@USDC is the only dollar-backed stablecoin capable of supporting a platform that facilitates 84% of the world's commerce.
Excited to work with Tereina and @SAP to bring the magic of stablecoin payments to enterprises worldwide.
https://t.co/ii90ge7jEr
@hey_strengerss 1. punya banyak sudut pandang
2. kalo jelasin sesuatu sederhana bukan pake bahasa yg rumit
3. suka dengerin dan suka tanya banyak hal soalnya nambah insight baru
4. topik bahasannya beragam
5. terus effortless conversation sih, ngobrolnya ngalir bgt bukan yg dipaksakan
6 days into the Synthra vs @Kairo Perps War ⚔️
Current community volume:
🟣 Synthra: $230K+
🔵 Kairo: ~$1k
We’ve taken a strong early lead, but there’s still a long way to go, the battle runs for the entire month.
Huge shoutout to the Synthra community for showing up and pushing volume from day one.
And respect to Kairo 🤝
This is a friendly competition between two communities building on Arc, and there are still 25 days left to change the scoreboard.
Reward pool distribution:
🏆 60% → Top 10 Traders
🔥 12.5% → $POLL Buyback & Burn
🏦 5% → Synthra Treasury
👥 2.5% → Synthra Community
Keep trading.
Keep climbing.
The Perps War is just getting started. ⚔️
What is left on @arc after the hype?
I just read about Blast shutting down.
@Blast once had $2B+ TVL, but as incentives + hype faded, users and liquidity followed. TVL is now around $32M, with the team saying operating costs eventually exceeded chain revenue.
Arc isn’t the same case, but there’s a pretty clear lesson here:
Attracting liquidity is easier than keeping users.
Looking at Arc rn:
– TVL is still around $547M
– Stablecoin supply is ~$512M, nearly 99% USDC
– Morpho holds ~$323M TVL
– Aave has another ~$183M
– DEX volume is still ~$382M over 7D
So capital + activity are still there, but @Morpho and @Aave alone now account for 92%+ of Arc DeFi TVL.
The weaker part is the native speculative layer.
Tokens/launchpads that drove the first wave like $ARGUS, $TOLLY and $LIFT have cooled down significantly.
$ARGUS, for example, traded around ~$28M MC during the launch period and is now closer to ~$13M.
So clearly, native Arc speculation hasn’t retained users after the first wave.
Still, I think Arc gets another wave.
And if it happens, imo attention will rotate back into the Arc speculative layer, especially memes + launchpads.
Robinhood Chain already showed how memes can be a pretty effective user acquisition engine.
Arc already has liquidity, native USDC gas and solid infra.
The next catalyst could come from giving retail more reasons to stay active onchain – trading memes, launching tokens, finding new coins and rotating liquidity across native apps.
Projects I’m watching:
[1] @arguspad – $ARGUS
Probably the most noticeable native launchpad rn. Argus generated ~$4.49M in 30D fees and launch activity remains active.
[2] @TollyLabs – $TOLLY
Trading terminal + launchpad + onchain discovery layer.
[3] @liftdotfun – $LIFT
One of the early Arc launchpads and still generating protocol revenue.
[4] @peachlfg – Peach
Still on my watchlist if meme/launchpad activity comes back.
[5] @synthra_finance – Synthra
Another piece of Arc’s native trading + liquidity layer.
For the next Arc wave, the key imo is turning existing liquidity into more active speculation and repeat usage.
Memes could be one of the easiest catalysts to start that loop:
users → memes → trading vol → fees → more launches → more users.
If Arc can create a similar speculative flywheel to what Robinhood Chain has built, the native Arc ecosystem is still worth a look.
$ARGUS, $TOLLY are the first ones I’ll be watching if liquidity starts rotating back.
@synthra_finance@pianpian520 remember this synthra team, dont make mistake, token price is the best marketing tool, better token price, more attention you get=more user use synthra, win win for poll holder and synthra