid’s technical standards for token issuance and interaction, tailored for its derivatives trading platform to optimize speed and liquidity management.
Unlike modular rollups such as Arbitrum and Optimism, which extend Ethereum’s functionality for a wide range of decentralized applications, Hyperliquid’s vertically integrated chain is constructed for a single, specialized app. This results in low latency, unified margin, and trading fees that accrue directly to the Layer 1 network.
Competition and market risksHyperliquid now ranks among the five highest fee-generating protocols, alongside large networks including Ethereum, Solana, and Tron. The competitive pressure on both centralized exchanges and Layer 2s is intensifying as on-chain settlement of perpetual derivatives increases, eroding CEX dominance and motivating rivals to review their technology stacks.
The sector’s direction points toward improved trading infrastructure, illustrated by Solana, Sei, and Hyperliquid capturing increased on-chain perpetual trading volume. This trend has been fueled by more reliable oracles, better user experience in crypto wallets, and deeper stablecoin reserves from issuers such as Circle and Tether.
ChainCurrent TVL30-Day TVL ChangePeak TVL (2024)Hyperliquid$1.39B (chain) / $6.76B (protocol)+8.2%~$7BArbitrum$1.39B (chain)Declining$3.2B (February 2024)Despite its gains, Hyperliquid faces notable risks. Its TVL is heavily concentrated in perpetual trading, making the protocol sensitive to funding rate changes and sudden market volatility. Regulatory uncertainty around on-chain derivatives in key jurisdictions such as the US and Europe also persists.
Arbitrum continues to offer a more diverse set of DeFi assets and has scheduled upgrades—including integrations for Aave, Uniswap, and Stylus—to strengthen its competitive position. Hyperliquid’s ability to maintain its lead will depend on future developments such as the rollout of HIP-3 for permissionless perpetuals trading, institutional custody services, and the stability of its fee-based burn mechanism amid evolving market conditions.
Arbitrum podle Standard Chartered míří na zhruba 5 milionů USD měsíčních příjmů, tedy více než pětinásobek před spuštěním Robinhood Chain. ARB za 24 hodin vzrostl o 12,18 %.
Arbitrum regains activity after several turbulent weeks. The ARB crypto gained 12.18% in 24 hours, with $561.52 million traded. The movement mainly comes as Arbitrum’s monthly revenues are estimated at around $5 million at the current pace, more than five times their level before the launch of Robinhood Chain. For once, the crypto market rebound comes with a fairly clear improvement in the network’s figures.
In brief The ARB crypto progressed by 12.18% in 24 hours. Arbitrum approaches $5 million in monthly revenues at the current pace. Robinhood Chain pays 10% of its net protocol revenues to the Arbitrum ecosystem. Crypto: Arbitrum’s revenues scale up The starting point is in July. Robinhood Chain launched its mainnet on July 1st using Arbitrum technology. Cointribune had then introduced this layer 2 dedicated notably to tokenized assets and DeFi.
Two months later, the numbers start to weigh in. Standard Chartered estimates Arbitrum’s monthly revenues now around $5 million, more than five times their level before Robinhood Chain’s arrival. This is an annualized pace based on current data, not $5 million already collected over a full month.
The connection with Robinhood is quite simple. Under the Arbitrum Expansion Program, chains using this technology and settling their transactions outside Arbitrum One and Nova pay 10% of their net protocol income to the Arbitrum ecosystem. Robinhood Chain is among these networks.
In July, these licenses had already brought $360,000 to the DAO and accounted for 35% of its monthly revenues. Throughout the first half of 2026, Arbitrum DAO generated $6.19 million from Arbitrum One fees, Timeboost, licenses, and treasury management.
The recent growth is therefore rapid. It is mainly due to a much more active Robinhood Chain than at its launch.
Robinhood Chain reports directly to Arbitrum During the first two weeks of September, Robinhood Chain produced on average $2.8 million in fees per day, according to data used by Standard Chartered. Part of this goes directly into the Arbitrum ecosystem’s accounts.
This is no longer a marginal crypto activity. In early September, Robinhood Chain generated about $33 million in fees over fifteen days, compared to $11 million for Solana and $9 million for BNB Chain over the same period. Cointribune had already detailed the very rapid rise in Robinhood Chain’s revenues.
Standard Chartered bank precisely sees Arbitrum as an infrastructure likely to attract other financial companies. Robinhood provides a first example: instead of building its entire blockchain from scratch, the broker uses the Arbitrum stack and pays a portion of the generated revenues.
Tokenized stocks also play a role in this strategy. Their weekly spot volume approached $3 billion in early August. Robinhood is among the platforms pushing this market towards traditional users, alongside others like Kraken and Ondo.
Standard Chartered has in fact started covering the ARB crypto this week. The bank published several price projections up to 2030. These figures remain analyst forecasts and not a guarantee on the token’s evolution. It itself cites several risks, including slower tokenization than expected and competition from other blockchains. Another key point: ARB holders currently receive no direct share of these revenues.
The ARB crypto rebounds by 12%, traders remain cautious On the market, ARB nevertheless responded strongly. The crypto gained 12.18% over 24 hours, while its volume increased by 5.25% to reach $561.52 million. Short sellers suffered more: $238,640 in short positions were liquidated, against $97,750 in long positions.
Derivatives tell a less clear story. The funding rate weighted by open interest remained around -0.0043% at the time of the data. It had previously dropped to -0.01%. Bearish positions are therefore receding, without having completely disappeared.
For ARB, this is probably the most interesting part of the session. The price rises while the network revenues have also genuinely changed since July. The two movements do not have the same duration: a 12% increase can disappear in a few sessions, while revenues will depend on the activity Robinhood Chain manages to maintain.
And this activity has already become important in the crypto ecosystem. Robinhood Chain now far exceeds its status as a new layer 2 launched this summer. Cointribune has also followed the progression of tokenized stocks towards nearly $3 billion in weekly volume, a market in which Robinhood indeed wants to take a significant place. Arbitrum now has Robinhood Chain, an estimated $5 million in monthly revenues, and an ARB crypto moving again. The figures are stronger than in July. It will be necessary to see if they hold once the market rebound is over.
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Evans S.
Fascinated by Bitcoin since 2017, Evariste has continuously researched the subject. While his initial interest was in trading, he now actively seeks to understand all advances centered on cryptocurrencies. As an editor, he strives to consistently deliver high-quality work that reflects the state of the sector as a whole.
DISCLAIMER
The views, thoughts, and opinions expressed in this article belong solely to the author, and should not be taken as investment advice. Do your own research before taking any investment decisions.
Arbitrum (ARB) has recorded a notable surge, climbing to $0.1814 and posting a 7.85% gain over the past 24 hours. This move followed a bounce from a key support area, prompting traders to assess whether ARB can sustain its upward momentum.
Technical strength supports Arbitrum’s rallyTechnical indicators on TradingView have highlighted Arbitrum’s resilience, with the token holding firmly above the $0.1525 support after a marked breakout earlier this month. The price action remains robust, especially above the 50-day moving average at $0.1020 and the 200-day moving average at $0.1065, which signals ongoing bullish momentum within the current trend.
Key momentum metrics, including the Moving Average Convergence Divergence (MACD), continue to favor buyers. A positive MACD with the main line above the signal line suggests bullish momentum has not been exhausted, even as ARB consolidates its gains.
If ARB pushes higher from its current levels, traders may focus on the next major resistance areas. However, a pullback below $0.1525 could potentially undermine the current bullish structure that has been established.
Analysis of technical indicators shows that Arbitrum continues to trade above its major moving averages, reinforcing current bullish sentiment among traders.
Stabletrust Pay launches on Arbitrum One via FairblockIn a recent network development, Arbitrum announced the integration of Stabletrust Pay on Arbitrum One through Fairblock. This update enables users to send, receive, and manage their stablecoins with enhanced privacy by leveraging encrypted transaction features.
Arbitrum is a layer-2 solution designed to enhance the scalability of Ethereum by offering faster and cheaper transactions while retaining the security of the underlying chain.
Data from DeFiLlama indicates that Arbitrum’s total value locked (TVL) remains stable at approximately $1.35 billion. Despite market fluctuation in recent weeks, the amount of capital within the network has stayed relatively constant. At the same time, the number of active addresses and on-chain transactions has shown ongoing consistency, supporting the view that the user base is resilient.
Traders often interpret steady TVL as a sign of persistent liquidity within an ecosystem, as opposed to funds moving to alternative networks or protocols.
Mini dictionary: Fairblock is a privacy infrastructure protocol focused on enabling confidential and encrypted transactions in decentralized networks. Its integration allows wallets and dApps to offer private transfers and on-chain privacy features for end users.
Open interest and trading volumes rise across ARB derivativesSpeculative interest in ARB has intensified, according to data from CoinGlass. Open interest for ARB derivatives jumped from about $95 million in late August to over $220 million in September. This expansion signals that more capital is flowing into ARB’s derivatives market, reflecting heightened activity and trader enthusiasm.
Arbitrum’s trading volume exceeded $1 billion multiple times this month, further highlighting elevated network activity. Additionally, liquidation data points to a spike in short liquidations during ARB’s recent upward move, suggesting many traders who held bearish positions were forced to exit as prices advanced.
DateARB Open InterestTrading VolumeLate August$95 millionBelow $1 billionSeptember$220 millionExceeds $1 billion on several occasionsOngoing ecosystem developments and feature launches have intensified overall market attention on ARB, with both on-chain activity and trader engagement trending upward.
Recent liquidations of short positions during ARB’s rally point to increasing trader interest as the ecosystem evolves, with boosted open interest and substantial capital entering the market.
SEC udělila dočasnou výjimku pro tokenizované americké akcie, což vyhnalo UNI, ARB, RAY a NEAR mezi největší růstové tituly dneška. Uniswap a Arbitrum jsou podle trhu nejblíž toku onchain akcií.
Arbitrum, Uniswap and NEAR top today’s gainers board. A fresh SEC exemption for tokenized stocks is powering the DeFi bid. Uniswap and Arbitrum sit closest to the onchain-equities flow. All five leaders trade in overbought territory on short timeframes. The five biggest gainers in the market today are decentralized exchange and Layer-2 tokens, not the usual large-cap majors, and they are moving together for a reason. Arbitrum (ARB) leads on a 24-hour basis at $0.2145, up 30.26%, followed by Uniswap (UNI) at $8.73 and NEAR Protocol (NEAR) at $3.47, with Raydium (RAY) and Aptos (APT) rounding out the group. The common thread behind most of the board is a regulatory decision made the day before: on September 17 the US Securities and Exchange Commission granted a temporary exemption that lets tokenized US stocks trade through permissioned automated market makers, the exact plumbing these protocols operate.
1
Arbitrum ARB
Market cap $1.45B
$0.2145
24h +30.26%
7d +47.83%
2
Uniswap UNI
Market cap $5.42B
$8.73
24h +27.98%
7d +42.91%
3
NEAR Protocol NEAR
Market cap $4.53B
$3.47
24h +27.14%
7d +38.04%
4
Raydium RAY
Market cap $458.57M
$1.70
24h +16.90%
7d +4.68%
5
Aptos APT
Market cap $577.94M
$0.6639
24h +16.23%
7d +3.80%
Why the SEC’s tokenized-stock order sits behind the board The SEC’s “Innovation Exemption” releases so-called Tokenized Securities Venues from the definition of an exchange under the Securities Exchange Act of 1934, and it does so for five years on a temporary, conditional basis. In plain terms, a venue can now bring buyers and sellers of tokenized US stocks together through permissioned AMMs and liquidity pools without first registering as a national securities exchange. The relief is narrow by design. It covers real, 1:1 backed shares that carry full shareholder rights such as dividends and voting, and it explicitly leaves out the synthetic stock tokens that have driven much of the recent onchain equity trade. The order also requires the smart contracts involved to be auditable and deployed on a public, permissionless chain, which rules out private bank networks and quietly favors the public DeFi venues already running this infrastructure.
Permissioned pools are the mechanism that makes the exemption workable. Rather than gating access at a website or through an offchain check, the pool itself verifies whether a wallet has been approved by the asset issuer before a swap or a liquidity deposit clears. The issuer keeps the allowlist and the compliance controls that securities law demands, while the approved trader gets standard AMM liquidity. That single piece of engineering is why the market treated a regulatory notice as a direct catalyst for specific token prices instead of a distant policy headline.
Uniswap already built the venue the exemption describes UNI/USDT 4-hour chart, Binance via TradingView. Price near $8.70 with RSI at 84, well into overbought territory. Uniswap is the clearest beneficiary because it already shipped the product the SEC’s language points to. Its Permissioned Pools framework, built as a Uniswap v4 hook and launched in July, lets regulated assets tap AMM liquidity while the issuer enforces eligibility on every trade. Launch partners included tokenization firms Securitize and Superstate, and Superstate has since confirmed it is routing tokenized equities onchain through that hook. The protocol has also become the default liquidity engine for Robinhood’s Stock Tokens, handling close to 99% of tokenized-stock liquidity on Robinhood Chain and passing $10 billion in cumulative stock-token volume.
80% of all Robinhood Stock Token volume is traded on Uniswap
That translates to $10B (and counting) pic.twitter.com/AUL7kTjBAq
— Uniswap (@Uniswap) September 18, 2026
UNI trades at $8.73, up 27.98% on the day and 42.91% over the week, a move that lines up with the market pricing Uniswap as the toll booth for onchain equities rather than as a generic DeFi token.
Arbitrum runs underneath Robinhood’s stock-token chain ARB/USDT 4h, Binance via TradingView. Reversed from a high near $0.229. Arbitrum tops the 24-hour board at $0.2145 and leads the group over seven days with a 47.83% gain, and its position in the tokenized-stock stack explains the strength. Robinhood Chain, the network where most of that stock-token volume settles, runs on Arbitrum Orbit technology, making it an Ethereum Layer-2 built on Arbitrum’s stack. Every dollar of tokenized-equity flow that benefits Uniswap is also flowing across Arbitrum’s infrastructure. Traders who bought the Uniswap thesis extended it one layer down. Worth noting for anyone chasing the candle: ARB had already printed a sharp intraday reversal, with the latest four-hour candle down 6.41% from a local high near $0.229, a reminder of how fast these repricings run in both directions.
Raydium carries the same trade onto Solana RAY/USDT 4h, Binance via TradingView. The freshest, least extended move. Raydium carries the Solana side of the story. As the network’s leading AMM, it stands to absorb tokenized-equity flow that the exemption opens up on public, permissionless chains, and that pipeline is already forming. Backpack’s tokenized stocks now route through Raydium, StonkFun has moved all new launches to Raydium’s LaunchLab, and the protocol reported its largest buyback to date, roughly $640,000 on September 9, funded by 12% of trading fees. RAY sits at $1.70, up 16.90% on the day. Its weekly gain of 4.68% is far smaller than the leaders’ double-digit weekly runs, which marks this as a fresher breakout rather than the tail end of a week-long trend.
NEAR and Aptos moved on catalysts unrelated to stocks NEAR/USDT 4h, Binance via TradingView. RSI 86, the most stretched of the group. Not every name on the board is a tokenized-stock play. NEAR rose 27.14% to $3.47 on a separate development: the launch of confidential perpetual futures on near.com, with execution running on Hyperliquid. The setup lets traders access more than 50 perpetual markets at up to 40x leverage while NEAR Intents handles the funding route and works to keep a deposit from being publicly linked to a wallet. The positions themselves stay visible at the market level, so this is confidential funding and wallet attribution rather than fully private trading. The protocol also reported confidential total value locked reaching $70 million and took a snapshot for a milestone incentive program, both of which fed the bid.
near.com MILESTONE: Confidential TVL has reached $70 million.
The snapshot for the [email protected] milestone incentive program has been taken. pic.twitter.com/ER1fYaQCxS
— NEAR Protocol (@NEARProtocol) September 15, 2026
Aptos, up 16.23% to $0.6639, moved on tokenomics instead of a product launch. The network burns APT on every transaction, and it reported 159.6K APT burned over the past 30 days and 1.8 million burned since mainnet, with an average transaction fee of $0.0005 following a tenfold fee increase and an annualized burn rate near 1.9 million APT. Against a market already bidding altcoins, a clean deflation narrative was enough to trigger a sharp single-candle reclaim of its major moving averages.
APT/USDT 4h, Binance via TradingView. Reclaimed all three averages in one candle. RSI above 80 on two of the five names Reading the charts is where caution enters. On the four-hour timeframe every token in this group trades above its 20, 50 and 200-period moving averages, which is the technical signature of an uptrend across short, medium and longer windows. The catch is momentum. The relative strength index, which measures how quickly price has risen relative to its recent range, is stretched well into overbought territory across the board, and readings above 70 typically signal a move that is due for a pause or a pullback rather than one with fresh room to run.
Four-hour RSI, with the 70 overbought line marked
NEAR
RSI 86.34
UNI
RSI 84.75
ARB
RSI 74.52
APT
RSI 74.00
RAY
RSI 73.66
The dark line at 70 is the overbought threshold. Every bar clears it, and NEAR and UNI push past 84, the sign of a move that has run fast and may need to cool before it continues.
Why the exemption’s fine print decides who keeps the gains The open question is whether trading volume actually follows the regulation. The SEC framed the exemption as a testbed, and it asked for public data and comment before deciding on permanent rules, which means the framework can still tighten. Several conditions cap its reach today. It applies only to genuine 1:1 backed stocks and not to the synthetic products that dominate current onchain equity trading, it carries limits on the number of tradeable symbols and aggregate volume, and Robinhood’s Stock Tokens remain off-limits to US persons, so the largest retail audience for these assets is still fenced out. The tokens that hold their gains will likely be the ones where issuers actually deploy under the exemption and route real order flow, rather than the ones that simply share a sector with the headline. For traders, the split the SEC drew between real tokenized shares and synthetics is the line to watch, because it may quietly decide which venues inherit the next wave of listings and which get left with the memecoin-stock pairs that seeded this market in the first place.
Alex is a financial markets journalist and co-founder of Millennial Media Group, and he's spent close to ten years trying to answer one stubborn question: what's really driving this? It started in 2016, when Bitcoin refused to make sense to him - and rather than shrug, he stayed with it until it did. That patience became his method. He's less interested in what an asset is doing today than in the plumbing behind it: how liquidity flows, where risk hides, what a chart is quietly telling you that the headline isn't. That lens eventually stretched well past crypto into traditional markets, because the same forces - fear, leverage, incentives, timing - show up everywhere once you know how to look. Most coverage, in his view, insults the reader by stopping at the surface. Price up, price down, moving on. He'd rather leave someone genuinely understanding a move than merely informed that it happened. His path into markets ran through a Tourism degree at New Bulgarian University - proof, maybe, that curiosity beats credentials. With more than 200 deep analyses and over 10,000 articles behind him, he still walks away from most trading days having learned something he didn't know that morning.
Pokles příjmů Robinhood Chain souvisí se snížením poplatků, nikoli s oslabením poptávky. Síť za posledních 24 hodin vykázala DEX objem 1,81 miliardy USD a TVL přes 937 milionů USD.
Key figures in the cryptocurrency sector have opposed the growing narrative that Robinhood Chain is faltering after a recent dip in its network fee revenue, arguing that this trend is the result of a strategic reduction in transaction fees rather than a decline in user demand.
Fee cuts drive falling revenues but stable trading volumesRobinhood, a financial services company known for its mobile-based trading platform, recently raised the gas limit on its blockchain network and lowered user fees. As a consequence, on-chain revenue dropped significantly.
Despite the decrease in revenue, daily decentralized finance (DeFi) trading volumes have remained robust. Haseeb Qureshi, managing partner at Dragonfly, shared supporting data on X, posting a chart where Robinhood Chain’s revenues declined even as decentralized exchange (DEX) trading activity persisted at strong levels.
Qureshi reported that Robinhood Chain is maintaining its position as “solidly #2 behind Solana” in terms of volume, and noted that many commentators mistakenly interpret lower network revenues as a failure.
Uniswap founder Hayden Adams echoed this perspective, highlighting that most DEX activity on the chain flows through Uniswap, accounting for 95% of all trades. He commented that declaring the chain “dead” based solely on fee charts overlooks the network’s expanded capacity and steady demand.
Adams observed that the uptick in capacity was intended to meet surging demand for blockspace on the chain, supporting continued strong activity despite lower fee revenue.
According to DefiLlama, Robinhood Chain posted $403,000 in protocol revenue and about $448,600 in user fees over a recent 24-hour period, compared to $1.81 billion in DEX trading volume during the same period. Over the past week, its DEX volume exceeded $12.77 billion, a weekly increase of nearly 23%.
Debate over profitability and business modelAnatoly Yakovenko, cofounder of Solana Labs—a blockchain development company—offered a skeptical view, arguing that aggressively lowering fees renders the blockchain a low-margin pursuit for Robinhood and could expose it to stronger competition from other consumer-facing applications such as Fomo and Phantom. Yakovenko suggested this approach may risk the company’s brand in favor of thin margins at the infrastructure level.
He noted that by lowering transaction costs, Robinhood may be giving an advantage to rival interfaces, which can now access the chain at equally competitive rates and attract users away from Robinhood’s own frontend services.
The core disagreement remains whether prioritizing network activity over protocol profitability is sustainable for Robinhood Chain in the long term.
On-chain data shows growth in assets and usersSince its launch on July 1, Robinhood Chain’s total value locked (TVL) has surpassed $937 million, approaching the $1 billion mark. The market capitalization of stablecoins circulating on the network is now above $1 billion, reflecting a 12% increase week over week and a 72% rise over the past month.
USDG, a stablecoin on the chain, makes up more than 68% of the total stablecoin value, followed by Ethena’s USDe stablecoin.
Mini dictionary: TVL (Total Value Locked), a key metric in DeFi that tracks the aggregate value of assets held within a blockchain protocol’s smart contracts, often used to gauge overall adoption and liquidity.
Uniswap and Arbitrum’s role on Robinhood ChainUniswap charges a trading fee of 0.465% for transactions on Robinhood Chain, more than double the 0.214% rate on other networks. This higher fee tier stems from the presence of tokenized stocks, which are traded at premium fee levels. These fees contribute to Uniswap’s buy-and-burn mechanism that supports the value of its UNI token.
Robinhood Chain, built on Arbitrum technology, has a revenue-sharing agreement with Arbitrum. Under this arrangement, 10% of Robinhood Chain’s net protocol revenue is returned—8% to the Arbitrum DAO treasury and 2% to a developer fund.
Arbitrum is a Layer 2 scaling solution for Ethereum, focusing on faster and cheaper transactions by bundling many transactions together and settling them on the Ethereum mainnet.
On September 15, Standard Chartered initiated coverage of ARB, Arbitrum’s native token. The bank forecasted that ARB could reach $10 by 2030, nearly 70 times higher than its current price of approximately $0.147. Standard Chartered referenced Robinhood Chain’s protocol revenues as a key contributor to Arbitrum’s projected growth.
Geoffrey Kendrick, the bank’s global head of digital assets research, noted that Robinhood Chain’s launch could help solidify Arbitrum’s position as a leading network for bringing traditional finance assets on-chain. Kendrick estimated that Arbitrum’s revenue run rate is now $5 million per month, up more than five times compared to its levels before July.
Bitget Wallet nasadil na síti Arbitrum One sadu tokenizovaných akcií rTokens přes RealityFi. Start zahrnuje $rAAPL, $rSPCX a $rGOOGL; na Arbitrum je už asi $159 milionů rTokens.
@BitgetWallet has deployed a suite of tokenized stock tokens, known as rTokens, on the @Arbitrum One network through @RealityFi_xyz. The initial rollout includes $rAAPL, $rSPCX, and $rGOOGL, bringing on-chain representations of some of the most widely tracked U.S. equities directly into Arbitrum's DeFi ecosystem.
What Are rTokens and How Do They Work? rTokens are issued by Reality, a regulated tokenized asset platform backed by Bitget.
Arbitrum as the RWA Settlement Layer The deployment on Arbitrum One is designed to unlock composability across a broad network of DeFi protocols. The integration enables direct liquidity routing through @Uniswap, @SushiSwap, and @Pendle_fi, giving rToken holders access to on-chain trading venues without leaving the Arbitrum ecosystem.
The total value of rTokens deployed on the Arbitrum network now stands at approximately $159 million, reinforcing its position as a leading settlement layer for real-world asset (RWA) products.
The broader context supports the timing of this move.
Sources:
TechBullion: Bitget Wallet Integrates Reality to Bring 1,700+ Tokenized Stocks to 100 Million Users
CoinMarketCap: Bitget Launches Reality Platform to Tokenize US Stocks and ETFs
CoinGecko: RWA Report 2026
Standard Chartered zahájila pokrytí Arbitrum a stanovila cílovou cenu ARB na 10 USD do konce roku 2030. Banka očekává, že token bude těžit z rostoucí tokenizace a adopce blockchainu ve financích.
Standard Chartered has launched its coverage of the Arbitrum ecosystem by setting a long-term price target of $10 for its native ARB token by the end of 2030. The multinational bank connected its forecast to the rising adoption of blockchain systems by traditional finance institutions and a surge in demand for tokenized assets.
Progressive price targets and ARB’s outperformance prospectsThe bank projects that ARB will reach $0.50 by December 2026, $1.50 in 2027, $3.50 in 2028, and $6.50 in 2029, culminating in $10 by the end of 2030. At the time of the report, ARB was trading near $0.13, indicating the price prediction is several multiples higher than its current valuation.
Geoff Kendrick, Standard Chartered’s Global Head of Digital Assets Research, expects ARB to outperform both Bitcoin and Ether throughout the forecast period. He anticipates Bitcoin could hit $100,000 by 2026 and $500,000 by 2030, while Ether could reach $4,000 and potentially $40,000 for the same periods.
Kendrick emphasized that the price forecasts reflect confidence in Arbitrum’s positioning as a key blockchain infrastructure provider and the overall trajectory of tokenization in global markets.
A significant part of Standard Chartered’s outlook is tied to Arbitrum’s role in delivering blockchain infrastructure to external organizations. Through its Expansion Program, Arbitrum charges a fee equal to 10% of net protocol revenue generated by chains using its technology, directly linking network income to activity across these external chains.
Robinhood Chain, which recently integrated with Arbitrum, has contributed to altering Arbitrum’s revenue profile. During the first two weeks of September, Robinhood Chain posted a daily fee revenue of $2.8 million, resulting in an estimated $5 million in fees for Arbitrum for the entire month, based on current run rates.
Mini dictionary: Robinhood Chain, an Ethereum-based blockchain network built by the financial services company Robinhood, enables seamless transfer and trading of digital assets, leveraging Arbitrum’s scaling technology to support high throughput and low transaction costs.
YearARB Price Target2026$0.502027$1.502028$3.502029$6.502030$10Tokenization growth fuels infrastructure demandStandard Chartered identified rapid expansion in the tokenized financial asset sector as a key long-term driver for ARB. The bank estimates that the total market for tokenized assets could rise to $4 trillion by 2028, up from a current level of roughly $340 billion. Tokenized equities alone may approach $750 billion during this time frame.
If Robinhood Chain and similar projects maintain momentum, more firms could turn to Arbitrum’s infrastructure, Standard Chartered stated. However, the bank noted several critical risks, including the possibility of slower-than-expected tokenization growth, increased competition from rival networks, ongoing regulatory uncertainty, and a limited degree of direct value accrual from the ARB token itself.
Standard Chartered underscored that unresolved U.S. regulatory frameworks and pending work by the DTCC on tokenized equities could significantly influence the pace at which traditional financial firms adopt blockchain technology and the amount of revenue Arbitrum may be able to capture.
Mini dictionary: DTCC (Depository Trust & Clearing Corporation) is a U.S.-based clearinghouse that provides post-trade services to the financial markets and is actively researching the adoption of blockchain for tokenized securities transactions.
Ultimately, Standard Chartered’s report positions Arbitrum as a potential beneficiary of the institutional adoption of blockchain infrastructure if key regulatory and market milestones are reached in the next several years.
HYPE, the native token of Hyperliquid, climbed more than 3% in the last 24 hours, rebounding from lows near $77 to trade around $81 on September 14. This recovery followed significant buying activity after Hyperliquid Layer 1 (L1) moved up in the blockchain total value locked (TVL) rankings, overtaking Arbitrum to claim the seventh position.
Hyperliquid advances in TVL rankingsBoth Hyperliquid and Arbitrum reported a TVL near $1.40 billion during this period. According to MSB Intel, Hyperliquid’s protocol TVL reached $6.73 billion, marking an 11.6% increase over the past 30 days.
Hyperliquid is a decentralized finance (DeFi) protocol and L1 network focused on bringing perpetual futures markets onto the blockchain, offering traders decentralized derivatives products.
While Hyperliquid’s TVL growth has bolstered investor sentiment, attention is also fixed on the protocol’s push to enter the US derivatives market. Kraken’s parent company, Payward, proposed a plan in late August for its subsidiary Bitnomial to offer registered US users access to crypto perpetual futures linked to Hyperliquid’s decentralized exchange and L1 infrastructure.
Payward has presented this structure to the Commodity Futures Trading Commission (CFTC). The firm still awaits regulatory approval. These discussions have involved Hyperliquid representatives, the CFTC, and the Securities and Exchange Commission, centering on possible regulatory guidance or exemptions that would enable US-regulated firms to offer perpetual futures directly on Hyperliquid’s blockchain.
Mini dictionary: Perpetual futures are derivative contracts that allow traders to speculate on the price movement of an asset without an expiry date. Unlike traditional futures, they can be held indefinitely, and prices are kept in line with the underlying spot market using funding rates.
Regulatory activity continued into September, with the Hyperliquid Policy Center filing an amicus brief on September 9 in support of the CFTC in a lawsuit brought by CME Group regarding the regulator’s decision to permit perpetual futures in the US. The Hyperliquid Policy Center called for the dismissal of CME’s lawsuit against the CFTC.
ChainTVLRanking PositionHyperliquid$1.40 billion7thArbitrum$1.40 billion8thHYPE’s price action and token unlockThe latest HYPE price action also followed a token unlock on September 6, when 433,419 HYPE allocated to core contributors became available, representing 0.19% of the floating supply. This event initially triggered selling pressure, pushing HYPE from its September high near $89 down to $77, but the token has since retraced to above $80 as buyers absorbed the released supply.
HYPE remains about 9% lower over the past week, reflecting the market’s response to both the token unlock and evolving regulatory developments, but the rebound above $80 suggests renewed buyer confidence.
Technical outlook for HYPEOn the 4-hour chart, HYPE trades near $80.85 after recovering from the $77 area. The price currently rests above the 20-period exponential moving average (EMA) at $79.82, with the 200 EMA providing deeper support at $76.92. The 100 EMA at $80.91 and 50 EMA at $81.27 create short-term resistance directly above the current level.
A 4-hour close above $81.27 could pave the way for an advance toward $84. If HYPE clears that level, it may target $86 next, with the September high around $89 following as the next major resistance.
The 4-hour Commodity Channel Index (CCI) stands at roughly 104, turning positive after much of the recent corrective move saw the indicator below zero. The associated CCI EMA remains around -23, highlighting the early stages of a potential momentum shift.
On the daily chart, HYPE is trading close to $80.71, just under its nine-day simple moving average (SMA) at $81.96. Resistance between $81 and $82 remains the main short-term hurdle, with the daily Relative Strength Index (RSI) at 53.8. The RSI fell from over 70 during the recent high, now resting above 50 but below its moving average at 59.8.
If HYPE breaks above $82 and the daily RSI returns above 60, the token could see upside toward $84, $86, and even $88-$89. On the downside, a move below the 20 EMA at $79.82 brings the $78 area into focus, with the $76.90-$77 zone acting as major support. Falling below this could open the path to $74-$75.
PANews, September 13 news. According to Token Unlocks data, tokens such as ZRO, ARB, and BR will undergo large unlocks next week, including:
LayerZero (ZRO) will unlock approximately 25.71 million tokens at 7:00 PM Beijing time on September 20, with a ratio to circulating supply of about 4.22%, valued at approximately $26 million;
Arbitrum (ARB) will unlock approximately 92.65 million tokens at 9:00 PM Beijing time on September 16, with a ratio to circulating supply of about 1.59%, valued at approximately $12.7 million;
Bedrock (BR) will unlock approximately 40.63 million tokens at 8:00 AM Beijing time on September 20, with a ratio to circulating supply of about 18.68%, valued at approximately $10.4 million;
YZY (YZY) will unlock approximately 29.17 million tokens at 11:00 AM Beijing time on September 15, with a ratio to circulating supply of about 4.49%, valued at approximately $8.4 million;
Starknet (STRK) will unlock approximately 127 million tokens at 8:00 AM Beijing time on September 15, with a ratio to circulating supply of about 3.48%, valued at approximately $3.6 million;
Lista DAO (LISTA) will unlock approximately 33.44 million tokens at 5:00 PM Beijing time on September 20, with a ratio to circulating supply of about 5.18%, valued at approximately $2.6 million;
Sei (SEI) will unlock approximately 55.56 million tokens at 8:00 PM Beijing time on September 15, with a ratio to circulating supply of about 0.86%, valued at approximately $2.5 million.
Arbitrum spouští příští týden třítýdenní online Buildathon Open House Singapore s cenami a granty v hodnotě 415 tis. USD. Cílem je pomoci týmům dotáhnout nápady k MVP.
What's Important This Week
💪 Open House Singapore is Supporting Early Stage Teams with $415k In Prizes + Grants.
💡 Tips and Advice for Founders Building on Arbitrum
⚙️ Arbitrum's ~500M txs, #1 in RWA deployments & $6.19M to the DAO. The H1 2026 Report is Live
📣 Announcements Key updates from the Arbitrum ecosystem and Foundation.
Arbitrum's Online Buildathon - Open House Singapore - Brings $415k In Prizes + Grants to Early Stage TeamsHere’s how you can win:
0:00
/1:25
The 1st phase of Open House Singapore kicks off with a 3-week online Buildathon next week on September 14th.
Here Jess breaks down:
What you can winThe types of projects we’re looking forWhy builders should joinArbitrum Foundation Reports First Half 2026 Progress UpdateOver the first six months of 2026, the Arbitrum Platform has ramped up its efforts in driving long-term growth and sustainable value back to the ecosystem. This includes:
Bringing Robinhood Chain out of stealth and expanding the Arbitrum Platform with LG, Mastercard, Cash App, Venmo, Ramp, PayPal & moreGenerating $6.19M in H1 income across 4 revenue lines (with more to come)Doubling down on support for early-stage teams with Open House & Mentorship Program📚 Learn & Build New learning drops and hands-on resources from across the Arbitrum ecosystem.
Keynote Preview from Offchain: To Be Or Not To Be Onchain 0:00
/1:09
Building a great onchain product starts with two questions:
Does it need to be onchain?If so, what unique problem does it solve?Hear @zkLumi, from Offchain, give advice to builders at Open House on how teams can answer both and ship with purpose.
Why We Need MEV & How to Strike the BalanceMaximal Extractable Value (MEV) is the extra profit that block creators can extract by choosing which transactions to include, exclude, or reorder within a block. This article by @0xjesstech breaks down the impact of MEV, and how chains, protocols, and users are managing the impacts.
Fireside Chat: Security Foundations with OpenZeppelin 0:00
/1:07
Building the biggest onchain products starts with security.
Learn how building a strong security foundation from day one can protect users and help your product scale with @PepeBlasco_tech from OpenZeppelin.
Fireside Preview: User Onboarding with ZeroDev 0:00
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The most widely used consumer apps have the best wallet infrastructure.
Learn from Kensie England on how you can simplify user onboarding with ZeroDev.
Tips for Founders Joining the Upcoming Arbitrum Open House Buildathon 0:00
/1:31
Double down on the foundation before adding more featuresKeep your infrastructure simple so you can ship fasterHear more from @PepeBlasco_tech at OpenZeppelin.
Founder Testimonial - Nathan Vandy, Cofounder & CEO, Bond CreditNathan from Bond.Credit shares how they reached $12M in volume and $100K+ in assets under agent with the right support from Arbitrum's Open House NYC and London builder programs.
If you’re a hungry team looking to bring an idea or MVP out of stealth, apply to our online Buildathon beginning September 14th.
🔦 Ecosystem Highlights Fresh launches and standout threads from around the Arbitrum ecosystem.
Spend Market: Pioneers of the Programmable Economy for ConsumersSpend Market (by @americanspend) is turning U.S consumer spending habits into programmable markets anyone can trade on - pioneering a new category based on real spending habits across food, tech, and finance powered by Arbitrum's speed and deep liquidity.
RWAs on Arbitrum Reached $1BRWAs on the Arbitrum Platform (Arbitrum One + Robinhood Chain) soar to $1B in market cap. The future of finance is programmable.
Swaps Are Live: TradFi Liquidity Is Now On-ChainTradFi markets just got a lot more programmable on Arbitrum. Starting with gold (XAU) and Nasdaq-100 (US100), Variational’s first swap markets bring TradFi liquidity onchain.
🛠️ Dev Tooling & Infra Updates to SDKs, CLIs, and developer workflows across the stack.
Arbitrum Nova Minimization: Migration Window ConcludedThe 90-day migration window in which developers and users were encouraged to migrate from Arbitrum Nova to Arbitrum One has concluded. From today, Arbitrum Nova will be transitioned into a minimized state, with Nova-specific developer and user support deprioritized.
Note: Developers and users will still be able to migrate from Arbitrum Nova to Arbitrum One, albeit with less support and potentially fewer bridging solutions available.
🗓️ Events Workshops, hackathons, and ecosystem meetups to watch.
Open House Singapore online Buildathon Kicks Off September 14Open House Singapore will kick off with a 3-week, online Buildathon on September 14, designed to help founders refine their direction and iterate towards an MVP. Teams that are looking to bring novel financial products to the Arbitrum Platform are welcome to apply today.
Founder House Singapore is Coming to Singapore on October 23Following the online Buildathon, Founder House Singapore is an application-only, three-day, in-person experience built for founders and teams who already have an existing product, prototype, or business and are actively building.
Selected teams will spend three focused days alongside fellow founders, ecosystem leaders, and mentors, working to ship meaningful product progress, validate key assumptions, and receive direct feedback from the Arbitrum ecosystem.
What builders are debating and proposing this week.
OpCo Update August 2026Find the general updates from OpCo that cover everything we and the OAT have been working on throughout August. Going forward, monthly OpCo updates will be posted from this account, as opposed to having an OAT member publish them.
[RFC] Operational Mandate: Arbitrum Stylus Developer Impact Oracle & Sybil-Resistant ROI MatrixAs current Domain Allocator and incentive programs approach their conclusion, the Arbitrum DAO faces a critical vulnerability: they are spending millions of dollars on developer grants without a programmatic way to track post-grant retention.
This proposal introduces the Stylus Developer Impact Oracle, a custom Dune Analytics and SQL tracking architecture designed to audit the historical ROI of concluding programs and provide a verifiable data baseline for all future Arbitrum DAO allocations.
That’s all from Builder’s Block #025. Thank you for reading, and keep building. Arbitrum Everywhere.
Arbitrum používá licenci „community source“, která řetězcům mimo Arbitrum One nebo Nova ukládá odvést 10 % čistých výnosů zpět do ekosystému. Robinhood Chain tak v červenci 2026 přispěl 360 000 USD, tedy asi 35 % měsíčních příjmů DAO.
Most open-source software operates on a simple premise: take the code, do whatever you want. Arbitrum co-founder Steven Goldfeder decided that was a terrible business model for Layer 2 infrastructure, and built a licensing structure that makes forking the code without paying up effectively pointless.
The mechanism is called “community source” licensing, and it creates an economic leash on any chain that uses Arbitrum’s Orbit/Nitro stack but settles outside of Arbitrum One or Nova. Those chains must send 10% of their net revenue back to the ecosystem. Of that 10%, eight percentage points flow to the Arbitrum DAO treasury, which is governed by ARB token holders, and the remaining two points go to the Developer Guild.
Why Robinhood Chain is the perfect test case Robinhood Chain launched its mainnet on July 1, 2026, operating as a dedicated Ethereum Layer 2 that settles directly to Ethereum rather than through Arbitrum One. The chain was purpose-built to handle tokenized stock offerings, a product line Robinhood had been testing on Arbitrum One since June 2025 before deciding it needed its own dedicated infrastructure.
The financial results have been hard to ignore. On September 1, 2026, Robinhood Chain posted record single-day fees of $3.75 million. In July 2026 alone, the chain contributed $360,000 to the Arbitrum DAO, which represented roughly 35% of the DAO’s total monthly income for that period.
For Robinhood, the math still works comfortably. The company retains approximately 90% of its net revenue under the arrangement.
The anti-fork philosophy The entire licensing structure exists because Goldfeder and the Offchain Labs team made a deliberate early decision to reject fully permissive open-sourcing. If you release your code under a standard open-source license like MIT or Apache 2.0, any well-funded company can clone it, deploy their own chain, and capture 100% of the economics. The original developers and their community get nothing.
This approach stands in direct contrast to the Optimism ecosystem, which has embraced more permissive licensing terms.
The landlord economics of Layer 2 The September 2026 debate between Goldfeder and Solana’s Anatoly Yakovenko brought this tension into sharp focus. The discussion centered on fee economics and revenue retention models, highlighting fundamental disagreements about how blockchain infrastructure should be monetized.
For ARB token holders, the arrangement has tangible governance implications. The 8% flowing to the DAO treasury means token holders have a direct economic interest in the success of chains like Robinhood’s. In July 2026, Robinhood Chain’s $360,000 contribution represented 35% of the DAO’s total monthly income for that period.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Arbitrum Watchdog chce trvale zakázat Good Entry, Limitless a APX Finance účast v budoucích programech ArbitrumDAO kvůli zneužití grantů. O osudu mohou rozhodnout tři samostatná hlasování na Snapshotu, která mohou začít už 10. září, pokud se projekty do 10. září nevyjádří.
The committee behind Arbitrum's grant-misuse bounty program wants Good Entry, Limitless and APX Finance barred from all future DAO programs. None has replied to the forum thread, and three Snapshot votes could open as early as Sept. 10.
Arbitrum's Watchdog Committee is asking ARB holders to permanently bar three DeFi projects and their founders from every future ArbitrumDAO program, after finding they misused grants drawn from the DAO's legacy incentive rounds.
The proposal, published to the Arbitrum governance forum on Sept. 3 by OpCo on the committee's behalf, moves the DAO's grant-misuse program past clawbacks and into exclusion. It reaches projects that have already left: two of the three stopped operating in 2024, and the third merged into Aster, a perpetuals exchange whose value now sits mostly on BNB Chain. What the vote would establish is a DAO-level blacklist that outlasts the project it was written for, applying to founders after the protocol is gone.
The committee flagged 142,839 ARB against Good Entry, 75,000 ARB against Limitless and 239,714 ARB against APX Finance, formerly ApolloX. The three findings cover different conduct and the proposal gives no combined figure; summed, they come to 457,553 ARB, or roughly $76,000 at ARB's current price of $0.166.
The committee — Entropy Advisors, MinistroDolar, the Arbitrum Foundation and OpCo, per the proposal — deemed all three cases "high-severity," defined in the original program proposal as large-scale, deliberate misuse including fabricated deliverables and theft.
As of Sept. 2, the Watchdog Program had received 90 reports, recovered about 532,000 ARB for the DAO and distributed roughly 268,000 ARB in reporter bounties, according to the proposal.
Ineligible Users And Self-FarmingGood Entry was allocated 200,000 ARB in the first round of the Short-Term Incentive Program, which was an up-to-50-million-ARB push that the DAO approved in late 2023 to incentivize DeFi activity on the chain.
On-chain analysis found 142,839 ARB of Good Entry's grant went to 1,032 ineligible users during and after the STIP period, alongside what the committee describes as evidence of self-farming by wallets connected to the team's own addresses. Asked for clarification, the team "refused to cooperate," the proposal says.
Good Entry sold protected perpetuals, built on a thesis of pricing gamma in Uniswap LP tokens. It sunset that product on June 28, 2024 after "more than $245m volume," announced a memecoin launcher on Arbitrum the same day, then stopped development altogether on July 22 in a post-mortem headed "The Dream Ends." The team blamed liquidity: "Required swaps led to slippage during open/close txs," it wrote, and "whales prefer principal protected products." The account has not posted since. DefiLlama still shows about $39,000 in the protocol.
Seventy-Five Thousand To BaseIn Limitless’s case, the team swapped its entire 75,000 ARB LTIPP allocation into USDC and bridged the proceeds to Base, "removing grant funds from the Arbitrum ecosystem entirely," the committee wrote, classifying it as suspected theft.
The protocol was a liquidation-free, oracle-free margin trading venue, not the Base prediction market of the same name. It launched on Arbitrum on Aug. 6, 2024, and its most recent post is dated Aug. 22 that year. DefiLlama marks it deprecated, with about $2,300 left across Arbitrum and Base. The committee says it could not reach anyone on the team.
From ApolloX To AsterThe largest case is the one where the counterparty still exists. APX Finance was approved for 525,000 ARB in LTIPP, the follow-on program to STIP, to grow its perpetuals DEX on Arbitrum. The committee found 239,714 ARB of that spread across three overlapping problems: funds left unspent in team treasury addresses rather than moved to distributor contracts, late distributions to those contracts, and a sybil cluster traced on-chain to team addresses.
Here too, the committee says it could not reach the team. APX's operating business, meanwhile, is intact. The project announced a merger with Astherus on Dec. 5, 2024, three months after LTIPP incentive streams were required to end, and Astherus rebranded to Aster in March 2025. "Aster (formerly Astherus) is the marriage of two of the strongest products and teams in the BNB Chain ecosystem," Aster chief executive Leonard said in an AMA recap published that April. The @APX_Finance account, with 176,000 followers, now tells users to convert APX to ASTER and follow Aster for product updates.
Aster carries $814 million in TVL and did $1.9 billion in perpetuals volume over the past 24 hours, per DefiLlama. Nearly 70% of that value sits on BNB Chain; about $51 million remains on Arbitrum. Aster launched a privacy-focused Layer 1 in March 2026.
Snapshot Is FinalThe DAO approved the Watchdog Program in an on-chain vote that ran May 11-26, 2025 and executed on May 27, with 189.97 million ARB in favor, 116,140 against and 21.13 million abstaining.
Entropy Advisors had proposed it the previous December with a 400,000 ARB budget, paying reporters a base bounty tiered by severity — 1,000, 10,000 or 30,000 ARB — plus 5% of funds recovered, deducted from the recovery and capped by severity at up to $100,000 per report. Every case the committee validated in its April retrospective traced back to STIP, STIP Bridge or LTIPP.
Each project has until Sept. 10 to argue its case as a reply on the forum thread. Six days after publication, the thread carries no replies.
If the explanations do not satisfy the committee and the funds are not returned within the same week, three separate Snapshot votes go up, one per project, asking whether the project "including all founders, current team members, and affiliated contributors" should be permanently banned from all future ArbitrumDAO programs. For projects no longer operational, the ban applies only to founders.
There is no on-chain component. The proposal states that each Snapshot vote "will serve as the final decision," because implementing a ban requires no on-chain action. The dates are tentative.
The DAO has spent much of 2026 arguing about what it gets for its money, including a $45 million funding request from the Arbitrum Foundation that delegates challenged as spending above DAO revenue. Three ban votes over 457,553 ARB are a small line in that argument, and the only one that names people.
Robinhood Chain za posledních 7 dní vybrala na poplatcích 23,8 milionu USD, čímž překonala Solanu s 4,3 milionu USD. Za 15 dní dosáhla zhruba 33 milionů USD.
Robinhood, the American financial services company known for its commission-free trading platform, launched its own blockchain, Robinhood Chain, on July 1. This new venture quickly became a focal point in the decentralized finance (DeFi) community throughout the summer, raising questions about its purpose and business strategy.
Network earnings surgeChris Perkins, who leads Franklin Crypto, addressed these questions on the Bits + Bips podcast, describing Robinhood Chain as an “incredible unlock” for the company. He commended the blockchain’s architecture, referring to it as the “DeFi mullet in action,” an industry term for platforms with a user-friendly interface running on sophisticated DeFi technology.
Market research firm Bernstein, led by analyst Gautam Chhugani, issued a note to clients maintaining an Outperform rating and setting a $160 price target for Robinhood Markets. Bernstein reported that Robinhood Chain’s daily trading fees reached between $2 million and $4 million, placing it ahead of other major blockchains in recent weeks.
During a 15-day period, Robinhood Chain generated approximately $33 million in trading fees, outshining Solana with $11 million and BNB Chain with roughly $9 million. Almost 90% of Robinhood Chain’s revenue flows directly to Robinhood, while about 10% goes to Arbitrum, the technology platform the blockchain is built on. Less than 1% is paid to Ethereum for settlement services.
DefiLlama data indicated that Robinhood Chain amassed $23.8 million in trading fees over the most recent seven days, representing roughly 71% of its $33.5 million total for the previous 30 days. By comparison, Solana collected just $4.3 million in fees in the same week.
Blockchain7-Day Fees15-Day Fees30-Day FeesRobinhood Chain$23.8 million~$33 million$33.5 millionSolana$4.3 million$11 millionData not specifiedBNB ChainData not specified~$9 millionData not specifiedArbitrum is a layer-2 scaling solution designed for Ethereum, offering faster and cheaper transactions by processing them off the main Ethereum chain and then sending the summary proofs back to the mainnet.
Mini dictionary: Arbitrum, a leading Ethereum layer-2 rollup solution, enables greater scalability for decentralized applications by using off-chain processing while maintaining compatibility with Ethereum smart contracts.
Growth fueled by memecoinsA significant portion of Robinhood Chain’s activity centers around memecoins, which are often paired with thinly traded stocks. On the Bits + Bips podcast, host Austin Campbell highlighted an example involving FARMI, a Chinese dried mushroom company listed on Nasdaq with only 15 employees. Following the launch of a memecoin using its ticker, FARMI shares surged 350% in a single day, with 720 million shares trading hands—90 times the normal volume.
Perkins described the situation as “GameStop 2.0,” warning that “anyone playing is probably gonna lose money” and stated that market manipulation with such assets is illegal when they are considered commodities.
Campbell likened this activity to “bucket shops,” referencing entities that profit by exploiting thinly traded assets outside conventional market hours to push prices.
When questioned directly, Perkins refrained from supporting this aspect of Robinhood Chain. He characterized the equities-linked memecoin trend as more of a game than an investment, emphasizing the risks and reinforcing that decentralized chains enable such speculative behavior.
While discussing the permissiveness of the platform, Perkins noted, “people can do what people feel like doing,” describing it as an inherent feature of managing a decentralized blockchain.
This recent surge in memecoin trading has raised new questions about the responsibility of blockchain operators in overseeing market activity, especially when traditional equity tickers are involved in speculative crypto assets.
Anchored Finance spustila na Uniswapu tokenizované akcie na Arbitrum, kde je 10 titulů krytých 1:1 skutečnými akciemi v regulované úschově. Současně běží i na Ethereum mainnetu, Base a Monad.
Anchored Finance has launched tokenized versions of traditional stocks on Uniswap’s decentralized exchange, using the Arbitrum Layer-2 network as its primary venue. The deployment, which went live on August 24, brings 10 tokenized equities onto one of DeFi’s most liquid trading platforms, each backed 1:1 by shares held through US regulated brokers and custodians.
What Anchored built and how it works Anchored Finance first announced its plans on August 20, targeting a launch window of August 21 to 24. The team met that timeline, with tokens going live on the later end of the window after completing technical and liquidity preparations.
The tokenized stocks are issued as ERC-20 tokens. Liquidity routing runs through UniswapX, an order-routing protocol that aggregates liquidity sources to find optimal execution for traders. Settlements happen in USDC, and Anchored has also built on-chain issuance workflows, meaning the creation and redemption of tokenized shares follows a transparent, verifiable process.
The deployment isn’t limited to Arbitrum. Anchored simultaneously launched on Ethereum mainnet, Base, and Monad, spreading its tokenized equities across four networks.
The tokenized RWA wave keeps building Anchored’s approach leans on US custodial services to hold the underlying shares, creating a compliance framework where each on-chain token corresponds to a real share sitting in a regulated brokerage account.
What this means for tokenized equities Post-launch trading volume data for Anchored’s tokens hasn’t surfaced yet. A 1:1 backing model with regulated custody addresses the trust problem. USDC settlements remove friction. Multi-chain deployment across four networks increases surface area for discovery, and Uniswap integration means these tokens don’t need to build their own trading ecosystem from scratch.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
ARB od začátku srpna vzrostl zhruba o 111 %, ale po odrazu od 0,206 USD je klíčové udržet support na 0,154 USD. Tahounem je nový příjmový kanál z Robinhood Chain, který posiluje ArbitrumDAO.
7 September 2026 | 13:26 ARB has rallied roughly 111% from around $0.078 in early August, but the sharp rejection below $0.21 now makes revenue, activity and support levels decisive.
Key Takeaways Robinhood Chain created a DAO-income channel. ARB has no automatic revenue distribution. RWA figures show scale, not guaranteed liquidity. $0.154 is the immediate support level. ARB’s gain stood apart from the broader market move ARB traded near $0.165 on the Coinbase daily chart on September 7 at around 09:50 UTC, after rising from an early-August area around $0.078. The advance reached $0.206 before reversing, leaving the token about 19.6% below its recent high at the time of the chart capture.
Arbitrum (ARB/USD) price gaining 111% since early August. CoinGecko data showed ARB up about 90% over seven days, while total crypto market capitalization had gained about 2.4% over the same period. That performance gap suggests traders were also responding to Arbitrum-specific developments.
Robinhood Chain introduced a new income stream for ArbitrumDAO One important factor is the commercial structure behind Robinhood Chain. The network launched on public mainnet on July 1 as a dedicated Arbitrum chain that settles to Ethereum. Under the Arbitrum Expansion Program, 10% of its protocol net revenue is allocated to the ecosystem: 8% to the ArbitrumDAO treasury and 2% to the Arbitrum Developer Guild.
The distinction between net revenue and gross transaction fees matters. Not every fee paid by a Robinhood Chain user becomes DAO income. Still, the agreement gives ArbitrumDAO a measurable economic interest in the chain’s activity. ArbitrumDAO’s Robinhood Chain factsheet says the treasury share is routed through the AEP fee router and included in regular DAO financial reporting.
Robinhood’s stock-token products, lending services and liquidity applications operate on that infrastructure. This earlier look at how Robinhood Chain’s transactions connect to Arbitrum explains why the relationship matters beyond a standard technology partnership.
In a late-August update, the Arbitrum Foundation said Robinhood Chain had generated more than $800,000 in revenue over the preceding seven days. The figure showed that the arrangement was already producing activity worth monitoring, although a one-week run rate cannot establish long-term income. The Foundation’s update annualized that pace at roughly $42 million.
DAO income does not automatically become ARB income Robinhood Chain can strengthen the DAO treasury, but ARB does not currently give holders an automatic right to that revenue. There is no built-in buyback, dividend or distribution mechanism tied to the AEP payments.
A larger treasury can fund ecosystem spending, but only through future DAO decisions. It can support grants, security work, liquidity programs and product development, while making governance over those assets more consequential. The rally can therefore be read as a bet on ecosystem growth and governance value, rather than a direct revenue-yield trade.
That is also the key risk in the current narrative. Sustained Robinhood Chain revenue would improve the DAO’s position, but the market will eventually need to see how that income is used if it is to support a higher long-term valuation for ARB.
Arbitrum’s first-half figures gave traders fresh evidence The Arbitrum Foundation’s first-half 2026 report, published on September 2, showed that the DAO already had several income sources beyond the Robinhood arrangement. It reported $6.19 million in total first-half income from transaction fees, Timeboost, Arbitrum Expansion Program licence fees and treasury income, with gross margins of 97% across those revenue streams.
The report also listed $125 million in non-ARB treasury assets as of June 30. Arbitrum processed 478 million transactions during the first half of the year and averaged more than $70 billion in monthly stablecoin transfer volume, according to the Foundation’s progress update.
These figures do not show that the report caused ARB’s rally but they show that the DAO’s income is diversified and that Robinhood Chain is joining an ecosystem with an established activity base.
RWA data shows scale, but not necessarily liquidity RWA.xyz lists $972.96 million in distributed asset value and $24.55 million in represented asset value on Arbitrum. The platform recorded 9,706 RWA holders and $398.58 million in 30-day transfer volume.
Its 4,678 listed tokenized assets show the breadth of Arbitrum’s RWA footprint, but issuance does not automatically mean those assets trade actively. Many tokenized funds, debt instruments and securities are designed for long-term holding, restricted to eligible investors or traded through limited venues. The better evidence of growing use will be continued increases in holders, transfers and fee-paying activity.
RWA dashboards also use different methodologies. DeFiLlama puts Arbitrum’s active RWA market capitalization at $822.92 million, below RWA.xyz’s broader distributed and represented asset values. The difference is a reminder that tokenized-asset totals should be read as indicators of network scale, not as a single definitive measure of liquidity.
DeFiLlama also puts Arbitrum’s DeFi TVL at about $1.42 billion, alongside $3.59 billion in stablecoin market capitalization, $118.8 million in daily DEX volume and $734.8 million in daily perpetuals volume. Stablecoin totals can vary across dashboards because providers classify bridged, represented and native assets differently.
The latest data from growthepie shows 1.3 million transactions and 87,700 daily active addresses on Arbitrum. Those figures show that the network has an active user base, but they cannot determine how much of that activity came from Robinhood Chain, RWAs or other applications.
Infrastructure upgrades add to the institutional case Arbitrum’s recent technical work also fits the institutional-use narrative. ArbOS Elara, activated on August 20, added larger contract-size limits and programmable compliance controls for dedicated chains, alongside changes to fee and data-availability infrastructure. The Foundation has also outlined research into using zero-knowledge proofs to speed up settlement while retaining optimistic-rollup safeguards. Arbitrum’s August update described both developments.
Neither development proves a direct cause of the latest ARB move. They do help explain why a financial firm or tokenization issuer may view Arbitrum as infrastructure for a dedicated, regulated or high-volume product.
That fundamental backdrop explains why the breakout attracted attention. The chart now shows whether buyers are prepared to defend it.
Arbitrum (ARB/USD) daily price chart with Fibonacci levels and RSI indicator. ARB price levels to watch after the rejection The Fibonacci retracement is drawn from the $0.07028 swing low in July to the $0.20606 September rally high visible on the daily chart. ARB slipped below the 23.6% retracement at $0.17401, turning it into the first level buyers need to reclaim.
ARB price levels to watch
Key Fibonacci resistance and support zones
Price level
Why it matters
$0.206
Recent rally high and the main upside barrier.
$0.191–$0.206
The recent rejection zone where selling emerged.
$0.174
23.6% Fibonacci retracement; first resistance to reclaim.
$0.154
38.2% retracement and the first major support.
$0.138
50% retracement and the next downside level.
$0.122
61.8% retracement and deeper structural support.
$0.099
78.6% retracement near the longer-term average cluster.
A daily close above $0.174 would show that buyers have recovered the first lost Fibonacci level. That would reopen the path toward $0.191 and then $0.206. If daily closes hold above $0.154 but remain below $0.174, ARB would be consolidating after the rapid advance rather than confirming a new leg higher.
A close below $0.154 would put $0.138 in view, followed by $0.122. A deeper decline would bring the $0.099 retracement into focus. That area sits near the 200-day moving average at $0.09927; the 50- and 100-day averages are lower, near $0.093 and $0.088.
The chart showed volume rising during the breakout. Whether volume returns on a reclaim of $0.174, or grows on a break below $0.154, will help show which side has control after the first major pullback.
What would validate the rally from here? The rally coincided with a new DAO-income channel and stronger evidence of Arbitrum’s financial activity. The next evidence traders need is recurring revenue, not another headline.
Robinhood Chain’s reported net revenue should continue to appear in DAO financials, while RWA holders, transfer volume and broader network activity should keep growing alongside asset values. On the chart, ARB needs to hold $0.154 and reclaim $0.174 to show that the current move is becoming a defended trend rather than a short-lived repricing of future potential.
This article is for informational purposes only and does not constitute financial advice.
Author
Alex is Editor-in-Chief of Coindoo and co-founder of Millennial Media Group, with nearly a decade of experience covering financial markets - crypto first, then everything else. It started in 2016 with Bitcoin. Like most people at the time, he didn't fully understand it - so he kept digging. Blockchain, tokenomics, the projects, the cycles. That curiosity never stopped, and eventually pulled him into traditional markets too: equities, commodities, macro. Not because he left crypto behind, but because you can't properly understand one without the other. What drives him is straightforward: he wants to know why something is happening, not just that it's happening. Most market coverage stops at the headline - price up, price down, here's a chart. Alex finds that kind of reporting actively unhelpful. If you walk away from an article without understanding the mechanism behind the move, what did you actually learn? He holds a degree in Tourism from New Bulgarian University - not the most obvious path into financial markets, but markets have a way of pulling in people who are simply too curious to stay out. He has authored over 200 in-depth analyses and more than 10,000 articles across crypto and traditional finance. He still thinks every day in markets teaches him something new. That's probably why he hasn't stopped.
Solana zpřístupnila ARB přes Sunrise a rozdmýchala debatu o poplatcích a kvalitě exekuce mezi Solanou a Arbitrem. SOL mezitím obchoduje za 106,02 USD, za posledních 24 hodin +2,5 % a objem obchodů vzrostl o 63,8 % na 3,49 miliardy USD.
Solana has announced that the ARB token is now available to trade on its network through Sunrise, expanding the options for ARB holders and traders. The move has drawn renewed attention to how trading fees and execution quality are compared across blockchains, especially amid ongoing disagreement between key industry figures.
Sunrise ARB listing sparks debate over fees and executionThe ARB token, which is native to the Arbitrum blockchain, can now be accessed and traded directly on Solana’s network via the third-party application Sunrise. Solana is promoting this listing by highlighting what it describes as tighter spreads and significantly lower fees for ARB trades compared to Arbitrum. These claims have intensified competition and discussion about transaction costs between rival blockchains.
Steven Goldfeder, CEO of Offchain Labs, which is the technology company behind Arbitrum, has responded to these comparisons by cautioning against drawing conclusions solely from outward fee structures. Goldfeder stressed that calculating true transaction costs should include protections against harmful trading behaviors such as frontrunning and various forms of maximal extractable value (MEV).
Goldfeder emphasized that comparing on-chain trading costs is not straightforward, as factors like protection against hidden execution costs and malicious trading practices can have a significant impact on users, beyond just network and liquidity provider fees.
Anatoly Yakovenko, cofounder of Solana, countered Goldfeder’s position by asserting that Arbitrum generally faces “worse spreads and higher fees” compared to Solana routes. Yakovenko cited figures suggesting a roughly tenfold difference in costs, though he clarified that these numbers represent his own assessment and not a guarantee for every ARB transaction on either network.
Trading costs on decentralized exchanges often include not just the base network fee, but also liquidity provider charges and price slippage. Solana documentation notes both base transaction fees and optional priority fees, which together contribute to the total spent by ARB traders. The absence of a standardized fee schedule makes it important for users to compare actual order execution results across platforms.
Founded in 2020, Solana is a high-speed, proof-of-stake blockchain claiming to offer fast settlement and low fees. Sunrise is an application that facilitates cross-chain asset listings and enables users to interact with tokens from multiple ecosystems within one interface.
Mini dictionary: Maximal extractable value (MEV) refers to the extra profit that can be made by miners or validators when they reorder or include certain transactions within a block, often at the expense of regular users by capturing arbitrage or frontrunning opportunities.
SOL price, volume jump as technical levels take focusThe news of ARB’s arrival via Sunrise comes as SOL, Solana’s native token, trades at $106.02, reflecting a 2.5% increase over a 24-hour period. SOL’s trading volume rose 63.8% in the same timeframe to $3.49 billion, though there is no direct evidence that the ARB listing was the catalyst for these changes in price and volume.
Recent technical analysis places immediate support level for SOL near $105, while overhead resistance has been identified at $107.37. Upside from $106.02 to the resistance would represent just over 1%. However, if the price falls below $104.94, the short-term recovery outlook could weaken.
Solana continues to see heightened activity, but interpreting a surge in trading volume requires caution, as increased turnover may signal greater trading but does not confirm new liquidity entering the $SOL market.
The $3.49 billion figure references SOL token trading activity, not necessarily total turnover for the Solana blockchain or the ARB token specifically. Higher trading volume reflects more frequent buying and selling but does not always indicate net capital inflows.
With immediate support and resistance levels tightly grouped, traders are watching closely for a potential breakout or further decline. Market participants are also waiting to see if ARB trading on Solana will attract sustained interest or impact long-term liquidity for either asset.
LevelValueCurrent SOL price$106.02Support$105.00Resistance$107.37Trading Volume (24h)$3.49 billionKey price risk level$104.94Overall, industry figures remain divided on the best way to measure trading costs, with Solana and Arbitrum advocates each defending their network’s approach. The debate has highlighted the complexity of comparing user experience and cost efficiency across blockchains as multi-chain asset access expands.
Ethereum L2 dnes zpracovávají 94 % všech transakcí v ekosystému, zatímco mainnet zůstává hlavním centrem kapitálu. DeFi a tokeny L2 zároveň vedou růst trhu.
Ethereum’s wider network is gaining momentum as Layer 2 and DeFi tokens outperform other crypto market segments, coinciding with a significant uptick in on-chain activity.
Layer 2 Scaling Networks Dominate ActivityTrader Daan Crypto pointed to a clear rotation in the market, noting on Sunday that Ethereum, along with Layer 2 networks and DeFi tokens, led major crypto sectors over the previous week. His market analysis, which excluded smaller memecoins, suggested this rotation signals more than just a brief altcoin rally.
Recent blockchain data indicates that Ethereum’s Layer 2 scaling solutions have become dominant, now accounting for 94% of all transactions across the amalgamated Ethereum mainnet and Layer 2 environment.
According to growthepie, Ethereum Layer 2 networks currently handle approximately 29.95 million daily transactions, while the Ethereum mainnet processes just 1.97 million. In terms of computational output, L2s now represent 97% of the system’s total throughput, facilitating about 92.4 million gas units per second compared to just 2.52 million on mainnet.
NetworkDaily TransactionsGas Units/secValue SecuredEthereum Mainnet1.97 million2.52 million$162 billion (Stablecoins)Layer 2s (Total)29.95 million92.4 million$14.51B (Base), $12.47B (Arbitrum), $2.8B (Robinhood Chain)Leading Layer 2 platforms include Base, which secures $14.51 billion or 41% of total L2 value, and Arbitrum with $12.47 billion. Robinhood Chain has drawn particular attention after growing its secured value by more than 150% in 30 days, now reaching $2.8 billion.
The expansion of these networks is reflected in token markets. ARB, the native asset of the Arbitrum network, has surged over 120%, driven in part by increased activity associated with the Robinhood Chain.
Mini dictionary: Robinhood Chain is a relatively new Ethereum Layer 2 network designed to enhance scalability and reduce transaction fees within the Robinhood ecosystem, contributing to increased DeFi activity and token performance.
DeFi Activity Shifting, But Capital Base Remains on MainnetOver the last 30 days, Ethereum Layer 2 networks processed an estimated 337 million decentralized finance transactions. This represents approximately 99% of all Ethereum DeFi transactions, reflecting a near-total migration of activity from the mainnet to L2s.
Uniswap, a leading decentralized exchange, contributed more than 57 million Layer 2 transactions within the period, making it the most-utilized application in Ethereum’s L2 ecosystem by transaction count.
Uniswap emerged as the most heavily used Layer 2 DeFi application, generating more than 57 million transactions in the past month.
Despite this, the majority of capital remains on Ethereum’s mainnet. The main network holds around $162 billion in stablecoins, dwarfing the $12 billion present on Layer 2 networks. Meanwhile, institutional data places the mainnet DeFi total value locked (TVL) close to $49 billion.
ETH is currently trading near $2,500, recovering from $2,390 earlier in the week. Ethereum exchange-traded funds have continued to report net inflows, reinforcing ongoing institutional interest amid a broader return of demand for crypto investment products.
Two-Tiered Ecosystem EmergesThe Ethereum ecosystem is now separated into distinct layers: Layer 2 networks are responsible for processing the vast majority of activity, while the mainnet remains the primary hub for capital allocation and settlement.
Layer 2 platforms fuel record transaction volumes, while Ethereum mainnet retains its role as the asset and liquidity center.
This division may explain why current market strength is spreading from ETH itself to DeFi and Layer 2 tokens, rather than being isolated as a simple upward move in Ether’s price alone.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
