Robinhood Chain might outperform, and ETH could benefit more than ARB. In just one week since its mainnet launch, @RobinhoodApp Chain has already become the second-largest Ethereum DA demand source, right after @base. RH Chain sequencers pay blob fees, with ETH being used as the fee token for settlement and permanently burned—this is real utility. Although blob fees have significantly decreased due to Ethereum's Fusaka upgrade + BPO1/2 hard forks, which greatly increased block capacity, this also positions Robinhood Chain with a highly competitive foundational infrastructure for potentially breaking away from the Arbitrum Orbit and aligning directly with Ethereum in the future, without relying on Arbitrum's tech stack. If Robinhood Chain can only have one ecosystem currency, it will definitely be ETH, not ARB.
