What if the best trader wasn’t the one who made the most money? Yesterday, I was checking out @0xAlphaEngine, and the fact that it evaluates strategies based on risk-adjusted performance, not just an attractive APY, caught my attention. In trading, profits matter. But so does how you make them. AlphaEngine evaluates strategies across different market scenarios, taking into account factors like drawdowns, costs, and consistency of results. A strategy that only works when everything goes perfectly isn’t enough. Experiment first, compete later. The announcement highlights around 40 testnet faucet practices available to test strategies before competing. I think it’s a great opportunity to experiment, compare results, and understand what makes a strategy truly solid. Who comes out on top? 🏆 The leaderboard adds another dimension: It’s not just about chasing returns. You also have to prove consistency under demanding conditions. Plus, the first 100 eligible traders can get their first 3 mainnet entries for free, according to the announcement. Would you prioritize maximum returns or a strategy that can withstand different market scenarios? @fhenix https://t.co/ry179GxIpC

I've been saying it... @arc keeps building. Extended, the decentralized perpetual futures exchange, migrated nearly $120 million in TVL from Starknet to Arc. Yeah, Starknet looks like it's dying, but why Arc and not another network? What does a blockchain need to offer for a protocol to decide to move its liquidity? For a trading protocol, collateral, liquidations, execution costs, and capital efficiency all matter. This means users don't need to hold an additional native token just to cover transaction fees. Extended's migration also includes $USDC and cirBTC as collateral options. Here's where things get interesting: Combining stablecoin liquidity with Bitcoin exposure within the same trading infrastructure. The question isn't how many blockchains can launch. It's how many can attract real economic activity and sustain it over time. I believe arc can turn its stablecoin-based infrastructure into a sustainable DeFi ecosystem.

What caught my attention most about GuyZys' vision is the idea that privacy shouldn't force us to leave the ecosystem we already use. Dual-Mode assets could change that. Although one question comes to mind: If transaction metadata remains visible, how private are we really? Encryption is a huge step forward, but true financial privacy goes beyond just hiding balances. I think that's one of the biggest challenges @fhenix will have to solve.

⚠️ @Arc? Memecoins, bots, millions in $USDC moving around, and a bet on institutional finance? Launch noise or the first signs of an ecosystem that's still taking shape? Arc was designed for stablecoin payments, financial markets, and applications powered by AI agents. We know that. But look at this. During its launch, memecoins accounted for approximately 82% of DEX volume, according to Dune data cited by BeInCrypto. The real challenge is turning that initial attention into sustainable activity. Meanwhile, Rachel Mayer, Circle's VP of Product for Arc, posted content related to DUKE. This sparked a debate about memecoins and institutional communications. That said, one post doesn't prove that Circle controls a token or financially backs its market. Memecoins also expose the risks of a new market. TOLLY, LONG, and COOL saw sharp drops from their initial highs. But here's a lesson that goes beyond Arc: Newly launched markets can experience extreme volatility, limited liquidity, and tokens with duplicate tickers. Stay safe. Only invest money you're willing to lose. For those building on Arc, the opportunity lies in developing better discovery tools, transparency, and on-chain analytics. It's your decision where you invest your money, time, and attention. For those of us following Arc, the evolution of its tokenomics, distribution mechanisms, and market access will be important things to watch. Transparency matters just as much on an institutional blockchain as it does in any other ecosystem. Volume is the beginning, not what determines the end. Arc's launchpads generated significant activity during the launch. But trading volume doesn't necessarily mean new capital, sustainable revenue, or returning users. A blockchain doesn't establish itself with a big first day. It establishes itself through what it manages to build afterward. The metric I want to watch most: retention. Bitquery reported an approximately 94% drop in daily active wallets between Arc's launch and its fourth week. That's a figure worth paying attention to, although we also need to consider that launches can include bots, short-lived campaigns, and speculative activity. The key metric over the coming days and weeks will be distinguishing that temporary activity from users who keep coming back because they find real value in the network. That's where meaningful adoption begins. USDC moves across networks. The opportunity lies in attracting lasting activity. Bitquery identified approximately $142 million in USDC moved off Arc by five major Morpho borrowers, primarily to Ethereum. This doesn't mean the capital was lost or that those movements had no economic rationale. But it does present an opportunity: building applications, markets, and experiences that make using Arc valuable in its own right. Interoperability connects ecosystems. A great user experience can give people reasons to stay in one. I don't expect a new blockchain to prove its full potential in its first week. Arc has an ambitious proposition: combining USDC, financial infrastructure, and tools for new forms of digital economic activity. Memecoins and speculation can generate attention. The real test will be turning that attention into useful applications, sustainable liquidity, and returning users. That's why I'm keeping an eye on Arc. Not because every metric is perfect, but because there's still so much left to build.

Will it be the next one on mainnet? @FlutonIO: Its idea is to move beyond the complexity of onchain operations and move toward an experience where you only need to express what you want to do. Swaps, bridges, staking, and cross-chain operations. The vision is for all of this to run more smoothly, without users having to deal with every technical detail of the process. Less friction, more possibilities.

Excited to see this. Builders on @arc shipping real products directly on Mainnet. This is what I mean when I say the ecosystem can start taking shape at any moment, with functional apps. This is one of the best signs that something interesting is happening. A great example is 0X_CFZ with ClearMark, an app built on Arc to make invoicing, payment tracking, and record reconciliation easier for freelancers and agencies. A practical solution to a real problem. Plus, ClearMark is non-custodial, meaning the app doesn't need to take custody of its users' funds. Thanks to Circle CCTP, USDC can be transferred to Arc to complete payments, while transaction records remain on the network. Much respect to everyone building. The ecosystem isn't just about technology, but what we can create with it.

Arc won't establish itself overnight. The FUD no longer makes sense. A project isn't judged solely by the noise on day one. Let's look at whether it actually solves a real problem and provides a foundation others can build on. I believe @arc deserves that perspective. As of October 19, DefiLlama puts Arc at around $792.6M in TVL and $670.7M in stablecoins, with 30% weekly growth. The most interesting signal is in credit. Morpho's main cirBTC/USDC market reached around $190M in loans, backed by more than $300M in cirBTC. Tokenized Bitcoin is starting to function as collateral, not just an asset sitting idle. Morpho and Aave are already part of Arc's lending layer. That's where the value of financial infrastructure starts to be measured. The public network launched with 11 founding institutions serving as validators, including BlackRock, DTCC, Visa, Mastercard, ICE, and Standard Chartered. That doesn't guarantee success, but it shows Arc is building relationships with key players in the financial system. Arc is also betting on fees paid in $USDC and sub-second finality. For payments and settlements, predictable costs and fast confirmations aren't minor details. They're part of the infrastructure applications need to grow. The bet on AI agents is also starting to take shape. Tools like Agent Wallets, Arc Studio, and payments via x402 point toward a future where agents can execute transactions and programmable payments on financial infrastructure. Another important detail: fees are paid in USDC, not ARC. This makes it possible to evaluate the network based on its utility and costs, without every transaction depending on a volatile token as its gas asset. It's a design choice that makes sense for financial infrastructure. My take is simple: Arc doesn't need to look like a meme chain to make sense. It needs to prove it can connect stablecoins, collateral, credit, payments, and agents through infrastructure that people and businesses use on a recurring basis.

What if stablecoins like USDT or USDC were confidential by design, but public when you want them to be? Your balance, payments, and transaction history wouldn’t have to be exposed by default. But when transparency is needed, you could decide what information to reveal and to whom. That could make stablecoins much more useful for everyday payments, businesses, and DeFi. Privacy by default. Transparency when we want it. @fhenix

I see a lot of comments about @arc saying: “No hype.” “No attention.” “The market isn’t interested.” But before saying that, you have to look at the infrastructure behind it. ARC isn’t being built as just another blockchain looking for a narrative. Behind it is Circle, the company behind $USDC, one of the most important pieces of the digital dollar ecosystem. The question is not: How much noise is ARC generating today? The question is: “What can it capture if the on-chain economy keeps growing?” The market often wants the opportunity when the asset is already up. But infrastructure is usually built before speculation arrives. The current FUD may come from the lack of attention. But a lack of noise doesn’t always mean a lack of potential. Sometimes it means the market hasn’t decided what something is truly worth yet.

What problem is @FlutonIO trying to solve? - A bot can see your intent before it executes. - It can front-run you. - It can copy strategies. - Your balances and movements remain public. Fluton uses Encrypted Intents: Instead of saying: “I want to swap 10,000 $USDC for $ETH right now.” the intent is encrypted. Participants can execute the transaction without knowing all the details.