➥ Sept shaping up to be a serious TGE/mainnet cluster
i care about 3 things
- distribution
- existing product demand
- token supply at launch
these are the projects i’m watching closely
[1]
@arc - Sept 16
Circle launched Arc public mainnet
backed by BlackRock, DTCC, Visa, Mastercard, ICE and other major institutions involved as validators
Arc is built for stablecoin payments, FX and tokenized assets, with USDC used for gas
it could materially expand the onchain financial market
bear in mind that Arc mainnet launch ≠ ARC token launch
so TGE would be the next big milestone
[2]
@linera_io - sale closes Sept 8
the community round values $LNRA at a $160M FDV
with 5% of the 1B supply offered thru USDC on Base
sale tokens are liquid at TGE, team and investor allocations remain locked
i like the microchain design and its focus on real-time markets
however, the actual TGE + distribution date remain TBA after allocations are finalized
[3]
@inkonchain
$INK immediately becomes one of my highest-priority launches if Kraken confirms a Sept TGE
distribution advantage = Kraken users, Kraken Pro activity + an existing OP Stack L2 eco
but there is still no official TGE date, tokenomics, snapshot or conversion ratio
[4]
@avantprotocol
Avant moved its TGE to mid-Sept and already showed SS1 allocations to eligible users
a real product around yield-bearing stable assets + delta-neutral strategies on Avalanche
the exact date is still not locked, just a likely launch
[5]
@cityprotocolHQ
building tokenization + structured-product infra
backed by Dragonfly, Jump Crypto and CMT Digital
a Sept 28 TGE is circulating on calendars, but i've not seen enough official confirmation to treat it as fixed
my priority is Arc for institutional adoption, and Robinhood closest competitor
but seems like ppl are leaving the chain after 1 day in
i'd rather follow it closely than spread capital and activity across ten unconfirmed farms tho