A letter to the ARC community.
October 2026.

We went quiet.
We're back.

What happened, what ARC is now, and what happens to your points.

This year we've beenquiet.

This year we've been quiet.

But we've been working behind the scenes the entire time. If you thought we had walked away, that was fair, and that's on us.

Not one of them wasted.

A dot for every day of this year. We worked through every one.0days this year, so far

We almostlost ARC.

We almost lost ARC.

The markets turned against us. So did the wider economy, and the war in the Middle East made it worse. We lost investment, our money ran low, and AI tokens took one of the hardest hits in crypto this year.

We fought with everything we had to keep ARC alive. We did it quietly, and not telling you was the mistake.

Most projects die right there. We didn't.

We should have told you.
We're sorry.

So we stopped,and rebuilt.

So we stopped, and rebuilt.

A new team. New backers. A new purpose.

We are still building AI. Now we are building the AI-native exchange: you bring the idea, ARC does the work.

  • The future of trading.
  • The future of finance.
  • The future of ARC.

ARC is now an AI trading terminal for perps.

Built on Hyperliquid. Bet on whether a price goes higher or lower, on nearly 300 markets, from crypto to stocks and gold, all from one balance.

  • 1. Find a trade

    ANIMA, ARC's AI, reads the news, watches the big investors and spots patterns, then puts trade ideas in your Feed.

  • 2. Tell ANIMA

    Say what you want in one sentence. ANIMA builds the trade: where you get in, your safety exit if the price turns, and how much to put in.

  • 3. Press to confirm

    Nothing happens until you do. Your order goes straight to Hyperliquid, and your money stays in your account.

ARCA trade idea in ARC's Feed, with ANIMA beside it. Live prices from Hyperliquid.

$25Mcommitted to ARC.

$25M, committed to ARC.

We have signed a $25,000,000 committed purchase facility. In plain words: money ARC can draw on over time, as more people trade. We want to be exact about what that is, and what it isn't.

  • What it isn't

    Cash in the bank.

    Cash in the bank. It is not money sitting in our account, and we will not count it as money to run the company on.

  • What it is

    Drawn as trading grows, to back market making.

    Money to make trading on ARC smoother. As trading grows, it is drawn to back market making: more buy and sell orders waiting in the market, so trades fill closer to the price you see.

  • Where it goes

    Recycled back to the traders who use it.

    Back to the people who trade. What it earns as it is used goes into prize pools and rewards for ARC's traders, built to last, instead of one-off giveaways.

ARCA drawing. Each dot is $1M of the $25M. How many have moved is for the picture only, not a schedule.

Every early pointis on the record.

Every early point is on the record.

Every single one on the record. Nothing wiped.

140,322,104points
recorded

53,931accountsEach dot is 100 accounts.

If you took part in the early ARC points and quests, your points are recorded and secured. We are not wiping the slate clean. You did not give us that time for nothing.

What your points unlock.

  • First in line

    In before the public

    Verified early supporters get in before the public, and unlock higher levels first.

  • Sharper tools

    ANIMA's extra risk tools

    ANIMA's extra tools for seeing how much a trade puts at risk.

  • Competitions

    Trading competitions

    A place in ARC's trading competitions.

  • Lower fees

    Fees back, and a share of ARC's fees

    Part of your trading fees back, and access to vaults that earn a share of ARC's fees.

  • Future rewards

    Counted towards future rewards

    Every early point is tracked and counted towards ARC's future rewards.

Points go to people.Not bots.

Points go to people. Not bots.

More than 44,000 of those 53,931 accounts have never linked a single social account. They will not be able to claim rewards and sell them straight off.

Each dot is 100 accounts. Lit: linked a social account. Dim: never linked one. Hover over the dim ones.0accounts never linked

More than 44,000 of 53,931 accounts never linked a profile. The bots get nothing.

To unlock your points, you do two things.

  1. Prove you're a personA quick check that you're human.
  2. Trade on ARCMake a real trade with your own account.

Points that are never unlocked are deleted for good, or moved into prize pools for the community.

If you're real and simply never linked an account, you lose nothing. Verify, trade, and your points are yours.

And your points are yours.

What happensnext.

What happens next.

  1. Private betaDone
  2. Public betaNext
  3. Full launch and partner announcementThen

  • Private beta, done

    Our team and a group of test traders traded on ARC every day, and their feedback shaped what we built.

  • Public beta, next

    ARC opens for everyone to try, with our first trailer. Then the full launch, and our partner announcement.

  • The Trader Chamber

    A home on ARC for the traders who trade the most, with ambassadors trading live and sharing their real results.

  • Trading competitions

    Competitions on ARC with real prize pools, paid in stablecoins.

Show,don't tell.

Show, don't tell.

From here on, everything we post is ARC in use: how an idea becomes a trade, and real results from real traders. We share milestones, not dates, and each one comes when it's ready.

Just the product, working.

Then, each milestone, when it's ready.

You were here early.Thank you.

You were here early.
Thank you.

ARC was built to give every trader an edge, in how you read the market and how you act on it. For the time and the trust you gave us, you get the first look.

Open the terminalComing soon See the new ARCarcterminal.ai

Sincerely,KK and Nullco-founders of ARC

arcterminal.ai

ARC never holds your funds: it trades through a key that Hyperliquid does not allow to withdraw. Trading perps carries risk, and leverage increases it. Not available to residents of the United Kingdom, the United States or Canada. The facility is a commitment drawn over time, not cash received. Nothing in this letter is investment advice or a promise of results.