Community hub for everything @Arc — the Economic OS for the internet, by @Circle. Ecosystem news, on-chain data & builder highlights. Not affiliated, just early
GM. Arc Hub is live.
I'm tracking everything happening on @Arc — the Economic OS for the internet, built by @Circle:
→ Ecosystem news & project spotlights
→ On-chain data & insights
→ The people building on it
Not affiliated. Just early. Follow along.
Circle's new Request for Builders on @arc is a map:
Finance → credit rails (Morpho $315M, Tenor)
Machine commerce → agents paying agents (x402)
Global money → 24/7 FX (StableFX)
The unfinished business of finance is being finished on Arc.
The biggest venue move to @arc yet:
Extended, a perp DEX with $200B+ in lifetime volume, is moving settlement to Arc.
Venues don't pick rails for ideology — they pick finality they can price.
USDC margin. cirBTC collateral.
First stablecoins. Then credit. Now order flow.
@corey__cooper@arc Identity (ERC-8004), discovery (Agent Atlas), payments (x402) — and now wallets that can actually transact. The agent stack on Arc keeps closing its own loops.
@arc@extendedapp $200B+ in lifetime volume doesn't move settlement for narratives — it moves for deterministic finality and USDC-native margin. cirBTC as BTC collateral is the quiet unlock here.
First the rails. Now the pockets:
→ @Tangem Pay ships a physical card — USDC cashback, Visa ATMs
→ Pulsar demoed at Circle House — stablecoins for daily life
→ Ajo, Nigeria's rotating savings circles, prototyped on @arc
The last mile of money is being built in the open.
@samconnerone An end-to-end walkthrough of shipping a small payment dApp — from contract to a working USDC checkout — would be gold.
Bonus: a session on x402 / agent-payments patterns.
Three weeks after mainnet, @arc just passed Sui in TVL:
→ Arc: $548M — #14 of all chains
→ Sui: $529M — a chain with a two-year head start
→ Next up: Bittensor at $573M, $25M away
And retail hasn't even arrived. This is all institutional-grade flow.
The climb is early.
Meet the Circle team at Circle House during @token2049 Singapore.
Circle DevRel’s @txnsheng and @hj_chen will share what builders can do with Circle Agent Stack and App Kits on @arc.
Come by for the sessions, demos, and conversations.
https://t.co/fM0x33hzXb
Payments on @arc are past the demo stage:
→ JafariPay runs live USDC checkout — verified on-chain, settled to the merchant
→ @arcusdotnet's x402 rail: 2,000+ settlements, 58 merchants, 125 endpoints
→ Stablecoin float $519M, +10.7% on the week
Not pilots. Production.
ARC airdrop rumors everywhere. What's on the record:
→ 10B minted at genesis. Circulating supply: zero
→ 60% ecosystem · 25% Circle · 15% reserve
→ No trading/staking/governance til PoS (2027)
→ Not equity. Never pays gas — USDC does
Speculation is free. These are fact.
@tonyfer291@arc 98.44% USDC dominance is the real story — Arc isn't just growing, it's growing as a pure USDC chain.
The +10.7% week lines up with Morpho crossing $314M: stablecoin inflows are going straight to work, not sitting idle.
Arc is on an insane run...
Only half a month after launch and @Circle and @jerallaire's @Arc network already boasts some incredible metrics.
Here are the highlights:
- $520M stablecoin supply.
- $556M TVL.
- $400M weekly DEX volume.
Arc is just getting started.
Lending is becoming @arc's killer app:
→ @MorphoLabs hit $314.8M on Arc — ATH, 10x in three weeks
→ That's 56% of the chain's $558M TVL
→ Bitwise's Premium RWA USDC vault is already depositable through it
Institutional yield isn't coming to Arc. It's here.
Interop is live on Arc:
→ Circle-issued assets move natively via CCTP
→ Third-party tokens arrive through wrapping
→ No external bridges needed for crosschain apps
The settlement layer is becoming the hub.
21X is joining @arc as a day-1 partner.
The BaFin-supervised venue will explore Arc for the issuance, trading and settlement of tokenized securities across EU and US markets.
A regulated exchange, settling onchain. The securities leg just got real.
Borrow Kit is now available on Arc Mainnet.
Developers can integrate crypto-backed USDC borrowing directly into their apps without stitching together DeFi infrastructure themselves.
→ Morpho borrow markets for BTC/USDC
→ BTC-to-cirBTC orchestration and atomic transaction execution
→ Flexible wallet adapters and gas sponsorship capabilities
→ Lending protocol data, collateral health, and liquidation alerts
Less infrastructure work for devs. A more direct way for users to access USDC without selling sats.
https://t.co/hmF3CUsefo
As new financial markets take shape on @Arc, tokenized assets are already there.
$JTRSY, $JAAA and $HYB bring Treasuries, AAA CLOs and high-yield credit onchain, giving users and builders access to a broader range of institutional assets from day one.
Arc's three asset legs are complete:
▸ USDC — native money
▸ cirBTC — 90% of volume settles here
▸ JAAA / JTRSY / HYB — institutional credit, live today via @centrifuge
Money, bitcoin, institutional credit. One rail. ~89% of its $536M TVL already lending.