Standard Chartered has initiated coverage of the Arbitrum token, setting a price target of $10 by the end of 2030. Analysts suggest the asset could reach $0.50 this year, followed by $1.50 in 2027 and $3.50 in 2028. The bank notes that this growth trajectory would significantly outperform projected gains for Bitcoin and Ethereum.
The bullish outlook is driven by Arbitrum's role as infrastructure for TradFi firms. The platform collects 10% of net protocol revenue from chains built on its stack, such as the Robinhood Chain launched on July 1. Geoff Kendrick, head of digital assets research, estimates monthly revenue will reach $5 million in September, surpassing the previous record of $4.4 million set in October 2025.
Despite the growth, analysts highlight structural risks, noting that ARB tokens currently lack a burn mechanism or direct claims on protocol revenue. Future buybacks remain a possibility as the ecosystem matures. Additionally, supply dynamics are a factor, with 92.3% of the 10 billion maximum supply already vested and the final tranche expected in March 2027.
Market performance for ARB recently diverged from the broader crypto sector, which saw a 6.26% decline in total capitalization to $2.60 trillion. This downturn followed the Senate's rejection of the Digital Asset Market Clarity Act, which failed to secure the necessary 60 votes. Amid this volatility, ARB rose 12.39% to $0.1513.
