i checked X today for the first time in a while and the obsession with $SI is crazy $SI literally has the highest memecoin mindshare in all of crypto right now a lot of it is FUD from people who feel threatened a crazy amount is coming from $AI holders another portion is from holders of other coins who feel $SI threatens their bags and then there's the camp saying it's dead because it isn't already at $100m even i thought $SI had good odds of hitting $100m last week it didn't, but still hit $70m, which is crazy impressive given how this market has been it's mostly ranged and consolidated since, which is healthier but calling this 'dead' here lmao? i had to zoom out then zoom out again 1. $SI was literally trading below $2m market cap just ONE WEEK AGO read that again it's now up AT LEAST 15x, or 1,500%, in one week (even with this pullback!) and an army of some of the biggest influencers in CT wants you to believe it's dead name ONE memecoin of the same age that has performed better just one and btw, $SI is literally TWO WEEKS OLD 2. since so much of the FUD is coming from $AI holders, i checked what $AI's early days actually looked like it took $AI: - 40 days to hit $30m for the first time - 44 days to hit $70m for the first time $SI hit $70m barely ONE WEEK after launch and $AI had: - two 90% dips - AT LEAST five 50-80% dips $SI hasn't even had a full 60% dip since launch so watching someone holding $AI attack $SI while it is correcting with the 'it's dead' FUD is pretty funny especially when $SI has consistently done over $10 MILLION in DAILY onchain volume for the past week it's literally doing ~$13 MILLION in 24h onchain volume as i write this oh, and it's funny how they've all suddenly become the $SI expert when they missed the whole trade and fudded it from $2m to $70m sometimes you just need to zoom out and do your own DD instead of blindly accepting the narrative pushed by people with vested interests i wish $AI the best and hope it does well i have several trencher friends who have been very cool to me holding it, so i don't want to see it fail Nathan, the Long eco founder/main AI figure, also published a very insightful post yesterday that clearly shows his vision you can see how strategic and longsighted he is it would be much better for the AI community to align with that vision and push the right narrative instead of spending multiple posts a day fudding $SI and telling everyone it's dead because all that does is make them look threatened and that makes you ask... why are they so threatened? it also isn't a great look for their bags and could backfire when $SI starts its next leg up i'll end with this: i've documented my trades publicly for years and i have NEVER won by taking a consensus trade not once every trade i've taken was hated and heavily fudded people only started glazing and aligning AFTER those trades shattered records and proved the consensus wrong just an observation

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 and i genuinely believe that RH/BNB/SOL is where you want to concentrate your energy this cycle... and that most other chains will likely be a waste of time on a long enough timeframe so why am i touching Arc? 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): dexscreener.com/robinhood/0x… 2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad: long.supply/bridge 3. buy whatever you want through long.supply 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: fomo.family/r/unipcs 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