🔈BidCast - New Interview with @ajwarner90 from @arbitrum on $ARB
📌 What the $HOOD deal means for $ARB, especially on institutional partner signal and impact
📌 How $ARB generates (volatile) $50 mm rev today
📌 What it is structurally well positioned to ramp this rev materially in coming years, and
📌 ...how this cashflow actually accrues only to $ARB token (vs. to equity like peers)
Timestamps 👇
00:00 Opening
00:45 Introduction to Arbitrum and AEP
08:22 Robinhood's Partnership with Arbitrum
16:20 The Importance of Custom Chains
23:38 Revenue Models and MEV Capture
29:45 Future Prospects and Industry Interest
37:34 Arbitrum's Financial Landscape
46:30 Understanding TimeBoost and Its Impact
50:15 Revenue Generation and DAO Governance
56:00 Operational Costs and Future Projections
01:02:07 Investor Concerns and Market Dynamics
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