Standard Chartered initiated coverage on $ARB with a target of $10. Why? Is it worth positioning early?
Don’t be fooled by the fact that ARB is still around 0.15u. The upside implied by this target is indeed extremely substantial.
But I think what’s really worth focusing on is why Standard Chartered has started taking another look at ARB.
The core factor is still the #Robinhood Chain. Since its launch, Arbitrum’s monthly revenue run rate has risen to approximately $5 million, more than 5 times higher than before the launch.
Arb is also expected to become the infrastructure of choice for bringing traditional financial assets on-chain, with the tokenization market expected to grow 250 times by 2028.
So my view on ARB is: it has already risen in the short term, so you can open an initial position for the long term and accumulate in batches after a pullback.
Based on its weekly chart position, even if it rises, the upside is only a little more than 1x.
In the long term, continue watching whether revenue from the RH Chain can remain sustainable, and whether Arbitrum can truly capture the incremental growth from RWA and stock tokenization.
So when market conditions genuinely improve, $ARB does have a certain amount of potential upside.
Don’t be fooled by the fact that ARB is still around 0.15u. The upside implied by this target is indeed extremely substantial.
But I think what’s really worth focusing on is why Standard Chartered has started taking another look at ARB.
The core factor is still the #Robinhood Chain. Since its launch, Arbitrum’s monthly revenue run rate has risen to approximately $5 million, more than 5 times higher than before the launch.
Arb is also expected to become the infrastructure of choice for bringing traditional financial assets on-chain, with the tokenization market expected to grow 250 times by 2028.
So my view on ARB is: it has already risen in the short term, so you can open an initial position for the long term and accumulate in batches after a pullback.
Based on its weekly chart position, even if it rises, the upside is only a little more than 1x.
In the long term, continue watching whether revenue from the RH Chain can remain sustainable, and whether Arbitrum can truly capture the incremental growth from RWA and stock tokenization.
So when market conditions genuinely improve, $ARB does have a certain amount of potential upside.
