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Arbitrum's investment strategy director Brendan Ma stated: Arbitrum's weekly revenue has risen to third globally, with treasury revenue exceeding 4.3 million dollars in the past 30 days, of which over 50% came from the previous week. Revenue in Q3 to date is approximately 140% higher than Q2, with sources including Arbitrum One transaction fees, Robinhood Chain AEP licensing fees, and treasury income.Arbitrum leads in the number of RWA deployments, exceeding 4,500, with AUM reaching 1 billion dollars. The 30-day transaction volume grew by 124% to 395 billion dollars, and tokenized stocks doubled to over 200 million dollars. Arbitrum One's cumulative transaction volume exceeded 2.8 billion transactions, with Chain GDP reaching 1.8 billion dollars, a year-on-year increase of 22%, and perpetual contract positions peaking at 1.8 billion dollars.In terms of the ecosystem, Carbon's cumulative transaction volume exceeded 100 million dollars, T3tris TVL reached 13.4 million dollars, and USD.AI TVL reached 500 million dollars. Venmo, Stripe, Shopify, and Cash App have supported USDC or PYUSD-related functionalities on Arbitrum.

The Watchdog Committee of the Arbitrum ecosystem (composed of Entropy Advisors and others) submitted a proposal to the governance forum on September 3, requesting a permanent ban on the projects Good Entry, Limitless, and APX Finance, as well as their founders, prohibiting their participation in all future ArbitrumDAO initiatives. The committee determined that these three projects engaged in grant abuse within the STIP and LTIPP incentive programs, involving a total amount of 457,553 ARB (approximately $76,000).Specifically, Good Entry received 200,000 ARB in the first round of STIP, of which 142,839 ARB flowed to 1,032 ineligible users, and there is evidence of self-farming by associated addresses, with the team refusing to cooperate with the investigation; Limitless exchanged all 75,000 ARB for USDC and cross-chain to Base, being classified as suspected theft; APX Finance was approved for 525,000 ARB, of which 239,714 ARB involved issues related to funds being held in the treasury, delayed distribution, and witch cluster problems. APX later merged with Astherus and rebranded as Aster, with approximately 70% of its assets located on the BNB Chain.According to the proposal, the three projects may defend themselves in the forum post before September 10. If the explanations are not accepted and the funds are not returned, the committee will initiate three separate Snapshot votes to decide whether to permanently ban the relevant projects and founders.

According to token unlocking data from the crypto asset data platform RootData, Arbitrum (ARB) will unlock approximately 12.353 million tokens at 9:00 AM Beijing time on September 16, worth about 21.02 million USD.

Co-founder of Arbitrum Steven Goldfeder and co-founder of Solana Toly engaged in a debate over on-chain transaction fees, MEV protection, and the single sequencer model.Steven stated that one cannot simply compare surface-level fees. Arbitrum One and Robinhood Chain actively prevent front-running and most harmful MEV, while some chains that claim lower fees have higher MEV costs, including front-running against retail investors. He expressed a preference for paying clear fees upfront rather than incurring hidden losses from front-running, sandwich attacks, and other issues for the sake of lower fees.Toly countered that Arbitrum currently has a less favorable bid-ask spread and higher fees. The 10% cut taken from transaction fees alone translates to a cost in basis points that exceeds the loss rate from sandwich attacks, which he estimates to be about 10 times that of the latter, not accounting for the impact of the spread. He emphasized, "A single sequencer that pursues shareholder value maximization can never outperform permissionless competition."

Arbitrum co-founder Steven Goldfeder stated that there is a misunderstanding in the market regarding the supply of ARB, often including the tokens held by the DAO in the locked supply.He pointed out that the token unlock for ARB investors and team members is nearing completion and will be fully unlocked by March next year. Currently, the portion of tokens that have not yet been unlocked accounts for approximately 7.7% of the total supply.The Arbitrum DAO treasury currently holds 2.84 billion ARB, but these tokens are not traditional locked tokens; they are controlled by circulating token holders, and their transfer must be approved by a vote from other token holders.

The founder of Arbitrum, Steven Goldfeder, and Solana co-founder, Toly, engaged in a debate over the fee model of Robinhood Chain. Toly claimed that the 10% revenue share paid to Arbitrum by Robinhood Chain is sufficient to cover four times the transaction fees on the Solana chain, suggesting that if deployed on Solana, user gas fees could significantly decrease. In response, Goldfeder stated that Robinhood could retain about 90% of gas revenue under the Arbitrum architecture, thus choosing Arbitrum to "be the landlord, not the tenant."Toly countered that Robinhood could charge fees at the application front end while utilizing a lower-cost underlying network; Goldfeder, however, indicated that a large amount of on-chain activity does not go through the Robinhood front end, and if it were merely a "tenant" of the underlying network, Robinhood would not be able to capture the revenue generated from these peripheral activities.According to market news, Robinhood evaluated both Solana and Arbitrum during the product initiation phase and ultimately chose Arbitrum, which allows for independent chain deployment.

According to Gate market information, the cryptocurrency market rebounded slightly on Sunday, with the total market capitalization rising to $2.781 trillion. Bitcoin broke through $80,000, and Ethereum surpassed $2,500.Driven by the hot trading in the BNB Chain ecosystem, BNB surged past $780, currently reported at $764. SOL is currently reported at $104, and HYPE is currently reported at $85.8. ZEC showed strong performance, rising over 5%, currently reported at $1,070.ARB leads the gainers list, soaring 48.8% in a single day, currently reported at $0.197. SUSHI rose over 40% in 24 hours, breaking through $0.267. Some tokens in the BNB Chain ecosystem saw significant gains, including MARSCOIN, 1000CAT, TUT, CAKE, all ranking high on the gainers list.

Arbitrum issued a clarification stating that Robinhood Chain did not experience downtime today. Due to the impact of L1 market Blob behavior, Robinhood Chain experienced delays in batch publishing, but user-initiated transactions were not affected by the delays.Arbitrum stated that some infrastructure service providers relying on data streams from Robinhood Chain experienced temporary performance impacts due to a high number of subscribed data sources. Currently, Robinhood Chain continues to operate normally.

According to The Block, Arbitrum DAO achieved revenue of $6.19 million in the first half of 2026, mainly from Arbitrum One transaction fees, Timeboost ranking auctions, licensing fees for sidechains using Arbitrum technology, and treasury management income, with a protocol revenue gross margin exceeding 97%, holding $125 million in non-ARB assets at the end of the period.The report shows that during this period, the network processed 478 million transactions, with a monthly average transfer volume of stablecoins exceeding $70 billion, the number of holding addresses increased to 10.5 million, and it ranked first in the number of on-chain RWA deployments. In its first month after launching the mainnet in July, Robinhood Chain paid $360,000 in licensing fees to the Arbitrum Expansion Program, accounting for 35% of the DAO's revenue for that month.

According to the latest data from arbdata, Robinhood Chain has been online for only two months, and its cumulative fee revenue has risen to 13.05 million USD, setting a new historical high. Based on the annualized average of the fee revenue over the past 30 days, its annualized revenue scale is approximately 110 million USD. Based on the current cumulative revenue, about 1.3 million USD will directly flow into the Arbitrum ecosystem. According to the cooperation agreement between the two parties, Robinhood Chain is required to return 10% of the net revenue from the agreement to the Arbitrum ecosystem, with 8% flowing into the Arbitrum DAO treasury and 2% going to the Arbitrum Developer Guild.CoinGecko data shows that ARB has increased by a cumulative 46.7% over the past two weeks. The ARB unlocking period will continue until March 2027, with the next unlocking expected to take place on September 23, releasing approximately 139.2 million ARB, which is valued at about 15.2 million USD based on the current price, accounting for about 1.4% of the total supply.

According to CoinDesk, the Arbitrum token ARB has risen over 30% in the past 24 hours, reaching about 11 cents, breaking through the range of 7 to 10 cents since June.According to DefiLlama data, the Ethereum Layer 2 network Robinhood Chain, launched by Robinhood on July 1, generated $1.92 million in revenue in the past 24 hours, ranking first among all blockchains, followed closely by Canton with $1.76 million, and Tron, Base, and Ethereum with $974,000, $98,000, and $75,000 respectively. The chain's cumulative revenue over 30 days is $5.92 million, with about one-third coming in the past 24 hours and more than two-thirds concentrated in the past week.Robinhood Chain uses the Arbitrum tech stack and pays directly to the Arbitrum DAO according to the Arbitrum expansion plan. Under this plan, chains that use the Arbitrum tech stack and settle to non-Arbitrum One or Nova parent chains must pay 10% of the chain's profits, with 8% going to the ArbitrumDAO treasury and 2% to the protocol developer guild. In the past 24 hours, the DAO received $175,600, with $363,000 and $532,000 received over 7 days and 30 days respectively.

According to CNBC, Gemini Space Station won a legal victory in August, with arbitrators ruling that the cryptocurrency exchange platform did not mislead users and is not responsible for the collapse of its Earn lending program. The claim was made by a user of the digital asset company's lending program Earn at the end of 2024. According to the ruling, there was insufficient evidence to prove that Gemini lied to customers or was negligent in its due diligence with its main lending partner, Genesis Global Capital.The Earn program was launched in 2021, allowing users to earn up to 7.4% annualized returns by lending cryptocurrency. Under this program, Gemini lent assets to institutional borrowers, with Genesis acting as an intermediary. However, in November 2022, Gemini suspended withdrawals from the Earn program, angering some of its more than 300,000 users. This move came shortly after Genesis suspended new loan issuance and redemptions due to a liquidity crisis caused by the downturn in the cryptocurrency market that year. After the freeze on Earn withdrawals, several customers filed legal complaints against Gemini. The New York Attorney General also sued Gemini over the Earn program and reached a $50 million settlement with the company in 2024.In February 2024, Gemini announced that the company had reached a "principled settlement" with Genesis and other creditors regarding the Genesis bankruptcy case. Three months later, Earn users received $2.18 billion in digital assets in physical form, equivalent to 97% of the digital assets owed to Earn users, which is $1 billion more than when Genesis suspended withdrawals in 2022.

Investor Joanna Lichter published a post outlining the working hypothesis of value accumulation in the robotics field, which she believes has a barbell structure: one end consists of horizontal robotic foundation models (RFM) and infrastructure platforms that achieve compound growth through data, computing power, and ecosystems; the other end consists of category-leading application companies that capture value by transforming intelligence into useful work. The middle layer lacks attractiveness, including interchangeable models, easily replicable tools, and deployments lacking software leverage.She pointed out that, unlike large language models, robotics faces distribution costs, scarce physical data, real-time computing power limitations, and security constraints, presenting a gated diffusion rather than immediate large-scale adoption. If deployment can form a learning feedback loop, reducing the manpower required per robot and accumulating reusable data and operational knowledge, it can become a moat. Vertical entry points can accelerate this path, allowing value to ultimately accumulate at both ends of the technology stack.

The decentralized interest rate protocol Boros announced that it has launched the open-source tool "Arbitrage with CrossEx" in collaboration with the Pendle team. Boros stated that cross-exchange funding rate arbitrage has always been one of the better trading strategies in the cryptocurrency field, historically achieving fixed returns independent of delta values, with annualized returns of over 40%. However, the execution and maintenance of this strategy have previously been challenging, setting a high barrier for users.The new tool "Arbitrage with CrossEx" aims to reduce operational complexity.

According to monitoring by Catcher Predict, in the market prediction event on Polymarket "ITF M25 Oviedo Men's Singles Alejandro Garcia Carbajal vs. Javier Barranco Cosano", the sub-market "Spread +/-1.5" option "Cosano" has experienced a dramatic fluctuation in winning probability, soaring from 26.5% an hour ago to the current 51% (a fluctuation of 24.5%). Please note the impact of related breaking news.

According to The Defiant, Arbitrum activated the ArbOS 61 Elara upgrade on August 20, adding optional protocol-level transaction filtering, priority fee support, and alternative data availability interfaces for dedicated chains, while adjusting the base fee management and expanding the Stylus contract capacity of Arbitrum One. The compliance filtering feature is turned off by default and requires the chain owner to actively configure external compliance service providers (such as TRM Labs or Chainalysis) and set rules, executing through a dual mechanism of simulated transactions and on-chain guardians.The priority fee feature is also turned off by default and requires the chain owner to enable it through pre-compilation. The collection of priority fees on Arbitrum One still requires a separate DAO vote. Elara also introduced the BaseFeeManager contract, allowing Offchain Labs to adjust the base fee within the DAO-approved range of 0.01 to 0.1 gwei, with a validity period of two years. The code size limit for Stylus contracts has been increased from 24KB to 96KB, which does not apply to Solidity contracts.

The Arbitrum development team stated that they are introducing zero-knowledge (ZK) proofs into the Arbitrum platform to achieve a multi-proof settlement model. Through ZK proofs, the settlement time of Arbitrum blocks to Ethereum L1 is expected to be reduced from several days to several hours, while enhancing user, cross-chain bridge, and protocol capital efficiency, and maintaining security through the multi-proof mechanism. Related capabilities are aimed at Arbitrum One and dedicated chains based on the Arbitrum platform. Offchain will subsequently submit upgrade proposals to the DAO.Current progress includes: the ability to run the same state transition functions in SP1 zkVM as in optimistic execution, generating ZK proofs for real mainnet block production; Stylus's WASM contracts can be proven alongside Solidity contracts; the team has launched an independent Rust verifier, making ZK proofs a first-class mode alongside standard verification; the BoLD settlement protocol has supported the acceptance of ZK proofs and is endorsed by a fast confirmation committee, while the original dispute games still serve as a fallback path, forming a multi-proof architecture that coordinates ZK proofs, proof committees, and fraud proofs.The team claims to be continuously reducing proof costs and will gradually merge related code into the Nitro main production path. The next steps include further optimizing proofs and shifting to Reth-based execution, completing L1 message inbox proofs, and integrating ZK settlement capabilities into node configurations for on-demand activation across chains.

The Offchain Labs research team has released advancements in zero-knowledge proof technology, covering areas such as proof acceleration, verifiable AI, and recursive security. Among them, the vector commitment scheme has reduced the proof generation time for 64,000 data entries from about 2 minutes to 32 milliseconds, achieving a speedup of approximately 4000 times; the new proof system Zaratan has achieved native full succinct proofs for integers for the first time, which can reduce the computational overhead of operations like RSA by about 5000 times; in terms of verifiable AI, a lightweight verification protocol can shorten the inference verification time for large models from several minutes to milliseconds.Arbitrum is exploring a multi-prover architecture that combines ZK proofs with fraud proofs and TEE to eliminate single points of failure and shorten L1 settlement cycles.