Bankless · Friday, September 25, 2026
In the current crypto bull market, assets that generate revenue are significantly outperforming traditional blue-chip cryptocurrencies like Bitcoin and Ethereum. Tokens such as Athena, Uniswap, Ondo, Jupiter, and Arbitrum have seen substantial gains, largely attributed to their revenue streams. Arbitrum's performance, in particular, is linked to its share of revenue from the Robinhood chain.
“What do those things have in common? What's... What's the thing that ties them together? I'm so glad you asked, Ryan. They make money. They all print revenue.”
“Arbitrum is up, which is like in a world where Layer 2s are just, they've been just bleeding for the last few years. It's not like there's a secular narrative, oh, let's pump L2 tokens this time around. Only Arb is pumping, and it's pumping because of its ties to revenue from the Robinhood chain that you can clearly see.”
“And they put that tweet out in June and that's been only even more true ever since.”