Standard Chartered Forecasts $10 ARB as Arbitrum Revenue Grows

Standard Chartered Maps ARB’s Path to $10

ARB could scope $10 by the extremity of 2030, according to a Sept. 15 investigation by Standard Chartered Global Head of Digital Assets Research Geoff Kendrick. The slope calculated a astir 70-fold summation from its 14-cent notation price, but ARB has since risen to astir 21 cents, making the people astir 48 times its existent price. Tokenized equity trading approached $3 cardinal successful play measurement during August, with Robinhood Chain among the starring venues.

The bank’s yearly forecast places ARB astatine 50 cents successful 2026, $1.50 successful 2027, $3.50 successful 2028, $6.50 successful 2029, and $10 successful 2030. Kendrick wrote:

“I deliberation the ARB token, which is present hugely undervalued with this higher gross base, is going to acquisition a structural re-rating.”

ARB is an ERC-20 governance token that allows holders to ballot connected ArbitrumDAO proposals, including web upgrades and treasury decisions. Unlike real-world plus tokens, which tin correspond claims connected accepted fiscal instruments, ARB does not supply ownership successful assets brought onchain oregon a nonstop assertion connected Arbitrum’s revenue.

The ARB projections usage the bank’s broader integer plus framework, which assumes bitcoin astatine $500,000 and ether astatine $40,000 by 2030. Standard Chartered cut its nearer-term BTC, ETH, XRP, and SOL forecasts successful February portion preserving those long-range bitcoin and ether targets. Its ARB array projects comparative values of 50,000 ARB per bitcoin and 4,000 ARB per ether successful 2030.

Standard Chartered forecasts ARB astatine $0.50 successful 2026 and $10 by 2030, alongside 2030 targets of $500,000 for bitcoin and $40,000 for ether. Source: Standard Chartered Research.

Robinhood Chain Expands Arbitrum’s Revenue Base

The Robinhood motorboat provides the clearest illustration of however Arbitrum could crook organization adoption into recurring revenue. Robinhood Markets Inc. (Nasdaq: HOOD) launched Robinhood Chain’s nationalist mainnet connected July 1 utilizing the Arbitrum Platform, creating a dedicated Ethereum layer-2 web for tokenized assets and decentralized finance. The rollout included Stock Tokens, lending, perpetual futures, and infrastructure integrations designed for fiscal applications.

Arbitrum’s concern exemplary allows fiscal companies to found dedicated networks portion paying for the underlying exertion and support. Under the Arbitrum Expansion Program, Robinhood Chain returns 10% of protocol nett revenue, with 8% flowing to the ArbitrumDAO treasury and 2% supporting the Arbitrum Developer Guild. Standard Chartered estimated Arbitrum’s September gross astatine a $5 cardinal monthly tally rate, much than 5 times its level earlier Robinhood Chain launched. The slope based portion of its maturation outlook connected its ain forecast that tokenized assets volition scope $4 trillion by the extremity of 2028.

Revenue Growth Does Not Flow Directly to ARB

The revenue-sharing statement lets Robinhood clasp 90% of protocol nett gross portion compensating the Arbitrum ecosystem. That operation became cardinal to a debate involving executives from Solana, Arbitrum, and BNB Chain implicit whether blockchain contention should prioritize debased transaction fees oregon sustainable commercialized models. Standard Chartered expects akin arrangements to grow arsenic much accepted fiscal companies found dedicated blockchain infrastructure.

Standard Chartered’s caller altcoin probe offers a utile examination showing wherefore nonstop worth seizure remains important. Its fivefold SKY forecast connects ecosystem maturation to staking rewards and token buybacks that administer worth to holders. The ARB thesis lacks an equivalent mechanics today, leaving the people babelike connected a aboriginal structural re-rating alternatively than an established transportation of web gross to token holders.

Early web enactment supports the gross thesis, but it does not found a nonstop mechanics connecting that income to ARB’s price. Robinhood Chain applications generated $2.66 cardinal successful revenue implicit 24 hours connected Aug. 30, with memecoin trading tools GMGN and Pons and decentralized speech Uniswap producing astir 88% of the total. That fig measures wealth the applications earned from users, not gross collected by Robinhood oregon Arbitrum. Standard Chartered identified slower tokenization, competing blockchains, and ARB’s deficiency of nonstop worth accrual arsenic main risks to its forecast.