According to @1HowardWu, corporate blockchains like Base, Tempo, and Arc will not deliver true privacy because their business model requires selective disclosure to authorities, signaling constrained privacy guarantees for users and builders source: @1HowardWu on X. According to @1HowardWu, some chains are private-by-default with configurable compliance, while others are surveillance systems with permission gates, creating two distinct compliance architectures for market participants to evaluate source: @1HowardWu on X. According to @1HowardWu, traders should pay close attention to this difference, using privacy guarantees versus permissioned surveillance as a core factor when assessing adoption potential, regulatory exposure, and user demand across networks source: @1HowardWu on X. According to @1HowardWu, not all chains are created equal, which provides a concrete framework for comparing privacy assurances and compliance gating when forming crypto trading strategies and portfolio weights source: @1HowardWu on X.

According to @LexSokolin, if Tempo launched today as a token plus DAT without any product deployed, the market would price it at $10–20 billion, setting an implied launch valuation range for this structure, source: @LexSokolin on Twitter, Sep 8, 2025. For traders evaluating pre-product token launches, this stated range can serve as a benchmark for sizing risk and expected valuation at listing, source: @LexSokolin on Twitter, Sep 8, 2025.

According to Nick van Eck, design partners for Tempo are strong, describing them as insane, and he stated plans to get AUSD live on Tempo, indicating imminent integration of the AUSD stablecoin with the platform, source: Nick van Eck on X, Sep 4, 2025. He asserted that stablecoins will be a blackhole for adoption of onchain assets, highlighting a strategic focus on stablecoin-led user growth, source: Nick van Eck on X, Sep 4, 2025. No launch timeline, partner names, or technical specifics were disclosed in the post, so traders should watch for official listing details and liquidity parameters before positioning, source: Nick van Eck on X, Sep 4, 2025.

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).