Another rising star or another generous project that airdropped tons of money and made people rich. ARB can become second 1INCH - popular project, whos token value after huge airdrops did not manage to recover yet (or might never recover). I am afraid that ARB can become a project that will be remembered only as one of huge airdrops. But the project itself wont be demanded or used wide. A matter of hype. Once it is gone, ARB is dead.
I doubt this, before this project even launched a token it already has the highest TVL locked up and many new projects are using the Arbitrum chain already, also whales are buying this token heavily, this is not the type of project that will go down due to lack of hype when it's better than Optimism and Solana.
From the point of someone who has used both: you can't even compare them. Well you can but any other similar service is so much behind that i would short them all now. If arbitrum doesn't end up have a fatal exploit that would compromise everything, they are definitely winning the space. I mean why would i use anything else now that i can use something free of charge?
I am not sure how much people value the governage token model, and how much value the token will have but it sure as hell can be more than any competition.