NEW EPISODE - @arc Mainnet Is Live But @circle's bet goes far beyond another L1. Circle's @chandhok joins us to unpack the bigger vision: AI agents with wallets and credit, tokenized stocks, global FX, privacy, subsecond settlement, and an “economic OS” built for money moving onchain. A look inside what Circle is building with Arc, and what could actually make it different. CHAPTERS --- 0:00 Arc Mainnet Is Live 2:57 The “Economic OS” Vision 5:29 Validators, Privacy and Post-Quantum Security 8:27 How Private Is Arc? 12:24 Immutability and the Lazarus Test 16:14 What Gets Built on Arc First? 19:19 AI Agents Become Economic Actors 26:45 Agentic Commerce Gets Real 33:17 Reputation, Nano-Payments and Agent Credit 36:37 Tokenized Stocks and 24/7 Markets 39:59 Solving the On-Ramp and FX Problem 47:39 What Happens After Launch Day? 49:16 Closing Thoughts