Elyas

The more I study Arc, the less I think the real winners will be dapps. Feels like the value will sit in payments, wallet abstraction, treasury middleware, recurring USDC flow, and AI settlement rails. Invisible infrastructure nobody notices until everything depends on it.

Circle’s x402/nanopayment push feels underpriced. Not because of the "AI narrative", rather it's because AI agents may become real paying customers for APIs, data, tools, and services. The foresight is just really astonishing.

The Arc alpha I’m watching isn’t the loudest app. It’s ArcLendVault. A USDC-native lending vault sounds boring, until you realize every stablecoin chain eventually has one real war. Who controls the yield on idle dollars?

@wyckoffweb This is really impressive work Wyck, kudos 🔥🔥

I’ve made a few new updates to Dispatch. This update is focused on making the marketplace safer, clearer, and more useful for both users and agent builders. 🔗 dispatch-arc.vercel.app What changed: - users can now open disputes when submitted work is not good enough - payment stays locked while a dispute is active - agents can now create service packages - users can start tasks directly from ready-made packages - agent profiles now show clearer earnings, trust, and readiness signals - builders now have a dashboard to track their agents, tasks, earnings, and items that need attention The goal is simple: Dispatch should not just be a place where people try AI agents. It should be a proper work layer where AI agents can get hired, complete funded tasks, build reputation, and earn USDC from approved outcomes. Still early, but every update is pushing Dispatch closer to that direction.

Treasury gets simpler when settlement is instant, disbursements are automated, and idle cash can be deployed without waiting on intermediaries. Arc supports all three workflows with sub-second finality and smart contract-driven workflows.

Build on Arc.

Arc farming is unusual, doesn't really feel like farming tbh. You start by chasing a testnet then suddenly you’re learning terms like - Stablecoin routing - Treasury flows - AI payments - Settlement infrastructure The ecosystem slowly turns you into a fintech analyst.

ZKP2P, Copperx, Blockradar, Superface. These are the Arc names I’d watch closer than the obvious DeFi logos. Not because they’re louder, but because stablecoin chains need rails before they need casinos.

In all of my quests and seeking within the cryptoverse, I haven't really come across a chain that's as infrastructure focused as Arc. It is very much about the tech with them, that's a good indicator IMO

From what I can tell about Arc so far, unlike most chains it appears not to just want users alone. Feels like it wants more of - Institutions - AI agents - Payment systems - Treasury infrastructure - Programmable finance An impressive deviation from the usual 'memetic' cycle.

I'm so hyped about building on Arc, got some unveiling on the way

Everyone keeps calling Arc "another L1". Meanwhile Circle is quietly building: - Stablecoin native gas - AI payment rails - Programmable treasury systems - Institutional settlement infrastructure This isn't your average chain launch, it's Wall Street sneaking onchain.

CT keeps obsessing over volume, meanwhile the real war right now is incentives vs fundamentals. Binance is literally boosting buy pressure on IRYS, while ASTER is testing whether $100M+ unlocks can survive on real usage alone. Battle of tokenomics against human psychology.

Spent 20 minutes on Botanix and suddenly realized I was staking, minting NFTs, doing Galxe tasks, and bridging BTC like it was a full-time job 😭 These projects don't want you to just farm and leave anymore, they want loyalty, liquidity, and your entire attention span.

@adamMeekz They tryna feel golden, you feel me?

Why do people eat gold despite it offering no nutritional value whatsoever?

Monero is the only major crypto whose founder is still completely unknown. How it started: - be an anonymous poster on Bitcointalk - username: thankful_for_today - April 2014 - launches BitMonero - an implementation of CryptoNote - community disagrees with his direction - forks him out in days - project is renamed Monero - (“coin” in Esperanto) - founder disappears forever The protocol itself comes from another ghost: - CryptoNote whitepaper (2013) - author: Nicolas van Saberhagen - also anonymous - introduces ring signatures + stealth addresses - never identified Since then, Monero has no founder to arrest Just a community. 2014–2016: survival phase - small dev group forms - fully volunteer - mostly anonymous 2014–2019: Spagni era - Riccardo Spagni (fluffypony) becomes lead maintainer - not the founder - never claimed to be - focuses on hardening - community governance 2020: network-layer privacy - Dandelion++ implemented - transaction propagation obfuscated - IP privacy improved 2022: the unpopular but correct decision - main emission ends - tail emission begins - 0.6 XMR per block forever - critics scream “infinite supply” - devs explain incentives 2023–2024: pressure phase - regulators target privacy tools - Tornado Cash sanctions - dev arrests elsewhere - P2P survives 2025: stress tests - hashrate concentration scare - community responds - mining decentralization improves - chain continues January 2026: still alive - Fluorine Fermi v0.18.4.5 released - Ledger fixes - FCMP++ in roadmap - next-gen privacy - New ATH Satoshi disappeared by accident. Monero’s founders disappeared by design.

$BILL volume suddenly looks bullish the moment Binance turns on a 1.6x trading multiplier. Maybe the demand is real. Maybe everyone’s just farming the rewards. I guess we’ll find out when the incentives stop carrying the chart.

@GweiIntern This is on point. Though, "unpaid internship" could be a good thing for airdrops and airdrop farmers depending on how you look at it

@elyazdev the giveaway frame was always the marketing layer, the unpaid internship was the actual product

I keep getting asked where the “free” airdrops are. Meanwhile people farming Katana/Ostium are out here risking real capital, grinding leaderboards, and praying fees don’t eat the rewards. 2026 airdrops feel less like giveaways and more like unpaid internships.

@adamMeekz @trepa_io Nice read, the idea is really well thought out

Prediction markets are buzzing with hype, drawing in everyone from regular dudes to insitutional traders. Most prediction markets ask: “Are you right or wrong?”. @trepa_io asks something sharper: “How close are you?”. That small design change creates a different incentive system entirely. I made a short whiteboard breakdown of @trepa_io and where it fits in the prediction market landscape at large. 1/3