On my way home from ETHCC and some high level takeaways: - Cannes way exceeded my expectations despite the heat. @jdetychey and team did a great job organizing. - Robinhood stole the show. Everywhere I went it was THE topic of conversation. I don’t think it was just the tokenized stocks or chain announcement that caused it, but the clearly defined vision about how crypto rails are the most effective path for building out the future growth of their business. Well done @vladtenev, @JohannKerbrat and team. You totally crushed it. - Institutional pace is accelerating. Incumbents are beginning to recognize that if they don’t accelerate, they can get disrupted quickly. There are still a lot of open questions around compliance, privacy etc, but there is now an urgency to solve them. - There was almost no emphasis on memecoins or broader speculative onchain experimentation. It’s possible I missed those conversations because I wasn’t at Solana or Base events, but compared to Denver a few months ago the conversations have completely changed. The convergence of DeFi and Tradfi was at the top of everyone’s mind. - It felt like for the first time there was a clear understanding of the @arbitrum strategy of the relationship between Arbitrum One and Orbit, and how the platform is designed to support developers and orgs across their onchain journey. Some of our early strategic product design choices have been validated. I’m sure there are other things that will come to mind but I felt like it was a really effective few days and ready to just keep on pushing the space forward. Arbitrum Everywhere.