Our next report on @arbitrum by @solofunk is dropping next week!Arbitrum Everywhere: Beyond the LimitsPatryk (@Solofunk):The next @MessariCrypto report on @arbitrum is dropping next week during @EFDevcon!"Arbitrum Everywhere: Beyond the Limits"@RobinhoodApp is leading Arbitrum's app-to-chain model, while protocols like @USDai_Official and @Theo_Network launch institutional-grade products. https://t.co/o8XEvnLEjt ...

Or this Arbitrum proposal "A Vision for the Future of Arbitrum""Many of the bottlenecks facing the ArbitrumDAO is due to the lack of participation from The Arbitrum Foundation and Offchain Labs…We think it is time to rectify it and to be more actively involved to support the ArbitrumDAO."or“We expect the number of proposals will significantly diminish in favor of more informal feedback loops… before anything reaches the DAO.” ...

🚨 🚨 🚨 20,000 #ETH (68,136,584 USD) transferred from #Arbitrum to #Binancehttps://t.co/YQKqcwvX7s ...

Project Focus - Arbitrum aims for widespread adoption and integration [1] - The project's slogan is "Arbitrum Everywhere" [1]

Market Sentiment & ETF Impact - The market anticipates the approval of Solana (SAL), XRP, and other ETFs, potentially leading to a final surge in value [1] - The Ethereum ETF launch initially resulted in a period of stagnation lasting approximately 6-9 months, contrary to expectations of immediate appreciation [1] - Tom Lee's announcement of a potential Ethereum treasury triggered a significant surge in Ethereum's value [1] - Robinhood's plan to tokenize equities using Arbitrum, an Ethereum layer 2 solution, further boosted Ethereum's sentiment [1] Key Catalysts for Ethereum - Ethereum's value experienced a positive shift in sentiment due to the Ethereum treasury discussion [1] - Robinhood's adoption of Arbitrum for tokenizing equities contributed to Ethereum's positive momentum [1]

arbitrum generated $90m actual revenue ytd. robinhood tokenizing 400+ stocks there, added 80 last week alone. base has zero revenue, pure narrative pump. arb trading at 3.7x revenue multiple when saas gets 20x. robinhood doesn't build infrastructure on hype chains, they build where the money settles ...

Blockchain Networks - The document lists various blockchain networks including Ethereum, Solana, Unichain, Base, Arbitrum, Polygon, OP Mainnet, BNB Chain, Avalanche, World Chain, ZKsync, Soneium, Zora Network, Celo, and Blast [1] Unidentified Hint - The document includes a hint in Chinese: 外 [1] (Translation: Outside/External)

Financial Performance - Revenue grew 8% to $96.77 billion in the September quarter [2] Market Dynamics - iPhone achieved revenue records in the China market [1][2]

Which #Layer2 solution is your top pick for scaling #Ethereum? 👇⚡ Arbitrum💻 Optimism🚀 zkSync ...

Core Viewpoint - The long-term valuation of Ethereum (ETH) is under scrutiny, with significant criticism directed at bullish claims made by Wall Street figures, particularly regarding stablecoin adoption and institutional demand [2][3]. Group 1: Critique of Bullish ETH Outlook - Andrew Kang challenges Tom Lee's thesis that ETH could achieve a 100x increase, arguing that the macro super cycle and institutional adoption do not substantiate such a valuation [2][3]. - Lee's price targets for ETH range from $4,000 to $15,000 by 2025, with potential long-term upside exceeding $20,000 based on historical ratios and institutional buying [3]. - Kang describes Lee's arguments as financially illiterate, emphasizing that the increase in tokenized asset value and stablecoin transaction volumes has not translated into higher fees for Ethereum [4][3]. Group 2: Disconnect in Revenue Generation - Kang points out that despite the growth in tokenized assets and stablecoin volumes, Ethereum's fees have remained stagnant since 2020, indicating a disconnect between adoption and revenue [4]. - Factors contributing to this disconnect include more efficient Ethereum upgrades, the migration of stablecoin activity to other blockchains, and the tokenization of low-velocity assets that yield minimal fees [5]. Group 3: Competitive Landscape - Kang asserts that faster-moving competitors like Solana, Arbitrum, and Tempo are the primary beneficiaries of tokenization, rather than Ethereum [6]. - Tether's recent decision to expand USDT activity onto new chains is highlighted as evidence of this competitive shift [6]. Group 4: Institutional Demand and Technical Arguments - Lee's assertion that institutions will accumulate and stake ETH as part of their tokenization strategies is questioned, suggesting that this premise does not convincingly support a bullish outlook for Ethereum [8].