Deep Dive
1. Arc Forge Tokenomics (Bullish Impact)
Overview:
ARC’s token launch platform, Arc Forge, routes all liquidity flows through the ARC token, burning fees and reducing supply. Recent integrations with Jupiter and Meteora’s DLMM aim to attract high-quality AI projects, with vetted launches starting in 2025.
What this means:
Demand for new project tokens could drive sustained ARC buy pressure. If Arc Forge captures 5–10% of Solana’s AI token volume (Cryptonewsland), the deflationary mechanism might offset current inflation (999M circulating supply).
2. Solana AI Sector Volatility (Mixed Impact)
Overview:
ARC rose 40% in August 2025 alongside peers like FARTCOIN during Solana’s AI activity spike. However, competition intensifies with Render and Polyhedra Network targeting similar GPU/AI use cases.
What this means:
Sector-wide rallies could lift ARC short-term, but developer retention is critical. ARC’s edge lies in its multi-agent Rust framework for on-chain AI jobs—a niche not yet dominated by rivals. Failure to onboard projects via its Handshake Program risks dilution.
3. Technical Oversold Signals (Neutral Impact)
Overview:
ARC’s 1h RSI hit 26.93 on July 24, 2025, nearing its yearly low of 15. However, the MACD histogram remains negative (-0.000034), and price trades below the 200-day EMA ($0.071).
What this means:
While oversold conditions often precede bounces, the lack of bullish divergence and weak volume ($1.44M 24h) suggests caution. A break above Fibonacci 23.6% ($0.0217) could signal momentum reversal; failure risks retesting $0.0158 support.
Conclusion
ARC’s mid-term outlook leans on Arc Forge’s adoption and Solana’s AI growth, but technicals and sector rotation pose risks. The token’s deflationary model offers structural upside if volume sustains.
What’s the make-or-break metric? Monitor weekly active developers in the Handshake Program—a spike could validate real-world utility beyond speculative trading.