Watched @jerallaire x @cdixon on what comes after digital dollars. My takeaways for @arc:
1. The main users of Arc may not be humans. Jeremy expects AI to be the primary entities running on it.
2. Stablecoins are winner-take-most, not winner-take-all. The moat: utility + liquidity network effects.
3. Phase 1 brings existing use cases like trading and payments onchain. Phase 2 is when builders get creative and build new market structures on top.
4. Any asset issued on Arc becomes eligible to run on CCTP.
5.Nobody has won developer mindshare yet. Still very early.
Worth the full listen. π
.@circle set out to put dollars on the internet and make them work everywhere. Now @jerallaire thinks the main users of that infrastructure could be machines.
He joins @cdixon to talk about what comes after digital dollars, and what the agent economy needs when software can earn, spend, and hire.
Highlights:
1:58 Circleβs original vision for programmable money
7:19 Why institutions started taking stablecoins seriously
12:04 Learnings from building a global financial network
15:03 What gives a stablecoin its moat?
26:28 Cryptoβs growing adoption in the shadow of AI
28:11 From making existing things better to creating entirely new markets
32:59 The weirdest experiments being built on Arc
37:02 What happens when AI hires AI
38:04 Why the next big thing starts out looking like a toy
39:05 Can blockchains counter AIβs centralizing tendencies?
44:01 What the machine economy could look like in five years
Caps on. Frame up. ππ
Graduates from Peach have become a real force across the @arc community and ecosystem.
Launch is only where the market begins. #PeachAg
@peachlfg is officially on the @arc ecosystem map. π
Now Arc users can discover Peach directly from the ecosystem page and jump straight into the market.
GM π
Peach is now available on the Arc Ecosystem Page.
The Arc visitors can easily find @peachlfg there and jump straight into our interface to start the on-chain exploration.
Nice to be on the map. #PeachAg
Still looking for your way into the Peach community? π
The Peach Ambassador Program is still open for creators, KOLs, and community contributors who want to grow Peach together.
Early contributors can unlock special community perks, exclusive opportunities, and more ways to get involved as Peach grows.
Welcome to join the Peach family! #PeachAg π
Arcβs spot liquidity is expanding fast. Peach Aggregator is connecting it into one market! π
Routing already connects major venues including @Uniswap, @aeroxyz, @SushiSwap, @CurveFinance, and more, with new sources added wherever meaningful liquidity emerges across the ecosystem.
The ambition is bigger than aggregation alone: reduce fragmentation and make liquidity across @arc accessible through one unified execution layer.
Launch on Peach. Trade through #PeachAg. Reach liquidity across Arc. π