Jake Koch-Gallup(@immutablejacob):can anyone explain why you would buy ARC over CRCL? if you're bullish stablecoins: > ARC is a long on stablecoin velocity, as stakers earn transaction fees. > CRCL is a long on USDC supply and the yield Circle earns on reserves. and the two are not separate. if stablecoin velocity goes up, USDC supply likely goes up too, which increases Circle’s T-Bill income and bottom-line revenue. the real cash cow is the hundreds of millions Circle makes from reserve yield, not the fractions of a penny Arc charges per transaction.

2026.05.11 19:35

can anyone explain why you would buy ARC over CRCL? if you're bullish stablecoins: > ARC is a long on stablecoin velocity, as stakers earn transaction fees. > CRCL is a long on USDC supply and the yield Circle earns on reserves. and the two are not separate. if stablecoin velocity goes up, USDC supply likely goes up too, which increases Circle’s T-Bill income and bottom-line revenue. the real cash cow is the hundreds of millions Circle makes from reserve yield, not the fractions of a penny Arc charges per transaction.

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Arc@arc

2026.05.11 15:00

Introducing the ARC whitepaper. The paper outlines how ARC could serve as the native coordination asset of the Arc network, supporting security, economic governance, fee mechanics, and broader platform utility as Arc evolves. The core idea: stablecoins move value. Arc provides the execution environment. ARC could help coordinate the participants who depend on the network. Read the whitepaper:

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