Arc Mainnet is live. Arc launches as the Economic OS for the internet: an open platform for global markets, real-time value movement, tokenized assets, and agentic economic activity. Arc is more than a blockchain. It launches as a full-stack financial platform with assets, applications, interoperability, developer infrastructure, and Circle platform services live from day one. Arc delivers USDC as native gas, deterministic sub-second finality, EVM compatibility, and institutional validators. It integrates with Arc Studio, App Kits, Arc Portal, Circle Agent Stack, CCTP, Gateway, CPN, and StableFX. A complete economic platform at genesis. Arc launches with infrastructure for: → Agentic economic workflows → Lending and borrowing → Trading and liquidity → Onchain FX → Payments and settlement → Tokenized assets → Exchanges, wallets, custody, compliance, data, and developer tooling 190+ institutional and ecosystem builders are building across Arc.

You don’t hear it as much now but the original crypto ethos there was a theme of all kyc is criminal and should be abolished and I sort of just shook that off with the same libertarian people who screamed about paper gold but considering how weaponized it’s been used against us they were right

On almost every chain, the most liquid path between any two tokens runs through a stablecoin. Today, we're consolidating that into a single API call. Live in Eco Routes: Any-to-Any Swaps convert any token on one chain into any token on another, with solvers holding only stablecoins in between. Any-to-Any Swaps settle transactions using @LayerZero_Core. Everything routes through stablecoins with Eco:

the first to build digital credit will not just capture a market but define a frontier economy where both humans and machines share the same balance sheet, and where the right to borrow from the future belongs to everyone with the ambition to create it.

Stablecoins can now go wherever you need them to thanks to our integration with @eco. The future of stablecoins, powered by LI.F​I.

At Eco, we're obsessed with creating seamless cross-chain experiences with stablecoins. There's still much more to build. Today, we're open-sourcing Permit3, a contract that enables multichain token approvals with a single signature. eco.com/blog/introducing-per…

Remember 50bps cut and fed is too dovish and asset prices will rally uncontrollably as runaway inflation takes hold which is bullish risk asset but if 25 bps they are being too hawkish and will have to hike 100bps next to overcompensate which is bullish

Most companies entering the stablecoin conversation are asking the wrong question. They're debating @Ethereum vs @Solana vs @Base. They're comparing technical features and transaction speeds. But the real question isn't which blockchain to use. The real question is: how much distribution do you have? After conversations with dozens of companies building stablecoin strategies, I've noticed they all face the same decision tree. And most are choosing the wrong path because they're optimizing for technology instead of economics. Here's what I'm seeing in these conversations: Some companies are trying to build on @USDC or $USDT. Unless you can negotiate a revenue share deal with Circle or Tether, you're basically paying rent on someone else's success. Not great economics. Others want to create their own stablecoins using infrastructure like @M0 or @stablecoin. Both let you build your own branded stablecoin using their tech stack. M0 is open - your stablecoin can interact with the broader ecosystem. Bridge is closed-loop (for this example) - like @Dakota_xyz's DKUSD that stays within their banking platform. Some are exploring shared economics models like @global_dollar Network. Instead of creating your own stablecoin, everyone uses the same $USDG (issued by @Paxos) and you get revenue share from the shared pool based on your contribution to the network. And a few are considering launching their own chains. If you're Stripe with millions of merchants, why give away sequencer fees? Same logic applies to any company with massive distribution. The smart ones are mixing approaches. Some will launch their own stablecoin + chain. Others will use USDG's shared model ( @Krakenfx, @RobinhoodApp to name a few). Some will issue their own stablecoin while building on Solana or Base. The insight most people normies miss: USDC doesn't have distribution. Coinbase has distribution. If you're a neobank building your first stablecoin product, deploying on Solana probably makes sense. Look at @Kastcard. (check comments for a good video about this) If you're a company with 400 million users, why would you give away all those infrastructure fees? Its not a one size fits all approach. Some behemoths will launch their own stablecoin + chain. Others will opt to use USDG, while some issue their own stablecoin while building on Solana, Base etc. This won't be like SWIFT—one dominant player controlling everything. This will be like the car industry. Ford, Chevy, Mercedes, BMW. Multiple leaders serving different markets with different strategies. 20 years ago, fintechs dreamed of owning their messaging protocol instead of paying SWIFT tolls. Now they can actually do it. But only if they choose the right infrastructure path for their specific distribution and scale. What's your distribution look like? That determines your stablecoin strategy. If you want to dive deeper, I dropped the 3 videos below that I send to anyone that asks me about stablecoin issuance.

. @money2020 won't have me to speak about stablecoins at #Money2020USA. I guess one of us doesn't know what they are talking about 🤔

Good morning.