Insight: Arbitrum quietly absorbs 35% of Ethereum outflows

Arbitrum just recorded $8.8B net inflow this month - its highest since Q1 2024.

➡️ $173.8M came directly from Ethereum mainnet.
➡️ $4.7B in stablecoins rotated in.
➡️ DeFi activity resurging - Morpho ($MORPHO ) hit $485M TVL, Silo crossed $113M.

→ No hype, no shilling - just real capital and real DeFi infra migrating to Arbitrum.

But here’s the key part:

> Despite massive inflows, $ARB stays flat at ~$0.50.
> This suggests heavy network accumulation while liquidity is building underneath.
> When rotation from stablecoins → yield-bearing or governance assets begins,

$ARB could be next in line - especially if it starts capturing protocol fees or ecosystem incentives in the next phase.