BMNR Bullz(@BMNRBullz):Circle having its own Layer 1 is something Ethereum holders should probably be watching. The $410.8M first day DEX volume looks impressive, but most of it came from memecoin activity. The bigger story is what Arc is actually being built for: stablecoins, payments, tokenized assets and institutional finance. BlackRock, Visa, Mastercard and DTCC are already involved as validators. So the question is simple: Does Arc grow the onchain economy alongside Ethereum, or eventually start pulling meaningful activity away from it?

2026.09.17 09:22

Circle having its own Layer 1 is something Ethereum holders should probably be watching. The $410.8M first day DEX volume looks impressive, but most of it came from memecoin activity. The bigger story is what Arc is actually being built for: stablecoins, payments, tokenized assets and institutional finance. BlackRock, Visa, Mastercard and DTCC are already involved as validators. So the question is simple: Does Arc grow the onchain economy alongside Ethereum, or eventually start pulling meaningful activity away from it?

That Martini Guy ₿@MartiniGuyYT

2026.09.17 09:07

Circle’s new Arc blockchain processed $410.8M in DEX volume and 7.76M transactions on its first day of mainnet. Arc is a new Layer-1 built around stablecoins, payments, tokenised assets, FX and AI-driven transactions, with USDC used for gas. Day one was heavily driven by memecoin activity, but that’s not what I’ll be watching. The real question is whether businesses, financial institutions and AI agents start using Arc at scale. The infrastructure is live. Now we see what gets built on it.