some thoughts on Arc chain:
ppl building on Arc or related to Arc have reached out to me several times over the past few weeks
apparently, they want to get trenchers onto the chain early because they understand that memecoin activity is one of the fastest ways to bootstrap traction for a new chain
i mostly ignored them
i've been too busy to even keep track of all the messages i get these days, but more importantly, i've believed that onchain activity this cycle will be concentrated around Robinhood, BNB and Solana
that was my bias
until i learned that fomo will be integrating Arc shortly after launch
Seyong from fomo recently told me that the integration should happen within a few days of launch
and honestly, that changed my short-term bias on Arc
don't get me wrong
i still believe RH/BNB/SOL will be where the majority of the real action happens this cycle
but there's something important to consider:
fomo hasn't even integrated Hyperliquid, Tron or TON
and all three of those chains produced runners that reached $100m+
so if fomo is integrating Arc right out of the gate, i think there's a very real possibility that there will be some serious short-term money-making opportunities for trenchers
and that's the key distinction:
short term
i am NOT saying Arc is going to become the next BNB, Robinhood or Solana
i'm saying this is the first time fomo will be integrating a non-mainstream chain essentially from launch
that makes Arc a very interesting experiment
and i'm positioned accordingly
i bought the native token of the main launchpad on Arc, $LONG, along with the top 3 memecoins on the launchpad
my thesis is basically this:
1. fomo is integrating Arc
fomo is becoming one of the main crypto trading apps for retail this cycle
i originally ignored Arc entirely
the fomo integration changed that
2. Arc is actively trying to attract trenchers
multiple ppl building around Arc have reached out to top trenchers like myself
that suggests they understand how important early memecoin activity can be for a new chain
3. they appear to be trying the Robinhood playbook
i've also had a source tell me that Arc understands how important it is to have trenchers on the chain early and is actively focused on making that happen
essentially, they're borrowing a page from the Robinhood playbook
and i want to be super, super clear about this:
this is a degen, degen rabbit hole
this is a short-term adventure
i'm not rotating my core thesis away from RH/BNB/SOL
i'm simply betting that the combination of new chain + launchpad + trenchers + fomo integration could create some very interesting early opportunities
if you're interested in exploring it, you can either wait for the fomo integration later this week
or bridge over earlier through the main launchpad on Arc, Long
for those who want to bridge:
1. buy $CRCL on Robinhood (most tokens on Arc are paired against $CRCL):
https://t.co/O7hr6MintC
2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad:
https://t.co/jXH8aklTzI
3. buy whatever you want through https://t.co/7bQPmvP7gC
IMPORTANT:
don't use trading bots like Basedbot or GMGN right now
they're routing through the wrong pools and you could end up losing a significant amount of your money to slippage
and if you're not on fomo yet, you really should hurry to get your account set up
if this thesis plays out, you don't want to be setting everything up after the opportunities have already appeared
join through my ref:
https://t.co/EG9Rmk1JbP
i'm also doing a $350k giveaway for active fomo refs
so you could literally get rewarded for being early
again: this is a short-term degen experiment
but if you're a trencher, this is exactly the kind of setup i'd want on my radar before the masses arrive
Unipcs Journal (bonk guy):
also observing the $USELESS outperformance while everything else is blood red...
it's been a few days since i posted my thesis explaining that i am starting to turn bullish on the Solana ecosystem
i.e. after seeing their leaders make cultural changes that i think will benefit the ecosystem long term
as a result, i bought my first Solana ecosystem token in a long time today
my next big bet is on $EMBER and its ecosystem
i first saw this around $3m market cap yesterday and faded
then i saw it pumping again and took a closer look and decided to topblast for a few reasons:
1. this is one of the most fundamentally superior launchpads in the space, both for pure token launches and meme/stock pairs
2. this is literally a Meteora launchpad, so as far as backing and resources goes it has everything to succeed
3. $PONS ($960m FDV ATH) and $STONK ($330m FDV ATH) have shown what is possible here, and i think EMBER is crazy undervalued where it is right now
this easily goes to $100m+ IMO
we'll see
tbh i started buying around $7m and kept blasting until around $11m
then i waited for a dip to buy more and it wouldn't come, so i decided to just topblast and ride it
i look at my $PONS trade every once in a while and realized i could have bought 2x the supply i own at $9.1m when i increased my stake and didn't
that mistake still hunts me to this day
i'm not making the same mistake again
i also took a look at the $USELESS chart vs every other major memecoin for the first time in ages
and it's at ATHs vs them all:
• USELESS vs PEPE at ATHs
• USELESS vs DOGE at ATHs
• USELESS vs PENGU at ATHs
• USELESS vs WIF at ATHs
• USELESS vs FARTCOIN at ATHs
• USELESS vs BONK at ATHs
• USELESS vs SPX at ATHs
• USELESS vs SOL at ATHs
literally EVERYTHING you can look at suggests that this is THE memecoin of the cycle
it's basically destined for multi-billions
ANY and EVERY dip you get at this price range is for aggressive buying IMO!
I am back as promised :)
Time to start the $50 → $100,000 challenge
It’s ZERO-RISK, I’ll cover $50 for each participant
Last time it took me about 12 days, will try doing it faster this time
If you want to follow along, comment "Me" below and I’ll send you an invite to the call group
Gonna lock comments in 24 hours
Burn: 100B LOLZ
Turning Elon Musk laughs 😂 into 420T LOLZ on chain
Elon's laugh = Burn
Ca: LoLzKXmVAU7SzyQa6NQZaJb7rNDwhZbGCw5iZGjsESD
Total Burn: 6%
Transaction: https://t.co/a3OZUQPpu0
Still on it, he didn’t miss his iconic laughs today 😂
Spotted two already… You know what to do. Flood them with LOLZ and make it happen 🚀
😂 https://t.co/xkydUNY8Mf
😂 https://t.co/CwPNSHT0xn
We didn't guess it, we built it from the source (Grok)
While others copy… we’re already ahead
The difference? We built the meme before it became a trend
Our goal is simple:
Show the world that a meme idea sparked by Grok can inspire people to build something fun directly around the culture of X 🚀
Drop 😂 if you get it
Burn: 150B LOLZ
Turning Elon's laugh 😂 into 420T LOLZ on chain
Elon's laugh = burn
Ca: LoLzKXmVAU7SzyQa6NQZaJb7rNDwhZbGCw5iZGjsESD
Total Burn: 5.81%
Transaction: https://t.co/kjUJJESyjm
The laugh keeps coming 😂🔥
4 fresh tweets from Elon… and yeah, that 😂 showed up again (not even surprised at this point)
You already know the vibe:
Pull up, drop some LOLZ. Let’s keep it fun 🚀
😂 https://t.co/3yYwbgcODV
😂 https://t.co/50Fh0fhCcq
😂 https://t.co/xc2jOLdwhw
😂 https://t.co/X2rcIWNZ7Q
DAY 9: Waiting for Elon Musk’s 😂 Comment
At this point, the laughs 😂 are basically on a schedule.
Like… wake up, Check X, Elon laughed again 😂
Shout out to Grok for spilling the pattern to us
We just took the hint and ran with it… built LOLZ around the vibe 😂
Today, we recreated Elon’s St. Patrick’s Day celebration using the Grok Chibi template 🍀
🔥 420T supply
😂 Powered by Elon’s iconic laugh
Same rule, no change:
Every Day Elon laughs on X = we burn LOLZ
Why? 42.
Don’t overthink it… it’s the answer to everything 😂
Maybe one day he’ll reply, or retweet, or just randomly follow 👀
Till then?
We keep showing up. Every single day 💪
Goal:
Show the world that a meme idea sparked by Grok can inspire people to build something fun directly around the culture of X 🚀