Mechanism Capital partner Andrew Kang posted on X saying: "ARB has seen a huge rebound, but fundamentally it is still undervalued. The trading price is only a small fraction of Sui, Avax, Tron and others, but its trading volume and TVL are several times higher. A large portion of allocators (institutions) do not invest in Meme and pay attention to these indicators.
Stylus allows developers to build with Rust/C++, game deployment/Animechain as well as ongoing interoperability research seem to be the biggest drivers for future growth."