Once a marketing firm, now we build viral projects
Joined June 2016
- Tweets213
- Following12
- Followers2K
- Likes145
1 day into the campaign:
▶️44K people have opened a pack
▶️Almost 600K impressions on the campaign post
And most importantly, people LOVE OUR ART
Would love to discuss with @arc team about marketing and distribution in this industry
Happy to introduce Ctrl88 Expert Agent: An AI layer designed to give project teams a first strategic read before moving into a deeper consultation with our team.
The goal is to help teams get an initial understanding of the problems they may be facing, so they can see their project more clearly before moving into a deeper strategy discussion.
The second group - we are talking mainly about traders and on-chain players, are probably the most important early user group because their behavior and interests plays a core part in the blockchain economy itself. This applies for any chain. Without these type of users, no chain can survive.
Robinhood Chain is a useful case study. It launched with a serious finance/RWA narrative, but the first wave of users behaved much more like speculative traders.
Within its early launch window, the chain drew nearly 800k lifetime active addresses, processed 3.6M transactions in a day, and cleared $838M in 24h DEX volume. Around July 21, Artemis data also showed 323,969 daily active addresses on Robinhood Chain, even higher than Base’s 274,520 on the same day.
So the user size was not small. A new finance-oriented chain was able to attract hundreds of thousands of daily active addresses very quickly once there was something to trade.
The composition also matters. CoinGecko reported that memecoins accounted for 79.2% of Robinhood Chain’s DEX volume on July 27, while RWA trading was only 9.69% and other trading was 11.1%.
Today we'll hop onto by far the most interesting topic for us, which is user segmentation. Our next few posts will take @arc as an example and post our in-depth analysis.
Ffirst when we look at Arc , we don’t think the right question is “who is using Arc today?”
Because Arc is still early, so current users and future users are not the same group.
Right now, the visible user base is mostly builders, developers, early ecosystem contributors, and testnet participants who are either testing products, exploring grants or ecosystem roles, or simply positioning early because a new L1 always attracts optionality.
But for most new projects entering Arc, especially consumer-facing products, this group of user is not big enough, and most chain mainly has real users after going mainnet; so they should focus on who will have a reason to enter Arc once mainnet has real products, real liquidity, and real opportunities?
Our current segmentation is simple:
🔷Existing Arc users
🔸Builders, devs, testnet users, ecosystem participants.
🔸Opportunity-driven users
🔸Traders, memecoin users, copy traders, airdrop/speculation-driven users.
🔷Long-term Arc users
🔸Stablecoin users, payment users, businesses, financial apps, treasury teams, and users coming through Circle’s broader distribution.
The target should depend on the product and stage:
🔸A developer tool may start with builders.
🔸A trading app should probably start with traders.
🔸A payment or finance app may need to wait for the long-term user base.
So depends on the kind of product you are developing, there will be specific group of users who match your interests.
The public testnet numbers also support this read.
Arc’s own site shows around 250,000 daily accounts active, 10,325,510 weekly transactions, and 849,438 weekly contracts deployed for the July 30–August 5 period.
But note the important part is the shape of the data:
849k weekly contracts deployed is unusually high compared with the number of active accounts. That points to a testnet environment with a lot of developer activity, deployment experiments, automation, and repeated testing - not necessarily a broad base of organic retail users.
So for projects building on Arc, this group is useful, but easy to misread.
Existing testnet users can help with early feedback, ecosystem visibility, technical validation, and builder-side credibility. They can test apps, report friction, join early communities, and make the ecosystem look active before mainnet.
But they should not automatically be treated as the main customer base for a consumer product.
