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$ARB

ARB Spot Depth Insight | December 7, 2025

Arbitrum (ARB) is currently in a typical 'L2 paradox': while the ecosystem's funding and user base are experiencing strong growth, its governance token ARB continues to face pressure due to the ambiguity of its value capture mechanism. The market cheers for its ecological success while questioning the ultimate value of its token.

🚀 Key Highlights: Why is the ecosystem's foundation so strong?

1. Unquestionable funding and user growth data:
· Over the past three months, DeFi TVL reached $2.53 billion.
· Recorded a net inflow of $25.8 billion.
These data prove that Arbitrum, as a leading L2, possesses strong network effects and competitive advantages in attracting real capital and user activity.
2. Whales are making strategic allocations:
Notable whales have included ARB in their large asset portfolios (valued between $1.3 million and $6.47 million) as part of withdrawals from exchanges. This indicates that some 'smart money' views ARB as a positional asset for 'betting on the Ethereum L2 track,' rather than a short-term trading target.
3. Short-term technicals have emerged from oversold conditions, revealing rebound momentum:
· Price has risen to $0.2094.
· MACD has formed a golden cross, RSI has crossed above 50.
This indicates that after experiencing a deep decline, short-term selling pressure has been fully released, and a technical recovery is underway.

⚠️ Key Risks: The 'Achilles' heel' beneath a prosperous ecosystem

1. The original sin of token value capture is questioned:
The core question is: Ethereum (ETH) is the currency for network Gas fees, while ARB is merely a governance token. This design leads to ARB lacking direct income cash flows or consumption scenarios, and its value accumulation mechanism is ambiguous, posing the fundamental challenge to its long-term valuation.
2. Historical price scars require time to rebuild confidence:
During the market adjustment in the fall of 2025, ARB recorded a 57% plunge, ranking among the most damaged assets. This painful historical performance leaves investors apprehensive, and any rebound may face heavy historical sell pressure.
3. The 'ceiling' of the long-term downtrend remains clear:
Despite the short-term rebound, the current price is still well below the 99-day Exponential Moving Average (EMA). This means that from a long-term trend perspective, the market remains in a clear bearish pattern, and the path to recovery is fraught with obstacles.

Follow me for key signals.

$ARB The so-called altcoins can be said to be in a bloodbath, basically at historical lows. It's hard to imagine what will happen next if we are only at the beginning of the bear market. At this price, it's no longer necessary to cut losses; if you don't cut losses, you will have to continue to bear the pressure of falling. At this stage, it is better to temporarily return to reality and look for things that can enhance your economic strength.

$ARB This coin needs to increase by 300% from the position of 0.2 for me to break even. Damn it, my goal is for it to reach 20, so I can truly understand that there are infinite possibilities in the crypto world. If it only goes back to 1 or 1.5, I will be extremely dissatisfied. I have been buying for almost a year just to earn a measly profit?

$ARB 's fundamentals are too strong. In L2, both ZK and strk have increased, so it's time for a rotation to ARB.
{future}(ARBUSDT)

1. Arbitrum's TVL is $4.4 billion. The stablecoin TVL is also close to its historical high, with liquidity reaching $3.9 billion. Arbitrum is now not only the largest $USDC hub but also the most 'user-friendly' chain for USDC. Meanwhile, Arbitrum allows businesses to build chains tailored to their needs through Orbit (subchains/custom chains), for example, Robinhood uses Orbit to launch chains and operate its RWA on-chain ecosystem.

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$BTC Next empty break evening 88.000