Closed position 2h ago
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Sasha Volkov @sashav
No position

Closed ARB ahead of the team unlock. The L2 fee thesis is intact long-term, but there is no catalyst to absorb 14 days of cliff supply into a flat tape. Locked the gain and will rebuild once the float settles.

Arbitrum ARB $0.82 3.1%
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Holders 304

2:55 PM · Jun 24, 2026

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Previous theses

3
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Sasha Volkov 5w ago

Sized down ahead of the cliff. Holding a third through the event to read the absorption — full size returns only if dailies close green inside two weeks. Not interested in playing the dump.

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Sasha Volkov 11w ago

L2 fee share thesis intact

ARB still leads alt-L2 settlement fees by a wide margin. Token-fee disconnect is uncomfortable but the unlock supply was always the real overhang. Buying the dip with a clear plan beats waiting for the bottom.

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Sasha Volkov 15w ago

Reassessed after the routing change rumor. If sequencer fees compress further the fee-share story weakens materially. Watching but not buying any more here.

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Arbitrum ARB · 3 chains
Market Cap
$2.1B 3.1%
24H Volume
$116M 7.8%
Security
No issues
Holders
304
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O

This will be considered as a copy trade