Arbitrum (ARB)

This was the year @arbitrum quietly crossed the line from successful L2 to operating financial system. Not future plans. Not narratives. Live capital. Live revenue. Live institutions. >> Tokenization didn’t arrive on Arbitrum in 2025, it chose it While most chains were still pitching RWAs, Arbitrum was settling them. >> Tokenized securities on Arbitrum crossed $10M market value by November >> Instrument count climbed steadily, not in spikes >> Robinhood rolled out 2,000 tokenized US stocks & ETFs on Arbitrum One in Europe >> Including 500 contracts in a single December deployment >> Zero incidents. Zero drama. Just execution. That’s the signal institutions care about: “Does it run in production?” On Arbitrum, it already does. @Theo_Network pushed this further: >> $thBILL and upcoming thGLD cemented Arbitrum as a home for compliant, yield-bearing RWAs >> NAV-based yield, no emissions theater >> Assets that treasury desks actually understand Estate Protocol followed with onchain real estate primitives. Spiko s

本年も一年お世話になりました。！🙏 ビルダー、コミュニティ、パートナー、そして日々@Arbitrumを支えてくれているすべての皆さんのおかげで、今年も大きな前進がありました。 来年も一緒に、さらに良いエコシステムを作っていきましょう。どうぞ良いお年を。🎍 Arbitrum Everywhere ・アービトラム、無限の広がりへ #arbitrum #アービトラム

Prediction: @arbitrum ’s RWA ecosystem 3X in 2026 Not because RWAs are trendy -but because distribution + compliance are converging. Today: • ~$850M RWA TVL • Highly concentrated → top 3 protocols drive ~77% That's a sign of early institutional consolidation The real signal wasn’t just TVL growth → it was Robinhood and Exodus choosing Arbitrum to tokenise stocks & ETFs Stocks are just the start The next phase is multi-asset RWAs: equities → ETFs → metals → structured products The real RWA race isn’t L1 vs L2 or app-specific chains - it’s who institutions trust to settle value. (h/t @EntropyAdvisors for the dune dashboard)

The most important thing for crypto to fix in 2026 is true belief in what the technology is valuable for. Crypto used to be a mission driven industry (at least on the builder side) and people truly believed that crypto and blockchain can meaningfully improve the world. My perception is that this has changed. It is hard to tell what came first, the chicken or the egg, but it has impacted the types of applications and use cases that are being built, that are being funded, and being brought to the forefront. We need to think bigger. So what are my beliefs? I believe that crypto can be used to return sovereignty to the individual, build a better, more efficient, more inclusive financial industry and connect money, in a digital and agentic era more effectively on a global scale than anything that has existed previously. This is what I spend my day focused on accomplishing @Offchain and @arbitrum. It is what motivates me to keep building every single day. Crypto and tokenization is the future of money

Coming to Arbitrum: Smoother Fees, Higher Throughput The new ArbOS Dia upgrade will bring users, builders, and operators: - More predictable gas prices on Arbitrum - Improved mobile & enterprise-grade auth tools - Ethereum Fusaka support Here’s the rundown 👇 https://t.co/r0Ie7ZEL9P

TLDR: fade Arbitrum at your own peril in 2026

In 2026, every tokenized asset lives on Arbitrum Arbitrum Everywhere

We are seeing a significant rise in Robinhood's activity on Arbitrum. This is the first time it has overtaken Ethereum Mainnet and this is just the beginning. Robinhood's chain usage: ▸ Ethereum Mainnet activity = Centralized crypto exchange ▸ Arbitrum One = Tokenized stock rebalancing ▸ Robinhood's L2 = Coming soon, built on Arbitrum (built on Ethereum) This is just a glimpse of things to come, once the custody of these stocks is handed over to users and price discovery happens onchain, transaction count will boom. Robinhood tokenized stock stats today: ▸ 1,986 stocks ▸ $14.1 million share value ▸ Traded in app 24/5 and rebalanced onchain daily Let's do some back-of-the-envelope math for when these stocks go onchain: ▸ These numbers are modest, it's been less than a year, so let's multiply them by 100x = $1.41 Billion market cap. ▸ Let's say on average degens/bots make 1 daily trade for every $5,000 they have in market cap = 282,000 daily trades. ▸ With 86,400 seconds in a day, that gives a TPS of 3.2