#ArcMainnetDay1Stats

I just saw this thesis on Fomo from MuDo9453 and I genuinely really like it. “I hold ARGUS, and I added today. Here's why. Arc launched over ninety thousand tokens in one day, and nine out of ten came through the Argus launchpad. You don't have to guess which dog wins, because every trade of every dog pays $ARGUS a one percent tax. Dogs live, dogs die. The toll booth collects either way. It's the toll booth for every coin on Arc. Yesterday was day two of Arc mainnet and the coldest day yet. Volume fell from $10M an hour at 2am to $800K by evening. On a day like that, the toll booth still collected $290,000. What did the creator do with it? 43 buybacks. $240,000. 12.4 million ARGUS. Zero sold. 5.5 million burned. Total burned is now five percent of supply. A $16M market cap token collecting $290K on its worst day. Do the math on how many days that is. There are only two ways to bet on the Arc comeback. Guess the next golden dog, or own the road every golden dog has to pay to use. $640M of USDC is still sitting on Arc. The day it moves, the toll booth gets paid first. Dogs change. The road doesn't.” Credit to MuDo9453 on Fomo. I don’t know his X account, so if anyone knows it, tag him.

Everyone says AI agents are coming but nobody says what that actually means, so I asked the fine folks at arc mainnet launch. The future isn't just humans moving money onchain. It's AI agents paying, trading, settling, and transacting with each other, no person in the loop. If that happens, those agents need money that moves fast, settles reliably, and can be programmed, and that's what Arc is building for. Today's stablecoins were built for humans. The future is looking bright for those 12 Y.O rn. @arc @circle @therollupco

Uniswap on the Arc chain, if it officially starts burning UNI, based on yesterday’s data, could burn about 60,000+ UNI per day. From the current data, this burn size is still acceptable. Going forward, it mainly depends on whether trading volume on the Arc chain can continue to pick up. If trading volume keeps growing, the rate at which UNI is burned will also increase further. #FedFirst25BpsHikeSince23 #CryptoTaxAndBTCReserve #LongYields5%NewNormal

Uniswap on the Arc chain, if it officially starts burning UNI, based on yesterday’s data, could burn about 60,000+ UNI per day. From the current data, this burn size is still acceptable. Going forward, it mainly depends on whether trading volume on the Arc chain can continue to pick up. If trading volume keeps growing, the rate at which UNI is burned will also increase further. $UNI This round of the bull market has huge room for imagination

⚡Why watch this? Arc is built around stablecoin-focused financial activity, while USDC remains one of the major dollar-denominated assets in crypto. 👀Key things to watch: • USDC activity on Arc • Stablecoin liquidity • Arc ecosystem growth • Network adoption The bigger trend:crypto infrastructure is increasingly being built around stablecoins and faster settlement. #OKX #USDC #Crypto

Arc mainnet went live and almost immediately turned into a launchpad laboratory. More than 50 platforms appeared in the first wave. But that number is a little misleading. They are not all competing for the same users, using the same launch mechanics, or even trying to build the same business. And now that the initial speculation is cooling, the market is starting to answer the more important question: Which launchpads can actually retain liquidity once attention moves on? Here’s how the @arc launchpad landscape is beginning to separate. — ● The first split is in how tokens reach the market Some platforms are skipping the traditional bonding-curve model entirely. Direct-to-liquidity launchpads send tokens straight into locked DEX liquidity from launch. Examples include: • @TollyLabs • @arcpad_meme The advantage is simplicity. There is no graduation event or liquidity migration later. The token effectively begins life as a DEX market. That makes LP structure, fee design and liquidity retention much more important from day one. — ● Others still use the classic bonding-curve model Platforms such as: • @circlewarp • @arcfunapp • @ArcToolsBackup use a more familiar flow: Launch -> bonding curve -> price discovery -> liquidity threshold -> DEX market Here, the curve acts as the initial bootstrapping mechanism before the token transitions into normal secondary-market liquidity. So the competition is partly about where price discovery should happen: inside the launchpad first, or directly inside the DEX. — ● A second group is competing on distribution instead of mechanics Some launchpads are treating attention itself as part of the product. That includes: • @Archemistdotfun • @focidotfamily • @Ayooclub • @TheArchfun These platforms lean more heavily into social discovery, communities and attention-driven launches. That is a different moat. If launching a token becomes commoditized, then controlling where users discover the next token can become more valuable than the launch contract itself. In other words: Launch infrastructure gets copied but distribution is harder to copy. — ● Then there is the RWA / stock-linked category This is where Arc starts becoming more interesting than a generic memecoin launchpad ecosystem. Platforms such as: • @ellipsefun • @Longdotsupply • @BaseStonk are extending token launches into stock-linked or tokenized-asset markets. That creates a different economic model from pure memecoin issuance. Instead of only launching speculative assets, these platforms can potentially connect new tokens with: • Stock pairs • RWA treasuries • Tokenized collateral • Asset-backed liquidity So their success depends less on launch velocity alone and more on whether they can turn speculative demand into persistent RWA activity. — ● NFTs and collectibles are developing their own lane Not every platform is competing for fungible-token launches. @akadotfun, @Omni_Hub and @SharcFun are building around NFTs and collectibles. That matters because Arc’s launchpad layer is already fragmenting by asset type. The market is not becoming one giant launchpad category. It is becoming several specialized distribution markets sitting on the same chain. — ● Some protocols want to own the whole trading lifecycle Another group is combining issuance with exchange infrastructure. Examples include: • @circlewarp • @ArcadeSwap • @ArcDEXScan Instead of stopping at: create token -> send it elsewhere to trade the model becomes: create -> bootstrap liquidity -> trade -> retain volume That potentially gives these platforms more ways to monetize each successful launch. And over time, this distinction could matter more than launch count. The valuable venue may not be the one that creates the most tokens. It may be the one that keeps users trading after the launch is over. — ● Then comes the long tail Arc also has a much broader group of launchpads experimenting around the same opportunity: @Arguspad , @liftdotfun , @fazedotfun , @TradePools , @minarafun , @synthra_finance , @arclaunchfun , @Fliptfun , @eve_dot_fun , @Arcanedotfi , @Zyoradotfun , @sashimidotfun , @hopium_gg , @Bullcheese_fun , @actfunxyz , @mysphere , @ubi_fun and others. That tells you how low the barrier to entry became during the first wave. But it also creates the market's biggest problem where 50+ launchpads can exist but 50+ launchpads cannot all have deep liquidity. — ● And liquidity is already starting to make that distinction The first phase rewarded almost anything associated with the Arc launch. The second phase has been much less forgiving. Several early tokens saw sharp drawdowns: • $LIFT: ~$12M to ~$1.4M • $LONG: ~$20M to ~$2M • $MINARA: ~$6M to ~$928K That does not necessarily mean those platforms are finished. But it does show how quickly launch-week valuations can disconnect from durable demand. The market initially priced: novelty + attention + scarcity Now it is beginning to price: users + volume + liquidity retention That is a much harder test. — And this is probably where Arc’s launchpad market gets more interesting. The first wave was about how many venues could launch. The next wave will be about how many deserve to survive. Bonding curves will compete with direct liquidity. Social launchpads will compete on distribution. RWA platforms will compete on asset utility. DEX hybrids will try to retain trading activity after launch. And the long tail will fight for whatever liquidity remains. Because ultimately, launchpads are not scarce rather liquidity is. The first Arc wave priced attention while the next one will price durability. And that repricing will determine which launchpads become real infrastructure and which ones were simply products of the launch cycle.

JUST IN: Arc records $410.8 million in DEX volume and 7.76 million transactions on its first day of mainnet. $DYDX

Circle CPTO: If Hundreds of Millions in USDC Are Stolen, Would Arc Be Rolled Back? Circle Chief Product and Technology Officer Nikhil Chandhok @chandhok said in a September 16 interview with Bankless @Bankless that, when asked whether Circle would roll back Arc if a lending protocol such as Aave were exploited by the Lazarus Group and tens or even hundreds of millions of dollars in USDC were stolen, he could not commit to a specific response.Instead, Chandhok emphasized that Arc is immutable public financial infrastructure supported by more than 20 validators. He said rolling back a blockchain would be an extremely significant decision, and breaking its immutability could fundamentally undermine trust that would be difficult to rebuild. Source：