Standard Chartered sees ARB reaching $10 by 2030, driven by protocol revenue growth and tokenized asset adoption, but notes risks around fee distribution and regulation.
Standard Chartered has set a $10 price target for Arbitrum's ARB token by the end of 2030, making it one of the most bullish long-term forecasts for the project so far. The bank's digital assets research team believes Arbitrum's technology could become a key part of the infrastructure used by traditional financial institutions as they move into blockchain, which could boost protocol revenue and adoption well beyond current levels.
Tokenization ambitions
The bank's outlook is based on the rapid growth of tokenized real-world assets (RWAs), a sector it expects to expand from $340 billion to $4 trillion by 2028. Standard Chartered estimates tokenized equities alone could reach $750 billion in value over that period. Arbitrum's role as a layer-2 network allows companies to build custom blockchains and collect fees each time a new chain is launched using its technology. Through the Arbitrum Expansion Program (AEP), the protocol receives 10% of net revenue from every external chain built on its stack, with 8% going to the Arbitrum DAO treasury and 2% to a developer fund.
Protocol Metrics
Revenue growth and key drivers
Robinhood Chain, which launched its public mainnet on July 1, 2026 as an Ethereum Layer 2 using Arbitrum Orbit, has already produced notable results. Independent coverage reports that Robinhood Chain generated average daily fee revenue of $2.8 million in the first two weeks of September, with one day sending $370,000 to Arbitrum. At this rate, Arbitrum is on track to collect about $5 million in AEP fees for September-over five times its monthly revenue before Robinhood Chain went live. In July, Robinhood Chain paid $360,000 in licensing fees, making up 35% of Arbitrum DAO's income that month. Most of Robinhood Chain's early activity has come from meme coin launchpads and trading apps, rather than the tokenized stocks and traditional assets the network was designed to support. Robinhood has also been subsidizing gas fees for wallet users, a program set to end in late September 2026.
Risks and uncertainties
Standard Chartered's forecast comes with several caveats. ARB token holders currently have no direct claim on protocol fees, which could limit the token's value unless governance changes. Other risks include slower adoption of asset tokenization, competition from other blockchains, and unresolved U.S. regulatory questions-such as the status of tokenized equities and the impact of pending legislation like the Clarity Act. The Depository Trust & Clearing Corporation (DTCC) is also developing its own tokenization infrastructure, which could affect Arbitrum's market share. A scheduled unlock of 92.6 million ARB tokens on September 16 may add further volatility.
Market context and interim targets
Standard Chartered's $10 target for ARB represents a roughly 70-fold increase from its September 15 price of $0.14. For comparison, the bank projects Bitcoin could reach $500,000 and Ethereum $40,000 by 2030, but sees greater proportional upside for ARB if its thesis holds. Interim ARB targets are $0.50 by end-2026, $1.50 by end-2027, $3.50 by end-2028, and $6.50 by end-2029. Whether these milestones are met will depend on the pace of tokenization, the strength of Arbitrum's revenue model, and whether traditional finance firms choose its technology over competitors.
CryptoUniversity / Gate Learn
As of September 15, 2026, ARB was trading at $0.14, according to CoinMarketCap. Robinhood Chain's launch has pushed Arbitrum's protocol revenue to an estimated $5 million for the month, a significant jump from previous levels. The upcoming unlock of 92.6 million ARB tokens will increase circulating supply, which could affect liquidity and price in the near term.
Tokenomics remains a key factor for ARB's long-term outlook. While protocol revenue has surged with adoption by platforms like Robinhood Chain, the lack of direct fee distribution to ARB holders means the token's value depends on governance decisions and market perception. For U.S. investors and users, regulatory clarity around tokenized assets and the legal status of protocol tokens will be important in determining whether ARB can reach the targets set by Standard Chartered. Until those issues are resolved, ARB's price will likely remain sensitive to protocol changes and shifts in the regulatory landscape.