Kantian(@kantianum):$CRCL may be the cleaner way to play the Arc thesis than Arc’s token. (1) not just because the token's likely to be the weaker instrument, but (2) because Arc is designed to expand distribution for Circle’s entire product suite. ➝ USDC dominance ➝ Circle products deployed natively from day one: USDC, EURC, cirBTC, etc. ➝ 200+ partners across finance, payments, and crypto: Goldman Sachs, Visa, Mastercard, etc. If Arc gains traction ➝ becomes a massive accelerator for Circle. Where is the consensus that value will accrue? Token or equity? Until stated otherwise, I always assume the token is the weakest instrument in any dual structure.

2026.05.11 15:14

$CRCL may be the cleaner way to play the Arc thesis than Arc’s token. (1) not just because the token's likely to be the weaker instrument, but (2) because Arc is designed to expand distribution for Circle’s entire product suite. ➝ USDC dominance ➝ Circle products deployed natively from day one: USDC, EURC, cirBTC, etc. ➝ 200+ partners across finance, payments, and crypto: Goldman Sachs, Visa, Mastercard, etc. If Arc gains traction ➝ becomes a massive accelerator for Circle. Where is the consensus that value will accrue? Token or equity? Until stated otherwise, I always assume the token is the weakest instrument in any dual structure.

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Kyle@zeroxkyle

2026.05.11 10:44

this $CRCL PA - market initially thought Arc token would probably diminish liquidity to the stock / create problems since there'd be 2 vehicles to bet on it then it realised in this model, the equity wins and token loses.. this is pretty bad for tokens imo

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