Arcus Picks Robinhood Chain as dYdX Faces Questions Over Ecosystem Value Leakage

Arcus has chosen Robinhood Chain instead of remaining closely tied to dYdX Chain, triggering fresh discussion over where ecosystem value is ultimately captured. In response, the dYdX founder said that dYdX Chain will not shut down. Still, the core issue raised by the report is not chain continuity alone. The bigger concern is that the value Arcus might have fed back into the dYdX ecosystem now appears to be flowing elsewhere. The episode highlights a familiar structural tension in crypto infrastructure: a chain may remain operational, yet economic upside, user attention, and strategic positioning can migrate to another platform. For market participants, this is less about rhetoric and more about who captures traffic, integrations, and long-term ecosystem benefits.