What is expected in the development of ARB?
Arbitrum is making steady progress with these key updates:
- Security Council Elections (Q4 2025) – Updates to on-chain governance aimed at keeping the network secure.
- $14 Million Audit Program (July 2025–July 2026) – Funding security checks for projects built on Arbitrum to reduce risks.
- Orbit Chain Expansion (2025–2026) – Growing the use of Layer 3 (L3) chains in areas like decentralized finance (DeFi), artificial intelligence (AI), and gaming.
Deep Dive
1. Security Council Elections (Q4 2025)
Overview:
Arbitrum’s decentralized autonomous organization (DAO) holds elections twice a year for its 12-member Security Council. This council is split into two groups and is responsible for handling emergency actions and regular upgrades to the network. The next election is planned for the fourth quarter of 2025. Candidates must be approved by the DAO to run (Arbitrum DAO FAQs).
What this means:
This update supports decentralized control, which is good for the network’s security. However, if fewer voters participate, it could slow down decision-making. Successful elections help build trust in Arbitrum’s security.
2. $14 Million Audit Program (July 2025–July 2026)
Overview:
The Arbitrum DAO has approved a $14 million subsidy (30 million ARB tokens) to fund security audits for projects built on Arbitrum. A dedicated committee manages this program to help reduce the risk of hacks and attract quality decentralized applications (dApps) (NullTX).
What this means:
This is a positive move for ARB because it strengthens the ecosystem’s security and encourages developers to build on Arbitrum. However, demand for audits might exceed the available funds, which could require more support from the DAO.
3. Orbit Chain Expansion (2025–2026)
Overview:
Arbitrum’s Orbit framework lets developers launch Layer 3 (L3) chains without needing permission. Currently, over 40 chains are active, with plans for more than 100 across sectors like DeFi, gaming, and AI. Partnerships such as Robinhood’s tokenized stock platform show real-world applications (Arbitrum X post).
What this means:
This expansion is good news for ARB because more Orbit chains mean more transactions and fees, boosting revenue. However, Arbitrum faces competition from other Layer 2 and Layer 3 solutions like Optimism and zkSync.
Conclusion
Arbitrum’s roadmap combines important technical improvements (like the Security Council and audit program) with efforts to grow its ecosystem through Orbit chains. The DAO’s focus on grants and partnerships could help Arbitrum maintain its position as a top Ethereum Layer 2 solution. The big question is whether rising competition will impact its market share or if Orbit chains will create new demand and opportunities.
What updates are there in the ARB code base?
Arbitrum has made significant upgrades to its technology, improving security, scalability, and giving developers more flexibility.
- ArbOS 40 “Callisto” (May 2025) – Works closely with Ethereum’s Pectra upgrade, allowing users to manage accounts more easily.
- Timeboost Policy (April 2025) – Introduced an auction system for transaction ordering to reduce risks from transaction manipulation.
- Stylus Mainnet Launch (Q3 2024) – Added support for smart contracts written in Rust and C++, in addition to Solidity.
Deep Dive
1. ArbOS 40 “Callisto” (May 2025)
Overview:
ArbOS 40 updates Arbitrum to match Ethereum’s upcoming Pectra upgrade. It introduces native account abstraction (EIP-7702) and BLS signature verification (EIP-2537). This means users can pay transaction fees using any token, not just ETH, and improves how different blockchains work together.
- Key Features:
- EIP-7702: Lets regular user accounts temporarily act like smart contracts. This simplifies things like gasless transactions, making wallets easier to use.
- EIP-2537: Adds support for BLS signatures, which are important for privacy-focused technologies and blockchain consensus.
- EIP-2935: Keeps a record of past block hashes on the blockchain for 27 hours, helping decentralized apps verify past states.
What this means:
This upgrade is positive for ARB because it improves the user experience by reducing reliance on ETH for fees and strengthens Arbitrum’s compatibility with Ethereum. Developers get better tools to build secure and interoperable decentralized apps (dApps).
(Source)
2. Timeboost Policy (April 2025)
Overview:
Timeboost replaces Arbitrum’s old first-come-first-served transaction system with a sealed-bid auction. This helps reduce risks from Miner Extractable Value (MEV), where bad actors try to manipulate transaction order for profit, and generates revenue for the ArbitrumDAO.
- How it works:
- Users can bid to get priority in an “express lane,” with fees going to the ArbitrumDAO treasury.
- This reduces front-running (where someone jumps ahead in transaction order) and spam transactions, while keeping block times fast.
What this means:
In the short term, this change is neutral for ARB, but it’s positive long-term. It turns MEV into a source of income for the community-run DAO, though some worry it could lead to centralization. Since launch, it has generated over $2 million in fees.
(Source)
3. Stylus Mainnet Launch (Q3 2024)
Overview:
Stylus is a new virtual machine based on WebAssembly that launched on Arbitrum’s mainnet. It allows developers to write smart contracts in Rust, C, and C++, in addition to the traditional Solidity language.
- Impact:
- Cuts gas costs by up to 10 times for complex operations like DeFi calculations and AI models.
- Supports projects like Renegade Finance (which runs private trading pools) and Superposition (an order-book decentralized exchange).
What this means:
This is a big win for ARB because it attracts developers from outside the Ethereum ecosystem, expanding the types of applications on Arbitrum and increasing network activity.
(Source)
Conclusion
Arbitrum is rapidly evolving, focusing on compatibility with Ethereum, improving user experience, and giving developers more options. With features like native account abstraction and support for multiple programming languages, ARB is positioning itself as a leading platform for next-generation decentralized applications. As competition among Layer 2 solutions grows, these upgrades could help Arbitrum gain more users and developers.
What could affect the price of ARB?
Arbitrum’s price is caught between promising tech improvements and tough competition from other Layer 2 solutions.
- Governance & Upgrades – Over 60 DAO proposals and the ArbOS 40 upgrade with account abstraction could make Arbitrum more useful (positive).
- Layer 2 Competition – Growing user bases on Base and Polygon challenge Arbitrum’s market position (negative).
- Regulatory Support – Blockchain adoption in the U.S. and South Korea may increase demand for Arbitrum’s ecosystem (positive).
Deep Dive
1. Governance & Protocol Upgrades (Positive Outlook)
Overview:
Since 2023, Arbitrum’s DAO has approved more than 60 proposals, including a $14 million fund for security audits and the ArbOS 40 “Callisto” upgrade. This upgrade brings Ethereum’s EIP-7702 feature, allowing gasless transactions and programmable wallets through native account abstraction.
What this means:
These improvements make the network easier and cheaper to use, which can attract more developers and users. For example, after similar upgrades, Optimism saw its total value locked (TVL) increase by 40% within three months.
2. Layer 2 Market Share Risks (Mixed Outlook)
Overview:
Arbitrum currently ranks 10th in active users with 4.2 million, behind Base (22 million) and Polygon (7.5 million). Although Arbitrum’s Stylus upgrade cut fees by 40%, competitors like zkSync Era offer faster transaction finality.
What this means:
There’s a risk users might switch to other platforms. However, Arbitrum’s integration with Robinhood and its close alignment with Ethereum technology give it some protection. Its market cap to TVL ratio of 0.67 suggests it may be undervalued compared to Base’s 1.2.
3. Macro Policy & Institutional Adoption (Positive Outlook)
Overview:
The U.S. Department of Commerce now publishes GDP data on Arbitrum, showing growing regulatory acceptance. South Korea’s proposed crypto ETF rules could bring over $12 billion into Ethereum-related projects, according to Bitrue.
What this means:
More institutional interest could reduce selling pressure from the DAO’s large ARB holdings (42.78%). Similar inflows helped Ethereum’s price rise 68% in the third quarter of 2025.
Conclusion
Arbitrum’s price depends on successfully rolling out upgrades to stay ahead of competitors while benefiting from broader market support. The $0.55 resistance level (23.6% Fibonacci retracement) is key—breaking above it could push the price to $0.66, while failing might drop it to $0.47. Also, low participation in DAO votes (below 5%) has historically led to price drops over 15%.
Will the “TVL per user” metric for Layer 2 turn negative if adoption slows?
What are people saying about ARB?
The Arbitrum (ARB) community is divided between hopes for a price breakout and concerns about a possible pause in gains. Here’s what’s currently important:
- $0.585 resistance level – This is a critical price point that could determine if ARB’s upward momentum continues.
- Strong ecosystem growth – Increasing Total Value Locked (TVL) and decentralized app (dApp) activity support long-term confidence.
- Rumors of a Robinhood partnership – Speculation is driving excitement, but technical indicators warn the coin might be overbought.
Deep Dive
1. @mkbijaksana: ARB Tests $0.585 Resistance – Bullish
“ARB is testing 0.585. If it breaks, we target $0.9–1. Watch ETH correlation.”
– @mkbijaksana (12.8K followers · 58K impressions · 2025-08-24 17:42 UTC)
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What this means: This is a positive sign for ARB. If the price moves above $0.585, it could confirm a major upward trend. But if it fails, the price might drop back to the $0.48 support level.
2. CoinMarketCap Community: Volatility Around Key Levels – Mixed
“ARB swings between $0.313 support and $0.367 resistance. Bearish bias but buyer interest lingers.”
– CMC Community post (Aug 5, 2025)
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What this means: In the short term, sellers seem to have the upper hand, but the price repeatedly bouncing off $0.313 suggests some buyers are accumulating ARB.
3. @arbitrum_daily: Ecosystem Strength – Bullish
“2.53B TVL, 900+ dApps. Arbitrum leads Ethereum L2s with DAO-driven governance.”
– @arbitrum_daily post (Aug 7, 2025)
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What this means: This is a strong long-term positive. The growing amount of value locked in Arbitrum and the large number of apps built on it show ongoing demand and utility for ARB.
4. @johnmorganFL: $0.77 Target If Bulls Hold – Bullish
“ARB eyes $0.77 if $0.50 breaks. Early movers could benefit from momentum.”
– @johnmorganFL (91K followers · 224K impressions · 2025-08-13 11:40 UTC)
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What this means: This outlook is cautiously optimistic. While $0.77 is an ambitious target, ARB’s 53% gain over the past 90 days shows strong buying interest.
Conclusion
The overall sentiment around Arbitrum is optimistic but cautious. Traders are watching the $0.585 resistance level closely to confirm if a bigger rally is coming. Meanwhile, the solid fundamentals highlight Arbitrum’s leadership among Ethereum Layer 2 solutions. Keep an eye on the Robinhood partnership rumors—first mentioned in June 2025—as confirmation could spark renewed buying, but if it falls through, some investors might take profits. Daily closing prices above $0.52 will be important to watch for signs of strength.
What is the latest news about ARB?
Arbitrum is growing its ecosystem while gaining recognition from big institutions. Here’s what’s driving its progress:
- Top 10 User Growth (September 11, 2025) – Ranked as the 10th fastest-growing blockchain, thanks to upgrades from Robinhood and Stylus.
- U.S. GDP Data on Blockchain (August 28, 2025) – The U.S. government chose Arbitrum to publish economic data, showing trust from major institutions.
- Revenue Increase (August 20, 2025) – Protocol revenue rose 23%, boosted by partnerships with DAOs that support decentralized finance (DeFi).
In-Depth Look
1. Top 10 User Growth (September 11, 2025)
Summary:
Arbitrum One reached 4.2 million active users per month, making it the 10th fastest-growing blockchain in 2025. This growth was driven by Robinhood Wallet’s integration, which allows users to make low-cost stablecoin transactions, and the Stylus upgrade, which cut fees by about 40% for developers using programming languages like Rust on the Ethereum Virtual Machine (EVM+).
Why it matters:
This shows strong adoption of ARB tokens, as both everyday users and developers are attracted by easier access and better tools. However, competition is tough, with blockchains like Base and Solana growing even faster. (WEEX)
2. U.S. GDP Data on Blockchain (August 28, 2025)
Summary:
The U.S. Department of Commerce started publishing quarterly GDP data on Arbitrum One, alongside Bitcoin and Ethereum. This is the first time a federal agency has used Layer 2 blockchains for transparent and secure data recording, with Nasdaq and Coinbase helping distribute the information.
Why it matters:
While this doesn’t generate direct revenue, it boosts Arbitrum’s reputation as a reliable platform for important public data. This could lead to more government and institutional use in the future. (WEEX)
3. Revenue Increase (August 20, 2025)
Summary:
Arbitrum’s weekly protocol revenue increased by 23% to $1.43 million. This growth was driven by projects like GMX (focused on perpetual contracts) and Ostium Labs (which deals with real-world assets). A renewed partnership with Entropy Advisors helped improve decentralized autonomous organization (DAO) governance and incentive systems.
Why it matters:
This shows Arbitrum is building a more sustainable business by expanding beyond simple token swaps into areas like derivatives and real-world assets. However, the ARB token’s price compared to revenue is still very high (about 1,960 times), so continued growth is needed to justify its value. (CoinMarketCap)
Conclusion
Arbitrum is balancing user-friendly features (like Robinhood integration), institutional trust (hosting U.S. GDP data), and growing revenue streams. The key question is whether it can turn these achievements into lasting demand for ARB tokens, especially with upcoming increases in token supply. Keep an eye on user retention in Q4 after the Stylus upgrade rollout.
Why did the price of ARB go up?
Arbitrum (ARB) increased by 2.86% in the last 24 hours, outperforming the overall cryptocurrency market, which rose by 1.74%. This growth is driven by strong technical signals, increased use of Arbitrum’s platform, and positive news from partnerships with major institutions.
- Technical Breakout: ARB’s price moved above important average price levels, indicating upward momentum.
- Robinhood Partnership: Robinhood’s use of Arbitrum for trading European stocks supports wider adoption.
- Altcoin Season: More investment is flowing into Layer 2 solutions like Arbitrum as the Altcoin Season Index jumped 91% over the past month.
Deep Dive
1. Technical Momentum (Positive Outlook)
Overview: ARB’s price rose above its 7-day and 30-day simple moving averages (SMA), currently around $0.51, with a Relative Strength Index (RSI) near 56, showing moderate bullish strength. The price is now testing a key resistance level at $0.545.
What this means: If ARB stays above $0.545, it could continue climbing toward $0.585. However, some indicators suggest there might be a short-term pause or sideways movement.
2. Robinhood Partnership (Positive Outlook)
Overview: Robinhood confirmed it is using Arbitrum’s blockchain technology for its European stock trading platform. This real-world application follows a previous announcement in June 2025 that caused ARB’s price to jump 46%.
What this means: This partnership shows that Arbitrum can handle large-scale financial applications, attracting more developers and users. Since July 2025, daily active users on Arbitrum have increased by 20%.
3. Altcoin Season Tailwinds (Mixed Outlook)
Overview: The Altcoin Season Index, which measures how altcoins are performing compared to Bitcoin, rose to 65, up 91% month-over-month. Ethereum’s market dominance dropped to 13.59% as more money flows into Layer 2 solutions like Arbitrum.
What this means: While Arbitrum benefits from this trend, it faces competition from other platforms like Base and Solana, which have large user bases and could limit ARB’s growth.
Conclusion
ARB’s recent gains are supported by strong technical signals, Robinhood’s institutional support, and favorable market trends. However, maintaining the price above $0.545 is crucial for continued growth. Key point to watch: Will ARB close above its 200-day exponential moving average (EMA) at $0.4597 this week? Doing so would suggest a long-term positive trend reversal.