Princeton, NJ
- Tweets 121
- Following 91
- Followers 358
- Likes 206
Now that we've gotten our feet wet, just wait until you see what we'll do on @arc for third party assets 🚀
JUST IN: Circle's own product suite on Arc surpassed $800M in onchain market cap within 1.5 weeks from launch.
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I was skeptical but @Arc is legitimately a pleasant blockchain to use. Fast, USDC fees, EVM based. Hard not to like it.
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Matt Enslin retweeted
I'm surprised more people don’t take advantage of this.
You can get leveraged $BTC exposure at near-zero cost in this way: buy cirBTC, deposit it on Morpho, borrow USDC, buy more cirBTC, repeat.
Meanwhile, on Hyperliquid, you'd have to pay 11-15% in funding rates annually to long BTC.
In comparison, on Morpho on Arc you would pay an annual borrow rate of just 0.03% on USDC to long BTC.
Yes, it is much easier, more capital efficient, and more convenient to long BTC via perps.
But if you're like me and have a significant BTC leveraged long position that you plan to keep open for at least a few months, I think it makes a lot of sense to move it from a perps DEX to a money market.
You will save a lot of money by doing this.
The 0.03% USDC borrow rate won't last forever, but I think the borrow rates for this cirBTC market on Arc will remain fairly low.
Morpho on Arc L1 has some great rates for borrowing.
You can borrow USDC against cirBTC, a wrapped BTC token issued by Circle, at a borrow rate of just 0.02%.
It is by far the best place to borrow against your BTC rn.
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Matt Enslin retweeted
Morpho on Arc L1 has some great rates for borrowing.
You can borrow USDC against cirBTC, a wrapped BTC token issued by Circle, at a borrow rate of just 0.02%.
It is by far the best place to borrow against your BTC rn.
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if you are looking to access @arc 's highly liquid lending markets on @aave and @Morpho , go get your cirBTC in Arc Portal
Want cirBTC on Arc?
Head to Arc Portal. Two ways to get it:
→ Swap on Arc: trade USDC or other supported assets for cirBTC
→ Bridge from Ethereum: move cirBTC from Ethereum to Arc
Holding supported wrapped BTC assets on Ethereum?
Swap into cirBTC on Ethereum, then bridge cirBTC to Arc through Arc Portal.
Already holding cirBTC on Arc? Put it to work on lending markets.
Start here: portal.arc.io/
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Want cirBTC on Arc?
Head to Arc Portal. Two ways to get it:
→ Swap on Arc: trade USDC or other supported assets for cirBTC
→ Bridge from Ethereum: move cirBTC from Ethereum to Arc
Holding supported wrapped BTC assets on Ethereum?
Swap into cirBTC on Ethereum, then bridge cirBTC to Arc through Arc Portal.
Already holding cirBTC on Arc? Put it to work on lending markets.
Start here: portal.arc.io/
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This is huge ! We are thrilled to bring @extendedapp to @arc and are excited to roll out both novel collateral and markets that skate to where the puck is going in the years ahead. Great work @jonny_cruz3 and team
Migration to Arc.
Extended is migrating to Arc as part of a strategic partnership between Circle and Extended focused on three core pillars:
1. Anchoring on-chain trading on Arc, with Circle as a key stakeholder in Extended’s ecosystem
2. Tokenising RWAs while bringing broader market coverage and deeper liquidity across both spot and perpetual markets
3. Distributing trading products within and beyond crypto, directly and through Tier 1 institutional partnerships
Beyond the commercial rationale, Arc is also a strong technical fit for Extended:
• Deterministic sub-second finality
• Predictable, dollar-based gas fees
• EVM compatibility
The migration is being designed to minimize disruption for users and ensure uninterrupted trading.
More details on the partnership, migration timeline, and mechanics will be shared separately. Users will be notified of any action required on their part ahead of migration.
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Matt Enslin retweeted
Frankly i've been impressed by yesterday's @arc event and the team execution.
We know that launching a chain is clearly not the simplest exercise. would perhaps put it a little lower than finding a coffee < 6$ in NYC but still!!
Bullish.
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my seersucker's 5 seconds of fame
Arc mainnet launch was different on the ground.
Tbh, when I was pulling up I didn’t know why we needed another chain…
I mean cmon.
Then, I went to Arc Mainnet and heard from Circle CEO Jeremy Allaire & Chris Dixon, and it all made sense.
Stablecoins are booming, institutions are coming onchain, and the infrastructure is finally catching up.
Arc might be early, but they’re clearly playing the long game and thinking big.
Arctober has a nice ring to it. 👀
@arc @circle @therollupco
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Matt Enslin retweeted
USDC is the most used and reliable product in crypto today. it's hard to kill despite a lot of people thinking stablecoins are "commoditized"
Arc's edge will be attracting AI devs, not dog coins
if you're building inference markets, tokenized GPUs, streamed payroll, tap in
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Matt Enslin retweeted
“We’re in a place where magic can really happen.”
We are lucky to have @jerallaire.
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18 months ago, I started engaging our top DeFi partners on a highly confidential blockchain project. From the beginning, we wanted @arc to be different. Little did I know in Spring 2025, it would be a paradigm shifting launch for the industry.
@USDC as gas was the skeleton key into dozens of other product / commercial choices designed to actually get enterprises and institutions excited to build on a blockchain settlement layer.
Using the full @circle product and partner stack, the tools now exist to bring the world onchain.
You are about to find out the amount of work, care, and thought we've been putting into @arc and its ecosystem. I am so freaking excited to see what you build on top of it it.
Arc Mainnet is live.
Arc launches as the Economic OS for the internet: an open platform for global markets, real-time value movement, tokenized assets, and agentic economic activity.
Arc is more than a blockchain.
It launches as a full-stack financial platform with assets, applications, interoperability, developer infrastructure, and Circle platform services live from day one.
Arc delivers USDC as native gas, deterministic sub-second finality, EVM compatibility, and institutional validators.
It integrates with Arc Studio, App Kits, Arc Portal, Circle Agent Stack, CCTP, Gateway, CPN, and StableFX.
A complete economic platform at genesis.
Arc launches with infrastructure for:
→ Agentic economic workflows
→ Lending and borrowing
→ Trading and liquidity
→ Onchain FX
→ Payments and settlement
→ Tokenized assets
→ Exchanges, wallets, custody, compliance, data, and developer tooling
190+ institutional and ecosystem builders are building across Arc.
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