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𝗵𝘂𝗻𝘁𝗲𝗿
community strategy @offchainlabs | content creator @arbitrum eco- rts and posts are nfa
𝗵𝘂𝗻𝘁𝗲𝗿 kirjasi uudelleen
The rollup wars have entered their next chapter. My thoughts on @optimism vs @arbitrum:
I’ve been an Optimism bull for years, but the pendulum swung toward Arbitrum after writing this report and were further solidified as I reflected on a recent @theempirepod with @ajwarner90, @sgoldfed, and @JasonYanowitz.
Don't get me wrong, the battle is still underway and is ~50/50, but Arbitrum has crafted a strategy that aligns incentives better. This is starting to show.
I always dug Optimism’s RetroPGF vision, but does it yield long-term value generation and revenue growth?
Maybe, but not explicitly. You can reward builders of dev tooling, governance, and interop with grants, but is that more effective than what ArbitrumDAO is allocating tokens toward? I don’t think so.
• Arbitrum Gaming Ventures (AGV) will (hopefully) return multiples to the DAO.
• STEP purchases yield-generating RWAs that generate interest for the DAO.
• Timeboost has internalized MEV at the protocol-level, attracting projects like @robinhood while massively increasing the DAO’s revenue potential (we’re already seeing this).
ArbitrumDAO has full authority over the treasury. They are incentivized to approve funding toward proposals that create long-term value to be captured by the DAO itself.
Shots on goal for $ARB tokenholders.
Also, OP Mainnet momentum has died down in favor of the Optimism Superchain. Meanwhile, Arbitrum’s focus has split equally between Arbitrum One and Arbitrum Orbit.
The power of the canonical chain was on display with the Robinhood deal. It’s viable to launch on Arbitrum One before launching Robinhood Chain. It’s one of the most liquid and active chains.
Would it be viable to launch on OP Mainnet, then on the Optimism Superchain? Sure, but not as compelling.
I still love Optimism, and their ethos! They have done great things for the space and I'll be covering the Superchain in more depth next month.
That being said, my long-standing opinions have shifted. Arbitrum has renewed momentum. You're already seeing it with hype for @convergeonchain and @talos_is, not to mention @RobinhoodApp.
5,06K
𝗵𝘂𝗻𝘁𝗲𝗿 kirjasi uudelleen
First blocks processed using the Nethermind execution client on a full @Arbitrum local chain simulation🧪 A major step in our partnership to bring high-performance client diversity to Arbitrum.
We are using a modified version of nitro-testnode to initialize a fresh local chain and process blocks using the Nethermind Client. This will be our foundation for testing newly implemented features and configurations. We are currently working on web assembly execution and adding stylus support.
Up next: Syncing to Sepolia testnet.

8,47K
vlad’s CT arc is gonna be awesome

Vlad Tenev24.7. klo 09.30
On-Chain
658
𝗵𝘂𝗻𝘁𝗲𝗿 kirjasi uudelleen
.@arbitrum's steady-state growth today is heavily driven by its perps landscape since inception.
Over the years, it has mature with a robust diversity of markets + innovative designs.
With $837B+ in cumulative volume, this is one of the most active & liquid chains for on-chain trading.
Avg. weekly volumes have grown 5x over the last two years (From ~$1B/week (2022–2023) → consistently >$5B/week since Q3 2024)
As the ecosystem evolves, Arbitrum is now setting the stage for the next wave of growth:
Institutional-grade + RWA-related markets → expanding distribution beyond DeFi
This marks a pivotal structural shift in terms of where adoption is heading towards into the future.
Arbitrum Everywhere🫡
h/t @DefiLlama for the data references.

14,85K
𝗵𝘂𝗻𝘁𝗲𝗿 kirjasi uudelleen
Back to work tomorrow after a few weeks of paternity leave 👶🏻. In only a few weeks, the growth on @arbitrum has been insane:
- Robinhood deploying on Arb One and Hood chain ⛓️
- @talos_is the 1st Onchain Labs incubated project is cooking hard👨🍳
- Huge moves locked in at Arbitrum Gaming Ventures, more soon.
- @PayPal is deploying on Arbitrum.
- Plus about 30 other big things happening every day on Arbitrum.
Fired up to be back!
4,71K
excited to be jumping in @etherealdex's trading competition (on testnet, mainnet soon)
now you can all witness how terrible i am with money 😄

Ethereal24.7. klo 00.05
🏆 Announcing the Ethereal testnet trading competition 🏆
Thank you to the thousands of traders who have been actively using Ethereal, providing feedback, and engaging with the community over the past month.
As the end of the public testnet phase of Ethereal approaches, we will be running a testnet trading competition for select community members to help further battle-test the system.
Over 25,000 USDe in prizes up for grabs! Top 100 traders win.
👇 🫂

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