[KR KOL Index] Apr 22 | Top Trending Topics on Global & KR Timelines

In the community, speculation quickly spread that Arc Network, an L1 being built by Circle, could launch an airdrop, prompting widespread sharing of related links and mission pages. As narratives formed around the presale fundraising (BlackRock, a16z, etc.) and tokenomics such as a 60% ecosystem allocation, reactions included “should we click anything just in case?” and “there are points, so maybe it’s worth expecting something.” At the same time, Circle’s business performance (USDC growth vs. pressure from falling interest rates) and discussions around the CLARITY bill and “the need for decentralization” were consumed as part of one larger topic.

Arc Network: airdrop possibility and mission-point sharing spreads

Top channels circulated Arc Network-related text heavily. Posts predicting an airdrop cited the ecosystem allocation ratio (60%) and the phrase “participation mechanisms,” alongside guidance that “points are assigned per mission.” Tasks mentioned included watching educational videos, posting on social media, attending events, and reading content. Some urged caution, noting that many projects primarily reward builders and may offer little to retail users, while others viewed the very existence of a points system as a bullish signal.

USDC growth and Circle earnings analysis: ‘non-interest revenue in a falling-rate cycle’ as the key watch item

A post summarizing Circle’s 2026 Q1 results also drew high views. Network growth indicators were emphasized—USDC circulation up 28% YoY and on-chain volume up 263%—while declining reserve yields and reduced reserve income were flagged as risks. Community takeaways centered on the idea that, as rates fall, expanding non-interest revenue and reducing reliance on distribution costs become critical. Arc was simultaneously interpreted as adding “option value” to Circle’s earnings narrative.

CLARITY bill explainer spreads: linking ‘decentralization’ to the airdrop logic

An easy-to-understand summary of the U.S. CLARITY bill gained traction, and some interpretations connected it to Arc’s airdrop potential. Under the frame that “sufficient decentralization matters to be recognized as a commodity,” an airdrop was argued to be a tool for broader token distribution. At the same time, regulatory risks for U.S.-based airdrops were mentioned, alongside speculation that users in certain countries could be advantaged.

Adjacent issues also trend: Korean Web3 cases, stablecoin supply, and institutional buying

Separately, news that DokdoDao won a special prize at an AI/blockchain competition drew attention to a “Korean-style Web3 platform” strategy (multi-channel across Telegram, Naver, X; measuring acquisition-to-conversion-to-retention; on-chain settlement and verification). Posts also highlighted data showing stablecoin circulating supply turning back to growth since late February, alongside institutional-demand news such as additional purchases by Strategy (MSTR). In Korea, everyday/regulatory topics—statistics on holders with over KRW 1 billion in crypto, Tether exchange-fee anecdotes, and the National Tax Service tracking wallet addresses—also appeared concurrently.

Overall, a defining feature of the day’s top community topics was how Arc Network became a narrative hub linking “airdrop possibility–mission points–tokenomics–CLARITY bill” into a single storyline. Meanwhile, attention remained distributed across domestic Web3 proof points, stablecoin supply trends, institutional buying, and regulatory/lifestyle issues in parallel. This article was written based on Telegram messages collected via DataMaxiPlus community analysis technology.