Tokenized RWA money flows analyst • Join my trading group t.me/EarlyAlphaGroup • Trade tokens & perps at Nansen with 10% off ➡️ nsn.ai/ChainROI
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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
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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 🤝
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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 🚨
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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 🚨
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Link to article ⤵️
wsj.com/finance/currencies/5…
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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 🛑
Trump tells the UN he is officially changing the name of Artificial Intelligence to "Super Intelligence" and says all US government documents will now be changed to refer to "SI"
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11 days since my rant about wanting prediction markets platform to grow balls and start offering more financial markets and I read this ⤵️
Bernstein sees annual prediction market volumes hitting $10 trillion by 2035 as financial assets overtake sports
Source @TheBlockCo
Why do you think prediction markets platforms rather offer more and heavily incentivize sports markets than financial markets?
Is it because it's easier to attract retail into sports?
Or maybe because it's easier to fake daily trading volume with sports markets?
Looking where @HyperliquidX to place prediction markets trades for tokenized RWA like oil, gold, SP500, SpaceX and things looking thin with current HIP-4 deployers: Outcomexyz, Tradexyz, Skewtrade 🤔
Only good liquidity is to trade oil @Outcomexyz since that Hyperliquid market offers $200 daily reward to traders and liquidity providers.
Lesson should be learned from Polymarket that when you launch trading products - you gotta incentivize traders and liquidity providers or nobody will care what you launched or built 🚨
Polymarket offered $5M in March 2026 to attract liquidity providers to boost liquidity and 0 trading fees to attract traders.
And what happened that month?
Polymarket's total global trading volume surpassed $10 billion that month alone.
In percentage - reward was 0.05% of record breaking trading volume that month ✍️
Gone are days of build it and they will come.
Now is - build it, market it and offer rewards for users to come & stay trading on your platform.
For me as a trader - seeing as financial markets, best that most deployers on Hyperliquid offers is mainly daily markets expiring in less than 24h...
...feels pure gambling with almost no edge or interest for me to trade such markets.
I want to see prediction markets with timeframe of: end of this week, end of next week, end of this month, by end of this year 🎯
And then variety of markets expiring at such timeframes - touch/not touch, market settle above/below current price...
All deployers on Hyperliquid just recently went live with their platforms and markets, so will see how this will evolve.
At current situation - most of the markets offered are not of much interest for me to trade.
And with no decent rewards for liquidity providers to arrive - then also liquidity will probably stay thin so big traders will be forced to trade elsewhere.
Will keep monitoring situation with prediction markets on Hyperliquid - trading volume, liquidity, markets offered and potential big incentives rewards announced by any of the deployers.
👇👇👇
What are your thoughts on current situation of prediction markets trading at Hyperliquid?
Are you trading Outcome markets already or waiting for big rewards to kick in by deployers - to start trading at Hyperliquid?
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Things so far goes by money flows analysis for $BTC for this week ✍️
2h after my post - price printed high for overnight trading session at $87,471 at Hyperliquid and then Bitcoin came lower to find buyers.
As long as price stays above current strongest weekly money flows pivot at $84,768 - we could see BTC hit 2nd strongest pivot for this week at $88,300 🤔
Money flows in bitcoin:native indicating 2nd strongest pivot to be at $88,300 and price could reach it by this Wednesday already or by end of this month 🧐
It's nice to see Bitcoin getting in the spotlights, which also helps ETH and alts.
As always - do your own research.
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Money flows in bitcoin:native indicating 2nd strongest pivot to be at $88,300 and price could reach it by this Wednesday already or by end of this month 🧐
It's nice to see Bitcoin getting in the spotlights, which also helps ETH and alts.
As always - do your own research.
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This bitcoin:native prediction market trade @Outcomexyz was a wild ride 🎢
18 days later and this trade Bitcoin touches $85k by end of Sep 2026, closed at max profit of 100 cent 👏
Will keep monitoring financial markets offered by Outcome on Hyperliquid and other HIP-4 deployers 🧐
Adding a quick rant as a financial markets trader/analyst/researcher ⤵️
Can't speak for others but I'm disappointed seeing mostly sports markets being pushed & heavily incentivized on every prediction markets platform 🙈
Why is there not even one prediction markets platform - that actually want to be the leader in offering prediction markets for financial markets and go after attracting big traders from web2 world 🤔
Was looking where to place a prediction markets trade on bitcoin:native going higher this month and @Outcomexyz has nice variety - so went for it there 🤩
Plus Outcome has now juicy daily rewards for placing a trade as a market buy order at 0 taker fees = win-win in my eyes 🤝
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Was looking where to place a prediction markets trade on bitcoin:native going higher this month and @Outcomexyz has nice variety - so went for it there 🤩
Plus Outcome has now juicy daily rewards for placing a trade as a market buy order at 0 taker fees = win-win in my eyes 🤝
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Pay attention to $MSTR by @Strategy money flows - especially with smart traders and Public Figures cohorts inside Nansen Pro 🧐
Solid Reward to Risk ratio for specific trade I'm looking at during US session on Monday - especially if $BTC will go towards strongest weekly pivot (for now) 💰
Will make new money flows updates tomorrow in my trading group - access in my bio.
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Don't know how to feel about Ethena token after seeing @CryptoHayes shilling $ENA 11h after my post 🤔
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 🤝
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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 🤝
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Members of my trading group on Telegram could read my post on potential of Spectre AI project - that I wrote already on Aug 23rd ⤵️
t.me/EarlyAlphaGroup/15787
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