1/ Welcome to Part 3 of my Arch Network deep dive!
Parts 1 & 2 covered the problem and technology.
Now: What's being built, who's backing it, and how it compares to competitors.
Let's dive in. 🧵👇
2/ THE ECOSYSTEM (live on testnet):
Saturn DEX → Bridgeless AMM for BTC, Runes, Ordinals
Autara Finance → Native BTC lending/borrowing
VoltFi → Derivatives (59K+ trades, 13 BTC volume)
HoneyB → RWA tokenization (real estate, private credit)
Real applications. Real usage.
3/ TESTNET STATS:
• 50M+ transactions processed
• 34K Archstronauts (active users)
• 285K missions completed
• Confirmed $ARCH airdrop coming
This is massive traction for a testnet. The ecosystem is already proving itself.
4/ THE FUNDING STORY:
Seed (May 2024):
💸$7M led by Multicoin Capital Series A (April 2025):
💸$13M led by Pantera Capital
Total raised: $20M Valuation: $200M
5/ WHY TOP VCs INVESTED:
Pantera Capital sees:
• RWA opportunity ($1.5T private credit)
• Bridgeless = no custody risk
• Institutional-grade infrastructure
Multicoin Capital sees:
• Novel technical approach (FROST/ROAST)
• Large TAM ($2T Bitcoin capital)
• Strong team execution
6/ COMPETITIVE LANDSCAPE:
Stacks: $3.2B TVL, BUT sBTC bridge required ❌
Merlin: $1.18B TVL, BUT multi-sig bridge ❌
Lightning: $234M TVL, no bridge ✅, BUT payments only ❌
Arch: $20M raised, no bridge ✅, full smart contracts ✅
Only solution with both.
7/ THE COMPETITIVE MOAT:
What makes Arch defensible?
1.First-mover on bridgeless execution
2.Technical innovation (FROST/ROAST)
3.Developer UX (Rust/eBPF vs. proprietary languages)
4.Institutional backing ($20M from top VCs)
5.Real traction (50M+ testnet transactions)
8/ MARKET OPPORTUNITY:
Bitcoin: $2 trillion market cap Current Bitcoin DeFi: $7.8B TVL (fragmented) Ethereum DeFi: $50B+ TVL
If Arch captures 5% of Bitcoin's capital = $100B TVL
That's a 100x opportunity from current BTCFi levels.
9/ THE RWA PLAY:
Private credit: $1.5 trillion market Real estate: $300+ trillion globally
Even 0.1% capture = massive TAM.
HoneyB is already building tokenized real estate and private credit on Arch.
This is the institutional narrative.
10/ WHY INSTITUTIONS CARE:
They want:
✅ Bitcoin exposure (most trusted crypto)
✅ Yield generation (productive capital)
✅ Compliance (regulatory clarity)
✅ Custody solutions (no bridge risks)
Arch checks all boxes. That's why Pantera led the Series A.
11/ PART 3 SUMMARY:
Arch has:
✅ Real ecosystem (4+ live dApps on testnet)
✅ Real traction (50M+ transactions)
✅ Real backing ($20M from Pantera + Multicoin)
✅ Real competitive advantages (only bridgeless + full smart contracts)
✅ Real market opportunity ($100B+ TAM)
12/ COMING IN PART 4 (FINAL):
• How to Get Involved (testnet, airdrop)
• Token Economics ($ARCH)
• Risks & Challenges
• Bull vs. Bear Case •
Final Verdict & Rating
The conclusion drops next! 🚀
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