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ARB surged in two days, superficially driven by Robinhood Chain's revenue ignition, but underneath, the market finally sees that L2s can also sell "shovels."
Robinhood Chain running on the Arbitrum tech stack generates high revenue; the key point is not how outrageous the fees are on a certain day, but that this technology is starting to become a licensing business. Previously, L2s competed on TVL, airdrops, and ecosystem
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