Okada_Research(@Okada_DeFi0x):Looks like users are starting to rotate out of @Arc chain after the initial mainnet FOMO. Current stats: – Total accounts: ~640K – Total addresses: ~2.35M – Total txs: ~26.1M – 24h txs: ~1.23M – Total USDC transfers: ~1.15M – Avg tx fee: only ~$0.007 But the more important part for me is the Active Accounts + New Accounts chart. Both exploded right after mainnet, then started fading hard over the following days. IMO the message is pretty simple: Mainnet hype brought users in, but Arc hasn’t retained that attention yet. And that’s probably the next problem Arc needs to solve. Good infra, cheap fees and native USDC aren’t enough by themselves. If Arc wants CT attention back, it probably needs a few strong native plays to emerge, kinda like how Robinhood created ecosystem momentum around tokens/projects with clear narratives. Rn these are the 3 I’m still watching: – $ARGUS | @arguspad: ~$15M MC – $USDC | @USDCat__ : ~$3.6M MC – $TOLLY | @TollyLabs : ~$3.8M MC I’m not rushing back into Arc yet. But if one of these starts pulling liquidity + volume back in, sentiment can flip pretty fast. Arc needs a winner, not just another launchpad.

2026.09.21 15:40

Looks like users are starting to rotate out of @Arc chain after the initial mainnet FOMO. Current stats: – Total accounts: ~640K – Total addresses: ~2.35M – Total txs: ~26.1M – 24h txs: ~1.23M – Total USDC transfers: ~1.15M – Avg tx fee: only ~$0.007 But the more important part for me is the Active Accounts + New Accounts chart. Both exploded right after mainnet, then started fading hard over the following days. IMO the message is pretty simple: Mainnet hype brought users in, but Arc hasn’t retained that attention yet. And that’s probably the next problem Arc needs to solve. Good infra, cheap fees and native USDC aren’t enough by themselves. If Arc wants CT attention back, it probably needs a few strong native plays to emerge, kinda like how Robinhood created ecosystem momentum around tokens/projects with clear narratives. Rn these are the 3 I’m still watching: – $ARGUS | @arguspad: ~$15M MC – $USDC | @USDCat__ : ~$3.6M MC – $TOLLY | @TollyLabs : ~$3.8M MC I’m not rushing back into Arc yet. But if one of these starts pulling liquidity + volume back in, sentiment can flip pretty fast. Arc needs a winner, not just another launchpad.

Okada_Research@Okada_DeFi0x

2026.09.17 14:18

Arc Day 1 was messy af on the token side, but the chain numbers are actually pretty wild. @Arc mainnet has only been live, and rn: – TVL: ~$334M – Stablecoins: ~$656M, ~99% dominated by USDC – DEX volume: ~$76M / 24h – App fees: ~$453K / 24h Circle also launched Arc with 100+ apps and 100+ institutional/ecosystem builders from Day 1. Ngl, the contrast is kinda funny. The chain itself is getting real liquidity, while a lot of Arc-native tokens got absolutely nuked after the mainnet hype. Classic CT: chain up, bags down lmao. For me, that doesn't mean the Arc trade is over. It just means the easy “ape everything before mainnet” phase is prob done. Now I'm watching which projects can actually survive the post-launch PvP: – $ARGUS – $FAZE – $TOLLY – and obviously $USDC flows, because liquidity is basically the heartbeat of this ecosystem rn. One thing I care about more than token PA here: where the money actually sits. A huge chunk of Arc TVL is already concentrated in lending. Morpho alone is around $225M+, while Aave is around $77M on Arc. So imo, don't confuse Arc infra adoption with Arc shitcoin performance. Same chain, completely different trade. I'm still watching $ARGUS, $FAZE and $TOLLY for a potential second wave, but no rush to ape rn. Let the chart cook, let weak hands/dev farms get flushed, then I'll decide what deserves a spot in the bag. Arc Day 2–7 should be way more interesting than Day 1.

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