Money is going onchain. Stablecoin transaction volumes more than doubled YoY to $4.4T in Q1, and USDC now accounts for 63% of that activity [1]. We believe the infrastructure powering it is becoming one of the most important shifts in financial services in decades. That's why we're excited to announce that ARK has invested in the @arc token. For the better part of a decade, ARK's research has focused on the convergence of public blockchains, digital money, and AI. We believe @arc sits at the intersection of all three. We've watched Layer 1 networks (L1s) launch since 2015, and the space has produced remarkable innovation along the way. Each new network has contributed something, whether in consensus design, execution environments, developer experience, or economic models, and we believe there's room for several L1s with different trade-offs to have meaningful impact over the coming years. The financial system is large enough, and the use cases varied enough, that no single chain will serve every need. What a decade of observation has also taught us is that first-mover advantage in crypto is rarely decisive. @Uniswap wasn't the first decentralized exchange (DEX). @HyperliquidX wasn't the first perpetual futures DEX. @opensea wasn't the first Non-fungible token marketplace. The teams that ultimately led their categories were often the ones that arrived later, studied what came before, and built something materially better. Arc takes the best primitives developed across a decade of blockchain experimentation, including EVM (ethereum virtual machine) compatibility, sub-second finality, predictable fees, configurable privacy, and institutional validators, and combines them with something we think L1s have historically underinvested in: a strong, opinionated view on the application layer. For much of the past decade, the prevailing L1 design philosophy treated the base layer and the apps running on top as separate problems. Build a fast, neutral chain and let the market figure out the apps. That approach has produced important infrastructure, but it has also left a lot of capacity waiting for use cases to find it. @circle is taking a different path. @arc launches with USDC, EURC, USYC, CCTP (cross chain transfer protocol), Circle Mint, Agent stack and CPN (circle payment network) native from day one, with a clear thesis about who the network is for and what they'll do with it. We think that's a meaningful evolution in L1 design, and we're excited to see Circle take it on. Circle has the franchise to back it up: → $77B of USDC in circulation across 30+ chains → $21.5T of onchain USDC volume in Q1 2026 alone → CCTP processes ~60% of all cross-chain traffic → Circle Payments Network now spans 180+ countries with 136 financial institutions enrolled → 200+ ecosystem partners contributing to Arc, including Goldman Sachs, Visa, Mastercard, DTCC, BlackRock, Apollo, and Standard Chartered [2] We believe the convergence of AI and onchain finance is the single largest paradigm shift since the mobile internet. AI agents need economic infrastructure that operates at software speed. Circle's nanopayments infrastructure, which enables USDC transfers as small as $0.000001, makes machine-to-machine commerce economically viable for the first time. Arc is the rail this happens on. @jerallaire and the Circle team have spent over a decade earning the regulatory standing, institutional relationships, and operational track record that a network like Arc requires. We're proud to back this vision. The financial system is being rebuilt. @arc is positioned to be at the center of it. [1-2] Sources: Circle Earnings materials

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

ARC 🤝 ARK Invest Read the ARC whitepaper on how a native coordination asset could support the network as we move toward Arc Mainnet: https://t.co/3Tkq1pQCip *ARC is offered by Circle which is not affiliated with ARK Invest

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

Are stablecoins driving a comeback of corporate L1s? Everything you need to know about ARC, Circle's stablecoin-optimized Layer 1, below.

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

Are stablecoins driving a comeback of corporate L1s? Everything you need to know about ARC, Circle's stablecoin-optimized Layer 1, below.

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump

Two years from now, what’s more likely? 1️⃣ Arc, Tempo, and Dinari Chain all pivot to become L2s 2️⃣ Robinhood, Base, and Ink decide to launch their own L1s

Name & Symbol: AI Rig Complex ($arc)
Address: 61V8vBaqAGMpgDQi4JcAwo1dmBGHsyhzodcPqnEVpump