小龙先生|Sep 06, 2026 00:46
Monster Coin Trading System AI | Today's One Coin
In recent days, ARB has been rising well, and Xiaoyao AI has also scanned and recommended ARB coins.
Behind the surge of ARB coins: Robinhood chain is paying taxes to ARB.
ARB rose nearly 47% in two weeks, with a single day increase of nearly 30% on September 1st. On September 3rd, it rose another 18.5% against the trend, and the price briefly broke through 0.14. Many people think this is a rotation of the Layer2 sector, but the real reason is hidden in the on chain data.
1、 The truth of the skyrocketing: Robinhood Chain's daily revenue is $4.45 million, and ARB is collecting rent.
Robinhood launched Layer 2 on ARB in July, and within just two months of its launch, the cumulative fee income has surged to $13.05 million.
On September 2nd, on chain fees amounted to $4.45 million, resulting in a net income of $4.01 million. What is the concept of a weekly income of 8.26 million US dollars? During the same period, the Ethereum mainnet had 2.48 million, Base Chain had 840000, and Polygon PoS had 540000. Robinhood Chain single handedly exploded the total revenue of all L2 in the Ethereum ecosystem.
More importantly, Robinhood Chain uses the ARB Orbit architecture. According to the cooperation agreement, Orbit Chain must return 10% of the net revenue from the agreement to the ARB ecosystem, 8% to the DAO vault, and 2% to the developer guild.
ARB has received approximately $1.3 million in revenue sharing over the past two months. At this rate, ARB will passively receive approximately $11 million in "platform taxes" annually.
ARB DAO generated a revenue of 6.19 million US dollars in the first half of the year, and in the first month of Robinhood Chain's launch, the licensing fee contributed 35%.
The rise of ARB is supported by real cash flow, and Robinhood Chain is paying taxes to ARB.
2、 Fundamental support for real existence
ARB processed 478 million transactions in the first half of the year, totaling 2.7 billion transactions; Ecological GDP reached 206 million US dollars; The number of RWA deployments exceeds 2000, ranking first in L2.
The daily trading volume of ARB One remained stable at $193M, while Robinhood Chain's DEX trading volume surged to $1.43 billion on September 2nd, 74 times that of ARB One.
This is a real demand exploding, not an air narrative.
3、 Short term risk: severe overbought, with massive unlocking hanging over our heads.
The technical aspect has been fully overbought. The upper band of the Bollinger Bands is at 0.13, and the ARB is already far above this level. The random indicator is 98.22, and the RSI is above 78, indicating a significant deviation in price from the moving average.
The MACD bar chart has approached zero, and the momentum engine driving this round of rise has stopped accelerating. The ratio of long and short accounts is 1.3, with retail investors clearly having the advantage of long positions and a lower proportion of smart funds. Once there is a pullback, crowded long positions may become fuel.
More direct risks: Approximately 92.63 million ARBs were unlocked on September 16th, and another 139 million were unlocked on September 23rd, totaling over 230 million in two rounds.
The logic of rising is real, but in the short term, it is severely overbought and the unlocking wave is approaching.
4、 Reference strategy
The fundamentals are true, but chasing high risks in the short term is risky.
0.125-0.127 is the first support zone, and if the rebound stabilizes, light positions can be intervened. Be vigilant before and after unlocking the window in mid to late September, as a large amount of newly added supply may create additional selling pressure in an overbought state. Pursuing high risks carries great risks. We will evaluate after the callback or unlocking is implemented.
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