Peak “ @arbitrum Everywhere ” month, and the data actually backs it. I double-checked the spotlight numbers before posting: Arbitrum’s own recap cites Bitrefill at 61,700+ tx on Arbitrum as of Sept 15 (good measure of real-world spend), USD AI’s team post shows USDai/sUSDai on Pendle crossing $200M TVL on Arbitrum, and Bankless’ Sept 12 write-up confirms Giza’s Pulse hit its $3M cap in ~3 hours on launch. That’s infra growth, AI automation, and everyday payments moving in lockstep. The part that stands out to me is cadence: cheaper L2 ops let agents rebalance, vaults redeploy, and payments clear fast enough to feel like Web2. You can see it across the stack: --- ❯ USD AI lifting caps → deposits jumping ~$160M→$210M in minutes, then $250M in ~10 ❯ Nashpoint’s pilot routing across Aave/Morpho/Fluid/Euler/Silo/Dolomite + Centrifuge for RWAs ❯ Fiat24 pushing bank-grade stablecoins (multi-currency, card + SEPA/SWIFT rails) to 70K+ KYC’d users with daily settlements in the millions ❯ Bitrefill turning ARB side balances into Amazon/Apple/etc. spend no off-ramp headache ❯ Giza’s Pulse running Pendle PT portfolios 24/7 on Arbitrum Method-wise, I cross-referenced the spotlight tweet, team posts, and fee/usage charts; happy to be corrected if any metric shifts. On my scorecard (cost, cadence, composability), September is a clean win. I’ll keep tracking vault cadence, settlement volume, and new DeFAI integrations ping me with anything interesting