Overview
- Standard Chartered initiated coverage on Tuesday, Sept. 15, 2026 and published year-by-year ARB targets that rise from $0.50 at end-2026 to $10 by end-2030.
- The bank’s forecast rests on a tokenization thesis that assumes tokenized assets on public blockchains could grow toward $4 trillion by the end of 2028, which would raise demand for blockchain infrastructure.
- Standard Chartered cites Robinhood Chain as a working example, estimating Arbitrum’s September fee run-rate near $5 million and noting the Foundation reported about $360,000 in AEP license fees from Robinhood in July.
- Under Arbitrum’s Expansion Program, external chains remit 10% of net protocol revenue to the ecosystem with 8% going to the DAO treasury and 2% to the Developer Guild, and ARB holders currently have no automatic claim on that income.
- The bank warns the call depends on faster tokenization, sustained enterprise chain revenue, and favorable regulation while near-term market factors such as expiring fee subsidies, scheduled ARB token unlocks, and a Sept. 15 price spike to roughly $0.14–$0.15 could affect volatility.