arb

On October 2, at 11:30 AM Eastern Time, the Arbitrum Security Committee executed an emergency upgrade on Arbitrum One and Nova, suspending the activation of all new Stylus contracts on both chains, while adding a protective mechanism against BoLD single-step proofs in the dispute system of Arbitrum One. The Arbitrum Foundation stated that this action is part of ongoing proactive security measures aimed at protecting the security and integrity of the network.Stylus allows developers to write smart contracts using languages such as Rust and C++, while maintaining compatibility with the Ethereum Virtual Machine, with its programs compiled into WebAssembly format. This suspension primarily targets manually written WASM programs that do not use the standard Stylus compiler toolchain and have not yet been patched by the current version of ArbOS. The Security Committee increased the gas required for activation to the theoretical maximum by calling ArbOwner.setWasmActivationGas(2^64 - 1), making new activations economically unfeasible. Activated Stylus contracts are unaffected and can continue to execute and renew, and the deployment and execution of Solidity contracts are also unrestricted.The newly added BoLD protection allows anyone to pause the settlement from Arbitrum One to Ethereum when two conflicting and accepted answers appear in the same dispute step, which may delay unconfirmed withdrawals to allow the Security Committee to deploy fixes. Officials pointed out that the currently discovered Stylus-related vulnerabilities mainly affect the activity of the chain, such as denial-of-service attacks, and do not jeopardize user funds.

According to CoinDesk, Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), has completed her term today. She served in the agency for over 8 years and voted against the committee's decisions to take enforcement actions instead of creating industry-compliant rules multiple times, and she was an early proponent of the token safe harbor proposal.Hester Peirce previously led the Crypto Task Force and stated that the SEC's duty to protect investors includes using regulatory authority to provide regulatory boundaries for the rapidly expanding digital asset industry.

Arbitrum released data indicating that the overall network revenue in September exceeded 5 million dollars, reaching 5.45 million dollars, setting a historical record.Data shows that most of its revenue comes from Orbit authorization fees, amounting to 4.75 million dollars, which may be related to the booming trading on the Robinhood chain during that month.

The Arbitrum Foundation announced the launch of the Arbitrum Security Program, providing smart contract audit subsidies for teams building projects on the Arbitrum platform, covering applications on the testnet, mainnet projects, projects migrating from other blockchains, and exclusive Arbitrum chains.

Due to the severe fluctuations in the interest rate market, Citibank has closed the emerging market arbitrage basket.

Arbitrum announced a per-transaction priority bidding mechanism to replace the original Timeboost mechanism.According to the disclosed allocation plan, 97% of the revenue generated from priority fees and paid Fast Feed subscriptions will be allocated to the DAO treasury, while the remaining 3% will be distributed to the Arbitrum Developer Guild.

According to on-chain analyst Ai Yi's monitoring, ARB has increased by over 126% in the past month. A new address accumulated 24.01 million ARB four hours ago, worth 5.295 million dollars, with an average withdrawal price of 0.2204 dollars.

Geoff Kendrick, the Global Head of Digital Assets Research at Standard Chartered, stated that ARB is expected to reach $10 by the end of 2030. This prediction is based on a reference price of $0.14, which is approximately 48 times the current price of $0.21; its annual targets also include $0.5 in 2026, $1.5 in 2027, $3.5 in 2028, and $6.5 in 2029.Arbitrum's monthly revenue is expected to reach $5 million, more than five times the growth before the launch of Robinhood Chain. Robinhood Chain launched its public blockchain mainnet on July 1, based on the Arbitrum platform, targeting tokenized assets and decentralized finance applications; according to the Expansion Program, 10% of the protocol's net revenue is returned to the Arbitrum ecosystem, with 8% going to the ArbitrumDAO treasury and 2% supporting the Arbitrum Developer Guild.ARB is the ERC-20 governance token used for voting on ArbitrumDAO proposals, and currently does not represent ownership of on-chain assets, nor does it have a mechanism for directly capturing Arbitrum revenue. Standard Chartered pointed out that the slowdown in the tokenization process, competitive blockchains, and the lack of a direct value capture mechanism for ARB are the main risks facing this prediction.

According to on-chain detective Specter monitoring, the attackers of this activity provided so-called arbitrage bot tutorials and code through YouTube videos, guiding victims to compile and deploy contracts using a counterfeit Remix development interface.The attackers registered an ENS name containing "Uniswap," disguising the related address as a legitimate source of income for DeFi activities, leading victims to mistakenly believe that the deployed arbitrage bot was profiting through Uniswap. After victims injected their own assets into the contract, the funds were transferred away by the attackers. The attackers currently seem to still be active and hold a significant portion of the stolen funds across two addresses.

a16z and DeFi Education Fund (DEF) submitted a proposal to the U.S. Securities and Exchange Commission (SEC) on September 14, suggesting a "safe harbor" from exchange registration requirements for eligible decentralized exchanges (DEX) and their front-end applications (DEX Apps).The proposal suggests that eligible DEX should possess four characteristics: non-custodial, automated, permissionless, and trustlessly neutral; DEX Apps should maintain non-custodial status, present market data based on objective and verifiable parameters, not exercise discretion over trade execution, and limit developer activities to specific technical functionalities.

The Bank of England has maintained the policy interest rate at 3.75% for the sixth consecutive meeting and announced the cancellation of the long-term government bond sale plan.Contemporary Amperex Technology Co., Ltd. plans to invest 1.4 billion yuan to build a new lithium carbonate project in Ya'an with an annual production capacity of 40,000 tons, while Huawei simultaneously released a new computing architecture.

ESS Frontier LLC filed a lawsuit on September 4, 2026, in the United States District Court for the Southern District of New York, case number 1:26-cv-07645, against Ostium Foundation, Ostium Labs Co., Deltax LTD., DX Group Limited, Ostium co-founder and CEO Kaledora Kiernan-Linn, and John Doe Transferees 1-10. The nature of the case is arbitration matters under other statutes, with the cause of action being a petition for a mandatory arbitration order and the appointment of an arbitrator pursuant to 09 U.S.C. § 206.The plaintiff also submitted a complaint, a motion for a temporary restraining order, a motion to seal limited materials, and related declarations. Public reports indicate that the lawsuit involves approximately $15 million in crypto loans, with ESS Frontier LLC suing as the assignee of the debt owed by Hong Kong lender Minghui Zheng. On September 14, the plaintiff submitted the first amended complaint, adding Minghui Zheng as a co-plaintiff. The court is scheduled to hold a hearing on September 17. Ostium is an on-chain perpetual contract protocol deployed on Arbitrum, providing leveraged trading for stocks, commodities, foreign exchange, and crypto assets.

Standard Chartered Bank has initiated coverage of Arbitrum's ARB token, predicting it will rise from approximately $0.14 to $10 by the end of 2030, citing revenue from networks like Robinhood Chain.The bank also warns that ARB holders cannot directly share in Arbitrum's revenue, and there are risks such as a slowdown in the tokenization process and competition from peers.

Investor Mike Vernal stated on X that the software industry may repeat the barbell phenomenon seen in the newspaper industry of the 1990s. After the internet brought distribution costs to zero, The New York Times' subscriptions increased from a print circulation of 1.113 million in 2002 to about 13.4 million, while the Los Angeles Times, Chicago Tribune, and Dallas Morning News saw declines of 73% to 91%, with the middle tier disappearing.Vernal believes that AI is driving the costs of copying, migrating, and integrating software close to zero, eroding traditional moats, and reducing the importance of switching costs and network effects, while economies of scale and branding are rising. In the future, each procurement center for enterprise software will have one AI-native system, small and medium-sized enterprises will lean towards integrated systems, and medium-sized point solutions may be consolidated or disappear. He suggests that venture capital-supported software companies "go all in," with the moat being the extreme replication cost of building massive software daily and reinvesting. At the same time, a large number of small software solutions may emerge, similar to the Shopify ecosystem of the D2C era.

According to The Block, Standard Chartered Bank has initiated coverage research on the Arbitrum (ARB) token for the first time, giving a target price of $10 by the end of 2030, which is approximately a 70-fold increase from the current price.Geoff Kendrick, the global head of digital asset research at the bank, stated in a report to clients that ARB is expected to outperform Bitcoin and Ethereum during the forecast period. Standard Chartered also predicts that Ethereum will reach $4,000 by the end of 2026 and $40,000 by the end of 2030, while Bitcoin will reach $100,000 by the end of 2026 and $500,000 by the end of 2030.Kendrick pointed out that Arbitrum is acting as an enterprise-level infrastructure provider, helping traditional financial institutions migrate assets on-chain. According to the Arbitrum expansion plan, the network can receive a rolling fee equivalent to 10% of net protocol revenue from external chains using its tech stack. After the launch of Robinhood Chain on July 1, Standard Chartered estimates that Arbitrum could earn about $5 million in AEP fees in September; the average daily fee revenue for Robinhood Chain in the first two weeks of September was $2.8 million, and Arbitrum's monthly total revenue has increased more than fivefold compared to the levels before the chain's launch.

Arbitrum's investment strategy director Brendan Ma stated: Arbitrum's weekly revenue has risen to third globally, with treasury revenue exceeding 4.3 million dollars in the past 30 days, of which over 50% came from the previous week. Revenue in Q3 to date is approximately 140% higher than Q2, with sources including Arbitrum One transaction fees, Robinhood Chain AEP licensing fees, and treasury income.Arbitrum leads in the number of RWA deployments, exceeding 4,500, with AUM reaching 1 billion dollars. The 30-day transaction volume grew by 124% to 395 billion dollars, and tokenized stocks doubled to over 200 million dollars. Arbitrum One's cumulative transaction volume exceeded 2.8 billion transactions, with Chain GDP reaching 1.8 billion dollars, a year-on-year increase of 22%, and perpetual contract positions peaking at 1.8 billion dollars.In terms of the ecosystem, Carbon's cumulative transaction volume exceeded 100 million dollars, T3tris TVL reached 13.4 million dollars, and USD.AI TVL reached 500 million dollars. Venmo, Stripe, Shopify, and Cash App have supported USDC or PYUSD-related functionalities on Arbitrum.

The Watchdog Committee of the Arbitrum ecosystem (composed of Entropy Advisors and others) submitted a proposal to the governance forum on September 3, requesting a permanent ban on the projects Good Entry, Limitless, and APX Finance, as well as their founders, prohibiting their participation in all future ArbitrumDAO initiatives. The committee determined that these three projects engaged in grant abuse within the STIP and LTIPP incentive programs, involving a total amount of 457,553 ARB (approximately $76,000).Specifically, Good Entry received 200,000 ARB in the first round of STIP, of which 142,839 ARB flowed to 1,032 ineligible users, and there is evidence of self-farming by associated addresses, with the team refusing to cooperate with the investigation; Limitless exchanged all 75,000 ARB for USDC and cross-chain to Base, being classified as suspected theft; APX Finance was approved for 525,000 ARB, of which 239,714 ARB involved issues related to funds being held in the treasury, delayed distribution, and witch cluster problems. APX later merged with Astherus and rebranded as Aster, with approximately 70% of its assets located on the BNB Chain.According to the proposal, the three projects may defend themselves in the forum post before September 10. If the explanations are not accepted and the funds are not returned, the committee will initiate three separate Snapshot votes to decide whether to permanently ban the relevant projects and founders.

According to token unlocking data from the crypto asset data platform RootData, Arbitrum (ARB) will unlock approximately 12.353 million tokens at 9:00 AM Beijing time on September 16, worth about 21.02 million USD.

Co-founder of Arbitrum Steven Goldfeder and co-founder of Solana Toly engaged in a debate over on-chain transaction fees, MEV protection, and the single sequencer model.Steven stated that one cannot simply compare surface-level fees. Arbitrum One and Robinhood Chain actively prevent front-running and most harmful MEV, while some chains that claim lower fees have higher MEV costs, including front-running against retail investors. He expressed a preference for paying clear fees upfront rather than incurring hidden losses from front-running, sandwich attacks, and other issues for the sake of lower fees.Toly countered that Arbitrum currently has a less favorable bid-ask spread and higher fees. The 10% cut taken from transaction fees alone translates to a cost in basis points that exceeds the loss rate from sandwich attacks, which he estimates to be about 10 times that of the latter, not accounting for the impact of the spread. He emphasized, "A single sequencer that pursues shareholder value maximization can never outperform permissionless competition."