we will begin to see this new trend, where billion dollar company launches their own chain, we have seen that with robinhood and arc is next in 8 days.

@arc has an unusually strong setup for a new chain. we have Circle behind it, raised $222m, native stablecoin infrastructure, and an obvious institutional distribution.

the consensus trade here seems to be that Arc will primarily become an institutional/RWA chain.

@RobinhoodApp chain is an interesting comparison. we had a ~$93B company behind the ecosystem and leadership that was openly comfortable with memecoins and retail speculation.

https://x.com/arndxt_xo/status/2097215540104479174?s=46&t=hr2fbvcHJGpvp_SbDstdzg