Arbitrum's already north of $16.5B in DeFi TVL ($20B network-wide), so "$15B+ secured" is the conservative framing. USDAI putting ~$50M in GPU-backed loans onchain through their CALIBER collateral ledger shows what this "programmable economy" pitch means in practice โ€” physical compute hardware as onchain collateral, not just another tokenized yield wrapper. With 100+ Orbit chains deploying and Stylus bringing Rust/C++ contract devs into the ecosystem, Arbitrum is carving out the institutional lane that Base isn't even contesting.

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