Standard Chartered says Arbitrum could outperform Bitcoin, Ether through 2030

RWA Signal Insight
InfrastructureStandard Chartered projects that the Arbitrum layer-2 network could see its native ARB token reach $10 by 2030, driven by the integration of institutional tokenization projects. The bank highlights the launch of Robinhood Chain as a pivotal development that has already significantly altered Arbitrum's economic model. By capturing 10% of net protocol revenue from entities building on its infrastructure, Arbitrum stands to benefit directly from the broader migration of traditional financial assets onchain. Standard Chartered estimates that total tokenized real-world assets have reached nearly $39 billion and forecasts this market will grow to $4 trillion by 2028. The bank notes that Arbitrum's revenue in September is expected to hit $5 million, a fivefold increase since the July launch of Robinhood Chain. This shift suggests that layer-2 networks providing institutional-grade infrastructure may become primary beneficiaries of the RWA sector's expansion. However, the bank warns that the realization of this price target depends on the sustained pace of asset tokenization and the network's ability to maintain a competitive edge against other blockchains.
Key points
- Standard Chartered forecasts ARB reaching $10 by 2030, citing institutional tokenization growth.
- Arbitrum captures 10% of net protocol revenue from projects like Robinhood Chain.
- Arbitrum's monthly revenue reached $5 million in September, a fivefold increase since July.
- Global tokenized assets are projected by Standard Chartered to reach $4 trillion by 2028.
Background
Arbitrum is an Ethereum layer-2 scaling solution that utilizes optimistic rollups to increase transaction throughput and reduce costs. It allows developers to build custom chains or decentralized applications that benefit from Ethereum's security while operating with higher efficiency and lower fees.