ARC Arc (a16z-backed stablechain, no token) Loading... : Investor Sentiment and Bull/Bear Views

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Time Author Thesis Company / ticker Signal Since call Position Source
10:00
Sep 18
Empire
Circle and Arc are long-term winners.
He would be very long Circle and Arc. Circle has convened an impressive group of partners including BlackRock, DTCC, ICE, Visa, and MoneyGram; the Arc design optimized for the right things like payments, privacy, and FX; and he would not bet against Jeremy Allaire.
ARC Arc (a16z-backed stablechain, no token) Long — —
17:42
Jan 03
Bell Curve
Arc lacks differentiation, unlikely to work
Circle's Arc chain lacks differentiation and he does not see it working or going anywhere, although he remains positive on USDC as a product.
ARC Arc (a16z-backed stablechain, no token) Avoid — —
16:38
Mar 09
Steady Lads Podcast
AI coins asymmetric after 90% drawdown
He is buying AI coins ARC and AI16Z because they are down more than 90% and offer an asymmetric either-dead-or-multibagger payoff. ARC has a real community and handpicks launches for higher quality, while AI16Z's Shaw keeps coding daily and streaming, giving him a chance to build through the bearish period.
ARC Arc (a16z-backed stablechain, no token) Long — —
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About ARC Investor Commentary

Across the available history and selected sources, Buzzberg tracks ARC (Arc (a16z-backed stablechain, no token)) across 6 sources: 3 bullish vs 0 bearish calls from 7 authors. Historical directional balance: 38% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 8 total trade ideas tracked. Latest voices: Jason Yanowitz, Mike Ippolito, Jordi Alexander.