According to @alice_und_bob, USDC already operates on a private ledger behind corporate servers, and ARC would create a public ledger for a private product that serves as a corporate headquarters to connect to other chains, source: @alice_und_bob on X (Aug 12, 2025). For trading context, this characterization frames ARC as infrastructure for USDC interoperability rather than a new monetary asset; treat any market impact as contingent on verifiable technical releases and official announcements, source: @alice_und_bob on X (Aug 12, 2025). USDC issuance and redemption are centrally controlled while circulating on multiple public chains, so reassess liquidity routing, transfer rails, and fees only after official integration details are published, source: Circle USDC documentation (multichain support and centralized issuance).

According to @pedrouid, Stripe and Circle are advancing onchain payments but should launch an Ethereum Layer-2 instead of building new Layer-1 chains to scale payments on-chain (Source: Pedro Gomes @pedrouid on X, Aug 12, 2025). The post explicitly questions the need for Stripe’s Tempo and Circle’s Arc to be L1 chains in 2025, signaling a preference for ETH-centric scaling via L2s (Source: Pedro Gomes @pedrouid on X, Aug 12, 2025). For traders, this stance highlights potential narrative strength for ETH and the Ethereum L2 stack over new L1 payment chains, which can influence where liquidity and developer attention concentrate in the near term (Source: Pedro Gomes @pedrouid on X, Aug 12, 2025).

According to Ai 姨 (@ai_9684xtpa), a top 4 ARC holding whale has increased their position by $2.41 million over the past 10 hours at an average price of $0.2431. This entity is also identified as a top 5 AI16Z holder, currently owning 17.06 million AI16Z tokens valued at $6.44 million with a profit of $3.59 million, and 9.76 million ARC tokens valued at $2.33 million with a loss of $2.84 million.

According to Lookonchain, a mysterious whale has withdrawn 25,306 SOL (approximately $5 million) from Coinbase, with indications that the funds might be used to purchase more AI-related tokens. This follows a previous transaction where the whale spent 38,138 SOL (around $7.8 million) acquiring ARC and AI16Z tokens.

According to Lookonchain, a mysterious whale withdrew 25,306 SOL, equivalent to $5 million, from Coinbase three hours ago, potentially indicating plans to acquire more AI-related tokens. This follows a previous transaction where the whale spent 38,138 SOL, approximately $7.8 million, on acquiring tokens such as ARC and AI16Z.

According to Lookonchain, a mysterious whale has made notable investments in AI tokens, spending 17,250 SOL ($3.53M) to acquire 11.11M ARC at $0.32, and 15,000 SOL ($3.07M) to purchase 5.48M AI16z at $0.56 within the past two hours. This activity suggests a possible resurgence in the AI token trend, as significant capital is being deployed into these assets.