The giga brains at @Offchain replied to my Arbitrum DAO proposal in support of increasing the contract size limit even more than Ethereum mainnet is.
96kb contracts are coming to Arbitrum!! https://t.co/d0UIpv4sQ9
Arbitrum
Mindshare
Displays the percentage of social media posts mentioning each token on this blockchain. Higher percentages indicate greater social attention and discussion around that particular cryptocurrency.
Events & catalysts: Key things to know ◥◣_◢◤
Last 7 days ↓
Feb 16:
⌐ @arbitrum ► 1.82% token supply unlock (92.65M)
⌐ @megaeth ► @hyperlane integration
Feb 18:
⌐ @HyperliquidX ► 1M $HYPE unstaked to support the new Policy Center
⌐ @Rocket_Pool...
2/24/2026 10:04
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15
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Rob asked Illia what partnerships he wants to see when Robinhood and xAI are in the same room at NEARCON.
His answer wasn't about partnerships at all:
"The big part is how do we connect all of this to a common intent bus. Intent infrastructure. Th...
2/23/2026 22:30
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Founder House is made possible by our incredible sponsors helping more businesses get started onchain:
@RobinhoodApp
@LayerZero_Core
@OpenZeppelin
@Alchemy
@GMX_IO
@fhenix
@Dune
If you’re a founder ready to build onchain, apply today for the NYC Fo...
2/23/2026 21:22
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This week there's been weakness all around.
- BTC is on a bleeding spree
- ETH is getting sold again, $HYPE is on a discount
- $TSLA on a down-turn, $NVDA earnings on Wednesday
- Gold and Silver ripping
These sorts of market trends are precisely wh...
2/23/2026 19:01
530
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Decreased funding rates means sUSDe yields have contracted heavily.
In saying this, LP-sUSDe yields continue to outperform:
📌 Yield: 3.5% → 4.6% (+31%)
📌 Points: 5x → 20x
It ain't honest but it's much work 😩
Pendle Ethena https://t.co/bSTqEDPK...
2/23/2026 02:49
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So Lighter bragged for the last 3 months about never having to ADL
And then they just add ADL for their RWA markets that's even more aggressive than Hyperliquid?
Zero insurance fund, zero backstop by LLP, automatic ADL for all full liquidations (af...
2/20/2026 16:47
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Nick Land running AI safety at xAi
Trump dropping UFO files to 1 up Obama
$2T fiscal deficit for no reason
Multiple CBDCs en-route
Epstein / Maxwell body doubles, Israel equity indices limit up
if we don't start moving up here I might have to pack...
2/20/2026 15:50
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15
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unichain gets 68% of fees from automated trading. bots optimize for execution cost, not superchain loyalty. circle gateway integration spans 12 chains including arbitrum and base. provable blockbuilding is their own stack modification. they're paying...
2/20/2026 10:57
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MEGA TGE triggers 7 days after USDM hits $500m supply on megaeth. current supply is $131m. GMX just integrated USDM into GLV vaults last week. every dollar of USDM generates treasury yield that converts to MEGA buybacks automatically. pre-market rang...
2/20/2026 01:25
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17
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⚡️ROBINHOOD BLOCKCHAIN HITS 4M IN 1 WEEK
Robinhood says its Arbitrum-based testnet processed 4M transactions in seven days.
Built to bring stocks and ETFs onchain, CEO Vlad Tenev says “the next chapter of finance runs onchain.” https://t.co/aM0Egnl...
2/19/2026 10:00
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It's official: Octane is bringing our AI-powered vulnerability detection to @arbitrum.
30 Arbitrum platforms and protocols will get full security analyses, and there are 10 complimentary CI/CD integrations on offer.
@ArbitrumDevs, start your engine...
2/18/2026 17:54
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The $PENDLE 2026 Bull Thesis:
∙ze lockup issue is gone. 14 days to exit means the single biggest objection to holding pendle, “my capital is trapped,” no longer exists
∙80% of real revenue buys the token off the open market. literally uses its own ...
2/18/2026 09:10
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Here’s what bringing real financial products onchain looks like with Robinhood:
1️⃣ Start on Arbitrum One
→ Tap into deep shared liquidity
→ Tokenize 2K assets for EU users
→ Find early PMF
2️⃣ Activate Robinhood Chain Testnet
→ Onboard builders
...
2/17/2026 20:39
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31
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Join us at Open House Gather at ETHDenver tomorrow with @Alchemy
Grab some delicious burgers on us and hang out with builders
We’ll also have a hacking challenge - winners get an all expense paid trip to our NYC Founder House in March
Register tod...
2/17/2026 18:25
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Henlo World!
This week we're shipping a new dashboard for analyzing the best opportunities on @pendle_fi!
For any live Pendle market, it shows whether the best play is to hold PT, YT, LP, or Loop it
Check it out at https://t.co/jA0LRiZtR2 https://...
2/17/2026 17:14
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Robinhood launched an L2 on Arbitrum
Stripe built a whole payment chain called Tempo
Ondo is spinning up an RWA L1.
Canton built a privacy chain specifically for banks.
All of this happened in the last few months and most of CT hasn't even notice...
2/17/2026 08:40
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Jake Paul owns a VC firm
He invested a MINIMUM of $250K in Polymarket in 2021, which at today’s valuations would be worth ~$20M
Additionally he participated in private rounds by:
- OpenAI (up 2.5x)
- Lighter (up 1.6x)
- Anduril (up 3.6x)
Love him ...
2/16/2026 10:26
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arbitrum generates $8m yearly while $800m in sequencer MEV flows to validators. BOLD upgrade ships march 2026 and captures 40-60% of that MEV for the protocol. one upgrade turns a $3.2b treasury governance token into something with $50-80m real reven...
2/16/2026 05:28
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"Have you heard about this company called TSMC? Every major player in the AI race (Apple, Nvidia, Google (TPU), Amazon (Trainium), and even the SpaceX/xAI venture) is now a direct customer. As AI moves to the "edge" (phones and robots), TSMC’s volume...
2/15/2026 18:41
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arthur hayes crystallized $1m+ losses selling pendle feb 8. tokenomics shifted to 80% revenue buybacks feb 9. first distribution hit feb 14. he exited 6 days before the value accrual mechanism activated. meanwhile 30% of supply locked at 1.65 year av...
2/15/2026 05:08
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arbitrum processed $670m in new RWA tokenization last week. robinhood routing all EU stock purchases through arbitrum orbit. $8b stablecoin supply highest of any L2. ARB token down 90% from highs at $0.12. revenue flows to DAO treasury not token hold...
2/14/2026 21:49
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We are introducing cross margin for RWAs, starting today with Gold and Silver markets. In the next week, we will roll this out for the rest of the RWA markets. This means that RWAs can share collateral with the crypto native markets, increasing capi...
2/14/2026 02:06
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In 2024, @Arbitrum quietly embarked on a program to accumulate cash reserves. In my opinion, every DAO should be doing this, although with the warning to avoid capture, grift, and being rugged.
Proposed by @devanshmehta, the goal was to convert 1% o...
2/13/2026 18:36
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SEI +12%, lands second large data center customer w/ 10-year contract w/ "an investment grade global technology company" for 500 MW of power gen assets.
(Solaris powers xAI "Colossus" site in Memphis; their two data center customers total 1.6 GW, wi...
2/13/2026 11:40
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pendle at $1.13 trading at 4x annual revenue with new tokenomics launching feb 14. 80% of protocol revenue now goes to token buybacks distributed to sPENDLE holders. arthur hayes sold at $1.34 after the 54% dump from december. $45m fees in 2025 on in...
2/13/2026 11:14
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lighter holding $920m usdc with circle revenue-sharing on treasury yields. first disclosed deal where a perp dex earns passive income from stablecoin issuer reserves. 4-5% treasury yields with 30-50% share means $11-23m annual revenue before a single...
2/13/2026 03:46
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We launched trading account types today, giving traders an option to switch to unified collateral for spot and perps.
This is rolled out as the first part of upgrades that will support arbitrary tokens as collateral. Up next: tokenizing LLP. http...
2/12/2026 23:58
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When you’re bringing real financial products onchain, three things matter:
• Control over your chain configuration
• Start with shared liquidity, then migrate to custom dedicated rails
• Ethereum-grade security
That’s why Robinhood Chain is launchi...
2/12/2026 20:30
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The UFO Armada is always recruiting more Pilots to its ranks
Doesnt matter if you're a DeFi Rookie or an Ace Degen. There are L1 and L2 chains for everyone on the https://t.co/vw8CstJEwJ warp-gates
Join us and stand tall in the DeFi crowd
Be the P...
2/12/2026 13:51
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What is Pendle?
What does “yield trading” mean?
How to earn a fixed income using DeFi?
Our latest DeFi 101 guide introduces Pendle from first principles:
• The problem it solves
• How PT and YT work
• How yield is separated from principal
• Why this...
2/12/2026 10:14
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tfw the snUSD orderbook is so yoked you can ape $3m and incur just 0.5% yield impact
Over the next 20 days, that means:
📌 11.78% fixed APY
📌 +$19.5k profits locked in
Also decent size on Morpho to push those yields even high 🤔
Pendle Neutrl Mor...
2/12/2026 03:55
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The SpaceX and xAI master plan is approaching end game level for civilization:
- Use reusable rockets to launch a constellation of satellites that act as orbital data centers bypassing physical limits on energy and cooling (space solar and vacuum te...
2/11/2026 22:28
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🎙️ New @edge_pod
⚡️ Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge
0:00 - Intro
2:19 - Vlad’s background
6:47 - What is Lighter? Five goals
10:36 - High-performance trading on Ethereum
14:41 - Processing 5...
2/11/2026 21:16
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🎙️ New @edge_pod is out!
"A year ago we hadn't even launched. Today we're processing billions in daily volume. This is a marathon, not a sprint."
📊 @lighter_xyz's Founder @vnovakovski on building Ethereum's fastest DEX, the post-TGE reality of LI...
2/11/2026 21:00
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This is getting out of control now...
Read this slowly.
In the past week alone:
• Head of Anthropic's safety research quit, said "the world is in peril," moved to the UK to "become invisible" and write poetry.
• Half of xAI's co-founders have now ...
2/11/2026 07:33
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Well step right into https://t.co/vw8CstJ6Hb ladies and gents!
If what you want is:
- clean UX ✅
- highly reliable bridge ✅
- cheap TX's ✅
- fast execution ✅
The place for you is within the UFO Armada
Get abducted and dive into those warp-gates l...
2/10/2026 20:43
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Pendle going from Good News to Better News to Even Better News week on week on week:
Le Highlights:
- sPENDLE buybacks goes live today
- Boros hit $10B Notional trading volume in 6 months
- Boros January recap
New marketeroonies on Boros (all 27-M...
2/10/2026 05:57
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The collection of crypto talent that @stripe has put together is quite impressive.
@Offchain has followed a similar strategy of building out industry leading expertise at various levels of the technical stack.
Stripe: Tempo, Privy, Bridge
Offchai...
2/9/2026 23:59
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1/ gTrade is officially live on @megaeth!
$USDm-fueled perpetual futures, fully on-chain:
• 280+ markets across cryptos & RWAs
• Mega fast one-click trading
• Up to 1000x leverage
Start trading: https://t.co/39yTr0VK5S
More details ⬇️ https://...
2/9/2026 23:06
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pendle pt-srusde markets launching may 2026. fed cuts rates and 7% fixed yield becomes 2x treasury premium attracting bond refugees. fed hikes and yt tokens print on widening funding spreads. rate neutral positioning most yield farmers haven't figure...
2/9/2026 22:50
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under ze radar of many BUT sPENDLE:
- PENDLE buybacks start this week
- sPENDLE yield starts in 5 days
- 30% of $PENDLE staked (vePENDLE and sPENDLE) so far
- Pendle yield used for buybacks + Boros fees not even yet included (but oho when they are....
2/9/2026 04:45
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47 ethereum L2s now fighting over $38.1b tvl. 6 months ago 31 chains shared $42.7b. chain count up 51% and liquidity down 11%. arb op matic zk strk all getting diluted by every new rollup launch. base captures 37% of L2 liquidity with coinbase distri...
2/7/2026 19:42
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Elon Musk just dropped the most insane announcement of 2026.
SpaceX has officially acquired xAI to form what they’re calling the most ambitious vertically integrated innovation engine on and off Earth.
They’re combining AI, rockets, space, internet...
2/7/2026 15:10
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OpenClaw v2026.2.6 is Live!
New:
- Models: Anthropic Opus 4.6 & OpenAI Codex GPT-5.3-Codex support
- Providers: xAI (Grok) added
- Web UI: token usage dashboard
- Memory: native Voyage AI support
- Sessions: cap session_history to prevent overfl...
2/7/2026 09:17
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My biggest learning from Musk on Cheeky Pint was xAI's intended revenue model is personal assistant. Which I agree, I think the TAM is absolutely massive
But totally unclear to me how to actually compete with Apple/Google on this given their control...
2/6/2026 19:41
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The market just underwent a massive stress test with $2B+ in liquidations. 🌊
When volatility spikes and liquidity thins, execution is everything.
The MUX Aggregator continues to find the deepest paths and most stable prices for your trades.
Don'...
2/6/2026 19:22
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If you haven't tried https://t.co/vw8CstJ6Hb yet, then consider having a go. Their services are as good (if not, better) as other major Web3 bridges, but their campaigns reward for its usage
- Fast ✅
- Reliable ✅
- Affordable ✅
Once you enter the M...
2/6/2026 08:40
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The one asset I really want to buy right now isn’t on sale: $HYPE.
It keeps reminding me of a darling from the last bear market, $GMX.
While almost everything in crypto bled out through 2022 and into 2023, GMX quietly found a bottom and ripped from...
2/5/2026 18:52
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January set the tone for RWAs in 2026 on gTrade.
Commodities volatility led activity throughout the month, with silver emerging as the most traded market and protocol revenue translating directly into sustained $GNS buybacks and burns.
Onwards and ...
2/5/2026 18:02
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ICYMI:
@hyperithm x @MidasRWA is now streaming incentives DIRECTLY to YT-mHYPER
This means the 'underlying' APR for YT-mHYPER is actually 11.3% after accounting for PENDLE co-incentives
Against implied yield of 7.82%, that's a Long YT APY of 376% �...
2/5/2026 14:19
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The new pricing algorithm that the research team @Offchain built for @arbitrum has completely changed the fundamental structure for the growth of the platform.
It’s enabled our core PMF of onchain perps and advanced DeFi to have much more predictab...
2/5/2026 12:21
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Arthur Hayes @CryptoHayes has sent 3.63M $ENA ($486.95K) and 332,226 $PENDLE ($487.90K) to #Galaxy and #Binance.
In the past 2 days, he has bought 96,116 $HYPE worth $3.42M and currently holds 161,271 $HYPE valued at $5.78M.
Address: 0x6cd66DbdFe28...
2/4/2026 23:53
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After multiple iterations and a million Quality of Life updates, we're steadily approaching our DAU highs!
To celebrate, we are opening our weekly Hypearpoints faucet from 60k points to 100k, starting this very week!
Offer lasts until March 25th th...
2/4/2026 17:33
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Quick Pendle Updaterooni
Le Highlighteroonies:
- Boros hit ATH OI of $284M
- Boros Markets & Wallet Tracking TG bot avail
- sPENDLE officially launched
- Intern's Notes: sPENDLE AMA Special
New markets on Boros (all 27-FEB 2026 maturity):
- [Ga...
2/4/2026 08:54
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Update: We have regained control of the @arbitrumdao_gov account. It is now safe to interact with again.
Thank you to everyone who flagged suspicious activity and avoided engaging with the compromised posts.
We're reviewing our security protocols to...
2/3/2026 16:43
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I think I've helped around 5-7 people with X account hacks over the last month including Plasma and now Arbitrum. It took me over a month night and day to get a connect at X exhausting every connection I had to get my account back post the North Kore...
2/3/2026 13:42
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The Morning Minute (2.3)
Powered by @yeet
⏰Top News:
-Crypto majors chop on the day; BTC holds at $78k
-Hyperliquid soars 17% after debuting outcome markets
-Epstein revealed to be an early investor in Coinbase via recent files
-XAI and SpaceX ann...
2/3/2026 13:08
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Very few beat orbiter-finance token swaps fees
And even fewer can reach the reliability standards upheld by the Mothership
Its not just about bridging here. If you're just looking for quick and cheap token swaps, this is the place for you
Time to ...
2/3/2026 12:00
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Arthur Hayes(@CryptoHayes) always buys high and sells low!
Bought 1.4M $PENDLE($2.87M) at $2.06 and sold 327,869 $PENDLE($502K) at $1.53.
Bought 15.8M $ENA($3.6M) at $0.23 and sold 3.6M $ENA($499K) at $0.14.
Bought 2.3M $LDO($1.29M) at $0.56 and s...
2/3/2026 07:12
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When we first announced cross-chain PTs a lot of people didn't understand the 'why'.
Look at the figures now (>$125m bridged) and the long-term vision should be clear.
But cross-chain PTs isn't JUST for Pendle - here's how we're making strides w...
2/3/2026 06:47
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Just In: Arthur Hayes (@CryptoHayes) sent 3,597,122 $ENA ($499.34K) and 327,869 $PENDLE ($501.64K) to #FalconX and likely to send more fund.
8 hours ago, he sent 2.31M $LDO worth $980.3K to #FalconX.
https://t.co/BQ7n95sjDj https://t.co/xeszyIFsjF
2/3/2026 06:47
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Deployment progress: █████████░ 90%
gTrade is deploying on @megaeth
Day 1 — Feb 9, 2026.
Native liquidity, exclusive pairs, and ecosystem-first campaigns ahead.
The gUSDm vault opens up next week. More details coming soon. https://t.co/03VYG1GEK...
2/3/2026 02:51
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The USDC bridging cost between Base and Arbitrum on @CoWSwap is 0.1%
This is why we need cross-chain messaging for Ethereum. Paying to bridge is just another unnecessary middleman tax for users and does not improve blockchains over traditional finan...
2/3/2026 01:18
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The new merger between xAi and SpaceX means the following are all under one company.
- SpaceX rockets, with 90% market share of launching mass into orbit.
- Starlink, the only global telecommunications system.
- Starshield, another version of Starli...
2/3/2026 00:41
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SPACEX ACQUIRES XAI WHICH ACQUIRED TWITTER.
On how Musk rolls his companies together.
There is no individual trade. There is a "Musk trade" like there was a "Warren Buffett" trade.
@matt_levine has often discussed this in his podcast and newslett...
2/3/2026 00:00
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Elon Musk's @SpaceX has officially acquired @xai as of February 2, 2026.
This merger combines SpaceX's space and satellite infrastructure with xAI's AI capabilities (including Grok models and massive compute resources), creating what Musk describes...
2/2/2026 22:42
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The Q4 2025 report for Arbitrum by @entropyadvisors is out. TLDR; OK quarter, not a lot to remark upon.
Net income $3.6m (up 29% QoQ)
Expenses $5.5m (up 40% QoQ)
Treasury excluding ARB $199m (down marginally)
First, it’s important to remember that ...
2/2/2026 21:48
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reasons why crypto is down:
1. On chain stocks and bonds have not resulted in material fee capture for any major L1 protocol. Arbitrum pumped on Robinhood announcement only for Robinhood to build its own inhouse solution. Temporary Nasdaq on-chain t...
2/2/2026 19:51
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🚨BREAKING: SPACEX IN ADVANCED TALKS TO MERGE WITH xAI
The move comes ahead of SpaceX’s IPO later this year, which is targeting a historic $1.5TRILLION valuation, tying Elon Musk’s AI ambitions directly into the space giant before it goes public. ht...
2/2/2026 14:45
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BTC down 15% YTD, ETH down 28%
You can try to catch falling knives, or you can wise up like a smart wallet and go for the "boring" plays
Fixed Yield (APY)
1. Pendle PT - 14.8%⭐
2. CCC - 12.1%
3. AAA - 5.4%
4. US 1Y - 3.5%
15% in the hand, or -15...
2/2/2026 08:01
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knew this would eventually come to light and as an employee of pendle finance i can confirm that the information presented here is accurate. we have nothing to hide, operate with full transparency and welcome any questions. thank you. https://t.co/qh...
2/2/2026 02:38
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gains network burns 608k gns tokens monthly at $0.91 with $6.14m in protocol fees. that's a 3.31 p/s ratio vs hyperliquid at 7.64 p/s. supply dropped from 31m to 27m tokens in 8 months. burns accelerate with volume. bloomberg terminal integration liv...
2/2/2026 00:31
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Welcome back to another bi-weekly update!
✨ New pairs! A lot of new pairs have been added, some returning, but most new!
Cryptos: $DCR, $DUSK, $SCRT, as well as $CHZ and $AXS
RWAs: $URA, $GDX, and $WPM (with a lot more to come!)
$XMR is not only ...
2/1/2026 22:39
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why is there some account selling ~50% of Lighter's spot ETH inventory? (unless eth tvl > 10m and there is some outside of the smart contract)
is it some marketmaker that had a side deal to get cross margin on those in beta mode or is lighter sp...
1/31/2026 19:06
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Imagine Elon owns three lemonade stands.
• One explores the world and brings back lemons + data (SpaceX)
• One builds a super-smart robot that knows how to sell lemonade (xAI)
• One sits on the busiest street in town with millions of customers (Tesl...
1/30/2026 18:53
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I love moments like this. Was chatting with a close DeFi partner of ours and they said:
“great great job on this new pricing mechanism, Arbitrum is the best!”
We haven’t rolled out a complete marketing of the improvements to the Arbitrum One protoc...
1/30/2026 06:43
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Mindshare Trend
Mindshare statistics in social posts for tokens on this blockchain. '30D' represents total mindshare percentage over the past 30 days, '∆30D' shows the percentage change during this period, and 'TREND' indicates the current directional movement of social media attention.
| XAI | 0.32% | 277% |
Down |
| ARB | 0.25% | -20.36% |
Down |
| PENDLE | 0.24% | 23.45% |
Down |
| LIT | 0.21% | -67.38% |
Down |
| D8X | 0.15% | -13.31% |
Down |
| FCTR | 0.13% | 1.45% |
Down |
| GNS | 0.08% | 8.09% |
Down |
| ANIME | 0.07% | -1.07% |
Down |
| MCB | 0.06% | 0.14% |
Down |
| GMX | 0.05% | -39.59% |
Down |
| ORBITER | 0.05% | -16.16% |
Down |
| PEAR | 0.04% | -20.64% |
Down |
| WINR | 0.03% | -52.08% |
Down |
| RDNT | 0.03% | -23.23% |
Down |
| GAMMA | 0.03% | 21.37% |
Down |
| GOOD | 0.02% | -21.97% |
Down |
| MAGIC | 0.02% | 58.18% |
Down |
| LOGX | 0.02% | 250% |
Down |
| TIG | 0.02% | -34.26% |
Down |
| GRAIL | 0.01% | -1.90% |
Down |
| RAGE | 0.01% | 180% |
Down |
| EQB | 0.01% | -2.79% |
Down |
| ORANGE | 0.01% | -41.31% |
Down |
| SPARTA | 0.01% | No Value |
Down |
Top Bullish Mindshare
Shows the 6 tokens on this blockchain with the highest number of positive mindshare in social media posts.
Top Bearish Mindshare
Shows the 6 tokens on this blockchain with the highest number of negative mindshare in social media posts.















































































