Arc mainnet goes live September 16th.
Most people will focus on Circle, USDC, BlackRock, DTCC, Visa, Aave, Morpho and the institutional narrative.
Personally, i will be looking at something slightly different, 👇
1. Where does the first wave of retail liquidity go?
2. Why?
New chains don't become interesting to traders simply because the chain works.
They become interesting when there are assets worth trading; and that's where Arc's launchpads, integrations, dexes, and toolingss around the ecosystem gets interesting.
Built by
@circle, Arc is positioning itself as the Economic OS for the internet, with a different approach unlike other Generic L1s, to becoming a settlement layer for stablecoin native finance, and the next generation of AI powered financial apps.
It uses USDC as native gas, offering fast finality and institutional-grade infrastructure.
Circle already has a massive distribution network around USDC. However, none of that automatically creates degen activity.
This means that
@arc still needs:
Launches → liquidity → traders → volume → attention.
A new chain can have the biggest institutions behind it and still be boring for traders if there is no market to trade.
Arc mainnet will help builders and devs building financial apps, and integrating stablecoin flows and AI-Powered models with the tools for their ideas.
I've mapped out some launchpads, DEXs, infra, tooling and trading apps to look out for that seems interesting to me.
𝙉𝘽: 𝙄'𝙢 𝙣𝙤𝙩 𝙫𝙤𝙪𝙘𝙝𝙞𝙣𝙜 𝙛𝙤𝙧 𝙖𝙣𝙮 𝙧𝙣, 𝙗𝙪𝙩 𝙮𝙚𝙖𝙝 𝙨𝙤𝙢𝙚 𝙤𝙧 𝙢𝙤𝙨𝙩 𝙤𝙛 𝙩𝙝𝙚𝙢 𝙩𝙝𝙖𝙩 𝙬𝙤𝙪𝙡𝙙 𝙗𝙚 𝙤𝙣 𝙩𝙝𝙚 𝙡𝙞𝙨𝙩 𝙢𝙖𝙮 𝙝𝙖𝙫𝙚 𝙨𝙤𝙢𝙚 𝙥𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙩𝙤 𝙤𝙣𝙗𝙤𝙖𝙧𝙙 𝙩𝙝𝙚 𝙣𝙚𝙭𝙩 𝙨𝙚𝙩 𝙤𝙛 𝙣𝙤𝙧𝙢𝙞𝙚𝙨, 𝙘𝙧𝙚𝙖𝙩𝙚 𝙩𝙝𝙚 𝙣𝙚𝙭𝙩 𝙨𝙚𝙩 𝙤𝙛 𝙢𝙞𝙡𝙡𝙞𝙤𝙣𝙖𝙞𝙧𝙚𝙨 𝙖𝙣𝙙 𝙞𝙣𝙛𝙧𝙖𝙨 𝙩𝙝𝙖𝙩 𝙘𝙤𝙪𝙡𝙙 𝙨𝙩𝙖𝙣𝙙𝙤𝙪𝙩 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙬𝙚𝙗3 𝙚𝙘𝙤𝙨𝙮𝙨𝙩𝙚𝙢 𝙞𝙣 𝙜𝙚𝙣𝙚𝙧𝙖𝙡.
1. 𝗟𝗔𝗨𝗡𝗖𝗛𝗣𝗔𝗗𝗦
Well, the main launchpads I'm looking forward to are;
@circlewarp
@Arguspad
@THEARCASH
@synthra_finance
@Arcapefun
@arcreactor_fun
@TollyLabs
@minarafun
@Lolpad_
@kairence_ai
@o1_exchange
@UBIdotFUN
Others are @actfunxyz,
@Archemistdotfun,
@peachlfg,
@arcpad_meme,
@akadotfun,
@onmidotfun, @SharcFun, @Lazymemesfun, and
@liftdotfun.
The first launchpad that will consistently produces liquid markets + real volume + repeat users could become a major distribution layer for Arc
2. 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀/𝗖𝗵𝗮𝗿𝘁𝗶𝗻𝗴
@arclens_app
@dexscreener
@GeckoTerminal
@TollyLabs
@Sidoorxyz
3. 𝗗𝗲𝗳𝗶 𝗟𝗮𝘆𝗲𝗿
@lunya_io
4. 𝗗𝗲𝘅/𝗜𝗻𝗳𝗿𝗮/𝗔𝗴𝗴𝗿𝗲𝗴𝗮𝘁𝗼𝗿𝘀/𝗬𝗶𝗲𝗹𝗱𝘀
@Uniswap
@aeroxyz
@CurveFinance
@DYORSWAPDEX
@TowerExchange
@ArcDEXScan
@klik_evm
@Flutchdotfun
@lunexfinance
5. 𝗕𝗿𝗶𝗱𝗴𝗲 𝗜𝗻𝗳𝗿𝗮
@Xylonet_
@Longdotsupply
6. 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀
@Conduitonarc
@cyclesmoney
@wirexapp
@ArrelTechnology
@koshmoney
@swaparc_app
7. 𝗡𝗙𝗧/𝗣𝟮𝗘
@Orixaxyz
@PlayMossling
8. 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗕𝗼𝘁𝘀/𝗔𝗽𝗽𝘀 (Ref links attached)
○ Maestro Bot:
(
t.me/maestro?start=r-ironsid…)
○ Cove Bot (
t.me/cove_trading_bot?start=…)
○ Fomo (on mainnet launch)
○ Basedbot (
t.me/based_eth_bot?start=r_I…)
■ Other Integrations on Arc
1. Uniswap and Zerion;
For swap execution, liquidity, token discovery, and composite market infra for the network.
2. FOMO Integration Post-Mainnet
This particular integration of arc and fomo stands out.
Arc gets a ready-made trading distribution layer thought fomo.
𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐭𝐡𝐢𝐬;
𝐀𝐫𝐜: 𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧-𝐧𝐚𝐭𝐢𝐯𝐞 𝐬𝐞𝐭𝐭𝐥𝐞𝐦𝐞𝐧𝐭
𝐅𝐎𝐌𝐎: 𝐑𝐞𝐭𝐚𝐢𝐥/𝐬𝐨𝐜𝐢𝐚𝐥 𝐭𝐫𝐚𝐝𝐢𝐧𝐠 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲
𝐔𝐒𝐃𝐂: 𝐍𝐚𝐭𝐢𝐯𝐞 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲
𝐓𝐨𝐤𝐞𝐧𝐬/𝐦𝐞𝐦𝐞𝐬 : 𝐀𝐬𝐬𝐞𝐭𝐬 𝐟𝐨𝐫 𝐮𝐬𝐞𝐫𝐬 𝐭𝐨 𝐭𝐫𝐚𝐝𝐞
New chains typically have a chicken-and-egg problem.
No users → no liquidity → no trading → no reason for projects to build.
A social trading platform like
@fomo can partially break that loop.
If FOMO brings its existing users to Arc chain, those users become potential buyers/traders of Arc-native assets, and that help creates an initial demand and a significant transaction activity for the ecosystem.
𝙏𝙝𝙚 𝙥𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙡𝙤𝙤𝙥 𝙗𝙚𝙘𝙤𝙢𝙚𝙨:
FOMO traders
↓
Arc
↓
Launchpads
↓
New assets
↓
DEX liquidity
↓
USDC volume
↓
More traders
Then there is the other side of Arc to watch out for:
Aave, Morpho, Chainlink, MetaMask, Fireblocks, Ledger, payments infrastructure and major financial institutions that are already affiliated with them.
This means that Arc isn't launching as an empty chain waiting for an ecosystem to appear.
It's launching with infrastructure for both sides of the market: 👇
𝐓𝐫𝐚𝐝𝐅𝐢 + 𝐃𝐞𝐅𝐢
𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬 + 𝐫𝐞𝐭𝐚𝐢𝐥
𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧𝐬 + 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐢𝐯𝐞 𝐚𝐬𝐬𝐞𝐭𝐬
If the Arc chain is able to develop a 𝙧𝙚𝙖𝙡 𝙡𝙖𝙪𝙣𝙘𝙝 → 𝙡𝙞𝙦𝙪𝙞𝙙𝙞𝙩𝙮 → 𝙩𝙧𝙖𝙙𝙞𝙣𝙜 → 𝙫𝙤𝙡𝙪𝙢𝙚 → 𝙖𝙩𝙩𝙚𝙣𝙩𝙞𝙤𝙣 𝙛𝙡𝙮𝙬𝙝𝙚𝙚𝙡, then the biggest opportunity may be sitting in the infrastructure underneath the tokens everyone is trading.
The mainnet launching will give us this data, and with that the real Arc convicition builds up.
Looking forward to it