This round of plunge is instead helping the Arc ecosystem “deflate its bubble”

The frenzy over ecosystem tokens after the launch of a new public chain is nothing new. The Arc mainnet officially launched on September 16, with over 100 applications participating on the first day. Projects including Aave, Morpho, and Uniswap also appeared in the ecosystem on day one.
The market quickly entered “find the next 100x coin” mode, with tokens such as ARGUS, LONG, and COOL becoming targets for capital. But the problem was also obvious: early ecosystems are small, liquidity pools are shallow, and prices can easily be driven by short-term capital.
The data from September 17 was already very clear: ARGUS fell over 40% in 12 hours, LONG fell over 70%, and COOL fell over 75%.
I instead believe that this round of sharp correction does not necessarily mean the end of the Arc ecosystem story. It looks more like the market has begun to separate “the value of the Arc public chain” from “whether a certain ecosystem token can rise.”
For projects with real products, users, and sustained trading demand, the removal of the bubble may instead provide a healthier basis for valuation. By contrast, if a token’s core logic is merely “Arc has just launched, so it should rise,” then the pressure will naturally become substantial once the hype fades.
Therefore, my strategy remains to watch first and not rush in. Especially for an ecosystem that launched less than two days ago, there is almost no historical data, and the price-discovery process is far from over.
Whether Arc is worth continued attention can be observed further; but whether a specific token is worth buying the dip now requires separate research. Do not automatically equate being bullish on the public chain with being bullish on all of its ecosystem coins. #Arc生态热门代币波动加剧 + #Gate广场中秋团圆局 .