Gm
I usually take some time for family in the weekends while also doing DD on interesting subjects.
As of today, I’ll share an article every Sunday with topics that have caught my interest in the past week.
Yesterday’s experience convinced me Arc was just another small, short-lived hype cycle. But after thinking about it more, I’m not so sure anymore.
You don’t spin up a public chain, build out the infra, get official teams involved and push people onchain just to farm a few meme launches.
There has to be a bigger objective here.
My guess is ARC cares about two things above all: getting more activity around USDC and eventually creating a real ecosystem around the chain. Both require users, liquidity, builders and actual reasons to stay.
Memes can bring the first wave of attention, but they’re probably the acquisition strategy, not the end product.
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