Ignas
Ignas|Sep 21, 2026 10:15
Short appreciation post to ARB for breaking the L2 curse and showing that L2 tokens can have value. ARB is up ~123% in 30 days vs OP ~18%. Arbitrum proved you CAN ACTUALLY monetize technical IP through Robinhood's fee sharing model. The DAO earned $6.19M in H1. Standard Chartered now gives ARB a $10 target by 2030. From ~$0.22 today... Their thesis is more banks and fintechs launch chains on Arbitrum -> more licensing revenue. But DAO revenue doesn't automatically reach ARB holders. There's a DAO discussion asking for a plan connecting growing revenue to the token. but still early. Btw, OP could've probably done better if Base hadn't left the Superchain and ended its original revenue sharing deal.
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