I went through @MessariCrypto’s new piece on “Arbitrum Everywhere”, and it’s clear that Arbitrum is no longer just a “cheap L2”, but a programmable economic layer. Here’s my take on what stands out and short-term outlook for @arbitrum. — ● Key numbers: • Arbitrum One - $16.82B TVS and $502.5M YTD Chain GDP • Arbitrum Chains (Orbit) - $16.63B TVL, 1.4M weekly active addresses, 2.36B total transactions, and ~34% of L2 transaction share • DAO Treasury - ~$1.19B assets, $16.1M revenue YTD, projected ~$26.6M for 2025 • Timeboost revenue -~$4.5M as of October 31st (over $5M currently) • STEP (RWAs) - 35M $ARB converted, which is ~$30.3M deployed into tokenized RWAs. — What actually stands out • Arbitrum One: Orbit migration path is becoming the growth loop. Projects can begin on the main L2 for liquidity, then spin out custom chains when they scale. The growing number of live Orbit chains is the core of the “Arbitrum Everywhere” narrative • Converting $ARB into tokenized RWAs gives the DAO operational returns and diversification. It is better than sitting on volatile assets with no cashflow. • TVL, weekly active addresses, and transaction counts show real ecosystem scale. If you measure success by steady onchain activity and composability, Arbitrum is in the top tier • Timeboost and sequencer flows produce recurring income for the DAO, so growth isn’t exactly funded by emissions and token dumps. PS - Timeboost made $67K in revenue on the 14th of October, the highest realized in a single day. — Short term outlook • More Orbit chains go live, and the DAO will keep using treasury programs to accelerate adoption in key verticals like DeFi and gaming • Timeboost is positioned to remain a key revenue driver, but fluctuations in market activity mean the income stream will remain volatile • STEP and other RWA plays will expand, meaning the treasury will look more like an institutional portfolio over time. — @arbitrum is clearly moving from a scaling solution to a self-sustaining, revenue-generating network, and there are numbers to back that claim. If this momentum holds, then Arbitrum’s next phase is less about scaling Ethereum and more about running a protocol that can fund its own growth and attract institutional flows. Giga bullish on what’s to come.