仲裁，defi和tradfi：紐約財務未來的一分鐘

Robinhood，Gemini和令牌資產正在模糊傳統金融與仲裁之間的界限。這是未來，還是鍋中的另一個閃光燈？

Arbitrum, DeFi, and TradFi: A New York Minute on the Future of Finance

仲裁，defi和tradfi：紐約財務未來的一分鐘

The intersection of Arbitrum, DeFi, and TradFi is heating up faster than a slice of New York pizza. Tokenized stocks, increased on-chain activity, and major players like Robinhood and Gemini are making moves. But is this just hype, or a genuine shift in the financial landscape?

仲裁，Defi和Tradfi的交集比紐約披薩的一片更快。令牌化的股票，增加的鏈活動，以及像Robinhood和Gemini這樣的主要參與者正在採取行動。但是，這只是炒作還是金融格局的真正轉變？

DeFi and TradFi: A Budding Bromance on Arbitrum?

defi and tradfi：關於仲裁的嶄露頭角？

Remember when DeFi and TradFi were like oil and water? Well, things are getting interesting. Robinhood's launch of 24/7 commission-free tokenized stocks on Arbitrum for European users was a game-changer. Gemini hopped on the bandwagon too, launching tokenized stocks like MicroStrategy (MSTR) on Arbitrum via Dinari. Volumes surged, active wallets swelled, and suddenly, everyone's talking about Arbitrum as the bridge between traditional finance and decentralized finance. As Arbitrum themselves tweeted back in 2025, they see themselves as the rails to merge DeFi and TradFi.

還記得迪卡和貿易受歡迎程度像石油和水一樣嗎？好吧，事情變得越來越有趣。 Robinhood推出了24/7委員會的非佣金代幣化股票，這是一個改變遊戲規則的歐洲用戶。雙子座也跳上了潮流，通過Dinari在intimum上推出了諸如Microstrategy（MSTR）之類的令牌股票。數量飆升，積極的錢包膨脹，突然之間，每個人都在談論仲裁，作為傳統金融與分散財務之間的橋樑。隨著仲裁本身在2025年發推文時，他們將自己視為合併defi和tradfi的鐵軌。

This isn't just about big names dipping their toes in. It's about access. Tokenized assets on Arbitrum potentially open up investment opportunities to a wider audience, creating fractional ownership and real-time trading. It's democratizing finance, one token at a time.

這不僅僅是大人物浸入腳趾。這是關於訪問的。關於仲裁的標記資產可能會向更廣泛的受眾開放投資機會，從而創建部分所有權和實時交易。它是民主化的財務，一次是一個令牌。

On-Chain Metrics: Green Shoots Everywhere

鏈界指標：到處都是綠色拍攝

It's not just about hype; the numbers are backing it up. Arbitrum saw over 420,000 active addresses, a 25% increase week-over-week. Big players like Gelato Network and Monetalis are making significant ARB moves, signaling confidence in the platform. While markets are always volatile, these green indicators suggest Arbitrum is building a solid foundation.

這不僅是關於炒作；數字正在備份。仲裁有超過420,000個活動地址，每週增加25％。諸如Gelato Network和Monetalis之類的大型參與者正在做出重大的ARB動作，這表明對平台的信心。儘管市場總是波動的，但這些綠色指標表明仲裁正在建立堅實的基礎。

The Competition is Fierce

比賽很激烈

Let's not get carried away. The Layer-2 space is a crowded arena. Optimism and zkSync are nipping at Arbitrum's heels, and the crypto world moves at warp speed. Arbitrum needs to keep innovating, attracting more dApp integrations, and nurturing its user base to maintain its lead.

讓我們不要被帶走。第2層空間是一個擁擠的舞台。樂觀和Zksync正在仲裁的高跟鞋上，加密世界以扭曲速度移動。仲裁需要繼續創新，吸引更多的DAPP集成，並培養其用戶群以維持其領先地位。

A Word on Tokenized Assets and RWAs

關於令牌資產和RWA的一句話

Beyond the hype, the real potential lies in Real World Asset (RWA) tokenization. Stani Kulechov, the founder of Aave Labs, pointed out the multi-trillion-dollar opportunity in tokenizing real estate, government bonds, and corporate bonds. By bringing these assets on-chain, we can unlock greater efficiency, transparency, and liquidity. BlackRock's Ethereum-based tokenized money market fund is a prime example of this trend in action.

除了炒作之外，真正的潛力還在於現實世界資產（RWA）代幣化。 AAVE LABS的創始人Stani Kulechov指出了將房地產，政府債券和公司債券的數万億美元的機會。通過將這些資產置於鍊子上，我們可以釋放更高的效率，透明度和流動性。貝萊德基於以太坊的代幣貨幣市場基金是這種行動趨勢的一個典型例子。

The Road Ahead: Scalability and Regulation

前進的道路：可伸縮性和法規

Of course, there are hurdles. Scalability remains a key challenge for blockchain adoption, requiring constant innovation in Layer-2 solutions. Regulatory clarity is also crucial for building trust and confidence in the space. The U.S. housing regulators considering accepting crypto assets in mortgage applications is a step in the right direction.

當然，有障礙。可伸縮性仍然是採用區塊鏈的關鍵挑戰，需要在第2層解決方案中持續創新。監管清晰度對於建立對空間的信任和信心也至關重要。考慮在抵押申請中接受加密資產的美國住房監管機構是朝著正確方向邁出的一步。

My Two Cents

我的兩分錢

While I'm optimistic about Arbitrum's potential, I'm also a New Yorker – I've seen trends come and go faster than you can say "bagel." Arbitrum's success hinges on its ability to deliver real-world value and stay ahead of the competition. The integration of TradFi elements is exciting, but DeFi needs to prove it can offer a significantly better experience than traditional finance to achieve mass adoption.

雖然我對仲裁的潛力感到樂觀，但我也是一個紐約人 - 我看到趨勢來得以快，比您說的“百吉餅”要快。仲裁的成功取決於其實現現實世界價值並保持領先地位的能力。 Tradfi Elements的整合令人興奮，但是Defi需要證明它可以比傳統的財務更好地提供大規模收養的經驗。

Just my opinion, but as Kulechov said, DeFi needs to be "10 times better" to really change the game.

只是我的意見，但是正如Kulechov所說，Defi需要“好10倍”才能真正改變遊戲。

Final Thoughts

最後的想法

So, is Arbitrum the next big thing? Maybe. Is it worth keeping an eye on? Definitely. In the ever-evolving world of crypto, one thing's for sure: it's never a dull moment. Now, if you'll excuse me, I'm off to grab a slice – and maybe tokenize it.

那麼，仲裁是下一個大事嗎？或許。值得關注嗎？確實。在不斷發展的加密世界中，可以肯定的是：這絕不是一個沉悶的時刻。現在，如果您能原諒我，我要去抓住切片 - 也許將其化。