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[@franchisekriz](/creator/twitter/franchisekriz)
"They are also releasing the Arc Blockchain. Arc Blockchain fee structure: "On Arc the base fee is designed to remain around one cent ( $0.01) per transaction on average. This target embodies Arcs guiding principle of X cent X second X click making onchain finance as fast simple and affordable as the internet itself" "We wanted to create a way for institutions to pay fees on blockchains in a fast predictable manner that will be simple from an accounting perspective and could deliver very low cost and stable fees. So with Arc we are using USDC itself as the native gas fee currency. This removes"  
[X Link](https://x.com/franchisekriz/status/1985581628052381950) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"The biggest issue with Q2 financials was the compensation expenses incurred. "The performance condition related to these awards was met upon the commencement of trading of our Class A common stock on the NYSE and the Company recognized $XXXXX million of stock-based compensation expense net of $XXXX million of capitalized costs related to internally developed software for the vesting of approximately XXX million shares of Class A common stock XXX million of which were withheld for tax withholding requirements.""  
[X Link](https://x.com/franchisekriz/status/1985581625380577478) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"$EURC Reserve Holdings. Fair value Assets*"  
[X Link](https://x.com/franchisekriz/status/1985581629646192821) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"This I like: "planned launch of USDC on Hyperliquid one of the fastest-growing onchain exchanges and ecosystems""  
[X Link](https://x.com/franchisekriz/status/1985581631831421404) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"$CRCL What is happening"  
[X Link](https://x.com/franchisekriz/status/1983992188649484513) [@franchisekriz](/creator/x/franchisekriz) 2025-10-30T20:19Z XXX followers, 5796 engagements


"This is from Q2 financials. Assets have increased by roughly 40%. But as mentioned in the statement above the SOFR rate had declined. But is now ticking back up. "Reserve income increased by $XXXXX million or XXXX% for the three months ended June XX 2025 compared to the three months ended June XX 2024 of which approximately $XXXXX million of the increase is attributable to a XX% increase in average daily USDC in circulation reflecting increased demand for Circle stablecoins related to digital asset trading activity market share gains as we continue to grow in key markets as well as expanded"  
[X Link](https://x.com/franchisekriz/status/1985581619277938702) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"$USYC - This looks pretty flat to not used all that much. Can't find a ton of info on it. But XX holders is low"  
[X Link](https://x.com/franchisekriz/status/1985581635140796680) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"They also have a pretty substantial crypto portfolio:"  
[X Link](https://x.com/franchisekriz/status/1985581633135919219) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T05:35Z XXX followers, XXX engagements


"$MARA "As our bitcoin holdings grow we expect BTC price volatility to have a greater impact on our earnings. For example a $10000 change in the price of BTC would drive a swing in earnings of nearly $XXX million solely due to our substantial bitcoin reserves.""  
[X Link](https://x.com/franchisekriz/status/1985776507571376363) [@franchisekriz](/creator/x/franchisekriz) 2025-11-04T18:29Z XXX followers, XXX engagements