Ignas(@DefiIgnas):Short appreciation post to $ARB for breaking the L2 curse and showing that L2 tokens can have value. ARB is up ~123% in 30 days vs $OP ~18%. Arbitrum proved you CAN ACTUALLY monetize technical IP through Robinhood's fee sharing model. The DAO earned $6.19M in H1. Standard Chartered now gives ARB a $10 target by 2030. From ~$0.22 today... Their thesis is more banks and fintechs launch chains on Arbitrum -> more licensing revenue. But DAO revenue doesn't automatically reach $ARB holders. There's a DAO discussion asking for a plan connecting growing revenue to the token. but still early. Btw, OP could've probably done better if Base hadn't left the Superchain and ended its original revenue sharing deal.

2026.09.21 10:14

Short appreciation post to $ARB for breaking the L2 curse and showing that L2 tokens can have value. ARB is up ~123% in 30 days vs $OP ~18%. Arbitrum proved you CAN ACTUALLY monetize technical IP through Robinhood's fee sharing model. The DAO earned $6.19M in H1. Standard Chartered now gives ARB a $10 target by 2030. From ~$0.22 today... Their thesis is more banks and fintechs launch chains on Arbitrum -> more licensing revenue. But DAO revenue doesn't automatically reach $ARB holders. There's a DAO discussion asking for a plan connecting growing revenue to the token. but still early. Btw, OP could've probably done better if Base hadn't left the Superchain and ended its original revenue sharing deal.