I'm long $SoFi Technologies Inc.(SOFI)$ and $Circle Internet Corp.(CRCL)$ , and I'm keeping an eye on both of their stablecoin developments. I already hold a significant amount of $USDATA Corp.(USDC)$ from my crypto portfolio, so I'm focused on how Arc performs after its full launch. I'm looking for real-world speed, stability, and utility with both existing $USDATA Corp.(USDC)$ and new purchases. If Arc doesn't deliver, then SOFIUSD will be the next thing I'm watching.
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