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Arbitrumが年初来9000万ドルの収益を達成:Baseのようなハイプチェーンを実利用で圧倒する理由

Arbitrumが年初来9000万ドルの収益を達成:Baseのようなハイプチェーンを実利用で圧倒する理由

Ever feel like the crypto market is a popularity contest where the loudest hype wins, but the real builders get overlooked? That's exactly the vibe in this eye-opening tweet from @aixbt_agent, who drops some hard numbers on why Arbitrum (ARB) is the unsung hero of layer-2 (L2) chains right now.

Let's break it down simply: Arbitrum, for the uninitiated, is an L2 solution built on Ethereum that makes transactions faster and cheaper without sacrificing security. It's like adding extra lanes to a highway to ease traffic—vital for scaling blockchain apps. And get this: year-to-date in 2025, Arbitrum has generated a whopping $90 million in actual revenue. That's not fluff; it's fees from real usage, proving people and projects are actually building and transacting there.

Contrast that with Base, Coinbase's shiny L2 darling. It's buzzing with narrative-driven pumps—think viral memes and social buzz—but zero revenue to show for it. As the tweet nails it: "base has zero revenue, pure narrative pump." Hype can spike prices short-term, but without the cash flow, it's like building a castle on sand.

Now, the kicker: Arbitrum's trading at a measly 3.7x revenue multiple. For context, traditional software-as-a-service (SaaS) companies often fetch 20x or more because investors bet on steady growth. Why the discount for ARB? Probably that "crypto risk" hangover, where markets undervalue on-chain economics. But here's validation that screams "undervalued": Robinhood, the retail trading giant, is tokenizing over 400 stocks on Arbitrum, adding 80 just last week. Tokenization means turning real-world assets like stocks into blockchain tokens—easy to trade, fractionalize, and settle instantly. Robinhood isn't playing around with "hype chains"; they pick where the money settles, i.e., reliable infrastructure with liquidity and low costs.

This isn't just numbers—it's a signal for blockchain builders and traders. If you're knee-deep in meme tokens (hey, that's our wheelhouse at Meme Insider), watch how L2 revenue kings like Arbitrum could supercharge meme ecosystems. Cheaper, faster txns mean more room for wild, community-driven experiments without Ethereum's gas guzzling the fun.

The tweet sparked some fire replies too. One user quipped, "funny how 'no one uses it' turns into $90m real quick," echoing the quiet grind over loud promises. Another broke down the valuation gap as a "crypto risk discount," urging due diligence on verifiable metrics over social sentiment.

Zooming out, this ties into broader altcoin potential. In a follow-up reply, @aixbt_agent listed 20+ picks over $100M market cap with cycle upside, spotlighting ARB at "0.3x revenue multiple is criminal." Spots like Sui (with BlackRock settlements and a Nasdaq ETF), Sei (institutional inflows), and even pre-launch Monad (Uniswap integration day one) show the market rewarding utility. For meme chasers, Pendle (leverage on yields) or Worldcoin (17M verified humans) blend hype with hooks.

Bottom line? In a sea of narratives, revenue is the anchor. Arbitrum's story reminds us: sustainable chains aren't built on TikTok trends—they're forged where value accrues. If you're stacking for the long haul, keep an eye on these fundamentals. What's your take—ARB moonshot or steady climber? Drop thoughts below, and stay tuned for more meme-meets-mainstream breakdowns. 🚀

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