# DeFi — X 热门讨论 (2026-09-16 15:32 UTC)
## @robertinoskolo (Antonio) · 09-16 12:51 · ♥121 ↻27 💬65 ● 🏦 Monument Bank delayed U.K. retail tokenized deposits — regulation, not demand. Deposit tokens still sit in a gray zone.
● 🔄 Quiet loop: Mutuum says fees will buy MUTM and send it to mtToken stakers. Buy-and-distribute, still on Sepolia data.
● ₿ Liquid recovered ~3,400 BTC after a peg-out incident — about 85% of the ~$320M event. ~598 BTC still parked. Some ops stayed paused.
● ⚖️ Retail rails hit a pause. A sidechain is still counting coins.
#Bitcoin #Liquid #Mutuum #MUTM #DeFi #Crypto https://x.com/robertinoskolo/status/2100205876078366943
## @0xALTF4 (ALTF4) · 09-16 12:27 · ♥118 ↻9 💬44 ARC MAINNET IS LIVE.
There are already dozens of apps, launchpads, DEXs, bridges, NFT collections and institutional players surrounding the ecosystem.
So instead of another “Arc is live” post, here’s the actual map I’m using.
Save this if you're exploring Arc from day one.
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FIRST: GET ONCHAIN
Arc is EVM-compatible and USDC is the native gas asset.
Network: Name: Arc Gas: USDC RPC: https://t.co/2JSTqDAG15 Explorer: https://t.co/IwJhq6ssiD For bridging, the main routes I'm watching are: • @RelayProtocol • @jumperapp • Circle Bridge / CCTP Relay is especially useful because it can handle routing while also making the network setup easier. Wallet side:
• Rabby • Binance Wallet • Ledger • MetaMask • Bitget Wallet
The simple flow: USDC → bridge to Arc → add Arc network → start exploring. ━━━━━━━━━━━━━━━━━━
WHERE I'M TRADING
For the trenches, I'm mainly using @fomo.
Arc is supported from day one and it gives me one place to discover, track and trade new Arc tokens. My link: https://t.co/maHdaP2MAI Other trading / discovery tools worth watching: • GMGN • @RelayProtocol for routed swaps • @ArcDEXScan for Arc pools • @TowerExchange for liquidity aggregation • @KONswap for aggregated Arc liquidity + bridging Instead of manually checking every DEX, routers become pretty useful during the first chaotic days of a new chain.
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THE ARC LAUNCHPAD WAR
This is probably one of the most important categories early on.
There are already a LOT of teams fighting to become the place where the first Arc-native tokens launch.
• @TollyLabs - Launchpad + trading terminal. One of the projects I've been watching most closely. • @Arguspad - Launchpad + AMM. • @minarafun - USDC-native Arc launchpad. • @liftdotfun - Arc-focused memecoin launchpad. • @circlewarp - Omnichain launchpad / terminal using CCTP-based infrastructure. • @Archemistdotfun - Token creation + DEX + creator fees. • @actfunxyz - Launchpad + DEX. • @Fliptfun - Bonding-curve launchpad. • @thecusp_ - Launchpad + DEX. • @SharcFun - Launchpad + screener + OTC. • @klik_evm - Permissionless omnichain launchpad. • @DYORSWAPDEX - Multichain launchpad + DEX with Arc support. • @onmidotfun - Bonding-curve meme launches. • @ArcDEXScan - USDC pool screener with token launch infrastructure.
This category is going to be messy.
There won't be room for 15+ dominant launchpads forever. The important thing now is watching where volume, creators and liquidity actually concentrate.
━━━━━━━━━━━━━━━━━━ MY CURRENT ARC TOKEN RADAR
Not calls. Just the names I'm personally tracking while the first Arc market forms.
TOLLY Market cap: ~13M
ARGUS Market cap: ~28M
LIFT Market cap: ~8M
ARCX10 Market cap: ~1.6M
These numbers can obviously move very fast, especially this early. What matters more to me right now:
• volume • liquidity • holder growth • launchpad adoption • whether users keep trading after day one I'll be tracking most of this through Fomo: https://t.co/maHdaP2MAI
━━━━━━━━━━━━━━━━━━ DEXs + LIQUIDITY
The trenches are one side of Arc. The serious liquidity layer is much bigger.
• @Uniswap - One of the core AMMs coming into Arc. • @AerodromeFi - Liquidity infrastructure expanding into the ecosystem. • @CurveFinance - A particularly interesting fit considering Arc's stablecoin-heavy design. • @TowerExchange - Aggregates stablecoin liquidity across Arc venues. • @KONswap - DEX aggregation + CCTP-based stablecoin routing. • @UnitFlowFinance - AMMs, token factory, bridging and payments. • @synthra_finance - Cross-chain swaps + liquidity. • @hibachi_xyz - Building an institutional-focused FX venue with spot/perps infrastructure.
For me, one of Arc's biggest early signals will be simple:
Where does the USDC actually stay? ━━━━━━━━━━━━━━━━━━
DEFI + CREDIT
Arc isn't launching with only small native experiments.
Some of DeFi's biggest names are part of the ecosystem too.
• @aave - Lending markets around Arc liquidity. • @Morpho - Permissionless lending infrastructure. • @maplefinance - Institutional credit exposure, including syrupUSDC infrastructure. • @CurveFinance - Stablecoin-focused AMM liquidity. • @Uniswap - Core trading infrastructure.
This creates an interesting split.
You have brand-new Arc-native launchpads fighting for the first speculative users while mature DeFi protocols fight for the deeper capital.
I'm watching both. ━━━━━━━━━━━━━━━━━━
INSTITUTIONS ARE NOT SITTING THIS ONE OUT This is where Arc looks very different from the average new L1.
Its founding validator group includes names such as:
• BlackRock • Visa • Mastercard • DTCC • Galaxy • Global Payments • ICE • MoneyGram • Standard Chartered • SBI Group • Sumitomo
And beyond validators, Arc is being explored for tokenized assets, settlement, FX and institutional markets. Some names worth knowing: • BlackRock - BUIDL is expected to expand into the Arc ecosystem. • getliquid_io - Private-credit settlement infrastructure. • Tradable - Private-credit tokenization. • FalconXGlobal - Institutional market infrastructure. • GSR_io - Liquidity provider. • keyrock - Market maker / liquidity. • nonco_otc - Institutional OTC liquidity. • galaxyhq - Validator + institutional liquidity participant.
Crypto-native trenches on one side.
Traditional finance infrastructure on the other. Both starting on the same chain.
━━━━━━━━━━━━━━━━━━ PAYMENTS + STABLECOIN MOVEMENT
This might eventually matter more than the memecoin side. • thunespayments - Cross-border payment infrastructure. • wirexapp - Stablecoin-powered everyday payment flows. • raincards - Stablecoin card + payment infrastructure. • Nuvei - Global payment infrastructure. • Noah_HQ - Stablecoin payments + local settlement. • Hinkal_protocol - Confidential transfers and payouts. • OpenVPP - Exploring programmable USDC settlement for energy markets.
Arc is basically starting with the asset people normally bridge INTO ecosystems already sitting at the center of the network: USDC.
That's worth watching. ━━━━━━━━━━━━━━━━━━
CROSS-CHAIN + INFRASTRUCTURE
The ecosystem also already has serious infrastructure surrounding it.
• @chainlink - Oracle infrastructure. • @AcrossProtocol - Intent-based cross-chain transfers. • @wormhole - Cross-chain interoperability. • @RelayProtocol - Cross-chain routing + swaps. • @jumperapp - Multichain bridge aggregation. • BinanceWallet - Wallet access. • Ledger - Hardware wallet support.
Instead of Arc existing as an isolated new chain, a lot of the pipes connecting it to the rest of crypto are already being built. ━━━━━━━━━━━━━━━━━━
AI AGENTS + MACHINE PAYMENTS Another smaller category I'm keeping an eye on:
• CatenaLabs - Financial infrastructure for AI agents. Exploring machine-to-machine commerce. • Stublydotorg - AI agent infrastructure.
This part is early, but Arc's stablecoin-native setup makes autonomous payments one of the more logical experiments to watch.
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NFTs
Then there is the NFT side.
A surprisingly large number of collections have been preparing specifically around Arc's mainnet.
• @akadotfun - DN404 collection. • @ArclingsNFT - 6,283 fully on-chain 1-bit SVGs. • @ShadowRoninARC - 3,500 Ronin across 12 clans. • @Arcadiansnft_ - 5,000 sci-fi PFPs. • @Arcins__ - 10,000 sprites. • @ArcCitizens - 10,000 fully on-chain identity PFPs. • @playwithmimo - Story/game experience built around Arc.
And opensea is another major venue to watch as Arc NFT activity starts appearing.
I'm not expecting every collection to matter. I'm watching which ones become recognizable as the first real Arc-native NFT communities.
━━━━━━━━━━━━━━━━━━ SO WHAT AM I ACTUALLY WATCHING?
Not the number of integrations. Not follower counts.
Not “building on Arc” announcements. The next few days should answer much better questions:
→ Which launchpad captures the first real volume? → Which token becomes the first recognizable Arc-native ticker?
→ Where does USDC liquidity settle? → Which DEX/router gets repeat usage?
→ Does Fomo become the main retail trading front end? → Which NFTs survive beyond launch-day mint hype?
→ Do users interact with Arc-native apps or just bridge in, trade and leave? → Which early protocols eventually reward the users who were actually there?
The ecosystem is already huge on paper.
Now mainnet turns all of those announcements into a scoreboard.
I'm starting in the trenches with:
TOLLY: ~13M ARGUS: ~28M LIFT: ~8M ARCX10: ~1.6M
Trading + tracking: https://t.co/maHdaP2MAI
Arc is live.
Now we see where the money actually goes. https://x.com/0xALTF4/status/2100199989712396601
## @PLuto_Miss (米斯先生) · 09-16 14:37 · ♥82 ↻0 💬83 币安安全星期四——那些年踩过的坑，及最全币圈避坑指南 https://x.com/PLuto_Miss/status/2100232613302776123
## @0xShvkes (𝑺𝒉𝒂𝒌𝒆𝒔) · 09-16 13:27 · ♥75 ↻2 💬42 would be exploring the defi side of the arc ecosystem and minting a few nfts.
wish me luck guys 🤞🏽 https://x.com/0xShvkes/status/2100215086547710265