RWA、稳定币流动性以及 2024 年适合 Arbitrum 的一切

得益于区块链提供的有利环境，Arbitrum 的稳定币市值今年大幅增长。

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.

尽管年初经历了熊市，但 Arbitrum (ARB) 生态系统在 2024 年表现出色。尽管 ARB 像许多山寨币一样因风险偏好下降而遭受价格损失，但 2024 年仍然是 Arbitrum 生态系统的胜利。

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

以下总结了 Arbitrum 2024 年的一些主要成就和亮点：

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

– Arbitrum 成为按稳定币资本总额计算的第三大区块链。

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

– Arbitrum 在现实世界资产 (RWA) 代币化方面实现了超过 1 亿美元的目标。

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

让我们更深入地研究这些成就并探讨它们对 Arbitrum 的意义。

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.

得益于区块链提供的有利环境，Arbitrum 的稳定币市值今年大幅增长。据报道，从 11 月到本月，Arbitrum 的稳定币市值增加了近 10 亿美元，领先于币安智能链和 Solana 等区块链。

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 的稳定币市值约为 67.5 亿美元，锁定总价值有望超过 70 亿美元。当稳定币市值在区块链上像在 Arbitrum 上一样增长时，通常表明流动性在网络活动之前堆积。

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 的代币化也显着上升。今年年初，它的代币化资产还不到 10 万美元，但截至 12 月中旬，这一数字已稳步增长至 8500 万美元左右。

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.

这一增长的主要贡献者包括富兰克林邓普顿和贝莱德等主要资产管理公司，他们在该平台上部署了代币化货币市场基金。这些代币化资产中 99% 是美国国债，这并不奇怪，因为代币化股票和股票指数一直是一个利基行业，总资产管理规模仅为 80 万美元。投资者可以在 Arbitrum 上访问股票和指数，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.

虽然这些资产大部分由外部账户持有，但 Arbitrum DAO 金库持有该链 RWA 的 18.4%，10.1% 存在于 DEX 流动性池中。为什么 Arbitrum DAO 持有如此多的 RWA？目标是创建一种风险状况不同于 ETH 和 ARB 的替代收入来源。

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 的生态系统在各个参数上都取得了显着的增长。该网络的 TVL（锁定总价值）达到 200 亿美元，证明了其扩展和创新的能力。这要归功于对 USDC 作为 Orbit 链的 Gas 代币的支持等发展，这促进了更广泛的采用和零售商加入 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.

Arbitrum 对鲸鱼更具吸引力的另一个领域是它为流动性提供者带来的盈利能力。由于其较短的出块时间，它吸引了更多的用户和开发人员，这一点受到许多人的称赞。

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 的平均出块时间为 250 毫秒。然而，使用 Arbitrum Orbit，如果交易到达的速度那么快，区块时间可以配置为低至 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.

效率极大地提高了区块链相对于其他区块链的竞争优势，包括以太坊，其平均出块时间约为 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 在熊市期间一直存在，毫不奇怪，生态系统的社区和开发者活动给予了它支持。

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.

其活跃用户群的展示包括 Arbitrum One 上超过 10 亿的交易和 100 万个 Stylus NFT 的铸币里程碑。尽管今年 RWA 环比增长已经很强劲，但仍有很大的扩张空间。

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 是美国国债，这意味着房地产等其他行业尚未出现，可能是下一个行业。

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

房地产可以提供更高的收益和有形价值。全球对优质房产的需求一直存在，这使其成为一个潜力巨大、尚未开发的市场。 Arbitrum 的低费用和可扩展性使其成为加密货币中 RWA 的理想生态系统，如果它与其他用例相交叉，它可能会在 202 年迎来又一个伟大的一年