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小兔吃菠萝
ARB最近的矛盾特别典型：链很强，币不一定强。生态上Arbitrum依旧有DeFi深度，也持续有RWA、衍生品这些新故事加持，最近相关讨论也在升温；但ARB本身一直被市场质疑价值承接能力，再加上解锁压力，导致每次有利好，币价反应都不算特别流畅。所以现在看ARB，更像是在赌生态繁荣能否慢慢传导到代币预期。短线它有修复弹性，中线则要看市场愿不愿意重新给L2治理币更高估值。$ARB
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