Avid.ali🧭

blockchain explorer! @arc Network is the Economic Operating System for the internet. #building on Arc

[Panchu @Panchu2605]

The Internet's Settlement Layer Doesn't Get Disrupted by a Press Release.

@jerallaire laid it out with precision - and I want to add the builder's perspective from inside the @Arc ecosystem.

Everyone's talking about Open Standard and 140+ companies backing OUSD. Let me tell you what the data actually says, because stock tickers and Twitter hype are two very different things from onchain reality.

THE NUMBERS THAT MATTER
• @USDC processed $30 TRILLION in onchain transactions in Q1 2026 alone
• That's 80% of ALL dollar stablecoin volume. Not 30%. Not 50%. Eighty percent.
• 263% year-over-year growth in USDC transaction volume
• $77 billion in circulation with 28% YoY growth
• Top 3 most liquid digital asset globally - after BTC and USDT

These aren't projections. These are settled transactions. Real money moving through real infrastructure that took years to build.

STOCK PRICE ≠ NETWORK STRENGTH

Circle stock dropped ~70% from its June peak. Markets priced in fear of a consortium that hasn't shipped a single transaction yet.

But here's what markets missed:
• USDC's network effects compound with every new integration
• Thousands of applications already built on USDC rails
• Liquidity dispersed across dozens of platforms - not concentrated, not fragile
• The only large global stablecoin available in ALL of Europe AND Japan simultaneously

Stock markets price emotions. Networks measure fundamentals. USDC's fundamentals didn't flinch.

THE CONSORTIUM PROBLEM

140+ companies joining @openstandard is impressive optically. But Jeremy raised a point that deserves attention:

Consortiums have a historically dismal track record in shipping product.

• Revenue sharing sounds attractive until you realize it starves infrastructure investment
• "Everyone governs" often means nobody decides
• Circle tried consortium governance in USDC's early days - it created "endless challenges and complexity"
• Open USD hasn't launched yet. No chain announced. No regulatory clarity. No transaction processed.

Meanwhile USDC has been battle-tested through multiple market cycles, regulatory regimes, and technical stress events since 2018.

ARC L1: THE VERTICAL INTEGRATION PLAY

This is what most people are sleeping on.

@Circle isn't just issuing a stablecoin - they're building the entire settlement stack:

• Arc Network: Purpose-built L1 for stablecoin finance
• 244+ million testnet transactions processed
• $222 million raised in Q1 2026 presale at $3B valuation
• Backed by a16z, BlackRock, Goldman Sachs, Visa, ARK Invest, ICE
• Mainnet beta launching THIS summer

USDC on Arc isn't wrapped. It's not bridged. It's native. Zero friction settlement at the protocol level.

Open Standard is assembling a committee. Circle is shipping a chain.

THE REGULATORY MOAT

Today July 1, 2026 - is the MiCA full compliance deadline in Europe. Every stablecoin issuer must have full regulatory approval or face delisting.

USDC already has it. Globally licensed. EU-compliant. Japan-approved. GENIUS Act-ready.

OUSD? It doesn't exist yet. No regulatory pathway established. No compliance track record.

In institutional finance, compliance isn't a feature - it's table stakes. And USDC has been clearing that bar for years.

FROM THE ARC INDIA PERSPECTIVE

I am local leader- Arc House India Chapter - 1,250+ builders, operating in a market that processes 17 billion UPI transactions monthly with 800,000+ onchain developers.

What Indian builders need isn't another governance token or revenue-sharing pitch. They need:

• Battle-tested infrastructure that won't break under load
• Regulatory clarity that lets them ship product without legal ambiguity
• Native USDC settlement that works at India-scale throughput
• A chain purpose-built for payments, not retrofitted for them

Arc delivers this. USDC powers it. That's not speculation - that's architecture.

THE BIGGER PICTURE

Competition validates the thesis. 140+ companies didn't join Open Standard because stablecoins are failing - they joined because USDC proved the model works at $30 trillion quarterly volume.

This isn't USDC vs OUSD. This is the entire world waking up to what Circle has been building for 8 years.

The pie is expanding. And the builder with the deepest infrastructure, strongest network effects, tightest regulatory compliance, and a purpose-built L1 - isn't the one who should be worried.

They're the one everyone else is trying to catch.

[USDC @USDC]

The world’s largest players in finance need infrastructure built for trust, scale, and reliability.

They build with the world’s largest regulated stablecoin.

USDC.

[Avid.ali🧭 @avid785]

@WhaleInsider BUT july is looking good

[Arc @arc]

Arc Transaction Memos are now available on Arc Testnet.

Memo-enabled calls add structured context to contract execution, preserve sender attribution, and only emit memo events when the contract call succeeds.

Use them to:
→ Add invoice IDs, payout refs, or customer IDs
→ Track payment context onchain
→ Make payments easier to reconcile

Start building: https://t.co/09eTztWiuV

[Uniswap @Uniswap]

Uniswap is the number one DEX for stable ⇄ stable trading

Arc is the chain purpose-built for stablecoins

Full circle 🦄

[Avid.ali🧭 @avid785]

@Uniswap Arc is the chain purpose-built for stablecoins🚀

[Avid.ali🧭 @avid785]

@web3_attorney @arc @samconnerone @bobbilee @jerallaire Build on arc

[Avid.ali🧭 @avid785]

@saylor @Strategy Wtf

[Avid.ali🧭 @avid785]

It unlocks real product use cases — private perps, shielded positions, confidential lending flows — without forcing devs into obscure chains or sacrificing auditability.
If @arc delivers this cleanly, it could become a serious contender for sophisticated DeFi.

[Arc @arc]

Builders need privacy primitives they can apply to real products.

Arc’s future confidential execution pathways are designed to support opt-in private transactions and private smart contract states in a familiar EVM environment.

That could help developers build for:
→ Private lending flows
→ Perps and trading workflows
→ Protected positions and strategy
→ Multi-step private app logic
→ Public and private transactions in the same block

A roadmap for composable privacy in onchain finance.

[Arc @arc]

Onchain payments can settle instantly and still fall short if they are missing context.

Arc transaction memos add structured context to contract calls so payments, payouts, and financial activity are easier to reconcile, attribute, and connect to internal systems.

→ Invoice IDs
→ Payout references
→ Customer or ledger keys
→ Memo events for indexing and analytics

Fast settlement is only part of the job. Arc is built to make onchain finance usable.

https://t.co/YAQLN8mHw1

[Cycles @cyclesmoney]

https://t.co/GSOTY1mmMA

[SafePal - Crypto Wallet @SafePal]

SafePal will support @arc from day one

Manage your ARC ecosystem assets securely and seamlessly, all in one place.

Stay tuned for more updates 🌟

[Arc @arc]

Arc Testnet is upgrading to v0.7.2.

This release activates on Testnet on June 18, 2026 at 5:00 AM PT, bringing new features to the network.

Please upgrade your testnet nodes before activation to avoid desyncing.

Release notes: https://t.co/HR3F1vZmLN

[Avid.ali🧭 @avid785]

@Uniswap @arc Welcome to arc network

[Avid.ali🧭 @avid785]

@cryptorover New A T H

[Avid.ali🧭 @avid785]

@kevinxu Investing in 2026:

- sell a stock
- Tell nobody
- sold

[Avid.ali🧭 @avid785]

@arc is built for that future.

[Arc @arc]

The agentic economy will depend on infrastructure that can support autonomous transactions at internet scale.

That means predictable costs, immediate settlement, programmable logic, and systems that reduce friction for high-frequency value exchange.

Arc is built for that future.

[Avid.ali🧭 @avid785]

Nice! @arc AMP brings multi-proposer block building with bounded inclusion, fixed ordering, and app-aligned flow—perfect for predictable DeFi settlement. 🚀

[Arc @arc]

Circle Research introduces Arc Multi-Proposer Protocol (AMP), a new approach to block building.

AMP introduces proposers that bundle user transactions into payloads and broadcast them directly to validators.

The result:
→ Bounded inclusion
→ Fixed ordering
→ Application-aligned order flow

For financial applications, block construction matters. Predictable settlement needs predictable transaction handling.

https://t.co/CgDuWxSMpI

[Chief Alpha @0xemmyeth]

Over 1M people watched the @arc Board Bored Room livestream yesterday

It was a funny way to show the problems we have all faced with traditional banking:

• Long queues
• Failed transactions
• Payments taking days to arrive
• Too many customer complaints and not enough support

We have accepted these problems for too long

Arc is building a faster and better financial system where money moves instantly, transactions are reliable and people don't have to wait days for their money

The future of finance should be fast.

Arc is building it!

[Avid.ali🧭 @avid785]

@bobbilee 👀