Robinhood-driven revenue expansion could re-rate ARB as blockchain infrastructure
Arbitrum is shifting from a governance-only valuation to an infrastructure-driven model as Robinhood Chain demonstrates scale. Daily DEX volume surpassed $1.5 billion with about $3.75 million in fees, while Arbitrum DAO earned $6.19 million in H1 2026. July licensing fees from the Arbitrum Expansion Program totaled $360k (35% of DAO income), signaling a developing multi-source revenue story—if sustained, it could reframe ARB's fundamental value.
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