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#CircleArcLaunch Circle Isn't Just Launching a Blockchain. It's Building Financial Infrastructure. Circle's latest earnings offered a mixed picture. Q2 revenue and reserve income reached $701M, while adjusted EBITDA grew to $143M. Average USDC circulation increased 25% year-over-year, although quarter-end supply declined modestly from the previous quarter. Those numbers mattered. But the bigger story may be Arc. Circle has now moved Arc into private mainnet ahead of its planned public launch on September 16, with founding validators including BlackRock, DTCC, Visa and Mastercard. That lineup says a lot about Circle's ambitions. Arc isn't simply another Layer 1. It's being positioned as infrastructure for institutional settlement, tokenized assets and stablecoin payments. If successful, Circle would no longer rely solely on USDC issuance for growth. Instead, it could own part of the infrastructure powering the next generation of digital finance. The bigger opportunity isn't issuing digital dollars. It's becoming the network where those dollars move. As tokenization continues gaining momentum, infrastructure providers may ultimately capture more value than the assets themselves. Could Arc become the missing link between stablecoins, tokenized assets and traditional finance? Share your thoughts below 👇