For L2 Tokens, Will Robinhood Be to Arbitrum What Base Was to Optimism?

Coinbase's Base leaving the Optimism Superchain resulted in Optimism losing 94% of its daily commission income, highlighting the risk of L2 infrastructure providers becoming dependent on major partners. The article draws parallels to whether Robinhood might have a similar relationship with Arbitrum as Base had with Optimism.

• →Base's departure from Optimism Superchain eliminated 94% of Optimism's daily commission revenue
• →The situation demonstrates the inherent risk of infrastructure providers becoming overly dependent on major partners
• →Base's departure was characterized as a rational business decision after outgrowing the need for the arrangement
• →The parallel question is raised about Robinhood's potential similar impact on Arbitrum's ecosystem
• →L2 token economics face structural challenges when major partners can leave after benefiting from the infrastructure