After Robinhood, it's Arc's turn. What to buy?

I highlighted Robinhood Chain in July, and it's been running for almost two months now.

At that time, I focused on two key projects:Uniswap (UNI) + Lighter (LIT).

Looking back now, the ecosystem is indeed starting to offer more opportunities.

Besides UNI and LIT, Robinhood Chain has also seen the emergence of the launch platform Pons (PONS), as well as new assets such as CASHCAT and Artificial Inu (AI). CASHCAT was one of the earliest viral memes on Robinhood Chain, even driving significant on-chain transactions and liquidity. Next, we need to pay closer attention to another emerging ecosystem: Circle's Arc. Arc is a native Layer 1 stablecoin platform built by Circle, with a very clear positioning: stablecoin + RWA + payments + on-chain finance. Arc is currently in the final stages before its public mainnet launch, expected to officially launch on September 16th, and has already attracted the participation of over 100 ecosystem and institutional builders. BlackRock, Visa, Mastercard, DTCC, Galaxy Digital, Standard Chartered Bank, and other institutions have also joined the initial validator lineup. More noteworthy is that the Arc ecosystem has now developed two relatively clear core directions: On-chain spot trading: Uniswap (UNI); On-chain contracts: edgeX (EDGE). UNI has risen by approximately 48% in the past month, with a market capitalization of approximately $3.6 billion. The newly added EDGE has risen approximately 24% in the past month, with a market capitalization of approximately $150 million. This is actually very similar to the logic behind Robinhood Chain: A new public chain launches → core transaction infrastructure benefits first → ecosystem assets begin to emerge → liquidity and funds further flow in. Therefore, the following are worth observing: Robinhood Chain → UNI / LIT / PONS / Meme. Arc → UNI / EDGE / Meme / Stablecoin / RWA. What's truly worth watching about new public chains is never the "chain" itself. Rather: Who can become the transaction gateway, liquidity hub, and core infrastructure on this chain?