Jake Koch-Gallup(@immutablejacob):.@circle and @arc offer two very different ways to bet on stablecoin growth. $CRCL monetizes solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v balances through reserve income, while $ARC needs stablecoin activity to translate into durable tokenholder value through fees, staking demand, and value accrual. in my latest report, I compare the two models and argue why CRCL is the better stablecoin investment. exclusive to @MessariCrypto Enterprise subscribers, you can check out the report below 👇

Jake Koch-Gallup

@immutablejacob

research @blockworks | crypto venture + ai maxi | prev. @messaricrypto

加入 December 2021

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Jake Koch-Gallup@immutablejacob

2026.05.15 16:05

.@circle and @arc offer two very different ways to bet on stablecoin growth. $CRCL monetizes solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v balances through reserve income, while $ARC needs stablecoin activity to translate into durable tokenholder value through fees, staking demand, and value accrual. in my latest report, I compare the two models and argue why CRCL is the better stablecoin investment. exclusive to @MessariCrypto Enterprise subscribers, you can check out the report below 👇

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