RWA、穩定幣流動性以及 2024 年適合 Arbitrum 的一切

由於區塊鏈提供的有利環境，Arbitrum 的穩定幣市值今年大幅成長。

The Arbitrum (ARB) ecosystem had a stellar 2024, despite the bear market at the beginning of the year. While ARB suffered price-wise like many altcoins due to diminishing risk appetite, 2024 still ended up being a win for the Arbitrum ecosystem.

儘管年初經歷了熊市，但 Arbitrum (ARB) 生態系統在 2024 年表現出色。儘管 ARB 像許多山寨幣一樣因風險偏好下降而遭受價格損失，但 2024 年仍然是 Arbitrum 生態系統的勝利。

Here’s a summary of some key achievements and highlights for Arbitrum in 2024:

以下總結了 Arbitrum 2024 年的一些主要成就和亮點：

– Arbitrum became the third-largest blockchain by stablecoin capitalization.

– Arbitrum 成為以穩定幣資本總額計算的第三大區塊鏈。

– Arbitrum achieved over $100 million in Real World Assets (RWA) tokenization.

– Arbitrum 在現實世界資產 (RWA) 代幣化方面實現了超過 1 億美元的目標。

Let’s dive deeper into these achievements and explore their significance for Arbitrum.

讓我們更深入地研究這些成就並探討它們對 Arbitrum 的意義。

Arbitrum’s stablecoin market cap increased significantly this year, thanks to the enabling environment the blockchain provides. According to reports, Arbitrum added almost $1 billion to its stablecoin market cap between November and this month, positioning it ahead of blockchains like Binance Smart Chain and Solana.

由於區塊鏈提供的有利環境，Arbitrum 的穩定幣市值今年大幅成長。據報道，從 11 月到本月，Arbitrum 的穩定幣市值增加了近 10 億美元，領先幣安智能鍊和 Solana 等區塊鏈。

As of December 20, Arbitrum has a stablecoin market cap of approximately $6.75 billion and is on track to surpass $7 billion in total value locked. When stablecoin market cap grows on a blockchain as it has on Arbitrum, it typically signals liquidity stacking ahead of activity on the network.

截至 12 月 20 日，Arbitrum 的穩定幣市值約為 67.5 億美元，鎖定總價值預計將超過 70 億美元。當穩定幣市值在區塊鏈上像在 Arbitrum 上一樣增長時，通常表明流動性在網路活動之前堆積。

There was also a noticeable uptick in the tokenization of RWAs on Arbitrum. At the start of this year, it had less than $100k in tokenized assets, but that stat has steadily grown to around $85 million as of mid-December.

Arbitrum 上 RWA 的代幣化也大幅上升。今年年初，它的代幣化資產還不到 10 萬美元，但截至 12 月中旬，這一數字已穩步增長至 8,500 萬美元左右。

Major contributors to this growth include major asset managers like Franklin Templeton and BlackRock, who deployed tokenized Money Market Funds on the platform. 99% of these tokenized assets are US Treasuries, which is unsurprising as tokenized equities and equity indices have always been a niche sector, with a combined AUM of merely $800k. Investors can access stocks and indices on Arbitrum, such as SPY, TSLA, AAPL, NVDA, and COIN.

這一成長的主要貢獻者包括富蘭克林鄧普頓和貝萊德等主要資產管理公司，他們在該平台上部署了代幣化貨幣市場基金。這些代幣化資產中 99% 是美國國債，這並不奇怪，因為代幣化股票和股票指數一直是利基產業，總資產管理規模只有 80 萬美元。投資者可以在 Arbitrum 上存取股票和指數，例如 SPY、TSLA、AAPL、NVDA 和 COIN。

While a majority of those assets are held by externally-owned accounts, the Arbitrum DAO treasury holds 18.4% of the chain’s RWAs, and 10.1% reside in DEX liquidity pools. Why is the Arbitrum DAO holding so much in RWAs? The goal is to create an alternative revenue stream with a different risk profile than ETH and ARB.

雖然這些資產大部分由外部帳戶持有，但 Arbitrum DAO 金庫持有該鏈 RWA 的 18.4%，10.1% 存在於 DEX 流動性池中。為什麼 Arbitrum DAO 持有如此多的 RWA？目標是創建風險狀況不同於 ETH 和 ARB 的替代收入來源。

Arbitrum’s ecosystem recorded significant growth across various parameters. The network’s TVL (Total Value Locked) hit $20 billion, proof of its capacity to scale and innovate. This is thanks to developments like the support for USDC as a gas token for Orbit chains, which facilitated broader adoption and new use cases for onboarding retailers into Web3.

Arbitrum 的生態系統在各個參數上都取得了顯著的成長。該網路的 TVL（鎖定總價值）達到 200 億美元，證明了其擴展和創新的能力。這要歸功於對 USDC 作為 Orbit 鏈的 Gas 代幣的支援等發展，這促進了更廣泛的採用和零售商加入 Web3 的新用例。

Another area that made Arbitrum more enticing to whales is its profitability for liquidity providers. It attracted more users and devs thanks to its shorter block times, which many have lauded.

另一個讓 Arbitrum 對鯨魚更具吸引力的領域是它為流動性提供者帶來的獲利能力。由於其較短的出塊時間，它吸引了更多的用戶和開發人員，這一點受到了許多人的稱讚。

As it stands, Arbitrum One boasts an average block time of 250 milliseconds. However, with Arbitrum Orbit, block times can be configured to go as low as 100 milliseconds if transactions arrive that quickly.

目前，Arbitrum One 的平均出塊時間為 250 毫秒。然而，使用 Arbitrum Orbit，如果交易到達的速度那麼快，區塊時間可以配置為低至 100 毫秒。

The efficiency contributed immensely to the competitive edge the blockchain now has over other blockchains, including Ethereum, which has an average block time of around 12 seconds.

效率大大提高了區塊鏈相對於其他區塊鏈的競爭優勢，包括以太坊，其平均出塊時間約為 12 秒。

Arbitrum stuck around during the bear market, and unsurprisingly, the ecosystem’s community and developer activity have rewarded it with their support.

Arbitrum 在熊市期間一直存在，毫不奇怪，生態系統的社區和開發者活動給予了它支持。

Showcases of its active user base include surpassing a billion transactions on Arbitrum One and the 1 million Stylus NFTs mint milestone. Despite the already strong RWA growth on the chain this year, there’s still significant room for expansion.

其活躍用戶群的展示包括 Arbitrum One 上超過 10 億的交易和 100 萬個 Stylus NFT 的鑄幣里程碑。儘管今年 RWA 環比成長已經很強勁，但仍有很大的擴張空間。

As it stands, 99% of RWAs on Arbitrum are US Treasuries, which means other industries like real estate are yet to be represented and could be the next in line.

目前，Arbitrum 上 99% 的 RWA 是美國國債，這意味著房地產等其他行業尚未出現，可能是下一個產業。

Real estate can offer higher yields and tangible value. There has always been global demand for premium properties, which makes it an untapped market with massive potential. Arbitrum’s low fees and scalability make it the ideal ecosystem for RWAs in crypto, and if it intersects with other use cases, it could be set for another great year in 202

房地產可以提供更高的收益和有形價值。全球對優質房產的需求一直存在，這使其成為一個潛力巨大、尚未開發的市場。 Arbitrum 的低費用和可擴展性使其成為加密貨幣中 RWA 的理想生態系統，如果它與其他用例相交叉，它可能會在 202 年迎來另一個偉大的一年