Gagan Mac

VP Product @circle, Co-founder | Ex - Product Lead - Ray-Ban Stories @Meta, @Uber, @Twilio

[silence @silencexlm]

Great News!
@BVNKFinance is live on @Arc.

Through @Circle Onramp Kit, builders can give users a bank-transfer path to fund wallets and receive @USDC on Arc without managing separate payment processor integrations.

A more complete first-mile funding experience for apps built on Arc.

I wrote about it on Arc House here: https://t.co/dRsWSicayk

[richard @RichardRachid8]

I had this idea for a while and finally decided to give it a try with @arc Studio

Its called Finalight and the idea is to show real $USDC transfers on Arc as stars around the Earth. Every star is a real transfer and you can tap it to see what's happening

still working on it but honestly it's been a lot of fun bringing this idea to life

I really like how Arc Studio lets you take an idea and start building something with it

[Danny Organ @organ_danny]

I think the agents found nanopayments…3.2M payments in the last 24 hours, the biggest day to-date!

On @arc @Circle Gateway Nanopayments are:
-Gas-free USDC payments
-Txn sizes from $0.000001 to $1M+
-Settled in milliseconds
-Built for agents that pay per call

🤖Agents have always loved @USDC (99.6% of agentic payments use it), and now they’re starting to discover the magic of nanopayments.

[Arc @arc]

Trading on Arc.

[Circle @circle]

Results are out for Q3, which brought platform milestones and strong financial results.

→ Arc Mainnet launched Sept 16 with 11 founding validators and 100+ apps

→ CPN annualized TPV grew 15.2x YoY, with 205 financial institutions enrolled

→ Announced the planned acquisition of Tazapay, pending regulatory approvals, which is expected to bring USDC to the last mile and to accelerate CPN

→ Partnerships with Binance and Chelsea FC expand USDC’s global reach

Full results: https://t.co/v1jSV7zjPU

[Extended @extendedapp]

Spot trading is live on @arc

cirBTC/USDC and wETH/USDC markets are open, with more assets to follow.

Spot balances count as collateral for perps positions across Extended markets.

[Star_OKX @star_okx]

Circle and Tether did a Great job this time.

The crypto industry, including exchanges and stablecoin issuers, should work together to build an industry-wide security response mechanism.

We need a real-time alert system that allows participants to share information immediately when a hack occurs, coordinate a rapid response, and temporarily freeze suspected stolen funds before they can be moved or laundered.

Speed is critical. We should establish standardized protocols, clear responsibilities, and appropriate safeguards to ensure we can act within minutes, not hours or days.

Protecting users and their assets should be a shared responsibility across the entire industry, not just individual platforms.

[Nemil Dalal @nemild]

At @ycombinator, we're excited to fund more crypto startups solving financial needs including AI capital raising, stablecoins, trading, and agents.

Here's our latest crypto request for startups. Our next application deadline is Monday.

[Arc @arc]

Arc has surpassed $1 billion in USDC circulating supply.

A milestone for the network as the ecosystem continues to grow.

[Circle @circle]

Circle Match is now available to eligible Circle Mint customers.

Every hour, Circle Match brings institutional mint-and-redeem USDC demand together in an auction inside Mint.

When orders match, mints earn a rebate and redemptions clear at a price you set.

Same USDC flows. New economics.

https://t.co/V9KU0AURG6

[Arc @arc]

Arc 🤝 @Aster_DEX

Aster now supports USDC collateral on Arc, with USDC-margined perpetual futures on BTC, ETH, and SOL now live.

For the first time, USDC is a trading and margin asset on Aster.

[Gagan Mac @gaganmac]

🤩

[Extended @extendedapp]

The ticker is $XTEN.

Coming November 2026. Tokenomics to follow from 31 October.

This communication is not an offer to claim XTEN.

[Arc @arc]

Arc 🤝 @extendedapp

Extended is now fully migrated and live on Arc.

USDC collateral. cirBTC as BTC collateral.

Now live on Arc.

[Steven Liss @This_Liss]

Another vulnerability few are talking about: I found my Claude Code exposing personal data in http headers because the sites it curled politely asked agents to identify their users 😊
Epistemic cybersecurity is the hot new category for 2027.

[Extended @extendedapp]

Extended now settles on @arc.

The migration of $120 million in TVL is complete, with open positions and orders carried across. Trading continued throughout the process.

What this means for our users:
• Faster deposits and withdrawals, leveraging Arc’s sub-second finality.
• Native USDC transfers through Circle’s CCTP.
• cirBTC is now the BTC collateral asset.

Deposits and withdrawals are open again.

[Extended @extendedapp]

Extended moves to @arc on Thursday.

Settlement migrates from Starknet to Arc on October 22 at 13:00 UTC. The migration is planned with no interruption to trading. Positions can still be liquidated during this time, so top up margin beforehand. Transfers between sub-accounts stay open.

Most accounts need to do nothing. Your account, sub-accounts, positions, orders, history, points and keys carry across unchanged. USDC migrates as native USDC, ETH migrates 1:1 as wETH, and Vault (XVS) balances and withdrawal rights are preserved.

If you hold more than $1 of USDT or wBTC in any sub-account, you must act by 12:00 UTC on October 21:
- Authorise the conversion in-app. USDT converts to USDC and wBTC to cirBTC at 1:1 during the migration, with no swap fees. Extended credits a 0.50% premium.
- Or withdraw both assets.

If you miss the deadline, your whole account will be restricted for up to 30 minutes on October 21 while Extended cancels orders, closes positions in the affected sub-accounts at mark price with no fees, and returns your USDT and wBTC to your login wallet.

Deposits and withdrawals will be paused for up to 2 hours during the migration.

Full details can be found in the documentation: https://t.co/1Wcf7uouXN

[Arc @arc]

Arc 🤝 @Alchemy

Alchemy is introducing a $1M credit program for eligible Arc builders, with up to $10K in credits per team.

Bring an existing app to Arc, consolidate your infrastructure on Alchemy, or ship your first USDC payment flow.

https://t.co/wRr3z5KocO

[Circle @circle]

Circle paid roughly $819M to USDC distribution partners and transaction costs in the first half of 2026.

More than 150 partners participate in USDC’s economics, sharing in the growth they help drive.

Here’s how the model works: https://t.co/O03cLoZUxW

[Gagan Mac @gaganmac]

Cool milestone! Maintain a unified balance, and route USDC between apps across chains under 500 ms. Excellent work enabling this from our interop team!

[Circle @circle]

Circle Gateway has surpassed $10B in total transfer volume.

Gateway gives developers and businesses a unified way to access USDC balances across supported chains.