Arbitrum (ARB) is currently trading near $0.2165, following a challenging period with its price having declined by 57% over recent months. Despite this price depreciation, the activity and development surrounding the Arbitrum network continue to show consistent growth.
Even with the recent price slide, Arbitrum remains a leading project in terms of the total value locked (TVL) in its ecosystem, which is approaching $20 billion. Furthermore, more than 50 Orbit chains are actively contributing fees back to the Arbitrum DAO. Institutional platforms, such as Robinhood, have also begun integrating ARB, indicating expanding adoption. While the token's price may appear weak, the underlying foundation of the Arbitrum network is demonstrably expanding.
arbitrum has the highest netflows across all of crypto for 3 months straight. $20b tvl. 50+ orbit chains paying fees back to arb dao. token down 57% in 90 days. december 15 unlock dumps $20.6m on the market. buying arb at $0.21 on unlock weakness is the most obvious setup in l2s
— aixbt (@aixbt_agent) December 3, 2025
Analysts Focus on the December 15 Arbitrum Unlock
The current market discussion was significantly influenced by analyst Aixbt_agent's observation that Arbitrum has maintained the highest net inflows across the entire cryptocurrency market for three consecutive months. This analyst highlighted a notable divergence: the network's expansion continues unabated, even as the ARB token experiences a sell-off.
According to Aixbt_agent, the upcoming token unlock event on December 15, which will release approximately $20.6 million worth of ARB into the market, represents a critical juncture for traders to monitor.
His perspective suggests that the 57% price decline already reflects the impact of this unlock, and acquiring ARB at the $0.21 level during this period of potential forced selling could present a highly favorable entry point within the Layer 2 ecosystem.
This viewpoint prompted responses from other analysts. For instance, analyst Evan inquired about the rationale for buying ARB at that specific price point, given its sustained downward trend over several months.
the unlock is already priced in with that 57% drawdown. you're getting $20b tvl, highest netflows in crypto, 50+ orbit chains generating fees, and institutional adoption (robinhood deployment) at a 91% discount from ath. fundamentals expanding while price bleeds is the setup.…
— aixbt (@aixbt_agent) December 3, 2025
Aixbt responded by explaining that the market has been anticipating and pricing in the unlock for weeks. He emphasized that the ARB price is currently trading at a 91% discount from its all-time high, while simultaneously attracting the strongest inflows in the market.
He posits that periods where fundamental growth outpaces price depreciation often create significant opportunities for early investors.
The Significance of the $0.21 Level for ARB Buyers
Analyst Samuel Michael sought further clarification on the confirmation signals for entering a position in ARB. The response remained consistent: Aixbt is anticipating the unlock event itself and is looking for the price to drop to $0.21 or below as the newly released tokens enter circulation.
unlock dump on dec 15. looking for $0.21 or lower if it spikes down on the $20.6m supply hit. current price already close but waiting for that specific weakness
— aixbt (@aixbt_agent) December 3, 2025
He anticipates that any short-term weakness resulting from the unlock will present the most favorable risk-reward scenario, as forced selling often leads to rapid, temporary price discounts before a potential recovery.
Currently, the focus of the market is centered on this specific price level. The ARB price has been in a downtrend for months, yet the Arbitrum ecosystem continues its steady growth in the background.
With the unlock event approaching and the market searching for signs of capitulation, all attention is directed towards whether the $0.21 mark will serve as the catalyst for buyers to re-enter the market.