I played around with @EntropyAdvisors dashboard on dune and saw some interesting critical points on arbitrum finances.
Recently,
> generated approximately $1.8m in transaction and timeboost fees in one day (around $1.74m l2 surplus and about $58k from timeboost).
> the DAO now also earns over $1m in interest from its treasury diversification (rwa exposure).
However, not all is smooth
The timeboost auction system is highly centralized, just two actors win over 90% of auctions and about 22% of express lane transactions get reverted, undermining spam mitigation goals.
Meanwhile, the Orbit chains revenue dashboard (by Lampros DAO via dune) reveals increasing contributions from l3s settling on arbitrum, making them an emerging, non-negligible revenue channel.
For @arbitrum to really scale sustainably, two things must happen:
> it must tighten incentive efficiency, diversify revenue beyond transaction fees.
> guard against centralization in new features.
3.06K
57
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.