#meme发射台占arc首日成交82%
Circle called Arc the most important launch in company history. On day one, 82% of trades came from the meme launchpad, and the stock price fell 5% that day.
▪️ Arc launched on the public network on 9/16; first-day trading volume was 7.83 million transactions
▪️ The launchpad accounted for 82% of DEX trading; removing the launchpad leaves 74.60 million
▪️ Since going live, there have been 624,000 USDC transfers in total
▪️ There are 11 founding validators: BlackRock, Visa, Mastercard, DTCC, ICE
A chain built for institutions—on its first day, it was the launchpad that got it running. Circle’s product lead even posted an AI-generated image promoting dogecoin; it racked up 1 million views and was criticized for using memes to drive traffic to its own chain. Compare this to the same path taken by the Robinhood Chain: memes took over in July, cooled down in August, and only in September did it set a daily record of $3.7 billion. Filling day one with speculation isn’t an accident—it’s the default “boot sequence” for a new chain. The real question is whether the volume will stick.
On-chain, besides the largest meme token, the remaining scale is concentrated in Circle’s own cirBTC and EURC. Institutional demand to wrap BTC hasn’t arrived yet.
Watch three things: when USDC transfer transactions will break one million; when the launchpad’s share will fall; and whether Circle will continue to officially get involved in pushing memes
Circle called Arc the most important launch in company history. On day one, 82% of trades came from the meme launchpad, and the stock price fell 5% that day.
▪️ Arc launched on the public network on 9/16; first-day trading volume was 7.83 million transactions
▪️ The launchpad accounted for 82% of DEX trading; removing the launchpad leaves 74.60 million
▪️ Since going live, there have been 624,000 USDC transfers in total
▪️ There are 11 founding validators: BlackRock, Visa, Mastercard, DTCC, ICE
A chain built for institutions—on its first day, it was the launchpad that got it running. Circle’s product lead even posted an AI-generated image promoting dogecoin; it racked up 1 million views and was criticized for using memes to drive traffic to its own chain. Compare this to the same path taken by the Robinhood Chain: memes took over in July, cooled down in August, and only in September did it set a daily record of $3.7 billion. Filling day one with speculation isn’t an accident—it’s the default “boot sequence” for a new chain. The real question is whether the volume will stick.
On-chain, besides the largest meme token, the remaining scale is concentrated in Circle’s own cirBTC and EURC. Institutional demand to wrap BTC hasn’t arrived yet.
Watch three things: when USDC transfer transactions will break one million; when the launchpad’s share will fall; and whether Circle will continue to officially get involved in pushing memes
