X @Ignas | DeFi

Competitive Landscape - Circle's Arc is challenging Coinbase's Base in areas like payments, remittances, and FX trading [1] - Base's app has been rebranded with clear priorities, while Arc offers confidential transfers and better compliance [1] - A potential future scenario involves Base focusing on retail and Arc targeting institutional clients [1] Potential Synergies and Integration - The industry should watch for potential integration of Arc by Coinbase [3] - Coinbase could become an Arc validator [3] - Monitoring stablecoin TVL flows between Circle's Arc and Coinbase's Base is crucial [3] Emerging Trends - Social and content tokenization are areas to watch [2] - Payments via Base Pay are also significant [2]