Why should a public chain that hasn't even gone mainnet yet have BlackRock, Visa, and DTCC all act as its "security guards"?
If there is a public chain that hasn't been on the mainnet, hasn't run real transactions, or tested its performance—would you invest?
Most people won't.
But BlackRock will. Visa will. DTCC will. Mastercard will too.
On August 5th, Circle released a list:
BlackRock, DTCC, Galaxy, Global Payments, ICE, Mastercard, MoneyGram, SBI Group, Standard Chartered Bank, Sumitomo Corporation, Visa.
11 companies. All of them are top stars in Wall Street and the global payment sector.
A public chain that hasn't yet launched on the mainnet has gathered half of the world's financial infrastructure.
This isn't to "support the show." It's about being a validator—the role responsible for cybersecurity.
Think carefully about this logic:
Generally speaking, validators in public chains are miners, stakers, and tech geeks.
But Arc's validators are BlackRock, Visa, and DTCC.
Institutions that rely on network integrity are also responsible for safeguarding cybersecurity.
This is not "institutions coming to endorse"; it is "users are guardians."
DTCC — the clearing hub for almost all securities trading in the United States. What does it mean to be a validator?
This means Wall Street's settlement layer is moving toward Arc.
Looking at the specific collaborations, they're even more explosive than the list itself:
BlackRock: Deploy BUIDL tokenized money market funds on Arc. Institutional investors can complete subscription, redemption, and fund deployment on-chain in one stop. Traditional fund subscriptions require T+2, form filling, and a whole series of processes—on Arc, a smart contract handles it.
DTCC: Plans to tokenize DTC-custodial assets on-chain in the second half of 2027 and achieve native settlement with stablecoins. This is no small feat—DTCC handles securities liquidations worth hundreds of billions of dollars across the U.S.
BNY and Standard Chartered: Exploring integration of digital asset custody, foreign exchange, and repo infrastructure.
This is not "trying and seeing." It is "bringing up the savings of the household."
Now, a detail.
In May this year, Circle held a presale of Arc tokens, raising $222 million and valuing it at $3 billion.
a16z led the investment with 75 million. BlackRock, ICE, SBI, and Standard Chartered Ventures all followed suit.
This isn't the first time these institutions have put in money. They have done it twice—once as investors, once as validators.
Some say: Isn't Arc just a permissioned blockchain? What about decentralization?
But have you ever thought about it? What Wall Street really wants is not "decentralization," but "trusted centralization."
Regulation must be compliant, institutions must be safe, and liquidations must be certain. Arc's validator model directly raises compliance standards to Wall Street level.
Ethereum addresses "no trust." Arc addresses "trustworthiness."
These two things serve different groups of people.
Circle's Q2 earnings report just released: revenue $701 million, USDC circulating $73.3 billion, up 19% year-on-year. On-chain trading volume $14.8 trillion, up 151% year-on-year.
USDC is still rising. But the narrative about USDC is about to change.
Previously, USDC was a "stablecoin"—a payment tool and medium of exchange.
After Arc launches, USDC will become the native currency of the Wall Street settlement layer.
If USDC is Circle's present, then Arc is what Circle is trying to define—the next-generation financial settlement layer on Wall Street.
On September 16, the Arc mainnet launched.
Let's look at two things when the time comes:
First, has BlackRock BUIDL really started running?
Second, has DTCC's tokenization roadmap been progressing?
If these two events happen—the story of the stablecoin sector will no longer be about "payment," but about "settlement."
And USDC will be the native currency for that settlement track.
A public chain that hasn't even gone mainnet has gathered half of Wall Street as a validator.
This is not a technical narrative. This is a narrative of power.
$BTC$CRCL$COIN #Circle财报后押注Arc, can USDC experience new growth?
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