ArbiAlpha On Arbitrum (Ø,G)
@bitcoinkiduinya
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Building with signal, not noise. Arbitrum everywhere. 💙🧡
Joined July 2020
🧵 Layer 2 Growth: Who’s Winning After 12 Months?. Let’s break down the numbers behind @arbitrum, @base, @0xPolygon & @optimismFND 👇. 1️⃣ TVL Growth (Last 12M).🔹 Arbitrum: $2.6B → $20B+ peak.🔹 Base: $0.4B → $4B+.🔹 Polygon PoS: ~flat.🔹 Optimism: $0.9B → $1.3B
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9/.👇 Drop a comment:. Which L2 are you building, farming, or vibing with most?. • Arbitrum? • Base? • Optimism? • zkSync? • Something else?. Let’s compare cities 🧠🌍.
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8/.💡 Bonus Thought:. Ethereum won’t be “scaled” by one L2. It’ll be scaled by MANY L2s — each serving a different tribe. That’s not competition. That’s modular victory.
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7/.Let’s get real:. In 2021, we chased TPS. In 2024–25, we chase community, alignment, long-term incentives. The new metrics:.• Creator payouts.• Developer mindshare.• L2-native memecoins.• DAOs that actually fund work.
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6/.🔥 Why this matters.L2s are becoming like cities. Each has its own:.• Economy.• Citizens.• Values.• Native apps. The real alpha?.Choose where to build based on CULTURE, not tech.
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5/.💭 Here's the truth most won’t say:.The L2 war isn’t about scaling anymore. It’s about identity, community, and culture. • Arbitrum attracts devs & DeFi.• Base dominates meme culture.• OP bets on collaboration.• zkSync bets on math. Who do YOU vibe with?.
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4/.🟣 zkSync = The Futurist. > Zero-knowledge everything. Believes ZK will beat Optimistic Rollups over time. Fast, private, mathematically elegant. But still early, and adoption lags behind.
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3/.🔵 Base = The Newcomer with Muscle. > Backed by Coinbase. Massive retail gateway. Laser focus on UX + speed. Memecoins thriving. Devs flowing in. But how decentralized can it be?.Is it Ethereum. or Corporatechain?.
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2/.🟠 Optimism = The Coalition Builder. > Not one chain. A collective. OP Stack powers Coinbase’s Base. The real play? The Superchain.
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1/.🔵 Arbitrum = The Architect. > Quietly dominant. While others fight over TVL headlines, Arbitrum builds infra:.• Stylus (native Rust + WASM dev).• Orbit chains.• Timeboost auctions.• DAO-funded builders.
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🧵 L2s aren’t just scaling Ethereum. They’re evolving into their own civilizations. Arbitrum, Optimism, Base, and zkSync same goal, wildly different strategies. Let’s break it down like a Netflix drama 🎬. 👇 A thread that’s not like the others:.The Game of L2s.
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Bridging just got easier. PicWe is now live on Arbitrum 💙". Move assets from Base, BNB Chain, Movement & more no complex steps, no hassle. Smooth, secure, and built for users. Try it now 👉 #ArbitrumEverywhere.
PicWe is now live on @Arbitrum ! 💙. Arbinauts, it’s time to move seamlessly 🌐. PicWe unlocks a bridgeless, omni-chain experience—now on Arbitrum. Move assets to Arbitrum One in minutes from Base, BNB Chain, Movement and more, with no need for complex bridging steps. Whether
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Revenue might be down, but signal is loud 📊.@Penpiexyz_io flipped the switch with 3x growth, showing yield still drives DeFi flows. @arbitrum protocols pulled $1.15M last week builders keep building. Arbitrum isn’t fading, it’s filtering. Arbitrum everywhere.
Last week, @arbitrum protocols generated $1.15M in revenue (-20% WoW). Yield-hunters turned to Penpie, pushing revenue up more than 3x WoW!. 🥇 @GMX_IO: $337k.🥈 @Penpiexyz_io: $201k.🥉 @OstiumLabs: $190k.🔹 @Uniswap: $108k.🔹 @GainsNetwork_io: $72k
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RT @BFreshHB: with all the @RobinhoodApp excitementi almost missed this - @Gemini partnered with @DinariGlobal to issue tokenized stocks on….
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🚀 $40M+ in deposits on @Arbitrum in just 1 week. With 67% utilization, @eulerfinance isn’t just growing it’s thriving. 📈 Capital-efficient. Community-powered. Lend together. Win together. Euler everywhere. Arbitrum everywhere.
Lend together, win together. Euler reaches $40M deposits on @Arbitrum in just 1 week with 67% utilisation. Euler everywhere. Arbitrum everywhere.
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🔥 Alpha for Arbitrum Yappers 🔥.@DualMintRWA is allocating 1% of supply to the Top 100 contributors on @arbitrum 👀. Just yap. Add value. Get rewarded. One of the most promising RWA plays and it's rewarding real onchain energy. Two birds, one stone. 🫡.
Listen up, Arb yappers 👀. Arbitrum × Dualmint × Kaito. We’re allocating a % of our supply to the TOP 100 yappers on the Arbitrum × Kaito leaderboard. Campaign starts NOW ↓. Post about @DualmintRWA + @arbitrum, climb the Mindshare.Leaderboard, and earn your share of $DUAL
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TradFi meets Onchain 🚀.With @Gemini's partnership, MSTR.d by @DinariGlobal has grown to $1.8M on @arbitrum. Real-world assets, real traction. Arbitrum isn’t just scaling Ethereum it’s scaling finance. 💙📈.
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6️⃣ What’s Ahead?.🔮 Arbitrum: Scaling + DAO strategy + infra like Timeboost.🔮 Base: Strong dev energy, growing social & meme culture.🔮 Optimism: Superchain bet.🔮 Polygon: Infra pivot to zk tech.
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5️⃣ Bridge Flow (Last 30D).🔁 Net Inflows:.🥇 Arbitrum: +$12M.🥈 Polygon: +$8.9M.🥉 Base: +$7.7M. Money follows momentum. Capital is flowing where builders build.
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4️⃣ DEX & DeFi Volume.📊 Cumulative DEX volume:.🔹 Arbitrum: $500B+.🔹 Base: climbing fast with meme flows.🔹 Optimism: lower but stable. DeFi is booming on Arbitrum via.@CamelotDEX, @GMX_IO, @RamsesExchange, @Uniswap & more.
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