Every Zipp story tagged #Arc, newest first.
The Outperform call rests on three pillars the market hasn't priced in yet: expanding partnerships, fresh regulatory approvals, and the Arc blockchain launch as a new revenue layer.
The investor lineup — a16z crypto, BlackRock, Apollo, ICE — matters more than the FDV: Arc is positioning itself as the institutional settlement rail behind USDC, not a retail L1.
The Q1 numbers are the headline, but the Arc presale roster — a16z, BlackRock, Apollo, ICE — tells the deeper story: institutional rails for stablecoin and AI-agent settlement now have a named buyer…
Wall Street heavyweights BlackRock, Apollo and ICE are buying into Circle's own L1 — a $3B implied valuation on a network still in testing suggests stablecoin issuers are now competing for the full…
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