The Arc

Web3 Content Writer || The Comeback Arc || Ambassador @mindai_io

[The Arc @AllenOnChain1]

Web3 gave us decentralisation, but with it came surveillance.

Every wallet is exposed, every transaction is permanent.

@HoudiniSwap has built a way out, where your digital footprint disappears like magic, because not every transaction needs an audience.

HoudiniSwap Threaded.🧵

[Allen @OxAllennn]

Easy crashes out because of how Bitcoin's been trading, that he doesn't even want to hold any at all.

“I don’t even want to hold Bitcoin long term, which sounds crazy. Maybe that’s a sign that the bottom’s closer than the top. But on what planet would holding Bitcoin make me excited?”

“It’s supposed to be this asset that gives us a return against inflation… and it’s only been trading down.”

[The Arc @AllenOnChain1]

@OxAllennn Alpha

[The Arc @AllenOnChain1]

@OxAllennn That's a dare Michael Saylor 😂

[Allen @OxAllennn]

Asta claims he doesn't really buy anything he doesn't believe in for him to think of sizing that much.

“I like getting almost a percent of the coins I buy, I’m pretty selective on what I buy, I’m not the type to throw stuff at the wall and see what sticks.”

“Why would you put money into your second-best idea? If I’m buying a coin, it needs to be one of my highest-conviction ideas.”

“I’d buy around one percent of the supply if it’s a one to five million market cap, I think I own around 0.95% of Surplus. I’m not really thinking in terms of portfolio size.”

[The Arc @AllenOnChain1]

@OxAllennn The peace of mind that comes with holding stables

[The Arc @AllenOnChain1]

@OxAllennn watch Kuz on the court and you wouldn't even know he was like that

[Allen @OxAllennn]

Nick goes on an all-time rant about science, math, and cancer cures, says he's tired of them.

“Science and math is literally just a concept. It’s a framework, can you believe that the ability to talk about science and math was completely manufactured?”I’ve had enough of math and science.”

Easy says “I don’t actually believe in math and science.”

Nick says “You shouldn’t, because it’s completely aligned with the actual scammers of society, they’ve decided that math and science is so-called truth.”

“All those people are against religion. They’re against the foundation of truth, which is the spiritual world that we exist in.”

“How often do you see Jesus on the news versus how much do you see someone being murdered by science?”

“I don’t even think you see Jesus on the news because people are afraid to say it, they’re afraid to bring up religion because they think we’ll find out the truth.”

Ft: @chooserich || @NotSoEasyMoney

[The Arc @AllenOnChain1]

@OxAllennn That's actually too real, you know just know it's time to pack your bags

[Allen @OxAllennn]

Travis, the chief web4 officer at Multibank explains how the MBG token connects tokenized real estate, commodities, trading, and governance.

“MBG is the global ecosystem utility layer for the entire MultiBank Group.”

“You can unlock fee benefits, lend your MBG, earn interest, and access ecosystem perks.”

“It’s not just crypto, It’s real-world tokenized real estate, treasuries, and commodities, MBG is really at the intersection of all of it."

“There’s a DAO on the way as well, the community will be able to vote on the direction of things moving forward.”

[The Arc @AllenOnChain1]

@OxRem1 Heartfelt part of the stream tbh

[Allen @OxAllennn]

The new founder of @SushiSwap gives insights to what they've got planned as regards to the sushi tokenomics and incentives.

“We’ve got some ideas we’re cooking up right now, I think currently the incentives for trading are going to be strictly around volume.”

“We haven’t published the exact amount yet, but we have an idea of what we want to do.”

“We’re definitely thinking about ways the token can be integrated deeper into the ecosystem, We think that’s a very important mechanic for the ecosystem to grow. That’s how the flywheel activates.”

[The Arc @AllenOnChain1]

@OxAllennn proper alpha here

[The Arc @AllenOnChain1]

@OxAllennn Makes a lot of sense

[The Arc @AllenOnChain1]

@OxRem1 I just got the fomo app even, on the right path

[The Arc @AllenOnChain1]

@OxAllennn It's really a different ball game from memecoin narratives in sol

[Allen @OxAllennn]

Sebastian says fomo helps you track the traders who are consistently early, and that’s where the alpha is.

“There are so many traders better than me that I use for help trading.”

“If you don’t have fomo notifications on, you’re cooked.”

“Better traders than you and me are constantly dropping thesis plays, these coins are running because they have high ceilings.”

“Some of these guys are getting in below 500K or 300K, you can just piggyback off their thesis.”

“These people making money on every token aren’t lucky, they're consistent, if you position yourself alongside them, you’re going to make money.”

[Allen @OxAllennn]

Thokani reveals how he evaluates coins on base with utility as opposed to the typical narrative based coins on solana.

“With pure narrative plays, you just look at sentiment and see what other people think, you ask people how high they think it can go and what the ceiling is.”

“These tech plays break ceilings most of the time, you have to look at metrics, you have to look at PMF.”

“You have to ask whether people actually care about this, or if they’re just buying it because it sounds cool.”

[The Arc @AllenOnChain1]

@OxAllennn 😂😂😂😂😂

[The Arc @AllenOnChain1]

@OxRem1 All eyes on tech coin then

[The Arc @AllenOnChain1]

@OxRem1 I can't say he's capping