Overview
- Standard Chartered began formal coverage on Tuesday, Sept. 15, 2026 and published interim price checkpoints that reach $10 for ARB by the end of 2030.
- The note lays out nearer-term targets of $0.50 for end-2026, $1.50 for 2027, $3.50 for 2028, and $6.50 for 2029 as tests of its multi-year thesis.
- The bank’s valuation rests on rapid tokenization and fee income from enterprise chains, using a forecast that tokenized assets could grow from roughly $340 billion today to $4 trillion by end-2028.
- Standard Chartered points to Robinhood Chain as proof of concept and estimates Arbitrum’s September AEP run-rate near $5 million; under the Arbitrum Expansion Program external chains pay 10% of net protocol revenue to the ecosystem with 8% to the DAO treasury and 2% to a developer fund.
- Analysts and reporters emphasize the key limits and risks: ARB holders currently have no automatic claim on protocol revenue, governance changes or buyback policies would be needed to link fees to token demand, and U.S. regulation or rival blockchains could undercut the forecast.