Arc Blockchain Launch Set for September 16: Circle Sees Boost in 2026 Revenue
Circle Internet Group's (NYSE: CRCL) new blockchain, Arc, is set to launch publicly on September 16. Several major institutions will participate in the platform, including BlackRock, Visa, Mastercard, and DTCC.
The company still derives around 95% of its revenue from reserves, but expects a significant boost from $180 million of expected ARC presale revenue in 2026.
Arc's launch is seen as a positive development for Circle, with USDC adoption and regulatory standing remaining strong. However, lower interest rates, Coinbase economics, Tether, and potential dilution are limitations that could impact shareholder returns.