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.