Crypto · updated 1h ago · 2 min read
Standard Chartered Forecasts Arbitrum (ARB) To Reach $10 By End-2030
ARB target price $10 by end-2030, about 70x from ~0.14 Upside driven by Robinhood Chain revenue and expanding tokenized-asset networks
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U.Today stresses tokenomics inflation and price-chart reaction, while CoinDesk focuses on revenue-mechanics and explicitly flags the ARB holder catch.
Standard Chartered’s $10 ARB call
Standard Chartered initiated coverage of Arbitrum’s ARB token with a forecast that it will reach $10 by the end of 2030, implying a roughly 70-fold increase from a reference price near 14 cents.
“Standard Chartered initiated coverage of Arbitrum's ARB token with a $10 price target by the end of 2030”
The bank’s path in the forecast period includes $0.50 by the end of 2026, $1.50 by 2027, and $3.50 by 2028, with the long-term target set for 2030.
In its note, Standard Chartered tied the thesis to Arbitrum’s role as blockchain infrastructure for traditional finance, and it highlighted revenue potential from networks such as Robinhood Chain.
Geoff Kendrick, Standard Chartered’s global head of digital asset research, described Arbitrum as “Blockchain for Traditional Finance,” linking the business model to the growth of tokenized assets.
The same coverage also pointed to a broader market backdrop, with Bitcoin falling below $77k as Treasury yields rose and Fed rate hike expectations increased.
Robinhood Chain revenue and risks
Standard Chartered’s bullish case for ARB rests partly on revenue generated through Arbitrum technology by Robinhood Chain, which the bank said pushed Arbitrum’s September revenue toward a roughly $5 million monthly run-rate.
In a note to clients, Kendrick wrote that “The recent Robinhood chain launch has demonstrated the potential for Arbitrum to become the number 1 choice for TradFi when bringing assets on-chain,” framing the launch as proof of demand for the stack.
CoinDesk reported the “catch” that ARB holders currently have no direct claim on that revenue, and it said Kendrick himself listed that limitation among the risks to the call.
CoinDesk also reported that Robinhood Chain pays 10% of its net protocol revenue into the Arbitrum ecosystem, with 8% going to the DAO treasury and 2% to a developer fund, while “None flows directly to token holders currently.”
The bank further flagged slower tokenization and competition from rival blockchains as risks, while also noting that Robinhood had been covering gas fees for users under a 90-day subsidy due to expire around the end of September.
What the forecast depends on
Standard Chartered’s valuation case also depended on tokenized assets expanding, projecting that the tokenized assets market could reach $4 trillion by the end of 2028, and it forecast tokenized equities could grow in tandem to $750 billion over the same period.
“Standard Chartered estimates Arbitrum will receive about $5 million in AEP fees in September at the current run rate.”
The bank’s forecast sequence for ARB was laid out as $0.50 by the end of 2026, $1.50 in 2027, $3.50 in 2028, $6.50 in 2029, and $10 in 2030, with the note arguing Arbitrum could outperform bitcoin and ether over the forecast period.
It also forecast ether to reach $4,000 by end-2026 and $40,000 by end-2030, while projecting bitcoin to reach $100,000 by end-2026 and $500,000 by end-2030.
At the same time, Standard Chartered flagged ARB’s lack of direct value accrual as a risk, and it cited the structure’s limitation that revenue generated on Arbitrum is not directly linked to the value of the ARB token under the current setup.
CoinDesk added that another 92.6 million ARB is scheduled to unlock on Sept. 16, placing an additional near-term catalyst and potential supply consideration alongside the longer-term $10 target.