1 · Robinhood Chain
NewRobinhood Chain went from zero to about $1B since Jul 1 2026.
Data
| Date | Robinhood Chain TVL |
|---|---|
| Jul 31 2026 | $0.358B |
| Aug 31 2026 | $0.714B |
| Sep 30 2026 | $1.01B |
| Oct 14 2026 | $1.06B |
Insiders unlock 92.65M ARB every month. Nothing burns it.
ARB governs Arbitrum: 6.79B of its 10B coins circulate. Gas on the network is paid in ETH, so nothing burns ARB.
Sell pressure. Team and investor unlocks added 185.29M ARB in 90 days and the Foundation's vesting wallet 44.04M. Three more monthly steps of 92.65M come next.
Buy pressure. The DAO's gaming fund sent 43.0M ARB back to the treasury, out of the float.
Net. Net, supply grew about 2.75%, and about 4.73% next.
All 10B ARB were created at launch in March 2023. The DAO may vote to mint up to 2% more a year, but it has never done so and no such vote is open. Total supply fell by 0.02 ARB in these 90 days.
Team and early investors get 92.65M ARB on about the 16th of every month until March 2027. Two of those steps landed in these 90 days (August and September). The next three (Oct 16, Nov 16 and Dec 16 2026) add 277.94M, and 555.88M is still locked after September.
The Arbitrum Foundation's vesting wallet releases its share in a straight line until April 2027. It paid out 44.04M ARB in four steps to the Foundation's main wallet, and 95.41M is left, of which 43.09M frees up in the next 90 days. The DAO treasury holds 2.56B ARB and sent none out this window; a vote to move 100M ARB into a stablecoin rewards program is in discussion. The Foundation's main wallet (324.59M) and the wind-down wallet of the DAO's gaming fund (14.59M) already count as circulating.
No bankruptcy estate, trustee or long lock holds ARB for release.
Nothing buys ARB back on a rule. Network fees are paid in ETH and go to the DAO. Offchain Labs has said it buys ARB for its own treasury, but those coins stay in the float.
ARB is not used for gas, so no fee burns it. Only about 6 ARB was sent to a dead address in these 90 days.
Neither the Foundation nor the DAO bought ARB in the market this window.
ARB has no staking lock. Delegating votes keeps the coins in the holder's wallet.
The DAO voted on Jul 2 2026 to wind down its gaming fund. On Jul 20–21 the fund sent 43.0M ARB back to the treasury, which is not counted as circulating, so those coins left the float. The fund's wallet still holds 14.59M with no return date set, so the next 90 days book 0.
Two sides: how much people want ARB right now, and how much buying could come later.
This part is based on social media. It shows how hot ARB is right now. A better rank means more people are talking about it.
Today, people are talking about ARB for two reasons:
Team members and early investors get their next monthly share of ARB this week, about 1.4% of the coins now trading. ARB slid from about $0.21 on Oct 6 to near $0.17 on Oct 9, bounced to about $0.20, and sits near $0.18 today. People ask if the rally since August can take a fresh unlock every month until March 2027.
On Oct 6 2026 the USDG dollar from Paxos went live on Arbitrum, and a DAO proposal asks for 100M more ARB to pay rewards for using it. Forum talk runs to Oct 15, then delegates vote. People ask if the ARB spent will bring lasting users or just more coins to sell.
Checked Oct 14 2026
Based on the law of supply and demand, the long-run signal for Arbitrum is mixed. As of Oct 15 2026, score 4.5/10, Arbitrum faces +4.73% new supply over 90 days, with demand strong (4/5). Arbitrum's price drivers: 1 ▲ price up, 0 ▼ price down.
A vote. The Snapshot vote opens Oct 15 2026, and the DAO decides by Nov 12 2026 on putting 100M ARB toward USDG. Robinhood Chain, built on Arbitrum, also went from zero to about $1B since Jul 1 2026. Our supply-and-demand read for Arbitrum stays mixed.
Far from it. Demand reads strong (4/5) and Robinhood Chain grew to about $1B since Jul 1 2026. The real drag is supply: about 4.73% new ARB arrives in the next 90 days, and that likely holds the price back. Supply and demand still read mixed for Arbitrum in the long run.
It would take 54 times today's value: $10 × Arbitrum's coins in the market = about $67.9B, against $1.25B now (Oct 15 2026). Arbitrum's supply also grows +9.60% in the next year, so every extra coin needs buyers too. Our supply-and-demand read for Arbitrum stays mixed.
Today the signal is mixed. Supply and demand would point the other way for Arbitrum if new supply keeps arriving (+4.73% in 90 days), or demand falls from strong. Next date to watch for Arbitrum: Oct 15 2026 — Snapshot vote opens.
On our framework Arbitrum scores 4.5/10 (Oct 15 2026), with supply 0.5/5 (flooding) and demand 4/5. In the next year Arbitrum's supply changes +9.60%, so the long-run signal reads mixed.
The law of supply and demand points to one window for Arbitrum: low new supply, high demand, drivers pointing up. Where Arbitrum stands today: +4.73% new supply in 90 days (flooding), demand strong (4/5), drivers 1 ▲ / 0 ▼.
Arbitrum has 2 price drivers today (1 ▲ price up, 0 ▼ price down). ▲ Robinhood Chain: Robinhood Chain went from zero to about $1B since Jul 1 2026. • DAO's USDG bet: DAO votes by Nov 12 2026 on 100M ARB for USDG.
Arbitrum reads mixed at 4.5/10; Bitcoin reads positive at 8.5/10 (Oct 15 2026). On supply and demand, Arbitrum looks weaker than Bitcoin today.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. ARB supply grows +4.73% in the next 90 days, so it shows in red: more ARB reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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