Standard Chartered says Arbitrum could outperform Bitcoin, Ether through 2030
Standard Chartered sees Arbitrum as a possible standout digital asset through 2030 as traditional finance moves more assets onchain. The network’s appeal comes from its revenue model: it receives 10% of net protocol revenue from companies building on it. Robinhood Chain is the first major example and has already boosted Arbitrum’s economics; at the current run rate, September revenue could reach about $5 million, more than five times pre-launch levels. Geoff Kendrick expects these trends to support ARB’s long-term price, projecting it could rise to as much as $10 by 2030, around a 70-fold gain from current levels. The bullish case depends heavily on tokenized real-world assets, which now total nearly $39 billion and could grow to $4 trillion by 2028. Main risks include slower tokenization adoption and stronger competition from other blockchains.
