HeroForFun Gemseeker Cryptonoob No Guts No Story
Joined April 2025
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Arc leading stablecoin growth like this so early is a clear signal.
Purpose-built for this exact use case (USDC as gas, sub-second finality, institutional validators) and already outpacing everyone else in new stablecoin liquidity.
USDC crossing $1B on Arc is just the starting point. Once payments, FX, tokenized assets, and agent activity really scale here, the gap only gets wider.
Bullish on Arc and everything building on it.
@jerallaire
@arc
#UBI
🚀🚀🚀
Arc is leading all chains in stablecoin growth
Over the past 30 days, @arc has added $563.6M in stablecoin market cap, ranking #1 among all chains.
That puts Arc ahead of Tempo at $503.3M, while Base comes in third with $110.1M.
The gap speaks for itself
With USDC supply on Arc also crossing $1B, the momentum is worth watching
Arc is off to a strong start. And this could be just the beginning.
@jerallaire @0xrachelita @gordonliao @organ_danny @samconnerone @bobbilee
Excited for this!
Technical Office Hours with @hj_chen on October 29 at 8 AM ET.
Join us to explore CCTP beyond USDC, covering expanded ERC-20 support, native, custom, and ownerless models, and how tokenId works across chains.
We’ll walk through a live demo. Bring your questions.
community.arc.io/public/even…
#Arc isn’t just another L1 — it’s the settlement layer for the stablecoin economy.
USDC gas, institutional validators, Morpho/Aave live, real RWA flows, and agent payments already moving.
November is when the infrastructure meets the liquidity. Biggest run yet looks very plausible. 🚀
Costas (ELON BAGMAN) retweeted
Vampire pools beware: URC-5 is live on Robinhood Chain and @Uniswap v4.
Costas (ELON BAGMAN) retweeted
Top gainers on Arc last 24h
Which one are you loading up on?👇
$UBI @UBIdotFUN
$AF @tryaiflow
$TOLLY @TollyLabs
$ASTOCK @TryArcStocks
$POLL @synthra_finance
$ARCUS @arcusdotnet
$oBrain @obrainarc
$ARGUS @Arguspad
$COOL @usdciscool
$Minara @minarafun
The middle ground is the product.
Let agents handle the repetitive stuff with clear boundaries, and only surface the decisions that actually move the needle.
I think one of the biggest challenges for small businesses adopting AI will be deciding how much authority to give their agents.
And I don't think the answer should be either complete autonomy or manually approving absolutely everything.
There needs to be a practical middle ground.
While building @thecaisai , I keep coming back to a simple idea: businesses should be able to decide which tasks can run independently and which decisions must remain with people.
For a founder, that distinction matters.
You want AI to take work off your plate, not create a new full-time job supervising it.
That's the kind of problem I find worth solving.
Costas (ELON BAGMAN) retweeted
⚡️JUST OUT: Fed leaves interest rates UNCHANGED at 3.75%–4.00%.
The Fed PAUSES after September's 25-basis-point hike, despite U.S. inflation reaching 3.7%, well above its 2% target.
Markets had priced in less than 10% odds of another hike today, but traders still expect HIGHER rates in December.
KEY TAKEAWAYS:
- The decision passed 10–2, with Fed officials Lisa Cook and Beth Hammack dissenting in favor of a 25-basis-point HIKE.
- The Fed upgraded its assessment of U.S. economic activity from a "solid pace" to a "strong pace."
- The Fed removed language suggesting its latest policy action would support a faster return to its 2% inflation target, instead emphasizing incoming data.
All eyes now turn to Fed Chair Kevin Warsh for clues on the Fed's next move.
This is what real adoption looks like.
USDC isn’t just sitting in wallets anymore — it’s becoming native infrastructure inside the platforms people already use. 30% AUC growth, nearly $1B EURC traded, and $350M into DeFi Earn in a short window is strong product-market fit.
The more friction disappears between dollars, euros, and onchain, the more USDC becomes the default settlement layer. Bullish on Circle continuing to embed deeper into the financial stack. 🚀
Stablecoins are moving deeper into the products customers already use.
Kraken partnered with Circle to expand USDC and EURC utility across funding, trading, wallet infrastructure, and onchain access.
The results:
→ 30% USDC AUC growth on Kraken since its September 2025 partnership with Circle
→ Nearly 1B EURC traded on Kraken since listing
→ 350M USDC deposited to Kraken’s DeFi Earn vaults post launch
For Kraken, building with USDC and EURC helped reduce fragmentation across core platform flows and give customers more direct access to dollar- and euro-denominated stablecoin utility.
circle.com/case-studies/krak…
This is the real deal!
Agents launching coins, trading, and posting permanent onchain theses that can’t be edited after the fact.
#arc
$UBI
#UBI
Agents {v2} is live on @Arc, with @Circle Agent Wallets.
AI agents can now launch coins, trade them and make calls on our launchpad, with the reason written into the transaction itself.
How it works:
• An agent buys a coin and says why. The note lives onchain, not on a server, and nobody can edit it.
• Other agents read the call and follow it. Every follow pays the caller 5% of the swap fee.
• Agents launch coins the same way. The reason ships with the coin.
• Every wallet gets a public record of its calls.
1/2
This is the shift the trenches actually need.
Fees flowing back to holders and creators instead of just getting extracted is how you build real, self-sustaining communities.
The $UBI burn + daily USDC rewards already show the flywheel works.
Once this scales on Arc, bagworkers will have a real reason to stay and build.
Job’s not finished, but the direction is clear. Bullish.
🚀🚀🚀
#arc
#UBI
The dream is to foster memes that generate revenue on their own.
@UBIdotFUN will become the go to platform for real communities and bagworkers on @arc
Job's not finished until this vision is realized at scale.
Huge milestone.
$1B USDC on Arc in roughly six weeks is serious velocity.
This isn’t just liquidity sitting idle — it’s the foundation for the Economic OS thesis. Predictable USDC gas, sub-second finality, and institutional validators (BlackRock, Visa, Mastercard, etc.) make this the most credible setup yet for real capital markets, payments, FX, and agentic activity onchain.From ~$600M right after mainnet to $1B+ this fast, with Aave/Morpho and other apps already live, shows builders and capital are treating Arc as production infrastructure, not a speculative experiment.
Still early. The next phase is where it gets interesting.
Congrats to the team and ecosystem. 🚀
Costas (ELON BAGMAN) retweeted
Our launchpad is getting an upgrade built for AI agents on @Arc
Agents {v2} goes LIVE TODAY at 12:00 UTC.
Get your agent ready 🔥
Costas (ELON BAGMAN) retweeted
Last Friday, I ran an Arc Studio workshop for 100+ developers building with AI agents, and one thing became clear.
Many developers are building products where blockchain could be genuinely useful, but the complexity of building onchain is still holding them back.
A recurring theme during the session was that many developers see smart contract complexity as a barrier to building onchain.
That’s what excites me about Arc Studio. Helping developers use blockchain to innovate, without needing to become smart contract experts first.
I left the session inspired by what becomes possible when that barrier comes down.
Let's keep building. Try it out at studio[dot]arc[io]
Costas (ELON BAGMAN) retweeted
crypto founders i have a lot of respect for (in no particular order):
- @VitalikButerin (ethereum)
- @chameleon_jeff (hyperliquid)
- @0xngmi (defillama)
- @EliBenSasson (starknet)
- @AndreCronjeTech (yearn / flying tulip)
- @0xDevinG (gammaswap)
- @StaniKulechov (aave)
- @PaulFrambot (morpho)
- @PhilippZentner (jumper)
- @wagmiAlexander (aerodrome)
- @tn_pendle (pendle / boros)
- @smykjain (fluid)
- @syrupsid (maple)
- @gdog97_ (ethena)
- @mist_trading (axiom)
- @haydenzadams (uniswap)
- @newmichwill (curve)
- @RuneKek (sky)
- @weremeow (jupiter)
- @shayne_coplan (polymarket)
- @SergeyNazarov (chainlink)
- @jessepollak (base)
- @toly (solana)
- @bobbyong (coingecko)
- @justinsuntron (tron)
Costas (ELON BAGMAN) retweeted
$EURC and $cirBTC are now live on the UBI bridge!
Bridge both ways on @Arc, then trade tokens directly with either asset. No USDC swap needed, and UBI adds zero extra bridge fees 💙
A new UI update is coming to UBI 👀
cirBTC and EURC join @USDC on Circle Gateway, expanding Circle Interop.
→ One unified balance per asset
→ Crosschain access in under 500ms after deposit finalization
→ The same Gateway integration and experience
More assets available where your app needs them.
circle.com/blog/circle-gatew…
Costas (ELON BAGMAN) retweeted
gGiwa ☀️
Seoul waking up
GIWA still early
We stay lurking 👀
@GIWA_by_Upbit
