Qrqs_eX

[Qrqs_eX @Qrqs_eX]

@ArcDEXScan @SerializedAudit wen tokenomics?

[Qrqs_eX @Qrqs_eX]

@usdciscool you cool

[Qrqs_eX @Qrqs_eX]

@minarafun @arc you are the one of project who ruined Arc

[Qrqs_eX @Qrqs_eX]

@usdc_cool og cool already listed on CEXs bro. you are too late

[Qrqs_eX @Qrqs_eX]

You need to realize just how big of an opportunity this is. The more famous this token becomes, the more recognition you’ll gain personally, and that could give you a real advantage in your business as well.

I genuinely think this could have a much bigger impact than simply distributing tokens to the community and promoting your products. Trust me on this.

Let’s prove that discriminatory stereotype about Indians being short-sighted wrong.

[Qrqs_eX @Qrqs_eX]

@Panchu2605 @Xylonet_ How about donating to an anti-racism organization, bro?

[Qrqs_eX @Qrqs_eX]

@Panchu2605 How about donating to an anti-racism organization, bro?

[Qrqs_eX @Qrqs_eX]

great start

[The Smart Ape 🔥 @the_smart_ape]

for everyone burying @arc.

arc is currently at $330m tvl.

it took robinhood 1 month to hit $300m tvl.

just saying.

[Qrqs_eX @Qrqs_eX]

@0xrachelita @arc @jerallaire what the.

[Senator Cynthia Lummis @SenLummis]

After a year of intense daily bipartisan negotiations, this bill is ready. Here is the final text. President Trump voluntarily agreed to new ethics provisions holding every federally elected official, judge, and their spouses to some of the toughest ethics restrictions in U.S. history. This new text includes more than 120 of Democrats' demands. A no vote on Tuesday means opposing real ethics reforms on politicians' personal investments, handing American leadership in digital assets to our foreign competitors, and leaving Americans with zero protections in the digital asset markets. Democrats got what they wanted; now they need to take yes for an answer. Here's the latest: https://t.co/pd9VjCk9MA

[Qrqs_eX @Qrqs_eX]

@arc USDC is Cool. Arc is Cool!

[Qrqs_eX @Qrqs_eX]

@bobbilee @arc S.Korea

[Qrqs_eX @Qrqs_eX]

waiting for this one

@arc @circle @edgeX_exchange

[Arc @arc]

Arc 🤝 @edgeX_exchange

edgeX is launching on Arc mainnet from day one, bringing always-on perpetual markets to Arc’s stablecoin-native settlement layer.

At launch, edgeX plans to support FX perpetuals alongside 150+ markets across stocks, commodities, and crypto, margined and settled in native USDC.

Markets are moving onchain. Arc is built for what comes next.

More soon.

[Qrqs_eX @Qrqs_eX]

@0xVeil perfect list and perfect guidance. but need to add SLJ

[Qrqs_eX @Qrqs_eX]

Arc mainnet is getting close.

What do you think will be the first use case to really find product market fit on Arc payments, RWAs, or agentic finance?

curious to see what builders bring onchain first.

[Arc @arc]

Money movement is meeting internet-speed settlement.

@MoneyGram is bridging fiat and onchain flows on Arc.

Coming soon.

[Qrqs_eX @Qrqs_eX]

Been spending more time building lately.

Still early, but exploring how entertainment and real-world assets can come together in a way that actually makes sense.

A lot to figure out, but that’s the fun part.

@arc @circle

[Qrqs_eX @Qrqs_eX]

@jerallaire USDC is cool

[Qrqs_eX @Qrqs_eX]

@samconnerone @arc looks so wonderful, Sam

[Qrqs_eX @Qrqs_eX]

@gongnamcoin 이걸 혼자묵어?!

[Qrqs_eX @Qrqs_eX]

it's comming

[lufei @lufeieth]

稳定币行业和CRCL 的多头叙事逻辑：

Cathie Wood 刚才分享的角度：【市场仍在用 Visa、Mastercard 时代的框架给 Circle 定价，而 Circle 可能正在参与创造下一代支付与金融基础设施。】

CRCL股价刚突破坚硬的60多的底部区间，不要一回本和刚盈利就如丧家之犬一样夹着尾巴卖出逃命，把有巨大潜力的新经济成长股做成了从地上捡起来猛吸一口就扔掉的烟蒂股。

再重新review下稳定币币行业和 CRCL 的多头叙事：

1、稳定币正在从加密市场内部的交易工具，升级为全球数字金融的现金与结算基础设施。
它的 TAM 已经从 Crypto 扩展到跨境支付、商户支付、企业资金管理、资本市场和链上金融，稳定币正在成为互联网时代的新型货币轨道。

2、RWA 是稳定币未来最重要的结构性需求之一。
当国债、股票、基金、存款、信贷等资产持续上链，链上金融体系需要高流动性、全天候、可编程的现金资产完成交易、抵押和结算，稳定币有机会成为 RWA 世界的基础货币层。

3、美元稳定币正在获得美国国家战略层面的价值。
它既可以把美元的使用范围进一步延伸到全球互联网和链上经济，也可以把全球数字美元需求转化为短期美债储备需求，相当于为美元和美国国债增加了一条互联网原生的全球分销渠道。对美国财政体系而言，稳定币规模越大，潜在对应的短期美债结构性需求也越大。

4、Visa、Mastercard 等传统支付巨头主动进入稳定币，本身就是对行业方向的验证。
当既有支付网络开始收购稳定币基础设施、参与稳定币联盟并建设链上结算能力，说明稳定币已经进入传统金融必须参与的战略市场。

5、AI Agent 可能带来另一条全新的稳定币需求���线。
机器天然偏好低成本、实时到账、全球化、可编程和 API 原生的支付方式，稳定币与 Agent-to-Agent、Machine-to-Machine 经济具有天然的产品匹配。

6、稳定币正在重新划分支付行业的价值链和利润池。
未来价值可能更多分布在发行、分发、流动性、支付、清算和网络层，传统银行卡体系长期依靠商户网络、用户习惯和 interchange fee 建立的价值捕获模式，可能逐步受到重构。

7、Circle 正在从“USDC 发行商”向“互联网原生金融基础设施平台”演化。
USDC 的战略价值也不能只看流通市值，更需要看交易量、流动性、开发者采用、支付渗透率、RWA 结算份额以及网络使用频率，这些因素最终决定 USDC 能否形成真正的网络效应。

8、Circle 的商业模式正在逐步降低对单一利率环境的依赖，同时建立机构金融护城河。
���付、交易、网络和其他非利息收入提供新的货币化路径，监管牌照、储备管理、银行接入以及大型金融机构合作，则提高 Circle 成为机构级链上美元基础设施的概率。

9、CRCL 最大的多头机会，在于市场的认知框架可能落后于商业模式和产业结构的变化。
Cathie Wood 所指出的核心问题是，很多投资者仍然习惯使用 Visa、Mastercard 时代的传统支付框架，或者“赚美债利息的稳定币发行商”框架去理解 Circle，而稳定币正在创造一种此前并不存在的金融基础设施形态。

总结成一句话，就是：

稳定币让美元上链，RWA 让资产上链，AI Agent 带来新的经济主体，美国政府又有动力把美元稳定币发展成美元国际化和美债全球分销的新基础设施；
如果 Circle 能在这一过程中同时占据发行、流动性、支付、清算和金融网络多个关键节点，那么 CRCL 的长期价值上限，就需要按照互��网原生金融基础设施平台重新思考。