Mabinlech

Emmmmmm

[Eric SJ @sjbtc9]

股票代币化尴尬的一幕又出现了

刚刚看到路透社报道的新闻

目前又有富国银行等另外6家公司反对在OKXICE上交易其股票代币
(此前OKX宣布和纽交所母公司ICE合资推出这个股票代币交易平台)

原计划推出63只股票代币

但目前累计反对的上市公司已经达到22家

名单里还包括微软、谷歌、高盛和博通等巨头

之前SEC推出的���免规则里，但对未经发行人授权的第三方代币化安排，上市公司可以在收到通知后提出反对，阻止其股票在该平台按这项豁免上市

对照看，之前Robinhood Chain和 $AMC 的事情，其实就体现了股票代币化存在两套完全不同的法律结构

因为RH走的是境外发行[代币化债务证券]这条路线，虽然两者都涉及发行人反对，但适用的法律结构不同

在OKXICE这边，发行人说反对交易，你就是不能交易

也因此股票代币化的发展，未来大概率是两条不同的路线

一条是Robinhood这种第三方发行的股票价格敞口产品，不需要逐一取得底层公司认可，但投资者承担发行主体的信用风险，也不直接拥有股票权利

另一条是更接近真实股份的代币化，股东权利更加清晰，但如果发行人反对，那对发行平台来说也无解

毕竟在目前链上发行这件事，双方的利益并不够一致

对于交易平台来说，股票代币化意味着更多的交易量以及手续费收入

但对上市公司来说，它既没有因此获得新增融资，也未必能从这些链上交易中获得多少实际收益，反而要面对新的流动性、定价和投资者权益问题

这个利益矛盾没法解决的话，后面陆陆续续的再出现新的公司反对，也不出奇

[Mabinlech @mabinlech46377]

@synthra_finance @samconnerone https://t.co/fVLSv7Hg7O

[Argus on Arc @Arguspad]

You asked for it. We delivered. 👁️

More transparency on Buybacks, Burns, Liquidity and Locks. ☑️

[Mabinlech @mabinlech46377]

@CryptoDetonator @arc 分析的很仔细

[Mabinlech @mabinlech46377]

@synthra_finance 你们的营销做的一蹋糊涂，只能在技术上赶超了！赶紧拿产品出来吧！ARC上你的竞争者都在努力推出产品，如果你拿不出有竞争力的产品，你将失去整个ARC

[Mabinlech @mabinlech46377]

@cryptojiuyi @Liv_Stargrace mP4tnNkwAtRLpSZG5CqcH3CVPJHgVw7XH3j6YRyayQP
这个地址一直在卖

[Mabinlech @mabinlech46377]

@synthra_finance 加倍努力吧！看看你的对手都在做什么！
https://t.co/n624I6R4gM

[Mabinlech @mabinlech46377]

@Blockchainrese6 @grok $POLL必须关注一下

[Mabinlech @mabinlech46377]

@Henry_wuhao 在哪儿查看RH上的应用收入排名？

[Mabinlech @mabinlech46377]

@wyl2035 DONE

[Mabinlech @mabinlech46377]

@AirdropAlchemis 买点＄poll吧！下周会很精彩

[Mabinlech @mabinlech46377]

@synthra_finance 你作出了正确的决择！

[Mars_DeFi @Mars_DeFi]

Arc is bringing a $USDC-native Layer 1 to market, with mainnet scheduled for September 16.

With 244M testnet transactions and $222M raised, @arc enters mainnet with strong early momentum.

Here’s a good list of projects to keep an eye on.

—
● Launchpad Wars
Arc already has roughly 9 launchpads competing before public mainnet, making this one of its most developed sectors.

• @TollyLabs - $USDC pool launchpad with permanently locked liquidity.

• @circlewarp - Bonding-curve launches graduating around $69K into WarpDex.

• @actfunxyz - Community launchpad combining AMM, marketplace and NFT infrastructure.

• @synthra_finance - AMM, aggregator and launchpad with token buyback mechanics.

• @arcfunxyz - Bonding-curve launchpad with ~$25K graduation.

• @arcpad_meme - Direct Uniswap V3 launches with permanently locked LP.

• @ArcadeSwap - Supports both bonding-curve and direct Uniswap V4 launches.

��� @PUMP_archi - Direct Uniswap V4 token launches.

• @Archemistdotfun - Launchpad allocating 12.5% of buy/sell fees to $ARCH buys.

• @UBIdotFUN - Launchpad built around a Uniswap V4 hook.

• @Arguspad - Launchpad and AMM combination.

• @onmidotfun - Multichain meme launchpad using bonding curves.

• @minarafun - Instant USDC-liquidity token launchpad.

• @Fliptfun - Bonding-curve launchpad with fee rewards for holders.

—
● DEX / DeFi Layer
Beyond launchpads, Arc is building a broad DeFi layer across AMMs, routing, aggregators and stablecoin markets.

• @lunya_io - V3 AMM, bonding-curve launchpad and CCTP USDC bridge.

• @UnitFlowFinance - V2.5/V3/V4 AMMs, token factory and CCTP bridging.

• @synthra_finance - All-in-one DeFi and swap hub.

• @Xylonet_ - Stablecoin-focused super exchange.

• @TowerExchange - Stablecoin aggregator with routing and native AMM.

• @ArcDEXScan - Aggregates major DEXs and also launches tokens.

• @AchProtocol - V2/V3/V4 routing, bridging and gasless swaps.

• @lunexfinance - StableSwap for USDC, EURC and USDT with auto-compounding vaults.

• @swaparc_app - Stablecoin swaps focused on private payments.

—
● Payments
This is where Arc’s Circle DNA becomes more visible, with stablecoin-native infrastructure extending into payments and fintech.

• @cyclesmoney - Payment infrastructure.

• @ArrelTechnology - Payment infrastructure.

• @BlockradarHQ - Non-custodial WaaS for emerging-market fintechs, with gasless transactions, AML and aggregation.

• @koshmoney - Stablecoin neobank focused on cross-border payments.

• @juleno14 - Batch payments, payment links, swaps and bridging.

—
● RWA / Onchain Markets
• @AchProtocol - Prediction markets and USDC-backed synthetic RWA vaults.

• @minarafun - Instant USDC-liquidity token launchpad.

• @Fliptfun - Bonding-curve launchpad with fee rewards for holders.

—
● FX / Perpetuals
• @hibachi_xyz - Off-chain FX CLOB with ZK-verified on-chain settlement, backed by the Arc Builders Fund.

—
● AI
• @gigawork_arc - AI agent marketplace with escrow and identity standards.

• @ProofStream_ - USDC payroll streams locked until work completion.

• @uzenlabs - On-chain identity for AI agents.

• @memoAI_ARC - AI payment assistant using natural-language instructions.

• @catena_labs - Agent-facing financial infrastructure and Arc Partner.

• @nexorafi - Agent wallets, spending policies, x402 payments, escrow and treasury.

• @arclens_app - Arc ecosystem hub with an AI layer that pays builders for used work.

—
● NFTs / Gaming
• @Orixaxyz - Native NFT marketplace with a mainnet-exclusive ORIXIANS collection planned.

• @Arc_Punks / @ArcPunksNFT - Early Punk-style collections on Arc.

• @TurtzWTF - Browser gaming and P2E.

• @PlayMossling - First play-to-earn game on Arc.

—
● Privacy / Confidential Payments
• @Hinkal_protocol - ZK wallet and confidential settlement, named a Day One Architect by Arc.

• @swaparc_app - Stablecoin swaps with private payments.

—
Arc’s early ecosystem is forming around USDC liquidity, with launchpads and trading leading the first cycle.

Payments, RWAs and agent infrastructure remain earlier-stage but expand Arc beyond pure DeFi speculation.

The next test is whether Arc can turn early activity into durable on-chain liquidity.

[Mabinlech @mabinlech46377]

@actfunxyz actfunxyz
合约已经部署完成，正式发射功能要等到UTC时间9月16日早上9点开启，平台原生代币同步上线释放。官方宣称LP已锁仓，但合约owner保留紧急提款权限，存在安全隐患。

[Mabinlech @mabinlech46377]

@MissionGains

[Mabinlech @mabinlech46377]

@blknoiz06

[Mabinlech @mabinlech46377]

@XinAn_LO 这点挫折就不���了？人的成败从不是看一时的，而是一世的！你放弃了，才是真的败了！但你不屈不饶的活下来了，离成功才会更近！

[Mabinlech @mabinlech46377]

@BTCdayu 好像在总结sol版的ASTEROID

[Mabinlech @mabinlech46377]

@BTCdayu 我买了它的吉祥物ASTEROID（Bag版本的）

[Mabinlech @mabinlech46377]

I'm backing $ASTEROID from @Asteroid_Bags on @novadotmarkets. https://t.co/MbKTNr6DPy

[Mabinlech @mabinlech46377]

@PeterSweden7 请用你那颗自由的脑袋好好想想这个问题的答案！

[Mabinlech @mabinlech46377]

@PeterSweden7 人类存在的第一个条件是什么？不是吃和睡，也不是自由。排第一的条件永远都是安全，在安全的基础上，才能谈论自由，吃饭和睡觉��在一个枪支和恐怖袭击泛滥的国家，把自由当成一切的人是愚蠢的！试想一下，在一个不缺吃和穿的发达国家，既不限制生育，又大量引进移民，为什么几十年来总人口却没有增长？