作为一路看着 Arbitrum @arbitrum 的支持者,我必须说,它如今的表现已经远超一个普通的 L2。
当前 $ARB 约 $0.33,从10月低点 $0.11 反弹近4.5%,TVL 稳居 $3.5B 以上,日活超 20 万,这样的韧性在熊市里格外罕见。更让我看重的,不只是数据,而是它的方向从单一扩容方案进化为以 One、Nova、Orbit 为核心的多链体系,正在重新定义以太坊的可扩展性。
在 DeFi 方面,Uniswap、Aave、GMX 依旧稳坐核心;在 RWA 领域,BlackRock 的 BUIDL 项目已将现实资产引入链上,成为传统金融入场的标志;而 Pirate Nation、 等项目让 Web3 游戏在 Arbitrum @arbitrum上找到了生命力。加上 Router Protocol 的无缝跨链与 70 万 ARB 的创作者空投激励,整个生态正形成一个自我驱动的增长循环。
Arbitrum 已不只是“L2 之王”,而是以太坊的高速主干道—低费用、高性能、强治理。它不是下一个趋势,而是新周期的基础设施。熊市的沉默期,正是布局的黄金期。等到下一个牛市到来, $ARB 冲上 $1+,绝非奢望,而是水到渠成。
garb!
#arb #kaito

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