KoinlyticsOffchain Labs co-founder Steven Goldfeder confirmed on July 8 that every Layer 2 built on Arbitrum's Orbit stack sends 10 percent of protocol fees back to the Arbitrum ecosystem, split 8 to the ARB treasury and 2 to development. That is on top of 100 percent of Arbitrum One's own fees which already go to the treasury. Robinhood Chain, launched July 1 on Orbit, is the first at real scale, and it just posted 3.9 billion dollars in DEX volume in mid-July.
Why this is different from a settlement fee
Traditional L2 fees to their L1 are just data availability and settlement cost. This is different: it is a revenue share programmed into the Orbit template. Every Orbit L2 is a franchisee that pays ARB a percentage of its top line, not a customer that pays gas. The template becomes the moat: you get Arbitrum's tech, security bridging, and dev network in exchange for a revenue slice.
What ARB tokenholders actually own now
The treasury has always been the biggest single owner of ARB and the harder-to-value part of the token. With Robinhood Chain, plus every subsequent Orbit L2 that scales, treasury inflows become a measurable operating line. If even half of the current DEX volume on Robinhood Chain sustains, the treasury sees seven figures a month from that chain alone, before any of the smaller Orbit deployments contribute.
The portfolio angle
If you hold ARB, the token now has a revenue attribution model that did not exist six months ago. If you LP on Arbitrum One or any Orbit L2, the ecosystem you sit in has aligned incentives with the base treasury, which historically correlates with better grants and incentive programs for LPs. If you run bridge positions between Arb One and any Orbit chain, deeper treasury usually funds more secure and cheaper bridging in the medium term.
What Koinlytics tracks: your ARB position, LP positions across Arbitrum and Orbit L2s, and per-chain revenue exposure so a treasury-driven step-up shows up in your dashboard, not just in a governance forum.