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ARB’s rerating now has a sharper economic test after a September 6 debate between Offchain Labs and Solana founders over Robinhood Chain’s fee model. NetNapz remains bullish on the structural revenue thesis but neutral on chasing the move.
ARB is surging as traders reprice Robinhood Chain’s economic contribution to Arbitrum, with fresh attention on revenue sharing, enterprise adoption and the durability of the new growth thesis.
