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Circle Arc 調査 — 全 URL ソース

調査日: 2026-05-13
説明: メインレポートが引用するソース、および背景調査で使用するすべての公開ソース。テーマ別にグループ化。

A. Circle 公式と製品ページ

B. GitHub コードリポジトリ

Informal Systems 関連：
- Informal Blog “Malachite is Joining Circle to Build Arc”：https://informal.systems/blog/malachite-is-joining-circle-to-build-arc

Reth / Alloy（インフラ）：
- Reth: https://reth.rs/overview/
- paradigmxyz/reth: https://github.com/paradigmxyz/reth
- alloy-rs/evm: https://github.com/alloy-rs/evm

C. 英語メディア（Bloomberg/CNBC/CoinDesk/The Block/Decrypt 等）

$222M プライベートラウンド / 5 月 11 日決算関連：
- CNBC: https://www.cnbc.com/2026/05/11/circle-closes-222-million-from-blackrock-apollo-for-arc-blockchain.html
- CNBC アナリスト目標価格引き上げ: https://www.cnbc.com/2026/05/12/after-circles-arc-token-reveal-even-cautious-analysts-are-raising-price-targets-.html
- The Block: https://www.theblock.co/post/400709/circle-raises-222m-in-arc-token-presale-at-3b-fdv-from-a16z-crypto-blackrock-and-others-q1-revenue-up-20
- CoinDesk: https://www.coindesk.com/business/2026/05/11/i-don-t-think-that-s-crazy-here-is-why-circle-is-betting-on-new-usd3-billion-blockchain
- CoinDesk earnings: https://www.coindesk.com/business/2026/05/11/circle-raises-usd222-million-for-arc-blockchain-token-sale-at-usd3-billion-valuation
- Decrypt: https://decrypt.co/367386/circle-raises-222m-in-arc-token-presale-at-3b-valuation
- News.Bitcoin.com: https://news.bitcoin.com/circle-pulls-222-million-from-blackrock-and-a16z-to-launch-arc-blockchain-at-3b-valuation/
- Yahoo Finance: https://finance.yahoo.com/markets/crypto/articles/circle-raises-222m-arc-token-123150779.html
- CryptoSlate (Coinbase との緊張関係): https://cryptoslate.com/circle-adds-3-billion-arc-token-for-wall-street-risking-an-uncomfortable-rivalry-with-coinbase/
- The Hybrid Horizon: https://www.hhpty.com/circle-adds-3-billion-wall-street-arc-token-risking-an-uncomfortable-rivalry-with-coinbase/
- AMBCrypto: https://ambcrypto.com/circles-arc-whitepaper-gains-weight-after-222m-raise-and-earnings-disclosure/

テストネット起動 (2025-10-28)：
- The Block: https://www.theblock.co/post/376497/circle-launches-arc-public-testnet-blackrock-visa-anthropic-among-institutional-participants
- CoinDesk: https://www.coindesk.com/business/2025/10/27/circle-issuer-of-usdc-starts-testing-arc-blockchain-with-big-institutions-onboard
- Yahoo: https://finance.yahoo.com/news/circle-launches-arc-testnet-blackrock-130546932.html
- BeInCrypto: https://beincrypto.com/circle-launches-arc-testnet/
- Blockchain Magazine: https://blockchainmagazine.net/circles-arc-testnet-explained/

Allaire 発言 / Economic OS：
- CoinDesk: https://www.coindesk.com/tech/2025/11/01/circle-ceo-jeremy-allaire-calls-arc-an-economic-os-for-the-internet
- CoinDesk Most Influential 2025: https://www.coindesk.com/business/2025/12/17/most-influential-jeremy-allaire
- Blockonomi: https://blockonomi.com/circle-ceo-arc-will-move-financial-guts-to-blockchain-rails/
- TokenPost: https://tokenpost.com/news/people/17384

耐量子ロードマップ：
- The Block: https://www.theblock.co/post/396378/circle-layer-1-arc-quantum-resistant
- CoinDesk: https://www.coindesk.com/markets/2026/04/06/stablecoin-issuer-circle-s-arc-blockchain-to-debut-with-quantum-era-features
- CryptoNews: https://cryptonews.com/news/circle-quantum-resistant-roadmap-arc-blockchain/
- Quantum Canary: https://www.quantumcanary.org/insights/why-circles-new-stablecoin-blockchain-arc-isnt-ready-for-quantum-threats

Malachite 買収：
- PR Newswire: https://www.prnewswire.com/news-releases/informal-systems-announces-malachite-acquisition-by-circle-to-power-new-arc-blockchain-network-302532317.html
- Stocktitan: https://www.stocktitan.net/news/CRCL/informal-systems-announces-malachite-acquisition-by-circle-to-power-hj30fgvqhbxc.html
- Yahoo Finance: https://finance.yahoo.com/news/circle-acquires-malachite-power-upcoming-173339925.html
- Nasdaq: https://www.nasdaq.com/press-release/informal-systems-announces-malachite-acquisition-circle-power-new-arc-blockchain

IPO（2025-06）：
- CoinDesk IPO Pricing: https://www.coindesk.com/markets/2025/06/04/circle-debuts-on-nyse-at-31-per-share-valuing-stablecoin-issuer-at-62-billion
- CoinDesk Day 1: https://www.coindesk.com/markets/2025/06/05/circle-shares-open-at-69-on-nyse-debut-signaling-strong-appetite-for-stablecoin-issuers
- Fortune Underpricing: https://fortune.com/2025/06/06/circle-internet-group-ipo-crcl-underpricing-stock-outlook-profits/
- CoinDesk ARK Invest 初日買い: https://www.coindesk.com/markets/2025/06/06/ark-invest-loaded-up-373m-worth-of-circle-shares-on-first-day-of-trading
- BingX: https://bingx.com/en/learn/article/circle-ipo-about-crcl-valuation-and-what-it-means-for-the-crypto-market

USDC 市場シェア / 財務：
- CoinDesk USDC vs USDT growth: https://www.coindesk.com/markets/2026/01/06/circle-s-usdc-outpaces-growth-of-tether-s-usdt-for-second-year-running
- The Coin Republic: https://www.thecoinrepublic.com/2026/03/11/stablecoin-news-usdc-marketcap-tops-78-billion-after-circles-600-million-mint-this-week/
- CoinGabbar Q1 2026: https://www.coingabbar.com/en/crypto-currency-news/circle-q1-2026-report-usdc-gain-profit-drop-arc-token-presale

Visa 提携：
- CoinDesk Visa USDC 銀行決済: https://www.coindesk.com/business/2025/12/16/visa-brings-circle-s-usdc-settlement-to-u-s-banks-following-usd3-5-billion-stablecoin-pilot
- FinanceMagnates: https://www.financemagnates.com/fintech/payments/visa-brings-stablecoins-to-main-street-banking-with-us-rollout/

GENIUS Act：
- Wikipedia: https://en.wikipedia.org/wiki/GENIUS_Act
- Congress.gov: https://www.congress.gov/bill/119th-congress/senate-bill/394/text
- JAMS ADR: https://www.jamsadr.com/insight/2025/how-the-genius-act-is-reshaping-stablecoin-regulation-and-emerging
- Latham Watkins: https://www.lw.com/en/insights/the-genius-act-of-2025-stablecoin-legislation-adopted-in-the-us
- Brookings: https://www.brookings.edu/articles/next-steps-for-genius-payment-stablecoins/
- Brookings stablecoins issues: https://www.brookings.edu/articles/stablecoins-issues-for-regulators-as-they-implement-genius-act/
- Wharton: https://knowledge.wharton.upenn.edu/article/how-stablecoins-could-get-more-stability-with-the-genius-act/
- SSGA: https://www.ssga.com/us/en/intermediary/insights/genius-act-explained-what-it-means-for-crypto-and-digital-assets
- Purdue Global Law: https://www.purduegloballawschool.edu/blog/news/stablecoin-growth

競合比較：
- FintechWrapup Arc vs Tempo: https://www.fintechwrapup.com/p/deep-dive-stripe-and-circle-are-launching
- Eco.com Tempo: https://eco.com/support/en/articles/12160492-what-is-tempo-blockchain-stripe-s-stablecoin-powered-enterprise-payment-network
- CCN vs Tempo vs Robinhood: https://www.ccn.com/education/crypto/circle-arc-vs-stripe-tempo-vs-robinhood-l2-explained/
- Across.to stablechains: https://across.to/blog/stablechains
- CoinGecko Tempo: https://www.coingecko.com/learn/what-is-tempo-stablechain
- Fortune: https://fortune.com/crypto/2025/08/13/stripe-circle-blockchain-tempo-arc-stablecoins/
- Sean Goedecke Tempo FAQ: https://www.seangoedecke.com/tempo-faq/
- Insights4vc Tempo: https://insights4vc.substack.com/p/tempo-stripes-blockchain-for-stablecoin
- KKDemian Comparative: https://www.kkdemian.com/blog/arc_tempo_stablecoin
- Phemex Academy Arc: https://phemex.com/academy/what-is-circle-arc-blackrock-apollo-investment
- Phemex Arc vs Ripple: https://phemex.com/academy/circle-arc-vs-ripple-prime-tradfi-onchain-bet-2026
- CoinGecko Arc: https://www.coingecko.com/learn/what-is-arc-stablechain
- Coin Bureau: https://coinbureau.com/education/what-is-arc-circle-stablechain
- Imperator: https://www.imperator.co/resources/blog/what-is-arc-blockchain-circle%E2%80%99s-stablecoin-native-l1
- LearnBlockchain CN: https://learnblockchain.cn/article/22600
- Medium Sentora technical notes: https://medium.com/sentora/some-technical-notes-about-circles-new-blockchain-d09b8d26e0a4
- BlockEden Conduit/Circle: https://blockeden.xyz/blog/2026/04/29/conduit-stablecoin-orchestration-cross-chain-usdc-bridge/

Cathie Wood / Ark Invest：
- CoinDesk Most Influential Wood: https://www.coindesk.com/business/2025/12/11/most-influential-cathie-wood
- Fortune Allaire leadership: https://fortune.com/2025/12/10/leadership-next-circle-ceo-jeremy-allaire-ipo/

Tempo 進展：
- Fortune Tempo Advisory: https://fortune.com/2026/04/21/stripe-and-paradigm-tempo-advisory-stablecoin-adoption/
- CoinDesk Tempo MPP: https://www.coindesk.com/tech/2026/03/18/stripe-led-payments-blockchain-tempo-goes-live-with-protocol-for-ai-agents
- CryptoTimes WLF/Tempo: https://www.cryptotimes.io/2026/05/08/world-liberty-financial-launches-usd1-stablecoin-natively-on-stripe-backed-tempo-l1-blockchain/
- CoinTrust WLFI: https://www.cointrust.com/market-news/wlfi-expands-usd1-stablecoin-with-native-tempo-launch
- Crypto.news Tempo mainnet: https://crypto.news/stripe-and-paradigms-tempo-mainnet-goes-live-for-machine-payments/
- Tempo 公式サイト: https://tempo.xyz/

Plasma / Stable / Codex / Robinhood：
- The Block Plasma: https://www.theblock.co/post/371228/bitfinex-plasma-blockchain-mainnet-launch
- The Block Stable: https://www.theblock.co/post/381688/stable-launches-mainnet-native-token-foundation
- Stable insider: https://stablecoininsider.org/tether-bitfinex-stable-mainnet/
- BingX Stable: https://bingx.com/en/learn/article/what-is-stable-stable-usdt-stablechain-how-does-it-work
- WEEX Stable: https://www.weex.com/news/detail/stablechain-unveils-usdt-powered-mainnet-introducing-new-dynamics-in-the-stablecoin-arena-263204
- L2BEAT Codex: https://l2beat.com/scaling/projects/codex
- Eco Codex: https://eco.com/support/en/articles/13052727-what-is-codex-blockchain-2026-guide
- CoinDesk Robinhood Chain: https://www.coindesk.com/tech/2026/02/11/the-protocol-robinhood-unveils-its-layer-2-testnet
- Fortune Robinhood Chain: https://fortune.com/2026/02/10/robinhood-launches-test-version-of-its-own-blockchain/
- Bankless Codex Wars: https://www.bankless.com/podcast/the-stablecoin-chain-wars-codexs-bet-on-on-chain-fx
- CoinTelegraph Codex: https://cointelegraph.com/news/codex-stablecoin-blockchain-venture-capital-funding

Ark Labs / Arkade (Bitcoin L2)：
- CoinDesk Tether-Ark: https://www.coindesk.com/business/2026/03/12/tether-invests-in-ark-labs-to-make-bitcoin-ready-for-stablecoins-and-payments
- The Block Tether Ark: https://www.theblock.co/post/393198/tether-backs-ark-labs-5-2-million-seed-raise-to-expand-stablecoin-and-programmable-finance-infrastructure-on-bitcoin
- The Block Arkade public beta: https://www.theblock.co/post/375271/ark-labs-arkade-public-beta-layer-2-bitcoin
- Tether.io: https://tether.io/news/tether-announces-strategic-investment-in-ark-labs-reintroducing-stablecoins-to-programmable-bitcoin-infrastructure/
- PRNewswire Ark Labs: https://www.prnewswire.com/news-releases/ark-labs-raises-5-2m-backed-by-tether-to-build-programmable-finance-on-bitcoin-302712201.html
- Ark Labs Blog: https://blog.arklabs.xyz/ark-labs-raises-5-2m-backed-by-tether-to-build-programmable-finance-on-bitcoin/
- CoinMarketCap Academy: https://coinmarketcap.com/academy/article/tether-funds-startup-ark-labs-bringing-stablecoins-to-bitcoin
- Ark Labs 公式サイト: https://arklabs.xyz/
- Ark Labs Docs: https://docs.arklabs.xyz/ark/
- Arkade Docs: https://docs.arkadeos.com/
- Ark Protocol: https://ark-protocol.org/
- CoinDesk Ark protocol team forms firm: https://www.coindesk.com/tech/2024/06/04/bitcoin-layer-2-ark-protocols-team-forms-new-firm-as-lightning-network-competitor
- Bitcoin Magazine: https://bitcoinmagazine.com/technical/bitcoin-developer-introduces-new-layer-2-protocol-ark
- Bitcoin OPS: https://bitcoinops.org/en/topics/ark/
- Bitcoin Takeover S14 E1: https://bitcoin-takeover.com/burak-keceli-ark-bitcoin-2nd-layer-s14-e1/
- The Bitcoin Manual: https://thebitcoinmanual.com/blockchain/ark/

Ark.io (旧プロジェクト)：
- 公式サイト: https://ark.io/
- DPoS 投票解説: https://arkscic.com/blog/dpos-and-ark-voting-explained-arkio-blog
- GitHub: https://github.com/arkecosystem
- CoinMarketCap: https://coinmarketcap.com/currencies/ark/

D. 中国語メディア

主要中国語暗号メディア：
- ChainCatcher（链捕手）「ステーブルコイン第一株 Circle がラベルを剥がす決意をしたとき」: https://www.chaincatcher.com/article/2264160
- ChainCatcher Arc points system: https://www.chaincatcher.com/en/article/2256854
- ChainCatcher Arc Libra Monero consortium: https://www.chaincatcher.com/en/article/2197174
- ChainCatcher ステーブルコイン軍拡競争: https://www.chaincatcher.com/en/article/2207753
- Web3Caff 「正面からテザーに正面対決」: https://web3caff.com/archives/127195
- Web3Caff 「パブリックチェーン争いが全面開戦」: https://web3caff.com/archives/127217
- Web3Caff Circle Q3 成績表: https://web3caff.com/archives/130179
- PANews Arc 初期インタラクション攻略 (zh-EN): https://www.panewslab.com/en/articles/7b6a1650-b667-4508-bc31-e3d79e873f7a
- PANews パブリックチェーンの争い: https://www.panewslab.com/en/articles/2fab652d-292b-46e8-9e75-8e948b853e58
- PANews USDC vs USDT は ETH を動かせない: https://www.panewslab.com/en/articles/019c9e44-8a77-716b-b791-cc659ecf7589
- PANews 「Head-on Competition with Tether」: https://www.panewslab.com/en/articles/f71fa44a-675c-4fb9-920a-ddf355119362
- PANews なぜフィンテックが自社チェーンを構築するのか: https://www.panewslab.com/en/articles/aecc96c0-014e-4139-969d-6247b9d3dee1
- PANews IOSG 深度（Plasma/Stable/Arc）: https://www.panewslab.com/en/articles/b81cd7a1-1bfc-4a5f-9384-05fde64e286d
- 知乎: https://zhuanlan.zhihu.com/p/1941780260220834869
- 新浪財経: https://finance.sina.com.cn/blockchain/2025-08-13/doc-infkvzst7717680.shtml
- 新浪モバイル版: https://finance.sina.cn/blockchain/2025-08-13/detail-infkvzst7717680.d.html
- 腾讯ニュース 1: https://news.qq.com/rain/a/20250813A07POE00
- 腾讯ニュース（ステーブルコイン戦局の変化）: https://news.qq.com/rain/a/20260325A06O2V00
- CoinGlass: https://www.coinglass.com/news/533038
- 黄金金価網（jinrijinjia.cn）: https://www.jinrijinjia.cn/blockcoin/496.html
- Investing.com CN: https://cn.investing.com/analysis/article-200494312
- Foresight News（panewslab 転載内に含まれる）

中国語資産運用と製品教学：
- LearnBlockchain CN: https://learnblockchain.cn/article/22600
- Bitget News 中国語: https://www.bitget.com/asia/news/detail/12560605406833
- KuCoin News (zh): https://www.kucoin.com/news/articles/circle-ceo-confirms-arc-token-exploration-mainnet-launch-set-for-2026
- KuCoin Flash: https://www.kucoin.com/news/flash/circle-releases-arc-white-paper-10-billion-initial-supply-60-allocated-to-ecosystem-mainnet-expected-in-summer-2026
- AiCoin: https://www.aicoin.com/en/article/533632
- BloomingBit (zh/en): https://en.bloomingbit.io/feed/news/111808
- MEXC News: https://www.mexc.co/news/1082187
- MEXC News 1082191: https://www.mexc.com/news/1082191
- MEXC StableFX: https://www.mexc.com/news/145083
- MEXC Gateway: https://www.mexc.com/news/914306
- MEXC IPO: https://www.mexc.co/news/1082238

E. 日本語メディア

主流暗号メディア：
- CoinDesk JAPAN Malachite 買収: https://www.coindeskjapan.com/308750/
- CoinDesk JAPAN 経済OS: https://www.coindeskjapan.com/323258/
- CoinDesk JAPAN テスト開始: https://www.coindeskjapan.com/321925/
- CoinDesk JAPAN USDC 5兆ドル: https://www.coindeskjapan.com/310073/
- CoinDesk JAPAN 日本発行検討: https://www.coindeskjapan.com/192587/
- CoinDesk JAPAN IPO: https://www.coindeskjapan.com/285428/
- CoinDesk JAPAN Paymaster: https://www.coindeskjapan.com/272959/
- CoinDesk JAPAN JPYC StableFX: https://www.coindeskjapan.com/324221/
- CoinPost Arc L1: https://coinpost.jp/?p=641598
- CoinPost JPYC StableFX: https://coinpost.jp/?p=666386
- CoinPost StableFX 戦略: https://coinpost.jp/?p=676642
- CoinPost CRCL 株価: https://coinpost.jp/?p=627428
- あたらしい経済 (NewEconomy.jp): https://www.neweconomy.jp/posts/572947
- JinaCoin Arc トークノミクス: https://jinacoin.ne.jp/circle-arc-20260512/
- CRYPTO TIMES: https://crypto-times.jp/news-sdc-issuer-circle-announces-new-l1-chain-arc/
- CRYPTO TIMES StableFX: https://crypto-times.jp/news-circle-announces-testnet-launch-for-on-chain-fx-platform/
- ビットタイムズ: https://bittimes.net/news/209352.html
- ビットタイムズ JPYC: https://bittimes.net/news/213484.html
- NEXTMONEY: https://nextmoney.jp/?p=71160
- MinKabu (cc.minkabu.jp): https://cc.minkabu.jp/news/12114
- Cryptide Fintide: https://cryptide.fintide.jp/informal-systems-announces-malachite-acquisition-by-circle-to-power-new-arc-blockchain-network/
- CryptoDnes JP: https://cryptodnes.bg/jp/circle-launches-arc-layer1-blockchain-usdc/
- CryptoNews JP: https://cryptonews.com/jp/news/jpyc-joins-circle-partner-stablecoin-program/

JPYC 会社公告：
- JPYC PRTimes: https://prtimes.jp/main/html/rd/p/000000291.000054018.html
- JPYC Corporate: https://corporate.jpyc.co.jp/news/posts/jpyc_CirclePartnerStablecoins

ダイヤモンド・ザイ（CRCL 解説）：
- https://diamond.jp/crypto/market/circle/
- https://diamond.jp/crypto/market/usdc/

Yahoo!ニュース／ファイナンス 転載：
- Yahoo!ニュース Malachite: https://news.yahoo.co.jp/articles/5f2184e95432d9399457f449d6678bafff74b01c
- Yahoo!ファイナンス: https://finance.yahoo.co.jp/news/detail/5f2184e95432d9399457f449d6678bafff74b01c

Money-Globe: https://www.money-globe.com/articles/crypto/stablecoin-japan-2026

SBI 公告（英語）：
- FX News Group: https://fxnewsgroup.com/forex-news/payments/sbi-holdings-participates-in-circles-arc-token-presale/

Bankless JPYC: https://www.bankless.com/read/news/circle-partner-launches-jpyc-worlds-first-yen-pegged-stablecoin

F. 投資家と株式分析

G. Coinbase / Base 関係

H. CoinMarketCap / CoinGecko / Coinbase データ

I. 暗号雑項と意見

J. 政府と規制文書

ドキュメント完成日: 2026-05-13