Chief (Slow)Motion Officer @EntropyAdvisors
Joined May 2022
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- Following1.4K
- Followers1.7K
- Likes4.3K
Brrr retweeted
Every USDG metric on @arbitrum is now available on arbdata[.]com
Track supply by protocol, DEX trading, lending markets, bridge flows, and top holders of USDG, all in one place.
Brendan has done an excellent job expanding Arbitrum’s reach with institutional investors and translating the ecosystem thesis into a format more familiar to them.
Been a pleasure collaborating with him.
Also great to see Entropy data popping up in institutional reports 👀
NEW research report from $170 billion asset manager WisdomTree today on the @Arbitrum business model.
This was shared by @WisdomTreeFunds with their clients this week as I joined their team to speak with representatives from 12 figures of managed AUM across roundtables and 1:1s in Europe.
From these meetings, I heard one theme louder than everything: tokenization across financial assets is accelerating and allocators are looking for the blockchain networks that are indexed to the revenue opportunity from this buildout.
In this note, WisdomTree tells its clients “to expect future enterprises to look at Arbitrum when launching their own network”.
They continue “until recently, digital assets did not have revenue in a traditional sense that an analyst would recognise. That has changed quickly. Increasingly, networks and the applications on them are building durable revenue."
Brrr retweeted
Introducing the Arbitrum Stablecoin Growth Program.
Apps with $1M in stablecoin balances that make $USDG their primary stablecoin on Arbitrum can apply for the Arbitrum Stablecoin Growth Program that includes:
> Performance-based incentives
> Ecosystem support and perks
> 2M ARB prize pool for the first 10 teams to hit $10M of $USDG TVL
Apply today and learn more below. 👇🧵
airtable.com/appNPlINVhkcwny…
Txn fees ✅
Chain licensing fees ✅
Treasury income ✅
Stablecoin rewards ✅
Four revenue streams and counting. What's next?
USDG is now live on Arbitrum!
By joining the GDN, Arbitrum now has a new, dollar-denominated revenue source whose growth is also self-reinforcing.
More stablecoin supply means more revenue, and more revenue funds the incentives and integrations that bring in more supply.
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Arbitrum adding new revenue streams
Priority fees and Fast Feed are live on @Arbitrum, and they already make up 59% of all fees paid on the chain.
In the 1st day, users paid 9.45 ETH ($25K) in tips to get their transactions ordered first.
We built a dashboard to track PGA from day one. Breakdown below 👇
🧵/5
Brrr retweeted
The official Variational analytics page is live.
Covering:
• Volume & Open Interest
• TradFi Markets
• Markets Breakdown (funding, slippage, long/short ratio)
• Financials
Link:
arbdata.com/variational
They annualised the revenue...
Robinhood Chain is making ~$66M in annualized fee revenue (7DMA) and climbing.
Robinhood has 11 revenue lines above $100M. We think the chain becomes the 12th.
Ordering is still FIFO. Flip on PGA/Timeboost and it starts capturing the MEV it now hands searchers for free.
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Brrr retweeted
We simulated the activation of multi-gas Dynamic Pricing on @arbitrum's upcoming Arbos61 update at today’s 0.02 gwei floor.
Should L2s prioritize low transaction fees or token holder revenue? We worked with @Offchain to weigh the tradeoffs.
Results: Higher chain gas capacity, but lower modeled L2 fee revenue.
Brrr retweeted
We've revamped arbdata[.]com with a new Ecosystem page that features the most comprehensive Robinhood Chain analytics anywhere in crypto, featuring 34 protocols across 8 sectors.
Data powered by Entropy
Just over a week since launch, the @RobinhoodCrypto Chain is off to a strong start:
- $735M in 24hr DEX volume
- $260M in protocol TVL, with nearly $400M of assets on the platform
- 6.35M transactions in past 24hrs from more than 435K addresses
Trade any asset, 24/7 on @rialto_xyz
.@AliTslm one of the best to ever do it when it comes to explaining complex concepts in a cohesive way
If you’re in LDN and didn’t attend, you’re missing out big time
5:30pm BST
For our final session of the day, we have @EntropyAdvisors on stage breaking down Arbitrum tech and economics followed by an open Q&A! 🚀
Brrr retweeted
We're excited to be a @RobinhoodCrypto Chain launch partner.
We've worked closely with the team on stock token mechanics, onchain liquidity, and execution, and will soon offer 24/7 trading of stock tokens to eligible users and geographies.
Entropy 🔗 Robinhood from day 1
Robinhood Chain is live: an Ethereum L2 built on @arbitrum's Orbit stack, and we're proud to support them from Day 1.
Uniswap, Morpho, Maple, Ethena, PancakeSwap, Spark, Chainlink, LayerZero and Meridian have already deployed, with $21M in TVL.
Full breakdown below 👇
🧵/7
