Jerry Pan
@stambouli_o1
Founder @o1_exchange, backed by @a16z, @cbventures | The Ticker is $O | GP @o1_ventures | Prev @databricks @BainCapVC @UCBerkeley | Engineer, Chess IM ELO 2290
Joined May 2025
691 Following 77.2K Followers
Day 1 on @arc. Observations + hypotheses:
1. Peak activity will be a lot lower than @base or @RobinhoodCrypto. There's no eco-aligned CEX doing distribution for it.
2. Not RWA. Not memes. Arc's story is agents, x402, and payments, all centered on USDC.
3. Unlike most stablecoin chains e.g. @Stable, this one isn't a short-term play. Arc is here to stay.
4. The thing to watch: $ARC tokenomics and builder incentives. The injected liquidity could be significant.
Given $ARC, when $BASE? Asking for a friend, Mr @base and Mr @coinbase
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