{ "version": 1, "event_id": "evt_5ffb628ad93630c8", "url": "https://xiyu.news/events/evt_5ffb628ad93630c8/", "json": "https://xiyu.news/api/events/evt_5ffb628ad93630c8.json", "type": "product_release", "status": "monitoring", "category": "crypto", "title": { "zh": "Circle 推出 Arc 主网，贝莱德、DTCC、Visa 等机构参与验证", "en": "Circle Launches Arc Mainnet with BlackRock, DTCC, Visa Among Validators" }, "current_state": { "zh": "Circle 面向 USDC 的 layer-1 区块链 Arc 于 2026 年 9 月 16 日正式向公众开放，其公共测试网在 2025 年 10 月上线后不到一年处理了超过 7 亿笔交易。上线首日即有 100 多家机构与生态合作伙伴接入该网络，Circle 首席执行官 Jeremy Allaire 称其为“Circle 历史上自 USDC 以来最重要的一次发布”。\n\n这是主要稳定币发行方首次推出自己的底层结算网络，意味着 Circle 从单纯的代币发行方转向掌控其稳定币使用场景的基础设施。若机构在支付与结算中采用 Arc，部分稳定币交易流量可能从以太坊、Solana 等通用链转向为合规与机构需求量身打造的专业化通道。\n\nArc 以 USDC 作为原生 gas，并可通过 paymaster 系统接受其他稳定币支付手续费；其费用模型基于以太坊 EIP-1559 架构，但以网络需求的加权移动平均替代区块级别的调整机制，手续费归入链上的 Arc Treasury。共识层采用 Malachite——一个基于 Tendermint 的拜占庭容错引擎，验证者集合为许可制、运行在权威证明（proof of authority）之上，Circle 表示可能在 2027 年过渡到权益证明；2026 年 9 月 USDC 流通量约为 740 亿美元。", "en": "Circle's USDC-focused layer-1 blockchain Arc opened to the public on September 16, 2026, offering USDC gas, a built-in FX engine, and opt-in privacy to support institutional stablecoin applications." }, "first_seen_at": "2026-09-14T23:18:05.201873+00:00", "last_updated_at": "2026-09-17T17:11:56.403662+00:00", "last_material_change_at": "2026-09-17T17:11:56.403662+00:00", "confidence": 0.75, "updates_count": 4, "sources_count": 8, "entities": [ "allaire", "arc", "arc-blockchain", "arc-mainnet", "blackrock", "blocks", "circle", "dtcc", "from", "issuer", "jeremy", "launches", "producing", "stablecoin", "street", "usdc", "validators", "visa", "wall", "what", "with" ], "identifiers": [], "topics": [ "arc", "arc-blockchain", "arc-mainnet", "blockchain-infrastructure", "circle", "cross-chain", "infrastructure", "layer-1", "layer1", "stablecoins", "usdc" ], "updates": [ { "update_id": "upd_2c3e25dc9ec74ee3", "event_id": "evt_5ffb628ad93630c8", "occurred_at": "2026-09-14T22:50:42Z", "published_at": "2026-09-14T22:50:42Z", "first_seen_at": "2026-09-14T23:18:05.201873Z", "time_precision": "published", "update_type": "initial", "material_change": true, "title_zh": "Circle 的 Arc 将于 9 月 16 日上线，11 家华尔街机构出任创始验证者", "title_en": "Circle’s Arc launch ties Wall Street firms to the network without making them its safety net", "what_changed_zh": "Circle 计划于 9 月 16 日上线其 Layer-1 区块链 Arc 主网，并公布包括 BlackRock、DTCC、Visa、Mastercard 和 ICE 在内的 11 家外部机构与 Circle 一同担任创始验证者。目前已有超过 100 家机构与生态建设者参与 Arc 私有主网，而这些关系不止于验证：BlackRock 参与了 Circle 的 ARC 代币私募，并预计将在 Arc 上部署其 BUIDL 货币市场基金。\n\n这一结构把潜在客户直接放进了他们日后的依赖对象——网络基础设施之中，使网络运营者、投资者与终端用户三重身份集中在同一批华尔街机构身上。这是稳定币原生结算基础设施获得机构采用的重要一步，但同时也把共识权力集中于少数经过审核的机构，而各家的具体投票权重尚未公开。\n\nArc 以确定性终局性为核心：其 Malachite 共识引擎采用许可制权威证明（Proof-of-Authority）模型，由轮值验证者出块，且必须获得超过三分之二的验证者集合预先承诺同一区块才能最终确认，此后 Arc 称交易在共识层无法被重组或回滚。启动配置预计将在多个地区使用约 20 个通过 SOC 2 认证的验证者，但各家投票权尚未公布；同时 Arc 的披露文件明确表示，Arc Network Services LLC 及其许可制验证者均不对第三方应用的内容、合法性或功能负责。", "what_changed_en": "Circle is launching its Arc blockchain on Sept. 16 with BlackRock, DTCC, Visa, Mastercard, and ICE among 11 founding validators, linking major financial institutions to the network as operators, investors, and prospective users.", "current_state_zh": "Circle 计划于 9 月 16 日上线其 Layer-1 区块链 Arc 主网，并公布包括 BlackRock、DTCC、Visa、Mastercard 和 ICE 在内的 11 家外部机构与 Circle 一同担任创始验证者。目前已有超过 100 家机构与生态建设者参与 Arc 私有主网，而这些关系不止于验证：BlackRock 参与了 Circle 的 ARC 代币私募，并预计将在 Arc 上部署其 BUIDL 货币市场基金。\n\n这一结构把潜在客户直接放进了他们日后的依赖对象——网络基础设施之中，使网络运营者、投资者与终端用户三重身份集中在同一批华尔街机构身上。这是稳定币原生结算基础设施获得机构采用的重要一步，但同时也把共识权力集中于少数经过审核的机构，而各家的具体投票权重尚未公开。\n\nArc 以确定性终局性为核心：其 Malachite 共识引擎采用许可制权威证明（Proof-of-Authority）模型，由轮值验证者出块，且必须获得超过三分之二的验证者集合预先承诺同一区块才能最终确认，此后 Arc 称交易在共识层无法被重组或回滚。启动配置预计将在多个地区使用约 20 个通过 SOC 2 认证的验证者，但各家投票权尚未公布；同时 Arc 的披露文件明确表示，Arc Network Services LLC 及其许可制验证者均不对第三方应用的内容、合法性或功能负责。", "current_state_en": "Circle is launching its Arc blockchain on Sept. 16 with BlackRock, DTCC, Visa, Mastercard, and ICE among 11 founding validators, linking major financial institutions to the network as operators, investors, and prospective users.", "detailed_summary_zh": "Circle is launching its Arc blockchain on Sept. 16 with BlackRock, DTCC, Visa, Mastercard, and ICE among 11 founding validators, linking major financial institutions to the network as operators, investors, and prospective users.", "detailed_summary_en": "Circle is launching its Arc blockchain on Sept. 16 with BlackRock, DTCC, Visa, Mastercard, and ICE among 11 founding validators, linking major financial institutions to the network as operators, investors, and prospective users.", "background_zh": "Circle 是美元稳定币 USDC 的发行方，而 Arc 是它专为稳定币金融打造的 Layer-1 区块链，并与 USDC、CCTP 和 Gateway 深度集成。验证者是负责排序、验证和确认交易的节点，在权威证明（Proof-of-Authority）模式下需经过审核并获得许可，而非向任何人开放。DTCC 是美国的交易后市场基础设施，为证券提供清算与结算服务；BlackRock 的 BUIDL 则是一只代币化货币市场基金。", "background_en": "Circle is the issuer of USDC, one of the largest dollar-denominated stablecoins, and Arc is a Layer-1 blockchain it built specifically for stablecoin finance, integrated with USDC, CCTP and Gateway. Validators are the nodes that order, verify and confirm transactions and, under Proof-of-Authority models, are vetted and permissioned rather than open to anyone. DTCC is the US post-trade market infrastructure that provides clearing and settlement services for securities, and BlackRock's BUIDL is a tokenized money-market fund.", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "Arc 将机构级稳定币结算与代币化资产——BlackRock 的 BUIDL，以及未来通过目标于 2027 年下半年落地的 DTCC 集成引入的 DTC 托管资产——导入由 Circle 技术栈绑定的一套许可制验证者网络，这有可能把机构资金流引向以 USDC 计价的通道，并分流原本流向其他 L1 网络的流量。验证者投票权的集中度问题尚未解决，以及 Arc 计划向更广泛治理过渡，都是公开主网上线后市场参与者将关注的结构性变量。", "market_impact_en": "Arc channels institutional stablecoin settlement and tokenized assets — BlackRock's BUIDL, and eventually DTC-custodied assets via a DTCC integration targeted for the second half of 2027 — onto a permissioned validator set tied to Circle's stack, which could pull institutional flow toward USDC-denominated rails and away from competing L1 networks. The unresolved concentration of validator voting power and Arc's planned transition toward broader governance are structural variables market participants will watch once the public mainnet is live.", "importance_score": 8.5, "references": [ { "url": "https://www.circle.com/blog/introducing-arc-an-open-layer-1-blockchain-purpose-built-for-stablecoin-finance", "title": "Introducing Arc: An L1 Blockchain for Stablecoin Finance | Circle" }, { "url": "https://www.ledger.com/academy/what-is-a-blockchain-validator", "title": "What Is a Blockchain Validator? | Ledger" }, { "url": "https://en.wikipedia.org/wiki/Depository_Trust_&_Clearing_Corporation", "title": "Depository Trust & Clearing Corporation - Wikipedia" }, { "url": "https://www.arc.io/blog/building-with-usdc-on-arc-one-token-two-interfaces", "title": "Building with USDC on Arc: Two Interfaces for One Token" }, { "url": "https://coinbureau.com/education/what-is-arc-circle-stablechain", "title": "What Is Circle Arc Blockchain: Learn How Circle’s Layer-1 Stablechain Works - Coin Bureau" } ], "confidence": 0.75, "story_ids": [ "rss:cryptoslate.com_feed_:2afbbd1717d0b08a", "rss:www.theblock.co_rss.xml:479a1a7a052df729", "rss:thedefiant.io_api_feed:970acf6af57c410d", "rss:decrypt.co_feed:9fa2c0ac2ff7973c" ], "sources": [ { "url": "https://cryptoslate.com/circles-arc-launch-ties-wall-street-firms-to-the-network-without-making-them-its-safety-net/", "label": "CryptoSlate", "source_type": "rss", "official": false }, { "url": "https://www.theblock.co/news/ecosystems/2026-09-16-circle-launches-arc-mainnet-with-blackrock-and-visa-among-validators-mints-10-billion-arc-tokens-415250", "label": "The Block", "source_type": "rss", "official": false }, { "url": "https://thedefiant.io/converge/blockchains/circle-launches-arc-mainnet-with-blackrock-dtcc-and-visa-producing-blocks", "label": "The Defiant", "source_type": "rss", "official": false }, { "url": "https://decrypt.co/378374/circle-launches-arc-mainnet-with-blackrock-dtcc-and-visa-as-validators", "label": "Decrypt", "source_type": "rss", "official": false } ] }, { "update_id": "upd_7ab9e646a011abfb", "event_id": "evt_5ffb628ad93630c8", "occurred_at": "2026-09-16T10:30:00Z", "published_at": "2026-09-16T10:30:00Z", "first_seen_at": "2026-09-16T17:12:26.954595Z", "time_precision": "published", "update_type": "confirmation", "material_change": true, "title_zh": "Circle推出Arc区块链，Jeremy Allaire称其比USDC“更具影响力”", "title_en": "Circle debuts Arc blockchain which Jeremy Allaire calls ‘more consequential’ than USDC", "what_changed_zh": "Circle 已于9月16日正式推出 Arc 区块链，CEO Jeremy Allaire 称其比 USDC 更具影响力。", "what_changed_en": "Circle has officially launched the Arc blockchain on Sept. 16, with CEO Jeremy Allaire calling it more consequential than USDC.", "current_state_zh": "Arc 区块链已上线，Circle 于9月16日正式推出，CEO Jeremy Allaire 称其比 USDC 更具影响力。", "current_state_en": "The Arc blockchain is now live, officially launched by Circle on Sept. 16, with CEO Jeremy Allaire describing it as more consequential than USDC.", "detailed_summary_zh": "Circle has launched Arc, a new blockchain designed for payments, tokenized assets, and institutional finance, which CEO Jeremy Allaire describes as more consequential than the company's USDC stablecoin.", "detailed_summary_en": "Circle has launched Arc, a new blockchain designed for payments, tokenized assets, and institutional finance, which CEO Jeremy Allaire describes as more consequential than the company's USDC stablecoin.", "background_zh": "", "background_en": "", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "", "market_impact_en": "", "importance_score": 7.5, "references": [], "confidence": 0.95, "story_ids": [ "rss:www.coindesk.com_arc_outboundfeeds_rss_:6481e7fc3307b07d" ], "sources": [ { "url": "https://www.coindesk.com/business/2026/09/15/circle-debuts-arc-blockchain-which-jeremy-allaire-calls-more-consequential-than-usdc", "label": "CoinDesk", "source_type": "rss", "official": false } ] }, { "update_id": "upd_52b13018fd387fb1", "event_id": "evt_5ffb628ad93630c8", "occurred_at": "2026-09-16T11:39:44Z", "published_at": "2026-09-16T11:39:44Z", "first_seen_at": "2026-09-16T17:12:36.937901Z", "time_precision": "published", "update_type": "confirmation", "material_change": true, "title_zh": "Circle上线Arc主网，以USDC作为原生Gas代币", "title_en": "Circle launches Arc mainnet with USDC as native gas token", "what_changed_zh": "新报道补充 Arc 主网技术细节：以 USDC 为原生 gas、EVM 兼容、亚秒级最终性、支持 20 多种法币稳定币与 20 多条链互操作，并披露本周完成 100 亿枚 ARC 代币创世铸造。", "what_changed_en": "New report adds Arc mainnet technical details: USDC as native gas, EVM compatibility, sub-second finality, support for 20+ fiat stablecoins and 20+ blockchains via CCTP/Gateway, and disclosed a genesis mint of 10 billion ARC tokens this week.", "current_state_zh": "Arc 区块链已于9月16日正式上线；主网以 USDC 为原生 gas，支持 EVM、亚秒级最终性、20 多种稳定币和 20 多条链互操作，并已完成 100 亿枚 ARC 代币创世铸造（但不代表承诺公开发行）。", "current_state_en": "The Arc blockchain is live following its Sept. 16 launch; the mainnet uses USDC as native gas, supports EVM, sub-second finality, 20+ stablecoins and 20+ blockchains via CCTP/Gateway, and has completed a genesis mint of 10 billion ARC tokens (though not a commitment to a public token launch).", "detailed_summary_zh": "Circle has launched the Arc mainnet, a USDC-gas L1 blockchain for stablecoin payments and financial markets with EVM compatibility, sub-second finality, and cross-chain interoperability.", "detailed_summary_en": "Circle has launched the Arc mainnet, a USDC-gas L1 blockchain for stablecoin payments and financial markets with EVM compatibility, sub-second finality, and cross-chain interoperability.", "background_zh": "", "background_en": "", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "", "market_impact_en": "", "importance_score": 8.0, "references": [], "confidence": 0.9, "story_ids": [ "rss:cointelegraph.com_rss:9513685f097900e5" ], "sources": [ { "url": "https://cointelegraph.com/news/circle-arc-mainnet-launch-usdc-native-gas?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound", "label": "Cointelegraph", "source_type": "rss", "official": false } ] }, { "update_id": "upd_d32e862a653e9d72", "event_id": "evt_5ffb628ad93630c8", "occurred_at": "2026-09-17T01:50:26Z", "published_at": "2026-09-17T01:50:26Z", "first_seen_at": "2026-09-17T09:35:01.343314Z", "time_precision": "published", "update_type": "confirmation", "material_change": true, "title_zh": "Circle开放Arc主网，寻求为USDC实用性赢得优势", "title_en": "Circle opens Arc mainnet as it seeks an edge for USDC utility", "what_changed_zh": "Circle上线Arc的公开主网，这是一条一层区块链，让单一USDC余额即可同时覆盖支付和网络费用，旨在提升USDC相对Tether的实用性。", "what_changed_en": "Circle launched the public mainnet of Arc, a layer-1 blockchain that lets a single USDC balance cover both payments and network fees, aiming to boost USDC utility against Tether.", "current_state_zh": "Circle上线Arc的公开主网，这是一条一层区块链，让单一USDC余额即可同时覆盖支付和网络费用，旨在提升USDC相对Tether的实用性。", "current_state_en": "Circle launched the public mainnet of Arc, a layer-1 blockchain that lets a single USDC balance cover both payments and network fees, aiming to boost USDC utility against Tether.", "detailed_summary_zh": "Circle launched the public mainnet of Arc, a layer-1 blockchain that lets a single USDC balance cover both payments and network fees, aiming to boost USDC utility against Tether.", "detailed_summary_en": "Circle launched the public mainnet of Arc, a layer-1 blockchain that lets a single USDC balance cover both payments and network fees, aiming to boost USDC utility against Tether.", "background_zh": "", "background_en": "", "community_discussion_zh": "", "community_discussion_en": "", "market_impact_zh": "", "market_impact_en": "", "importance_score": 7.5, "references": [ { "url": "https://en.wikipedia.org/wiki/Layer-1_blockchain", "title": "Layer-1 blockchain" }, { "url": "https://en.wikipedia.org/wiki/Stablecoin", "title": "Stablecoin" }, { "url": "https://www.investopedia.com/what-are-layer-1-and-layer-2-blockchain-scaling-solutions-7104877", "title": "Blockchain Scaling Unveiled: Layer 1 vs. Layer 2 Solutions" } ], "confidence": 0.75, "story_ids": [ "rss:cryptoslate.com_feed_:e127615dfeaf04f7", "rss:decrypt.co_feed:be55331fc77bf89d" ], "sources": [ { "url": "https://cryptoslate.com/circle-opens-arc-mainnet-as-it-seeks-an-edge-for-usdc-utility/", "label": "CryptoSlate", "source_type": "rss", "official": false }, { "url": "https://decrypt.co/resources/what-is-arc-the-stablecoin-blockchain-from-usdc-issuer-circle", "label": "Decrypt", "source_type": "rss", "official": false } ] } ] }