#circleopensarcmainnet ARC RESEARCH REPORT #2
🧵

Yesterday I shared my research on
Arc before mainnet
.

Today,
Arc Mainnet
is officially LIVE.

But I’m not interested in posting:

“
Mainnet
live → bullish.”

The more important question is:

What actually went live, where could liquidity move, and what should we track from here?

I went through the ecosystem again.

Here’s what caught my attention
👇

1/ Arc isn't positioning itself as just another L1

Circle describes Arc as an “Economic OS for the internet.”

The focus is financial infrastructure:

→ Payments
→ Stablecoins
→ FX
→ Lending & borrowing
→ Trading/liquidity
→ Tokenized assets
→ Capital markets
→ Agentic commerce
That distinction matters.$ARC $STAR $AXL