零点捕手

Believer in Decentralization & Code is Law.
Currently building stuff on Ethereum / Solana.

[神币 🔶 馬良 @surpr164]

我做了一个 Arc 链金狗群，这是一个订阅群，免费的。

我加了科技，它能在 0.01 秒内抓取目前市面上高质量禁言电报群里的 Alpha 消息，不讲废话，只分享上车角度和优质CA。

让你不必在多个电报群之间东奔西走，一个聚合群就够了。目前经过一上午的测试，已经捕捉到了多个 10 倍金狗。

https://t.co/ny5qroajL5

[TechFlow 深潮｜APP 已上线 @TechFlowPost]

@arc 开门了，目前整体的数据情况如何呢？

公开数据显示：
-24小时 DEX 成交额总约 1.16 亿美元，
-总流动性约 6000 万美元
-算下来，成交/流动性比约 1.9 倍
-已经发了2.7w个币

作为对比，Robinhood 链差不多在7月1日开门，当天 uni V2/3/4 加起来的成交额不过1450万美金，
真正爆发在上线后的第7天即7月8日，$cashcat 出现之后：

-当天24小时成交额约5.6亿美元，是前一天的10倍

也就是说，对比两条链：
1.arc 在开门时交易量更胜一筹。
但这也有一部分原因是 RH 链开了好头，资金fomo准备去新的 arc 上跑马圈地赚个头奖。

2.arc 离 rh 链第一周高峰有差距，缺一个如 cashcat 这样引爆节奏的金狗
rh 链在 cash-cat:native 出现时，交易额从开门时从低几千万美元起步，一周内冲到 5 亿以上。
财富效应吸引更多资金和玩法；arc 目前还没有同等量级的币出现。

3.两边早期结构类似
都是发射台 + meme 先冲量，正经 RWA/股票代币成交占比很低。

差异主要在于， RH 有 Robinhood 现成零售用户、90 天免费 Gas 补贴和完全开放的 mempool，所以一周内就能把量砸上去；

arc 用 USDC 做 Gas、验证者更偏机构、mempool 设计也更封闭，冷启动节奏可能不会完全复制“一周翻盘”的剧本。

[kirbycrypto @kirbyongeo]

Early this month, I shared a short @arc thesis and early plays on my degen channel on TG. (→ Thesis: ARC is Circle/USDC's only blockchain that they incubated, with USDC as gas, & support from various instis.)

Back then, premium was around 50-80%. Today, the premium is roughly 100+%.

Essentially you're paying $2 for $1 on ARC, as a tax on getting funds on chain. If you remember how it went with Robinhood, those who managed to bridge in early and ape clear winners made good money.

However, you need to be extra careful with the money, since you already lost 50% of its value. I like to think of it as apeing at 2x the valuation i see. If i believe the project can blast past that val, then it's worth apeing.

----------------
Here's how to get started

Network
Name: ARC Mainnet
Chain ID: 5042
Currency: USDC

RPC
• https://t.co/Ls4J2VAWWJ
• https://t.co/2kClUxTpe3
• https://t.co/TMaqp86Rua (working last i checked)
• https://t.co/0WINhjSDfB
• https://t.co/5pvodvkMR5

Explorers
• https://t.co/97MkiGRGlf
• https://t.co/qiYEJUjpog

Bridges
• LiFi, Dyorswap, Wormhole (Not yet live)
• Only way right now is via OTC → https://t.co/4ki38caPhU (pay a 60-100% premium)

Charts & bots
• @BasedBot : https://t.co/zYCDvXgqMM
• @ArcDEXScan : https://t.co/teUuFfMVcG
• @fomo (not yet live)
• @gmgnai : https://t.co/W9jkVrogEa

Trending Tokens
• https://t.co/cQs2kKXEc2

Launchpads
• https://t.co/teUuFfMVcG
• https://t.co/NIUcGPKEfZ
• https://t.co/hZc5PCJooK
• https://t.co/KMXlqfdTBv
• https://t.co/LIrHimjlGj (Testnet only)

Telegram Trade Bot
• basedbot: https://t.co/zYCDvXgqMM
• maestro: https://t.co/MxKtkUSx5C

DEX
• https://t.co/teUuFfMVcG
• https://t.co/8dlrJLvD8b
• https://t.co/VZtQWJu76l
• https://t.co/h8yOUqWSml
• https://t.co/DuItfXNdqF

NFT Marketplace
• https://t.co/qIfFfcLtjy (Testnet only)

NFT Projects
• https://t.co/JM2WJSAiPr (minted out)
• https://t.co/jAvvjqQZbf (not yet live)
—————————————————————————

ARC will have a >$100M coin runner for sure - our goal is to find that runner and not get rugged along the way

Let me know which tokens you're looking at in the comments !

If you made it this far, here's a link to the degen channel (by approval only): https://t.co/DXfEx3f9R5

[QFi I Sky @SkyAAmen]

Arc上线不到一天，刚发现一个顶级alpha，有老外提到了circle创始人之前的宠物狗的名字 Duke，完整证据链来自这条推文，代币是很早的代币，创建于arc早期的第一个dex Radar DEX ，以Arc官方对meme的态度，目前来看是十分开放的，甚至官方成员都转发回复过meme，下一个cashcat时刻？

ca：0xe6a2476f33ec1566288aa32ec3319a6b77dd1e3b

[断浪 WaveKing @waveking1314]

准备冲 Arc，先把这 10 个号认全。

别等开网那天，群里满屏“官方消息”，自己却连哪个是真号都分不清。

官方公告：@arc @circle
Circle 联创兼 CEO：@jerallaire
产品进展：@0xrachelita @blockjain @AdiSeredinschi
社区、直播：@bobbilee @samconnerone
工程与研究：@Soghoian @gordonliao

官网：https://t.co/ikb35rV1Ch
社区活动：https://t.co/gcOMyjl6h4

开网时的 RPC、Chain ID、浏览器地址，回官网和 @arc 公告核对。群里转的截图再像真的，也别直接照着连钱包。

不想每天挨个翻主页，挑几个重点放进 GMGN 的 X 监控，发帖、转推、改简介集中看：
https://t.co/nZyhKcNYts

[Kithe @kuk47377341]

试了好几个钱包，成功了一个

看了很多说法，什么根据钱包的时间，余额等等

反正有老钱包的都发射下试试

方法就按照引推的来

失败就扣2u，成功了至少也是0.01e呢

[Nick Research @Nick_Researcher]

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!

[壹屋鱼 @xiaoyubtc]

Arc 主网明天上线，@StarPlatinum_ 这篇「如何在Arc上致富」值得读一下，里面讲了一些筛选 Alpha 方法。

思路大概是：

主网上线后，先看 USDC 流向哪里，再看成交量、独立用户和留存能不能持续。

热度可以炒，但真实资金和用户很难一直流入，最终留下来的头部才值得继续跟踪。

原文还按赛道整理了 19 个项目。

感觉可以先把它们列为观察名单：
哪个赛道先吸到钱，哪个产品真有人用，数据会慢慢给出答案。

我顺着原文的逻辑做了张图，方便大家快速看懂。建议配合原文一起读。

[Arc @arc]

When Arc launches, builders and partners are part of the story from day one.

Join the livestream on September 16 for partner conversations and a live look at the ecosystem building across markets, payments, infrastructure, and agentic applications on Arc.

No more waiting. Register to watch the Arc launch: https://t.co/5vj2b6kahG

[Arc @arc]

Arc Mainnet launches September 16. Developers go live first.

Join the Developer Pre-Show for a closer look at the products, tooling, community, and builder paths launching with Arc.

Expect practical segments on Arc Portal, App Kits, CCTP v3, cirBTC, EURC, DeFi on Arc, Arc Studio, Circle Agent Stack, Gateway, and Nanopayments.

Then stay with us as the pre-show rolls straight into the Arc Mainnet livestream.

Register to watch: https://t.co/5vj2b6kI7e

[冥王星的雪.eth（互关版） @bitcoin521520]

今晚刚公布的CPI数据支持本月加息

芝商所（CME Group）推算出来的本月加息的概率已涨到90％

而 @predictdotfun 上目前本月加息的概率只有82％，如果现在下注加息，还有不小的利润空间

本月利率不变的概率已跌至21％

虽然CPI数据支持加息，但是数据公布后市场反而出现反弹，可能是利空落地是利好了

现在更大的问题已经从本月是否加息，转移成年底之前加息几次了

感觉只要霍尔木兹海峡不开，油价一直涨，通胀一直抬升，利率就得一直加下去🥶
#美联储 #美伊 #伊朗

[零点捕手 @zerofisher_]

@DYORSWAPDEX @Stable @dollardrifter 妈的被割了2000

[零点捕手 @zerofisher_]

牛回速归

[OKX中文 @okxchinese]

GM，熟悉的行情回来了！

[零点捕手 @zerofisher_]

WIFHAT

[以太坊老张.eth @ytflzyyds]

cz怎么会无缘无故发一顶帽子呢？

[零点捕手 @zerofisher_]

英雄所见

[零点捕手 @zerofisher_]

@btcoindown 借楼诚信互关啊

[零点捕手 @zerofisher_]

@angryfishweb3 热度很高

[零点捕手 @zerofisher_]

@Crypto77qi 互关互关

[零点捕手 @zerofisher_]

@AprilCumberland 互关