Arc Portal is the easiest way to get started on @arc Configure and monitor wallets for AI agents that operate independently. Create a wallet, Fund it and Put your assets to work.

Arc trying to be cool is actually so painful to watch This could've been interesting - they've got loads of cash and plenty of smart people - but the approach to marketing and branding has just been awful It epitomizes the "how do you do, fellow kids" meme 🤮

Arc Portal is live. The easiest place to start using Arc: → Create or fund wallets → Access earn opportunities with @Morpho → Swap assets including USDC for cirBTC → Manage agent wallets → Discover apps → View balances and activity No tab-hopping across onramps, exchanges, wallets, and apps. One entry point from first visit to first action.

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.

ARC is now live on Houdini powered by @AcrossProtocol. @arc is Circle's new institutional-grade chain, built USDC-native from the ground up. Across gives you a fast, reliable route to move funds onto it, and Houdini is now part of that path. More ways onto ARC, live from day one.

.@arc became a memecoin chain overnight 82% of Day 1 DEX volume came from launchpads 97K tokens launched, with @Arguspad running 60% of launchpad volume Compared to Robinhood Chain today: Arc had more wallets and more token launches on day one but RH still does 3x more DEX volume If arc trenches gets some runners, more attention will go there