lazer667

degenerate

[lazer667 @Lazereth667]

Lets not forget that @kdotcrypto said this TGE before GTA6
I had to pull this tweet just for the reminder lol
SZN1

[kdot | bulk @kdotcrypto]

Wow so crazy that @bulktrade will have;

Testnet
Mainnet
TGE
Spot Markets
Unified Margin Accounts
Dynamic Risk Engines

All before GTA6 🤯

[lazer667 @Lazereth667]

@kdotcrypto SZN1

[Michael Saylor @saylor]

@chooserich Ya’ll sold?!?

[lazer667 @Lazereth667]

@0itsali0 Wen @0itsali0

[lazer667 @Lazereth667]

@xyzvikram102030 @base You forgot to mention paid post lol i see lot of this bs on my timeline

[lazer667 @Lazereth667]

monero:native has quietly pumped over 50% this month, cementing its status as the strongest privacy coin fundamentally the space has ever seen. Yet zcash:native has been stealing the spotlight lately, surging past $1000 with KOLs hyping it nonstop across the timeline. Still, fundamentals don't stay ignored forever, and I believe Monero is next in line to catch the market's attention and finally get the recognition it truly rightfully deserves soon.
save this tweet monero:native will win

[lazer667 @Lazereth667]

@furyrdx712 @arc gotta play it safely not being exit liquidity since people already kinda positioned since a minute

[lazer667 @Lazereth667]

📍 a huge dig into @arc Circle’s new blockchain, ahead of its September 16 mainnet vs what people speculate

1/ The real meta could be: USDC + RWA + DeFi + NFTs + institutional finance.

Here’s what I’m watching 👇

2/ Circle already has the distribution.

@arc gives that ecosystem its own settlement layer, built around USDC, fast finality and institutional use cases.

That means we should be less interested in random “Arc coins” and more interested in projects becoming financial infrastructure on Arc.

3/ My #1 category is RWA/tokenization.

I’m watching names like Securitize and Centrifuge closely.

If tokenized funds, credit, equities and other real world assets start settling on Arc, the biggest opportunity could be the smaller applications built around them.

4/ Then there s institutional DeFi.

Maple, Morpho, Aave and similar protocols could become important if Arc attracts serious stablecoin liquidity.

The thesis is simple:

USDC → Arc → lending → RWA collateral → yield.

That’s a much bigger market than another generic DEX.

5/ One sleeper meta I’m watching closely:

Stablecoin FX.

Circle is already building StableFX around institutional FX settlement.

If Arc becomes a major venue for USDC based FX the first genuinely useful Arc native FX protocols could have serious upside.

6/ Another one: AI agents+payments.

Imagine agents holding USDC and automatically paying for APIs, compute, data or other services.

That creates an entirely new market for agent wallets, identity, payments and automated treasury infrastructure.

Still early, but worth watching.

7/ And yes, I’m watching NFTs.

But not JPEGs.

I’m looking for NFTs that represent something economically useful:

RWA ownership
fund positions
access rights
revenue claims
financial memberships

Basically: NFTs becoming financial objects.

8/ My current Arc watchlist would be:

Securitize
Centrifuge
Maple
Morpho
Aave
FX infrastructure
Cross chain liquidity
AI agent payments
RWA marketplaces
Arc native consumer apps

Not all are investments. They’re research targets.

9/ I’m also keeping a small part of my attention on Arc native consumer projects and memes.

Those are obviously much higher risk.

But if Arc gets the same speculative attention previous ecosystems received,like we watched @RobinhoodCrypto some tiny projects could move extremely fast.

That’s where asymmetric upside lives.

10/ My main rule:

Don’t buy something just because it says “Arc.”

I want to see:

→ working product
→ testnet activity
→ credible team
→ funding/investors
→ real users
→ liquidity
→ reasonable valuation
→ actual Arc integration

The ecosystem will have plenty of noise.

11/ My biggest thesis:

Arc isn’t interesting because it’s another L1.

It’s interesting because Circle already has the money, distribution and institutional relationships.

If Arc becomes the settlement layer connecting USDC + RWA + DeFi + payments, the winners could be the protocols sitting directly on top of that flow.

That’s the opportunity I’m hunting.

[lazer667 @Lazereth667]

@chooserich good tech

[lazer667 @Lazereth667]

@furyrdx712 @bulktrade Clock in 🔒

[lazer667 @Lazereth667]

Finally we getting bulk mainnet
time flies
Still @bulktrade shipping the next gen of trading
$LIT HITS ATH $HYPE HITS ATH you know what that means solana has bulk thats the tweet
Bulk coded 🔒

[lazer667 @Lazereth667]

On Solana swaps are solved.
Execution isn’t That’s where @BulkTrade comes in building institutional grade trading infra on chain.
Testnet on 19 NOVEMBER the beginning of a new era

[lazer667 @Lazereth667]

@PonsGuyNFT @bradmel__ Thats what we love to see

[lazer667 @Lazereth667]

@PonsGuyNFT 0.1 per nft soon

[lazer667 @Lazereth667]

@bulktrade Bulk coded

[lazer667 @Lazereth667]

@wyckoffweb Here you go

[lazer667 @Lazereth667]

📍 a huge dig into @arc Circle’s new blockchain, ahead of its September 16 mainnet vs what people speculate

1/ The real meta could be: USDC + RWA + DeFi + NFTs + institutional finance.

Here’s what I’m watching 👇

2/ Circle already has the distribution.

@arc gives that ecosystem its own settlement layer, built around USDC, fast finality and institutional use cases.

That means we should be less interested in random “Arc coins” and more interested in projects becoming financial infrastructure on Arc.

3/ My #1 category is RWA/tokenization.

I’m watching names like Securitize and Centrifuge closely.

If tokenized funds, credit, equities and other real world assets start settling on Arc, the biggest opportunity could be the smaller applications built around them.

4/ Then there s institutional DeFi.

Maple, Morpho, Aave and similar protocols could become important if Arc attracts serious stablecoin liquidity.

The thesis is simple:

USDC → Arc → lending → RWA collateral → yield.

That’s a much bigger market than another generic DEX.

5/ One sleeper meta I’m watching closely:

Stablecoin FX.

Circle is already building StableFX around institutional FX settlement.

If Arc becomes a major venue for USDC based FX the first genuinely useful Arc native FX protocols could have serious upside.

6/ Another one: AI agents+payments.

Imagine agents holding USDC and automatically paying for APIs, compute, data or other services.

That creates an entirely new market for agent wallets, identity, payments and automated treasury infrastructure.

Still early, but worth watching.

7/ And yes, I’m watching NFTs.

But not JPEGs.

I’m looking for NFTs that represent something economically useful:

RWA ownership
fund positions
access rights
revenue claims
financial memberships

Basically: NFTs becoming financial objects.

8/ My current Arc watchlist would be:

Securitize
Centrifuge
Maple
Morpho
Aave
FX infrastructure
Cross chain liquidity
AI agent payments
RWA marketplaces
Arc native consumer apps

Not all are investments. They’re research targets.

9/ I’m also keeping a small part of my attention on Arc native consumer projects and memes.

Those are obviously much higher risk.

But if Arc gets the same speculative attention previous ecosystems received,like we watched @RobinhoodCrypto some tiny projects could move extremely fast.

That’s where asymmetric upside lives.

10/ My main rule:

Don’t buy something just because it says “Arc.”

I want to see:

→ working product
→ testnet activity
→ credible team
→ funding/investors
→ real users
→ liquidity
→ reasonable valuation
→ actual Arc integration

The ecosystem will have plenty of noise.

11/ My biggest thesis:

Arc isn’t interesting because it’s another L1.

It’s interesting because Circle already has the money, distribution and institutional relationships.

If Arc becomes the settlement layer connecting USDC + RWA + DeFi + payments, the winners could be the protocols sitting directly on top of that flow.

That’s the opportunity I’m hunting.

[lazer667 @Lazereth667]

@Bonaparte2026 @arc I think imo Arc addresses more than volume the real question is whether its compliance custody and settlement data become institution grade in practice

[lazer667 @Lazereth667]

@joeeweb3 @PonsGuyNFT Just a chill pon guy

[lazer667 @Lazereth667]

@zjbrenner @opensea Woof 🐶

[lazer667 @Lazereth667]

$pons hit ath next is billion mc
And @PonsGuyNFT to 1 eth
Higherrrr

[lazer667 @Lazereth667]

@thegreatola Mint kinda high tho