Jack Anorak lays out what makes a chain win: "Subsecond finality lowers the cost of capital. Embedded confidentiality matters, half the people in this room have been begging for a way to obscure their positions and trades. And to onboard everybody, including agents, you need it as low-cost as possible." "You need to understand your business model as a chain, so you're not competing with your own users." "You need to be economically neutral, which I think Arc is."
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