Possible scenario
Sustained Arc Adoption
40% Chance
Arc's rapid $500 million Morpho deposit base proves durable rather than promotional. Circle benefits as USDC-native lending becomes a flagship use case for its chain and attracts more DeFi protocols.
Initial impacts
- Bitcoin Up
Secondary impacts
- Finance +0.3%
- Technology +0.2%
Tickers
- CRCL+6.0%
- +1.4%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
Keeping an eye on this scenario?
Tilt can alert you when its probability or impact shifts, or send you a recommendation when it crosses a threshold.