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

i published my post on Arc, went to sleep, and woke up to it going viral in all the wrong ways a lot of the attention has been criticism, angry comments, DMs, and attacks at me and i'll admit it: i deserve most of it while i said Arc would be a short-term foray for me, i should have dug much deeper into the ecosystem before tweeting about it my followers deserve at least as much i'm also realizing that the Arc ecosystem is much more robust than i originally assumed so let me be very clear about a few things: i was paid ZERO to post my original tweet about Arc i simply shared the platform i believed had the most traction in the trenches at the time as i said in my original post, this was mostly a 'degen, degen' activity for me and because of that, i didn't do the level of research i normally would that's on me i'm now learning that there are several other strong platforms and projects across the Arc ecosystem and i'm more than happy to engage with the builders on the chain and help bring awareness to them after the shitstorm my original post caused, they at least deserve that much! so if there's anything i should be looking at on Arc, let me know especially if there's a dashboard that properly tracks the leading ecosystem projects based on key data and metrics i'd love to see it because i'm not trying to kingmake a launchpad or project here my ultimate goal is simple: help my followers win that means identifying the strongest trends early, positioning ahead of the crowd, and giving people the best information and data possible so i'll be paying attention to the replies, digging into what's actually leading on Arc, highlighting the strongest opportunities, and letting the market handle the rest one more important clarification: i have earned ZERO from my activity on Arc so far i got excited about the chain because of the FOMO integration, bought what i believed were the leading plays, and shared what i was seeing all the tokens i bought on Arc were sent to my FOMO wallet yesterday in anticipation of the integration going live i won't be touching them until the integration is live i've only put mid five figures on the chain so i've gained nothing from all of this unless you count a bit of well-earned stress and criticism 😅 now let's see what i've been missing if there are genuinely strong opportunities on Arc that i haven't covered yet, show me i'm paying attention and will do my best to highlight as much of them as i can

i guess we can call today 'Bonk Guy Backlash day' 😂😅

i'm used to personal attacks in this space a lot of people here spent the past year assassinating my character and sending the vilest hate my way after i got liquidated of all my perps positions on 10/10 i went from being the greatest thing to ever happen to the trenches to apparently being the spawn of the devil i ignored all of it buried my head deep in the trenches took a bunch of contrarian, high-conviction plays while almost nobody was paying attention (and many even attacked!) and kept putting my thesis out there the entire time then the thesis played out i became the #1 all-time trader on fomo and suddenly i went from being the spawn of the devil to the best thing since sliced bread the entire timeline started glazing me again for weeks until i dared to buy a launchpad token called $EMBER yesterday apparently i'm not allowed to buy anything except the main meme/stock launchpad token the hate attacks came flying in again clowning posts death wishes the whole nine yards none of it really bothered me i've seen it all before and these people always come back bending the knee when the thesis plays out anyway that's just people but one thing did stick with me a lot of people kept circulating an inaccurate Bubblemaps cluster claiming that 50%+ of the $EMBER supply was tied to one cluster some even insinuated that this cluster was connected to me and that this was somehow the reason i didn't buy the biggest meme/stock launchpad token on Solana so let's clear this up once and for all there was no bundle the so-called 'cluster' existed because Bubblemaps linked the wallet used for Ember's flywheel mechanism to all the wallets it was distributing tokens to due to the wallet being an EOA instead of a contract aka legitimate users the flywheel is actually one of Ember's key innovations and one of the features that differentiates it from other launchpads in the space so no there wasn't some massive insider bundle controlling 50%+ of the supply that narrative is simply wrong Bubblemaps also recommended that the EOA be replaced with a contract instead hopefully the Ember dev makes that change so hopefully this puts the entire thing to bed there was no bundle there was no insider cluster and any attempt to connect me to one is pure character assassination i'll take the heat i'll take the clowning i'll take the hate but don't fabricate a narrative around my trades just because you don't like them i've been through this cycle before and i'm still here

a lot of the discourse around $EMBER over the past 48 hours has been completely overshadowed by FUD after i announced my purchase so let me clear that up first: 1. 'there's a 50%+ Bubblemaps cluster' untrue and already debunked by Bubblemaps themselves 2. 'Meteora isn't supporting this' i erroneously said it was launched by Meteora when what i should have said was that it was the main Meteora launchpad this got amplified after the dev publicly called out Meteora, but that has now been resolved Meteora's ecosystem page has acknowledged Ember and they've now featured it on their ecosystem launchpads page but here's the part a lot of people don't know: i actually saw $EMBER around $3m market cap and ignored it for an entire day then i came back and started slamming size from around $7m all the way up to $20m so why would i buy something after it had already done multiple X? three reasons: 1 — i took a deeper look at the tech and realized Ember isn't just another launchpad fork: - you can pair launches with SOL, USDC or 150+ tokenized stocks - it's the main Meteora launchpad and uses their Dynamic Bonding Curve tech. nothing Meteora-related has gained this much traction in ages, and Meteora is one of the biggest brands on Solana - users also have significant flexibility over what happens to token tax: it can go to holders, burns, SuperLotto, the token team, etc - their Daily Jackpots feature is also genuinely unique. as far as i'm aware, they're basically the only launchpad doing this - then there's the DAO functionality i.e. token holders can influence what happens to a token after launch: for example, they can vote to change buyback/burn into rewards, or rewards into buyback/burn - ^^ i stand corrected if i'm wrong, but i believe Ember is currently the ONLY launchpad in the space with this DAO functionality so no Ember isn't just another launchpad fork it could potentially be one of the most innovative launchpads we've seen recently 2 — i looked at the data $EMBER launched just 3 days ago and already has: - $51.7m volume - $561k in fees - 2,041 coins launched - 41,800+ unique holders - 149,000+ Solana transactions and a noticeable amount of that traction happened BEFORE i bought or talked about it this is actually why i changed my mind i saw Ember on day one around $3m and dismissed it then i watched the data explode on day two and realized i had potentially been looking at something much more interesting than i initially thought so i bought at several X the price i first saw it at this is exactly how i traded $PONS i saw PONS below $1m market cap ignored it for an entire day then bought around $4m and started hardcore shilling it in the trenches and on fomo many responded by dismissing it and suggesting it will die because 'it has no runners' and 'there's no traction' i disagreed because i wasn't looking at whether other tokens were running (yet) i was looking at the DATA PONS had more traction than any of the new launchpads trying to fill the void after Noxa quit on Robinhood Chain i have held it through almost a 25,000% run over 2 months and i'm STILL holding because i believe it's headed for multi-billions that trade taught me something important if you're judging a 3-day-old launchpad primarily by how many 'runners' it has, you're midcurving the trade you're looking at the scoreboard instead of looking at what is actually happening underneath 3 — i reject the idea that Solana can only have ONE winning launchpad this entire narrative that 'there can only be one winning launchpad on Solana' is nonsense and frankly, it's antithetical to crypto Robinhood Chain has multiple winning launchpads BNB Chain has multiple winning launchpads Solana has dominated the trenches for far longer than either of them why would it suddenly be impossible for another launchpad to emerge? and i'm not going to trade based on consensus! my biggest trades have generally come from identifying something BEFORE the market agrees with me not after because by the time everyone agrees the asymmetric upside is usually gone that's exactly what happened with PONS and that's exactly what i'm looking for with $EMBER this is a trade for me i have zero relationship with the team i cannot control what the dev does and this is obviously NOT financial advice i reserve the right to execute this trade however i want, whenever i want, without having to explain myself to anyone but after 48 hours of CT attacking and fudding me over this position i thought it was important to finally explain why i bought i didn't buy $EMBER because someone told me to i didn't buy because it was consensus and i certainly didn't buy because i needed another launchpad bag i bought because i initially ignored it at $3m then watched the data explode then dug deeper into the tech then realized i might have been looking at something the market hadn't fully priced in yet and THAT is exactly the type of opportunity i'm always looking for i.e. getting positioned before consensus not after

what did i miss lmao ignore the haters also send your fomo username!

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is seeing EVERY key metric go parabolic right now it just printed a NEW ATH in holders: - 5,026 new holders in the LAST 24 HOURS - 17,328 new holders in the LAST 7 DAYS and this is an asset already listed on major T1s including Coinbase, Kraken, Upbit and Bithumb that makes this kind of holder growth a VERY big deal but the holder growth is only one piece of the puzzle perps data is going absolutely vertical too - Binance perps OI just hit an ATH - perps volume is going crazy - solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is now doing MORE perps volume than EVERY OTHER MEMECOIN IN THE WORLD on Binance - that's more perps volume than $DOGE, ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce, $PEPE, solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN and solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv - solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk now has BY FAR the most OI of any memecoin on Lighter - it currently has MORE OI THAN DOGE + SHIB + PEPE COMBINED on Lighter - OI on Hyperliquid is already ramping rapidly after listing yesterday and the spot market is telling the exact same story solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is now consistently the #1 most traded spot memecoin on Coinbase (#1 CEX in the US), Bitvavo (#1 CEX in Europe), Bithumb (#2 CEX in South Korea) and multiple other CEXs meaning it's consistently doing MORE spot volume than DOGE, SHIB & PEPE on many of the biggest exchanges that have listed it daily volume is now consistently around or above $200M and we're still nowhere near the actual bull run on top of all of this, solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk continues to lead the memecoin market in aggressive whale accumulation read that again EVERY major metric you can point to is going vertical - holders ↑ - spot volume ↑ - perps volume ↑ - OI ↑ - whale accumulation ↑ - exchange activity ↑ the ONLY thing that hasn't caught up yet is price and that's exactly what makes this setup so interesting because when price finally catches up to the underlying fundamentals... it won't need to move slowly i think solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is primed for an aggressive $PEPE-style run ATHs first then MULTI-BILLION dollar market cap don't say you weren't warned

also: those selling their high conviction bags to chase the useless Hunter Biden coin will most likely end up losing most of their money in the ensuing pump and dump and have to buy back a smaller portion of those bags at much higher valuations stay safe or better yet, size into solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk coin and chill!

solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk on Hyperliquid 👀 this is only the beginning...