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@DefiIgnas This is like paying extra to get ahead in the queue on the stock exchange, huh? 😂 But it makes sense, if DAO knows how to raise money, it will be sustainable in the long run.

@DefiIgnas like that Arbitrum is looking beyond token incentives and trying to monetize actual infrastructure demand

@DefiIgnas Selling sequencer access is just the new way to monetize the churn.

@DefiIgnas selling sequencing speed is just paywalling stability

@DefiIgnas The sequencer just found a second checkout lane

@DefiIgnas Sequencer monetization = genius move

@DefiIgnas Fast Feed tax

@DefiIgnas timeboost rebranding makes sense, but Priority Gas Auctions just sounds like MEV with extra steps. Still better than nothing for sustainability though.

@DefiIgnas That's pretty cool actually. Rent out the sequencer as I think it's just FIFO at the moment? And the MEV isn't arbing off L1 blobspace it's just latent. Nice work offchain labs!

@DefiIgnas Monetizing the sequencer like that is actually pretty clever for DAO revenue

@DefiIgnas Selling finalized orderflow is clever; the $43.5M gap is the real arb

I think, L2s need to make some of the rev generating products themselves, which will eventually become flagship products. And overall increase the user, tvl in their chain. The problem is, endless L2 chains. Solution?? Make something, which only you have. One product which will carry the load of the whole chain, and make overall profitable.

@DefiIgnas We need Abstract to save ETH's L2s...

@DefiIgnas Why wouldnt they incorporate a utility and accrual value mechanism for the $ARB token?

@DefiIgnas No narratives, just fundamentals Arbitrum will be one of the only projects in crypto with multiple growing revenue streams feeding back to a token holder controlled treasury More to come 😉 x.com/bfresh/status/2089421579…

@DefiIgnas Fast feed idea actually pretty clever

@DefiIgnas Auctioning priority gas is a logical move to align Arbitrum with Ethereum fee structures.

@DefiIgnas I don't think I understand. If the ordering is already final when the feed is published, why does it have any value for anyone since you can't do any mev?

@DefiIgnas The next distinction is revenue vs value capture. A new revenue stream matters when you can trace: who pays → what the DAO keeps → what it costs to generate → where the net cashflow goes. “More revenue” and “more value for ARB holders” aren’t automatically the same statement.

@DefiIgnas Selling early access to the order flow is just MEV with a subscription page and better fonts.

@DefiIgnas 97% to the treasury sounds clean until you see how few daos can actually account for where it goes after

@DefiIgnas thx for voting sir

@DefiIgnas Prioritizing gas tips feels like just moving existing fees around without creating real new value for l2 growth yet.

@DefiIgnas I actually like this direction

@DefiIgnas L2 narrative and revenue generation is struggling? is it?

@DefiIgnas lol it's like Trump selling insider trading subscriptions