2023年4月4日

鏈上數據和技術分析顯示ARB價格走強，即使在周末充斥著謠言和拋售之後。在4月1日至4月2日的周末期間，由於ARB代幣持有者和Arbitrum基金會在價值約9億美元的7.5億美元ARB代幣分配問題上發生衝突，Arbitrum遭受了重大打擊。鏈上分析公司Arkham Intelligence的數據顯示，在有爭議的7.5億ARB代幣分配中，轉移了5050萬美元。他們與Cointelegraph分享說:“隻有5050萬個代幣被轉移了。1000萬個代幣已被發送到交易所出售，4000萬個已借給Wintermute，剩餘的50萬仍未被存入multisig錢包(標記為Gnosis Safe Proxy)。”4月3日上午，仲裁基金會向社區的反對意見讓步，決定將上述提案分解為多個提案，用於分配項目生態係統增長的資金。另一筆26.94億ARB代幣從dao財政部轉移到140個地址的鏈上交易嚇壞了市場。每個地址的轉賬金額從10萬至7160萬ARB不等。加密分析提供商LookOnChain發現，其中一個地址將他們的代幣轉移到Coinbase交易所，這意味著他們可以出售他們的分配。這些代幣代表分配給團隊、投資者和顧問的金額，據說鎖定期限為四年。 An active Crypto Twitter member Ogle responded to the ensuing panic selling by saying, "This is all such a non-story, it's odd how big a deal you guys are making out of it." Ogle added that these are probably exchange custodian wallets or KYC'd investor wallets bound by the lock-up. The fear, doubt and uncertainty created during the weekend caused ARB price to plunge by 20% from March 31’s peak of $1.44 to lows at $1.10. Whales are buying ARB Zachrey Lerangis, the head of operations at Arkham Intelligence told Cointelegraph that the “ARB whale activity over the past week has been balanced.” Arkham’s analysts recorded $12 million in cumulative ARB whale deposits on exchanges, which indicates selling, compared to $18 million withdrawals, which is indicative of buying. Currently, Wintermute is the largest holder and market-making entity for $ARB tokens, with a balance of $47 million worth of ARB tokens. Amber Group is the second largest market maker, holding ARB tokens worth $4 million. Both funds have been acting as market makers providing liquidity across various centralized exchanges. The single largest ARB whale investor holding 9.94 million ARB tokens worth around $11.7 million, refused to sell despite the fears. The account added a small amount of 111 ARB for 0.07 ETH over the weekend. The wallet bought ARB tokens at an average price of $1.25. However, LookOnChain recorded large sales in two out of the six top six ARB investors. The wallets offloaded 2.054 million ARB tokens worth around $2.45 million. The top six whale investors of ARB. Source: LookOnChain According to a Nansen update , excluding Wintermute, 64 smart money addresses hold 11.7 million ARB tokens worth around $14.04 million. Smart money accounts are flagged by Nansen, representing the most active and prolific traders. The holdings of smart money wallets are still greater than the total claims made by these wallets in total, suggesting that smart wallets are holding their buys. The number of smart money wallets holding ARB tokens has been consistent. Additionally, crypto analysts from Messari found an interesting statistic showing the increase in the stablecoin inflow to Arbitrum. An increase in stablecoin supply in an ecosystem strengthens its buying power.