Implied ARB Price
$10.00
Current: $0.143
Return Multiple
69.93x
+6,893% Gain
Market Cap (2030)
$100.0B
Circulating supply model
Fully Diluted (FDV)
$100.0B
10.0B Max ARB Cap
Implied TVL
$175.0B
From baseline $3.5B
2024 - 2030 Projected Price Trajectory Curve
Exponential Diffusion Model (D3)
Triangulated Valuation Methodologies
1. Mcap-to-TVL Ratio
Historical top L1/L2 networks trade at 0.5x to 1.2x Mcap/TVL. At $175.0B TVL and $100.0B market cap, the implied ratio is 0.57x.
Status: Historically Sustainable
2. L2 Sequencer Fee Revenue
At 15.0M daily txs and $0.015 margin per tx, annual net sequencer surplus reaches $82.1M.
P/S Multiple: ~1,218x
3. Economic Security Yield
With governance staking capturing decentralized sequencer utility and MEV redistribution, modeled real yield is 3.85%.
Arbitrum Orbit Gas Utility Added