67% of $ARB’s 10B total supply is already circulating. That’s a high-float token. A large portion of the eventual supply is already in the market, which means there’s less future dilution and less of the constant “unlock overhang” you typically see with low-float tokens. So for me, fading $ARB purely because of its tokenomics doesn’t make much sense. The supply is largely out. Now the real question is: does demand catch up? And this is where my $ODYS thesis gets interesting. Robinhood Chain is built on Arbitrum, and 10% of its revenue goes back to the Arbitrum ecosystem. Of that 10%, 2% goes specifically toward developers contributing to Arbitrum’s technology, tooling and infrastructure. As more activity flows through Robinhood Chain and the broader Arbitrum ecosystem grows, I expect more capital to flow toward the builders and protocols contributing to that growth. That’s why I’m betting on $ODYS. The bet isn't just on another protocol. It's on the ecosystem around Arbitrum getting bigger and the value that can accrue to the projects building within it.