(for reference only, not investment advice)

1/🧵 Arbitrum is the optimal Layer-2 platform for Ethereum, notable for low fees and high throughput. Since its launch in 2021, Arbitrum has continuously upgraded its technology (Nitro, Optimistic Rollup) and expanded its infrastructure. Currently, Arbitrum holds over 50% of the Ethereum L2 market share, with a total TVL of about 2.4 billion USD (Arbitrum One).

With an additional nearly 10-13 billion USD bridged TVL, Arbitrum asserts its top position. In March 2023, Arbitrum launched the $ARB token (10 billion supply), of which 3.528 billion (35.28%) was allocated to the DAO fund to develop the ecosystem.

2/🧵 Arbitrum technology: Implemented Nitro stack (2022) – a complete L2 rollup integrating Geth and fraud-proof by WASM. Recently, Arbitrum added Stylus – a VM that allows developers to write contracts in Rust, C/C++ (officially operational on Mainnet since 9/2024).

The new Timeboost feature (4/2025) allows external bidding to prioritize transactions, reduce MEV, and enhance performance. Arbitrum Orbit – a 'chain-as-a-service' framework – enables the creation of customizable L2s and the latest supports using USDC as a gas token, facilitating convenient and stable payments.

3/🧵 DeFi ecosystem: Arbitrum attracts many major DeFi projects. GMX – on-chain perpetual DEX – is the leader, having processed nearly 300 billion USD in transaction volume on Arbitrum since 2021. Radiant Capital expands omnichain lending, competing with Aave/Compound. Other projects: Camelot (AMM + launchpad), Dopex (options), Pendle (yield derivatives, previously reaching TVL of billions USD), Plutus, XY Finance, and Restaking frameworks like Renzo (EigenLayer) are also developing strongly.

DeFi sectors are tightly integrated: for example, GMX and Dopex support each other in liquidity and products (Perps, Options). The Arbitrum DAO fund organizes STIP grants to support projects (Pendle, MUX, Jones, etc.), accelerating expansion.


4/🧵 Notable updates (06/2024–07/2025): Many major upgrades. In August 2024, Arbitrum integrates BoLD (Bounded Liquidity Delay) – a new dispute resolution protocol allowing permissionless validation, enhancing transparency standards. AIP-ArbOS v40 ('Callisto', 2/2025) integrates improvements from Ethereum Pectra and modifies Stylus.

Added TimeBoost (4/2025) for transaction prioritization. Regarding governance, the DAO is continuously discussing ARB staking (locking ARB to earn interest of ~1.75%/year) and expanding decentralized Sequencer. Community events: Stylus Sprint and Blitz (dev awards) encourage the development of new applications on Stylus.


5/🧵 Strategic partnerships & integrations: Arbitrum continuously connects with large funds and ecosystems. For example, Circle collaborates to bring USDC to Orbit (7/2024). Paxos announces integration with Arbitrum (9/2024) to issue stablecoins and crypto assets on the platform (creating organizational trust). Security and infrastructure expansion: Erigon and Nethermind (Ethereum client) also join the Arbitrum ecosystem (5/2025).

Projects like Magic Eden, Ubisoft collaborate on NFT gaming on Arbitrum. Robinhood launches tokenized stock service (EU) running on Arbitrum Orbit. Binance develops trading bots for ARB on their exchange (increasing volume). All enhance liquidity and recognition of Arbitrum.


6/🧵 On-chain data: According to DefiLlama and analysis tools, TVL on Arbitrum One is ~2.1-2.4 billion USD; additionally, $10-13 billion USD in assets have been 'bridged' across other Layer 1s. High daily activity: DEX Volume ~500M USD/day (24h) and Perps ~620M USD; ~488k active addresses/day. Dev activity is vibrant: Offchain Labs' Nitro repo has ~18,000 commits and >150 contributors.

Tokenomics: ARB 10B, DAO Treasury holds 3.528B (35.28%), team+advisor 2.694B, investor 1.753B, user airdrop 1.162B. The DAO currently accumulates additional Sequencer fees of ~3.3k ETH (5/2023). Regarding staking, the DAO just approved the mechanism to lock ARB to earn interest to increase token utility, expected to be implemented in 2025.

7/🧵 Expert opinion: Many sources (Messari, CryptoRank, press releases) agree that Arbitrum is the leading L2. According to CryptoRank (7/2025), Arbitrum has a TVL of ~2.4 billion USD and >1 million active wallets. Peak trading activity (over 1.89 billion transactions) indicates a dynamic ecosystem.


Many analysts assess Arbitrum surpasses Base and Optimism in user growth and volume. Looking ahead, Arbitrum is expected to continue evolving into a 'Stage 2 Rollup' (sufficiently decentralized) with BoLD and diverse Sequencers.

In summary, Arbitrum is implementing a series of technical improvements and strongly expanding its DeFi ecosystem. Collaboration with major partners (Circle, Paxos, Robinhood...) along with a dynamic DAO strategy helps Arbitrum gain a competitive edge. The updated TVL, volume, and on-chain activity data confirm that this platform remains a leading DeFi/L2 hub on Ethereum. (source: DefiLlama, Arbitrum blog/news)