It’s an interesting feeling to be in the middle of a bear market ...yet more bullish than ever!
First 6 months of 2026
@Offchain ->
@Arbitrum:
• Arbitrum One monthly stablecoin transfer volume >$60B, and RWA TVS >$850M
•
@RobinhoodCrypto Chain launched 3 weeks ago - ~$750M TVL, $9.2B DEX volume
•
@LGUS is piloting a chain for its ad network spanning 38 countries & a 400M+ device base
•
@PayPal PYUSD peaked at $428M on Arbitrum
•
@CashApp,
@Mastercard,
@tryramp,
@Venmo now all settle stablecoins on Arbitrum One
• Dynamic Pricing V1 live - smoothing gas prices & enabling up to 910 MGas/s back in Jan
• Shipped ArbOS 51. ArbOS 61 now in governance:
• Compliance tooling, ZK settlement, Privacy infrastructure, PGA, Fast Feed & new economic levers actively in development
• More major enterprise projects we can’t talk about yet 👀
@zerodev_app:
• Wallet UI SDK
• Smart Routing Address (SRA) - universal deposit address for chain abstraction
• Key Management Service (KMS) - TEE-backed tx signing
• Solana gas sponsorship
• Co-authoring Native AA for Ethereum
• More coming soon 👀
@prylabs:
• Helped define L1 Strawmap for Ethereum 3.0 (oops…I said it 🙊)
• Helped ship Fusaka
• Championed ePBS & co-authored FOCIL
• Helping define & build out Glamsterdam
You aren’t bullish enough, anon.