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Brendan Ma
@itsbrendanma
Head of Investment Strategy, Arbitrum Foundation. Former Goldman Sachs fintech investment banker. Opinions are my own.
가입 November 2022
224 팔로잉 중    1.2K 팬
September month-to-date @arbitrum is the 3rd largest blockchain by revenue $2.6M revenue in 6 days from Arbitrum's L2, the surge in Robinhood Chain and treasury income This implies run-rate revenue of $150M+ before factoring any assumed growth of existing lines and new Arbitrum Chain launches (of course only illustrative as still an early sample size to be annualizing)
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BREAKING: Arbitrum jumps to become the 3rd highest blockchain by revenue in the week. @arbitrum revenue comes from multiple high-margin blockchain products including ArbitrumOne and AEP licence revenue from Arbitrum Chains such as Robinhood Chain. In just the past week, @RobinhoodApp Chain's growth has helped Arbitrum revenues for the ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 holder-controlled treasury grow to $1.47M (implying $75M+ in a year assuming no change or further growth). Most still underappreciate this since public fee data doesn't yet capture all the income streams for Arbitrum. That should change over time.
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