Unipcs (aka 'Bonk Guy') 🎒@theunipcs8H
bullishsome 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):
https://t.co/H4FCjOVDN5
2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad:
https://t.co/De7zYyG3WF
3. buy whatever you want through https://t.co/XPOUSqINma
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:
https://t.co/J39grZN8rY
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
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