Tokenized RWA money flows analyst • Join my trading group https://xitter.cf/t.co/7viXJWD2Iq • Trade tokens & perps at Nansen with 10% off ➡️ https://xitter.cf/t.co/WWZRKAHYEV
Joined February 2022
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Less than 3 days since my research post on $TOLLY and $WARP and both are up nicely today ahead of @Arc mainnet launch.
Tolly by @TollyLabs printed today at ATH - ROI of 1,170% while Warp by @circlewarp did 369% 🔥
Circle’s new blockchain, @Arc goes public on Sep 16 ⏳
Gas is paid in $USDC and big names like BlackRock, Visa and Mastercard are slated as validators.
2 launchpads are doing most of the trading ahead of the mainnet launch: $TOLLY by @TollyLabs and $WARP by @CircleWarp 🧐
Both run on Arc’s early/private mainnet (chain 5042). Public mainnet is not open yet.
🥇 Tolly: currently #1 by volume
What it does: You launch a token and the whole supply goes straight into a locked USDC pool. It trades immediately. No bonding curve. No “graduation.”
Fees: 1% on trades. On buys, most of that goes to the creator (64%). The rest is split between holders, the protocol, and buybacks that remove $TOLLY and the project token. Sell fees get burned.
Why people use it: simple, instant liquidity, locked LP, and it currently has the most volume.
🥈Warp: currently #2 by volume
What it does: Classic Pump.fun-style curve.
Token starts on a bonding curve, then at about $69k market cap it moves to a DEX and the LP is burned.
Fees: 1% on the curve, split 50/50 creator and protocol. After graduation it’s 1% split across LPs, creator, and protocol.
Warp says most protocol fees buy and burn $WARP
Why people use it: familiar curve model, free to launch, and they’re building cross-chain USDC buys (not fully live yet). They also just added tokens priced against stocks like NVDA and TSLA.
📊 Quick compare
Tolly: more volume, no curve, token is live from the first block
Warp: more launches, curve then graduate, bigger cross-chain pitch
Both already earn protocol fees. A lot of current volume is still people trading the pad's own tokens - which is normal this early.
What to watch after September 16 🤔
Does volume stay on these two pads?
Do people start trading launched tokens, not just TOLLY and WARP?
Does Warp’s cross-chain buy path actually turn on?
Risks, plainly: this is still pre-public-mainnet. Contracts are mostly unaudited. Liquidity can vanish. Meme pads are not what Circle is selling to institutions. Don’t treat any of this as investment advice.
One-liner: Arc is a USDC chain launching this Wednesday.
The first real market on it is launchpads and Tolly is ahead of Warp on daily volume.
Disclaimer: This is for information only, not financial, investment, or trading advice.
Arc’s public mainnet is not live yet. Figures come from project posts and sites and can change quickly.
Tokens mentioned are highly speculative.
Do your own research and never risk money you cannot afford to lose.
👇👇👇
Drop a comment: Which pad do you think wins after public mainnet launch - Tolly or Warp or some other launchpad?
ALT Research On Arc’s Current Top Launchpads by Volume: Tolly and Warp
Nasdaq 100 is doing great but this is something I predicted could happen already last weekend in my trading group.
$QQQ
Price still not ran out of steam and XYZ100 on Hyperliquid already hit 2 strongest weekly pivots 🔥
Keep connecting the dots for this month - which markets "must" go higher and which ones must go lower 🧠
Keep going $QQQ 💰
Having Nansen Pro tool by @nansen_ai for following money flows helps a lot 🧠
🤝 Paid partnership
Showed you red line in advance, set short trade limit order there at 31,362 and then it's all about probabilities 🍻
31,362 was near perfect short trade entry area for XYZ100 market by @tradexyz at Hyperliquid 💰
Nasdaq 100 is key risk on market to watch $QQQ
Keep investing your time to get better at analyzing money flows 🧠
Nasdaq 100 is doing great but this is something I predicted could happen already last weekend in my trading group.
$QQQ
Price still not ran out of steam and XYZ100 on Hyperliquid already hit 2 strongest weekly pivots 🔥
Keep connecting the dots for this month - which markets "must" go higher and which ones must go lower 🧠
Pretty much nailed the top in XYZ100 @HyperliquidX today 🎯
My red line was at 31,362 and top was at 31,366 or just 0.013% higher 🔥
Money flows rule 😎
$QQQ
Nasdaq 100 is doing great but this is something I predicted could happen already last weekend in my trading group.
$QQQ
Price still not ran out of steam and XYZ100 on Hyperliquid already hit 2 strongest weekly pivots 🔥
Keep connecting the dots for this month - which markets "must" go higher and which ones must go lower 🧠
Latest crude oil money flows pivots for this week with WTIOIL market on Hyperliquid 🧐
$QQQ
Mainly interested in trading if price gets towards $93 area for a potential short trade ✍️
More updates in my trading group - access in bio.
Looking crude oil money flows for the upcoming week and looks like no dominating side $QQQ
Price of WTIOIL at Hyperliquid is stuck between strongest up pivot at $93.21 and down pivot at $90.1 🧐
Area of trading interest starts around $95.7 for a short and $87 for a long ✍️
Things could change as early as Monday with fresh new money flows - so do join my trading group, where I share new updates first (access in my bio).
Told you 12 days earlier that SI domains will get hot 🧠
X algo “rewarded” my post with under 300 views 🤡
But today @elonmusk writes same thing and gets over 5M views.
Being a decent researcher gets you no love on X 👎
Only engagement matters - no matter how useless most content is on X or just reposting other people’s content.
Well looks like @realDonaldTrump is making sure .si domains will become a hot commodity with pushing Super Intelligence term.
Just checked and following .si domains are already taken: @elonmusk .si, trump, donaldtrump, elon, musk, ai, si, us, usa, fbi, cia, money, xmoney 🛑
Looking crude oil money flows for the upcoming week and looks like no dominating side $QQQ
Price of WTIOIL at Hyperliquid is stuck between strongest up pivot at $93.21 and down pivot at $90.1 🧐
Area of trading interest starts around $95.7 for a short and $87 for a long ✍️
Things could change as early as Monday with fresh new money flows - so do join my trading group, where I share new updates first (access in my bio).
New month, new opportunity for my research brain to connect the dots how this month could play out 🧠
This month could be “forced” to be green for financial markets 🤔
Money flows in BTC and Nasdaq 100 already indicating this 🧐
Which macro events could further push risk on markets higher ✍️
1) FED probably not raising rates this month
2) Trump doing whatever is needed to lower price of oil.
2a) No military action against Iran this month
2b) US releasing oil from their Strategic Petroleum Reserve
2c) Trump pressuring EU to release diesel from their reserves too
Why Trump wants/needs green October 🧠
US Midterm election next month that will decide control of Congress.
Summary: crypto and tech stocks could see a green October.
November for now - is packed with uncertainty.
Bookmark this post to read it in upcoming weeks and months 🔖
Let’s see if my brain can nail Oct 2026 🤞
Will update pivots with fresh money flows - 1st updates get posted in my trading group at t.me/EarlyAlphaGroup
A week has passed since my quoted post and ENA token by @EthenaPay is up another 40% 🔥
Let's connect the dots to see the big picture why $ENA could keep pushing higher 🧠
When more traders want leverage, Ethena can reprice higher. That is a mechanism, not a guarantee 🚨
Crypto leverage is usually crowded on the long side.
When that happens, perp funding turns positive and longs pay shorts ✍️
Ethena is structurally on the short side. USDe is backed by collateral plus matching short perps so the book stays roughly dollar-neutral.
If funding stays positive, that short book can earn income. That income can lift sUSDe yield 📈
Higher yield can pull more capital into USDe. More USDe can mean more protocol activity 💰
If that loop holds, the path to ENA looks like this:
1. Leverage demand rises
2. Funding stays positive
3. sUSDe yield looks competitive
4. People mint, stake, and loop USDe
5. Protocol revenue grows
6. USDe supply moves toward the fee-switch level
The fee switch is approved, but buybacks do not start until USDe supply hits $7.5B, then scale at higher supply levels.
Leverage demand only helps ENA if it actually grows that dollar base.
HyENA adds a second channel: USDe-margined perps.
More people trading with leverage there can mean more USDe used as margin and more trading fees.
That is incremental demand, not automatic price action.
EthenaPay sits on top. Pro/VIP tiers can lock ENA. If the app grows, some float can get locked. That is a supply-side assist, not a reason ENA “has to” go up.
One-liner, said carefully:
If traders want to lever long, Ethena is set up to collect part of that cost. ENA is a claim on that system if USDe grows and value actually accrues to the token.
Disclaimer
This is not financial advice, not a recommendation to buy or sell ENA, USDe, or any other asset, and not a prediction that price will go up. Token prices can fall even when a protocol’s thesis is intact. Funding can flip negative. Loops can unwind. Buybacks may stay off if USDe does not reach the trigger. Unlocks, liquidity, market beta, and execution risk can dominate.
Do your own research and do not risk money you cannot afford to lose.
Researching price performers vs ETH in last 24h and following project tokens have a potential to keep crushing it: Ethena $ENA by @EthenaPay up 23% and Spectre AI $SPECTRE by @Spectre__AI up 19% ✍️
With Ethereum up only 5% what are above 2 projects doing right now 🧐
ENA's move is mainly tied to news around:
1) a large treasury holder StablecoinX that signed a waiver with the Ethena Foundation & OpCo
2) Ethena Pay raising Daily Boost yield caps.
SPECTRE's move is mainly tied to news of:
1) a new platform dropping
2) token gated access
3) small cap momentum in an AI narrative.
As always do your own research 🚨
More of my analysis and trades I share in my trading group - access in my bio 🤝
Feels like bullishness in trading Nasdaq 100 as XYZ100 @HyperliquidX will continue - based on latest money flows analysis 🧐
$QQQ
New pivots for price to possibly reach this week are at 30,720 and 30,803 ✍️
As always - do your own research 🚨
Nasdaq 100 in the form of XYZ100 on Hyperliquid pretty much hit most of the strongest weekly money flows pivots by middle of this week already 💰
$QQQ
Now oil going higher is making risk on markets to dip but smart trader would be already done trading for this week = exit positions in both long Nasdaq and BTC + short oil.
Sharing updated money flows in my trading group first.
Feels like bullishness in trading Nasdaq 100 as XYZ100 @HyperliquidX will continue - based on latest money flows analysis 🧐
$QQQ
New pivots for price to possibly reach this week are at 30,720 and 30,803 ✍️
As always - do your own research 🚨