Bitimmortal

vip
Active for: 8.1y
DeFi Analyst
Crypto Market Researcher
Turning on-chain data into conviction | Nearly a decade in crypto.
Base DeFi TVL just hit an ATH of $6B
@Morpho dominates with 70% of total value
$MORPHO is now the 2nd largest lending protocol, competing with $AAVE
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MORPHO+18.57%
AAVE+6.24%
Standard Chartered predicts $ARB could rise from $0.14 to $10 by 2030
a 70x move from current levels
this prediction is based on Arbitrum's business model:
@arbitrum gets 10% of the net protocol revenue from L2s created using its tech, like @RobinhoodCrypto, helping TradFi come onchain
@StanChart is also forecasting $4T in tokenized assets by 2028
a massive opportunity for the RWA sector
their Arbitrum $ARB price forecast:
$0.5 in 2026
$1.5 in 2027
$3.5 in 2028
$6.5 in 2029
$10 in 2030
still 3 months are left until the end of 2026
and from the current $0.14 level, $ARB needs to do a 3.5x to re
ARB+2.77%
RWA+0.07%
TRON stablecoin activity is getting stronger
processing $350B+ in stables every month
$13T stablecoin volume settled on TRON $TRX
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TRX+0.17%
Open Interest is back at $23B, near ATH again
it dropped from $26B to $11B after the October crash
now huge leverage positions are building up again
let’s see what happens this time
open interest is back at $23B, almost at its ATH again
after ctober crash, it dropped from $26B to $11B
now leverage positions are back in the same zone
let’s see what happens this time
Arbitrum flipped Solana and Ethereum in perp trading volume
- $42B monthly volume
- $2B open interest
that makes @arbitrum $ARB #2 chain by trading activity
ARB+2.71%
SOL+5.04%
ETH+4.99%
$SOL outperformed every major L1 in 90 day price performance
SOL+5.25%
Robinhood is the #1 chain by fees generation
also generated $30M revenue in last 30 days
yes, 10% goes to Arbitrum $ARB
ARB+2.77%
Stablecoin supply on Robinhood just hit $1 BILLION
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Arbitrum ethereum:0xb50721bcf8d664c30412cfbc6cf7a15145234ad1 bridge TVL just hit an ATH at $23B
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ARB+2.77%
ETH+5.15%
bitcoin:native and $ETH have covered up their 90D drop
BTC up 40% in 3 months
ETH up 60% in 3 months
alts still haven’t recovered from their May highs
If bitcoin goes sideways for a few days, capital can finally rotate into alts
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BTC+4.07%
ETH+5.15%
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Robinhood generated $4M revenue in 24h, beating all major chains.
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HOOD+9.10%
Arbitrum $ARB is still better than most L1s.
here’s why:
- cheap transactions
- one of the strongest DeFi ecosystems
- 100K+ daily active addresses
- $850M in RWAs
- $3.5B+ stablecoins
- major financial institutions building on it
- Robinhood revenue
market still isn’t pricing this properly
updated this on my TG, now +40% gain in just 2 days
ARB+2.77%
Hyperliquid just crossed $5T in cumulative perp volume
HYPE+3.21%
.@opensea has taken over the Ethereum NFT market with 100K+ weekly active users
NFT interest is back, while other marketplaces are seeing almost no volume
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ETH+5.15%
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