The L2 space is crowded, but @arbitrum has consistently stood out, with over $4B in TVL, thanks to its "barbell" strategy @ajwarner90, director of strategy at @OffchainLabs shares his secrets that have helped scale Arbitrum, the role of liquidity, composability and why some projects shouldn’t launch their own chain. We also discuss its @RobinhoodApp partnership, from tokenizing stocks to launching a chain on Arbitrum, as well as fintechs building crypto rails could lead to mass adoption. @_TalkingTokens Timestamps: 00:00 - Intro: Who is AJ Warner? 01:12 - From law to crypto via a college connection 04:04 - Building Arbitrum’s "barbell" product strategy 07:40 - Liquidity, composability & Arbitrum’s public chain advantage 10:19 - Stablecoin liquidity leadership: USDC, USDT, PayPal USD 12:48 - Arbitrum Orbit: Launching custom L3 chains 16:21 - Why Uber-style incentive models fail in crypto 20:59 - Who should (and shouldn’t) launch their own chain 24:44 - MEV, operating costs & economics of L2 ownership 28:50 - Opinionated blockspace: making the chain part of the product 33:09 - Governance, token holder control & the Arbitrum treasury 37:31 - Designing Robinhood’s on-chain strategy 39:16 - Why fintech products powered by crypto rails matter 42:52 - Making blockchain invisible (in a good way) 44:52 - Final advice: No shortcuts, just hard work
6,71K