Extended将价值1.2亿美元的永续合约业务迁至Circle的Arc
Extended已完成从Starknet迁至Circle旗下Arc区块链的工作，迁移的总锁仓价值（TVL）约为1.2亿美元。此次Extended迁移于2026年10月22日完成，目前交易已恢复。用户的未平仓头寸和订单均予以保留，存款和提款则在迁移期间短暂停止。
在Arc上，Extended现接受原生USDC和Circle发行、由比特币支持的cirBTC作为抵押品。平台不支持USDT和wBTC。持有这些资产且余额超过1美元的用户须在10月21日前提取或兑换；ETH余额则自动转换为wETH。Arc提供亚秒级最终确定性，燃料费以USDC支付，并支持Circle跨链传输协议（CCTP），以便在区块链之间原生转移USDC。
Extended称，此次迁移是其与Circle更广泛合作的第一步。交易者可关注迁移后的TVL是否增长、cirBTC作为比特币抵押品的采用情况，以及双方后续合作内容。
中性
The migration is operationally significant for Extended users but does not, by itself, establish a clear directional signal for the wider crypto market. Trading continued with open positions and orders preserved, and the approximately $120 million in TVL moved to Arc. That supports continuity for the exchange, while the brief pause in deposits and withdrawals appears to have ended.
In the short term, traders may monitor liquidity, spreads, funding rates and any disruption to deposits or withdrawals as activity shifts to Arc. The narrower collateral set—USDC and cirBTC, with USDT and wBTC unsupported—could affect individual users’ collateral choices and liquidity. However, the migration alone does not indicate a change in crypto prices or broader market risk appetite.
Longer term, Arc’s adoption by a derivatives exchange could support usage of Circle’s network and native USDC transfers through CCTP. The impact will depend on whether TVL and trading volumes grow, whether traders adopt cirBTC, and whether the Circle partnership delivers further products. As with previous exchange and blockchain migrations, successful execution can strengthen confidence in the platform, while technical problems or declining liquidity can weigh on user activity. No such lasting disruption is reported here, so a neutral assessment is appropriate.