Circle’s Arc: Bull & Bear Cases | Roundup

Circle’s Arc: Bull & Bear Cases | Roundup

From Bell Curve by Blockworks

May 15, 2026 · 56 min

About this episode

The episode discusses Circle's new Arc L1 and its implications in the crypto space.

This week, Mippo, Myles, and Xavier sat down to discuss Circle's new Arc L1. They cover Arc's competition with Ethereum, Tempo, and Canton, token-versus-equity tensions, fee-based value accrual, US crypto momentum, and more. Thanks for tuning in! Resources Call your Senator: https://www.standwithcrypto.org/ Senate Banking Committee Passes CLARITY: https://x.com/BitcoinMagazine/status/2054968501861851383?s=20 Circle’s Arc: https://x.com/arc/status/2053852639943852178?s=20 – Follow Myles: https://x.com/MylesOneil Follow Xavier: https://x.com/0xave Follow Mike: https://twitter.com/MikeIppolito_ Subscribe on YouTube: https://bit.ly/3R1D1D9 Subscribe on Apple: https://apple.co/3pQTfmD Subscribe on Spotify: https://spoti.fi/3cpKZXH —- Timestamps (00:00) Introduction (01:24) US Crypto Dominance (07:30) Circle’s Arc L1 (15:34) Leveraging USDC’s Distribution (21:14) Token vs Equity Tension (29:54) Where Does Value Come From? (40:50) Arc vs Tempo (47:32) Arc & Circle’s Challenge (50:35) Arc’s Sleeper Bull Case —-- Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone…

People in this episode

Hosts: Mippo, Myles, Xavier

Topics covered

  • Circle's Arc L1
  • US Crypto Dominance
  • Token vs Equity Tension
  • Value Accrual
  • Competition with Ethereum
  • Crypto Momentum

Keywords

  • Circle
  • Arc L1
  • Ethereum
  • USDC
  • crypto
  • token equity
  • value accrual
  • US crypto momentum

Mentioned in this episode

Organizations: Circle, Ethereum, Tempo, Canton, USDC, Senate Banking Committee, Bitcoin Magazine

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