Arbitrum (ARB)

every interaction ive ever had with the @Offchain team has always been incredibly positive and im very happy to see them firing on all cylinders this year with the growth of both arbitrum and arbitrum orbit chains (robinhood as a recent example) looking forward to whatever they have in store next

➥ Every successful chains built on top of Arbitrum Orbit in July 2026 I've been looking deeper into the Orbit eco after a very long time looking for something new. I think it's becoming one of the more interesting infra plays in Ethereum scaling. Most people still associate Arbitrum with a single L2 yet it’s beyond what you think now. I see Orbit as a platform for launching application-specific rollups, and that thesis is starting to show up in the numbers. Today, Orbit secures $11.7B TVS, roughly 32.6% of the entire Ethereum scaling market, with 22 live chains and around 166 UOPS, giving it more than 10% of network activity across the rollup landscape. For context, USPS = users operation per single txn. The names building here are also becoming harder to ignore: [1] @arbitrum - ~$10.9B TVS [2] @RobinhoodApp - ~$664M TVS and already pushing 86+ UOPS, making it one of the most active Orbit chains despite launching recently. [3] @plumenetwork - the leading RWA-focused Orbit chain. [4] @apecoin - brin

The future of finance. https://t.co/l99tL5A5Zz

The primary mistake made by crypto investors and generally inexperienced investors/traders is price illusion. I've written about this 50 times; let this be the 51st. An altcoin or any financial instrument dropping 90% from its peak does not make it cheap. Dear ARB, TIA, or other project investors, brother. If the project has VC token unlocks, an open FDV/Mcap ratio, and high inflation, they will continue to be bought in large quantities even after a 90% drop from the peak. Look, there's a very simple logic: check the cost basis of TIA seed investors; if the coin you mention has dropped 90%, these people will appear with X‑fold profit. What will they do? They'll sell, of course. This is the scenario for about 80% of crypto projects. The people marketing this to you are feeding into this narrative. The so‑called bottom doesn't come from the price levels touched by down‑up candles, but from a perceptual surrender (what we call capitulation). If you empathize, you'll understand that if you were a market‑maker algorithm, you'd say everyone will pivot from here.

Why build on @arbitrum? Conviction compounds. Years of focus on strong technology, a clear thesis, and credibly neutral infrastructure have created leverage that outlasts cycles. The programmable economy scales through systems built to endure, not narratives that shift.