Arbitrum Review 2025: Institutional Finance Fully On-Chain, the Year of "Ubiquitous" L2

Arbitrum stated that 2025 is seen as a key turning point for Blockchain infrastructure, where institutional finance officially transitions from proof of concept to large-scale implementation. Tokenization assets, RWA, and DeFi are no longer limited to experimental levels but are gradually integrating into the real financial system. In this process, Arbitrum is becoming the core hub that connects TradFi and on-chain finance.

With the significant increase in institutional capital allocation willingness, Arbitrum continues to attract mainstream financial institutions. From supporting global large retail trading platforms to facilitating the tokenization of funds for leading asset management companies, Arbitrum has become the preferred Ethereum Layer 2 network for institutional deployment. In 2025, Robinhood will launch tokenized stocks and ETFs on Arbitrum, and institutions such as Franklin Templeton, WisdomTree, BlackRock, and Spiko continue to issue RWA products on this network, advancing institutional-level blockchain applications into the practical stage.

According to network data, Arbitrum One's cumulative transaction volume will exceed 2.1 billion by 2025, completing the second billion transactions in less than a year, solidifying its leading position in the L2 market share, with a total security value expected to exceed 20 billion USD. In terms of the ecosystem, more than 100 chains have been launched or are in development based on the Arbitrum tech stack, supporting over 1,000 projects, with an annual ecosystem GDP exceeding 600 million USD, reflecting strong developer and application activity.

In the fields of DeFi and stablecoins, Arbitrum's advantages are further expanding. The supply of stablecoins is expected to grow by 82% year-on-year in 2025, with a market value exceeding $8 billion, making it one of the platforms with the deepest on-chain dollar liquidity among L2s. The scale of RWA tokenization broke through $1.1 billion in October, achieving an 18-fold year-on-year increase. Core DeFi protocols such as Aave, Uniswap, Morpho, and Maple continue to expand their deployments, making Arbitrum the most important liquidity anchor outside of Ethereum.

On the financial side, ArbitrumDAO demonstrates sustainable profitability. The gross margin of the ecosystem is expected to exceed 90% in 2025, with an annual gross profit of about 26 million USD, and holds more than 150 million USD in non-native assets, providing ample ammunition for long-term reinvestment and ecological expansion.

Looking ahead to 2026, Arbitrum aims to further deepen institutional adoption, expand the scale of tokenization in finance and DeFi infrastructure, and enable open, programmable finance to truly serve global assets and the real economy. In the trend of traditional finance fully going on-chain, Arbitrum is moving towards an “ubiquitous” blockchain foundation.