Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
With ARB rising from about $0.08 in late August to almost $0.20 in September, Arbitrum has begun one of its biggest rallies of 2025. The move from the recent base is now well over 120%, and the most recent daily candle alone added nearly 10%.
Inderect revenue source
Robinhood Chain, which functions as a specialized Arbitrum chain, seems to be the primary catalyst. Recently, Robinhood Chain surpassed $2 million in revenue from 24-hour transactions, and 10% of net protocol revenue is returned to the Arbitrum ecosystem. If the activity continued at that rate, Arbitrum's share would annualize to about $73 million.
As a result, ARB's core narrative is now far clearer than it was in the preceding months. In late August, Robinhood Chain's gross revenue reportedly surged from approximately $54,700 on August 22 to over $1.08 million on August 30, and Arbitrum's matching stake increased to $108,000 from about $5,400. Metrics for the broader ecosystem have also improved.
According to the Arbitrum Foundation, its networks handled 478 million transactions in the first half of 2025, and the average monthly volume of stablecoin transfers surpassed $70 billion. During that time, ArbitrumDAO earned $6.19 million, and in July, Robinhood Chain's first month on the mainnet, Expansion Program license fees accounted for 35% of DAO revenue.
Arbitrum is relevant again
The action has been intensified by speculation. Futures open interest increased dramatically during the first breakout as traders created new long positions. ARB open interest was said to have increased by about 30% since August 31, earlier this week, increasing the leverage in a spot market that is already expanding. However, ARB now appears to be technically stretched.
The price is close to $0.195 on the provided daily chart after momentarily rising to about $0.206, and the RSI has increased to about 85. That is definitely overbought. As a result, the rally has clear fundamental support, especially from Robinhood Chain, but its rapidity adds significant correction risk.
With the 200-day average close to $0.119, ARB has significantly surpassed its major moving averages. The breakout structure could be maintained by holding the $0.17–$0.18 zone, but losing it might allow for a deeper retracement following the 120% increase.
Dan Burgin
U.Today Editorial Team
