Standard Chartered has officially initiated research coverage on the Arbitrum (ARB) token, setting a price target of $10 by the end of 2030. Standard Chartered analyst Kendrick noted that Arbitrum now holds a unique edge over its competitors, serving as prime infrastructure for traditional financial institutions looking to build customized corporate blockchain chains.
Multi-Million Dollar Inflows from Robinhood
A central pillar of Standard Chartered’s projection is the operation of Robinhood Chain. Publicly launched on July 1, 2026, the network was built using the Arbitrum tech stack, with final settlements still processed on Ethereum. This demonstrates that institutional adoption brings measurable financial impact through the Arbitrum Expansion Program (AEP) scheme.
Under AEP rules, external chains leveraging this technology must remit 10% of net protocol revenue back to the Arbitrum ecosystem. This remittance is split with 8% going to the ArbitrumDAO treasury and 2% allocated to the Arbitrum Developer Guild. These percentages translate into significant dollar figures when applied to high-volume networks.
Robinhood Chain is estimated to have generated an average daily fee revenue of around $2.8 million over the first two weeks of September 2026. From this daily activity volume, Kendrick estimates that Arbitrum received approximately $5 million purely from Robinhood Chain’s AEP fees throughout September 2026. These corporate inflows form the bedrock of Standard Chartered’s $10 price target calculation.
Governance Risks and Network Competition
Behind the strong revenue figures, Kendrick highlighted several key risks that could hinder ARB’s price momentum. External challenges include the possibility of tokenization progressing at a slower pace than initially anticipated by the market, as well as fierce competition among blockchain networks vying for institutional clients.
Another more fundamental hurdle lies in Arbitrum’s governance design. The current ARB token mechanism does not distribute network revenue directly to token holders. A growing DAO treasury does not directly translate into cash value for retail investors, leaving the token’s appeal reliant on future revenue-sharing decisions. Reported by crypto.news.
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Disclaimer: This article is for informational and educational purposes only, not financial advice. Cryptocurrency assets are highly volatile and carry significant risk. Always do your own research (DYOR) and never invest more than you can afford to lose.
