Before the Arc 9/16 mainnet goes online: I have compiled a list of the main ecological projects worth monitoring at present This time, I won't look at the Tugou that is already on the market. The focus is on those who haven't issued coins yet, but may have received real USDC and real user entries first. The ecosystem of Arc that is truly worth tracking can be roughly divided into four layers: Perp/trading, launch pad, DEX/bridge Agent。 Perp/Trading Infrastructure HibachiDEX The one I currently value the most. Early support for Circle Builders Fund, focusing on ZK verification settlement for FX/Perp, with REST, WebSocket, and SDK already in place. The most unique aspect of Arc itself is stablecoins and FX. If institutions and real funds really come in after the mainnet goes online, things like Hibachi are more closely related to Arc's underlying narrative than building another Meme launch pad. Additionally, there are http://arcperps.xyz The testnet already has BTC, ETH, SOL perpetual, and USDC margin, but there is currently no clear platform coin. @tryfomo Many people should already be familiar with this. The social trading app already has a group of real users who promise to connect to the Arc mainnet Day One. Its biggest advantage is not technology, but 'bringing users'. If people who are already accustomed to trading Meme and stock tokens on Robinhood Chain directly migrate to Arc with Fomo, it may become one of the earliest traffic entry points. At present, there are no official tokens and no promises of airdrops. launch pad @arcpad_meme A typical Meme launch portal on Arc. It is not the bonding curve mode of Pump, but the first block is directly connected to Uniswap V3 without a "graduation" process, and LP is permanently locked. What I am more concerned about is whether this mechanism can directly generate liquidity after the mainnet goes live. @minarafun USDC is a native coin issuing and trading platform. The testing stage is relatively active, and after the main network, the focus is on real trading volume rather than Twitter popularity. @ArcDEXScan Also known as RadarDEX. Viewing, scanning, trading, and issuing coins are all consolidated on one page. There is now a points system, but no platform coins. If a large number of new coins are released in the first week of Arc, it will be more like a hybrid entrance of DexScriener and launch pad. @ubidotfun I think the mechanism is quite interesting in this batch. Based on Uniswap V4, the startup fee is 0%, and the transaction fee is distributed among creators, traders, and holders. The community is still small, but at least it's not just a simple replication http://Pump.fun . @Archemistdotfun Biased towards the creator economy. 80% of the transaction fee goes to the creator, and @ archemisbot can also directly issue coins through the bot, and is also promoting EURC related gameplay. Currently, it is more suitable for viewing as a product, so don't rush to price the so-called 'official currency'. @flutchdotfun The bridge Swap、 Coin issuance and pledging are all packed together. The team has explicitly stated that they will not issue a flat Taiwanese dollar to prevent the inclusion of the Rug lock up mechanism in the contract. This is actually very easy to verify: whether anyone really used it after it was launched on 9/16. Flipt In the early days of Arc launch, some people in the community compared it to Robinhood Chain's PONS. At present, there is relatively little publicly available information, so we will put it on the observation list for now. Sharc Bonding Curve+Burn LP after graduation. The project team has publicly stated that there are currently no platform coins available. DEX/Aggregation/Cross Chain @TowerExchange I think this layer is very important. Stablecoin aggregator, Swap + Bridge + AMM， I have entered the Circle Alliance and have also been selected by Arc Builder Spotlight. On the first day of the new chain, money must be sent in before any transaction. So Tower, in theory, has earlier access to real funds than most launch pads. @Xylonet_ Do USDC/EURC StableSwap, CCTP Cross Chain, Vault, and Social Payments. Tower has already connected it for partial routing. If Arc's FX and multi stablecoin narrative really run, this stablecoin infrastructure will be more worth watching than regular DEX. @KONswap DEX aggregator. Plan CCTP on the main website, and after users bridge into Arc, we will directly help you find the optimal transaction path. A typical tool type project, currently no platform coins have been seen. @lifiprotocol @wormhole These two are not native Arc projects, but they must be closely monitored. Because the true determinant of Arc's first wave of liquidity on 9/16 was not how many coins were sent from the launch pad, but whether the money could smoothly flow in from other chains. Cross chain entry always comes before local dogs. Agent/Tool @Stublydotorg I think many people tend to overlook this. It is responsible for Agent task taking and USDC custody settlement. After completing the work and receiving USDC, the agent can continue to hire another agent. This is very consistent with Arc's emphasis on the Agenetic Economy. If AI agents really start making money, paying, and hiring other agents in the future, this project will be called "Upwork+Stripe" in the machine economy. At present, there are demos available on the testing website, but no coins. @BasedBot Trading Bot. In the first week of the new chain, such entrances can easily become transaction traffic entrances. Currently, there are no tokens, and the expected points can only be considered as expected. Argus Multi agent security oracle. Allowing different agents to scan and make security judgments on new coins and contracts is an infrastructure project within the Circle Alliance system. Not a suitable market for direct speculation, but the more new chain projects there are, the more rigid this layer of demand becomes. —— So for Arc 9/16, my current priority is roughly as follows: Level 1: Real Fund Entrance Hibachi / Fomo / Tower / XyloNet / CCTP Second tier: Coin issuance and trading portal ArcPad / Minara / RadarDEX / UBI / Archemist / Flutch Third level: Agents and Security Infrastructure Stubly / BasedBot / Argus The most important things in the first week of the new chain are only three: How much real USDC has entered the bridge; Does Perp have real holdings and transactions; Are there any independent buyers for the coins on the launch pad. Whoever receives the first wave of real money is qualified to sell shovels later.