Be mindful of who the people backing/involved/following @creodotfamily are.
PONS of @arc ?
Probably one of the strongest candidates to be the $PONS of ARC only because the backers are extremely wealthy and connected.
They are the market makers that can make that happen
0x1c98d896328c35a751ce18323f47139a44188001
Unpopular opinion: @arc is hot, but its eco looks like a copycat of Robinhood
as you might know, i’ve spent the past few days digging through Arc projects before public mainnet
the clearest signal: 50+ launchpads already exist
well you know Robinhood started the tokenized stock + memecoin launchpad war with @ponsdotfamily, @longdotxyz and others
then the same model then expanded to:
- Solana: $STONK, $EMBER
- BNB Chain: $BREW
- Now Arc: dozens of similar platforms
imho, launchpads are EAST TO FORK
and there is a reason devs keep choosing this model → it generates REAL FEES only with a “low” effort
current launchpad sector metrics:
- $241.4M TVL
- $77.3M fees in 7D
- $25.2M revenue in 7D
$PONS alone generated $45.9M in 7D fees and $7.5M in revenue
on a new chain, a launchpad is one of the fastest ways to attract liquidity, create assets and capture trading fees
i see the same pattern with gamified NFTs
the narrative gained traction on Robinhood → now devs are bringing similar concepts to Arc and Ink
my concern is the lack of native, differentiated protocols on Arc
i’ve tried to find projects that could create a new category or narrative, but there are only a few
most major Day-1 deployments are established DeFi protocols such as Uniswap, Aave and Fluid
strong infra, but they are not uniquely Arc
for now, my main Arc thesis is the LAUNCHPAD WAR
i expect it to be brutal from the first day of public mainnet
there may be more 50+ competitors, but I believe only 1-2 will survive and eventually control most of the volume
that's why i worked hard to filter out the real leader this week
S-tier rank projects are those i believe have a real edge before launch
- @liftdotfun
- @minarafun
- @TradePools
- @akadotfun
- @Arguspad
- @TollyLabs
still to much, but i think at least one of them will outperform and thrive
i could be completely wrong if Arc mainnet launches with several strong native protocols that are still under wraps
@jerallaire might already notice this situation, real founder keeps building iykyk
but i’d rather plan around the facts & signals available today than speculate about products i haven’t seen
Arc will receive major attention at launch
i wonder how quickly that attention converts into sustainable liquidity and how long it stays there
hype may come and go very quickly
be ready, be wise fam!
Hey everyone, I just wanted to share a thought. I really hope I can do it without anyone jumping on me, because it’s simply my personal opinion – nothing more, nothing less. Some of you might agree with me, others probably won’t, and that’s totally fine. What matters to me is being able to say it in a respectful way, without insults, negativity, or unnecessary drama that doesn’t really lead anywhere. I think we all have the right to express ourselves, even if we don’t all see things the same way, as long as it’s done peacefully and with respect for each other.
So, if you don’t mind, I’d like to say…Pools
$ROBSHIB
Fading a Generational entry here.
Robinhood next Shiba runner 🐶
all it takes is good team to pick it up.
0xa7c84e9932d0981b2674a283fdd333235e8502b1
This is one of the no-brainer of Robinhood.
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Vlad the green bull.
Ansem the black bull.
CZ even in it.
Vlad will catch bids especially if they find his wallet @vladgreenbull
$ROBSHIB is still under 100k by now.
Robpepe went to 4mil..now imagine what Shiba will do once they find out it's the first every meme launched on Robinhood a day before Cashcat launched 🐶
$ROBSHIB is the OG..Whales like OG's.. study
0xA7c84e9932D0981b2674a283fdd333235E8502B1