Crypto since ‘17 | I chase narratives before they trend | Alpha lives in quiet corners 🦅
The Netherlands
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If you’re entering the @arc trenches now that mainnet is live:
This is the bot I personally use to bridge and trade:
BasedBot → t.me/based_eth_bot?start=r_2…
I’m actively buying, researching and talking to teams across the ecosystem.
And the deeper I go, the more interesting setups I’m finding. 👀
I’ve accumulated more of two tiny low-cap reward plays → 100% of the tax goes back to holders, paid in $ARGUS on one and $XAUM on the other.
Both have public devs, tiny MCs and IMO serious potential if volume starts flowing.
I’ll share more on those soon.
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Been looking into what @MalachiteonARC is building on @arc.
MalaSwap is building what they describe as the first Agentic AI-powered swap, launchpad and NFT marketplace on Arc, with $MALA at the center of the ecosystem.
The interesting part is the agent layer: imagine being at work or asleep while your AI agent handles specific on-chain tasks for you.
That’s where this starts getting interesting imo.
Still early, but I like the direction they’re taking with this.
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I’ve sized in pretty HEAVY into $KAIRO.
It’s currently the strongest performer to come from @TollyLabs, but what made me size up was the team.
Public founders → they’ve already proven they can take projects from the ground up into eight-figure valuations..
And now they’re building a full financial ecosystem specifically for @arc.
Swap → Perps → Protected Launch → Trading Terminal → Earn
The chart is already starting to move, obviously.
But given the potential I see here, sub $1M still feels incredibly asymmetric to me. 👀
Thank you @tollylabs for giving KAIRO its starting point on @arc. 💚
Crossing $1M market cap is a milestone for our community. Since launch, we’ve kept building: KAIRO Swap, Perps, Protected Launch and the new trading Terminal.
Thank you to everyone using the products, sharing feedback and building alongside us. This is only the beginning. 🚀
@circle @USDC
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I understand why $ARGUS at $30M and $TOLLY at $20M felt expensive right after @arc mainnet.
Both basically went vertical. 😂
But now we have something we didn’t have then:
Confirmation that @arc wasn’t just another 3-day hype chain.
Arc is clearly here to stay, the team is actively supporting strong projects within its ecosystem and Binance just invested $100M into Circle.
Yet the two leaders are sitting at:
$ARGUS → $25M
$TOLLY → $7M
I’ll say it:
Cheap AF to me.
Go look at what happened to leaders on other chains when serious liquidity arrived. 👀
And credit where it’s due: @jerallaire, @samconnerone & @peterschroederr are doing a great job keeping the ecosystem moving in the right direction. 🤝
HIGHER!
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Love seeing this.
@arc itself just followed BOTH of my favorite projects on the chain: $ARGUS & $TOLLY. 🤝
And honestly, it makes sense.
Both have strong founders behind them, both were building early and both continue to SHIP.
This is exactly the relationship I want to see between a chain and its native projects.
Arc helps its builders grow.
Those builders give people more reasons to come to Arc.
That’s how the flywheel starts. 👀
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$ARCT with another ATH today.
Love to see it, but we’re still talking about a very small valuation here. 😂
I first started posting this around ~$300K because I liked what @ArcToolsBackup was building and how aggressively they were shipping.
Since then, the product has only gotten stronger.
So yes, higher highs are nice.
But like I said yesterday and I’ll say it again:
My expectations are much higher from here. 👀
$ARCT was around $300K when I first posted it.
Went to $810K, retraced when @arc cooled off, then came back and printed a fresh $1M ATH yesterday. 🤝
That’s strength.
Meanwhile @ArcToolsBackup hasn’t stopped building.
Today: their new Arc marketplace went live with escrow-protected services for projects/builders, plus Predict & Market added directly into ArcOne 2.9.
That’s why I like this setup.
The team keeps adding reasons for people to use the product AND the token.
$1M is nice, but my expectations for $ARCT are much higher. 👀
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I haven’t bought anything on $SUI in almost TWO YEARS.
Yesterday that changed. I bought $ZUK. 😂
And here’s why:
I noticed @EmanAbio, co-founder of @Mysten_Labs and one of the guys literally building Sui, has been buying $ZUK himself while the MC is still this tiny:
That’s not something I see every day. 😂
Then I looked into the actual product: live leveraged $META → backing an onchain reserve and fees that flow back to holders in USDC.
At $340k mc, that combination looks like a pretty damn good R/R to me.
For anyone asking how to get on SUI:
1. Bridge to your @SlushWallet via portalbridge.com/sui
2. Buy directly from inside Slush.
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$ARCT was around $300K when I first posted it.
Went to $810K, retraced when @arc cooled off, then came back and printed a fresh $1M ATH yesterday. 🤝
That’s strength.
Meanwhile @ArcToolsBackup hasn’t stopped building.
Today: their new Arc marketplace went live with escrow-protected services for projects/builders, plus Predict & Market added directly into ArcOne 2.9.
That’s why I like this setup.
The team keeps adding reasons for people to use the product AND the token.
$1M is nice, but my expectations for $ARCT are much higher. 👀
$ARCT has been moving, so naturally people are starting to notice.
They’re basically trying to build an all-in-one toolbox for @arc:
Launchpad. DEX aggregator. Scanner. Snipers. Buybots. Portfolio tracking. Bridge. Alerts. Trending + $ARCT staking.
That’s a LOT of infrastructure under one roof.
And this is exactly the type of ecosystem play I like watching early: multiple products, one token, and a growing chain behind it.
If execution matches the vision, @ArcToolsBackup could become a name we hear a LOT more about. 👀
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THIS is what I want to see from one of my biggest @arc convictions.
@Arguspad just shipped MORE upgrades and confirmed V2 is already in testing + auditing.
The product keeps improving while the chain is still ridiculously early.
And today we get to hear directly from the founder:
@rdbotato x @MCGlive - 12:30 PM EST
The first $ARGUS run showed what’s possible. I’m positioned for the next one🫡
Argus just shipped some new platform updates:
• Private swaps via @HoudiniSwap
• Updated charts via @GeckoTerminal
• Better trade routing via @KyberNetwork
• Upgraded RPC via @Quicknode
• 中文 + 한국어 support
• Faster web + mobile experience
This is the last update before V2.
V2 is in testing and auditing now.
Early to Arc. Early to Argus.
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My first $TOLLY post was around $600K MC.
Then it ran to $25M in less than two weeks.
A casual 40x+. 😂
Ofc, I took some profits after such a run → watched the inevitable retrace and have now been accumulating again.
Because while price went down, @TollyLabs kept shipping constantly and are becoming one of the clearest infrastructure plays inside @arc.
I still expect an Arc szn, and IMO Tolly is without a doubt one of the strongest projects positioned for it.
I was early then.
I will be early now.🥂
Most people will find out about @arc the day it trends. You're finding out now.
Circle, the company behind USDC is launching their own L1: ARC. Mainnet goes live Sept, 16th with USDC itself as the native gas token.
No bridge live yet, but you can already position early 👇
1. Get USDC on ARC
Buy USDC OTC via unstabletrade.com (premium pricing right now, that's the cost of being early).
Send it to your Basedbot wallet, you can already trade with it on ARC before the bridge officially opens.
2. Buy memes early
Two launchpads already live: @TollyLabs and @ArcDEXScan. I already grabbed a bag of $TOLLY, the native token of the Tollylabs launchpad itself.
It's confirmed FOMO will be enabled first day of arc mainnet → millions will be joining this chain.
Better to be positioned before that than chasing it after.
We're VERY early here.
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Once you understand the $TEN flywheel, the thesis becomes pretty simple. 😂
→ Hold $TEN
→ Volume generates $USDC rewards
→ Reinvest those rewards into more $TEN
→ The more $TEN you hold, the more $USDC rewards you will receive
→ repeat
Simple mechanics, but a powerful loop once volume starts flowing.
Now give this an @arc szn and let the money printer go BRRRR. 😂
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Circle is the company behind @arc.
Now @binance just invested $100M into Circle AND signed a new 5-year agreement to expand USDC globally.
Imagine what this could eventually mean for the projects already building on Arc. 👀
This is why I keep positioning BEFORE the liquidity arrives.
Circle keeps expanding distribution, Arc is their own L1, and the ecosystem is still ridiculously young.
Connect the dots.
SEND ARC PROJECTS HIGHER. 😂
Circle 🤝 @binance
Circle and Binance are continuing to build together through a new five-year commercial agreement to expand USDC access across emerging markets.
Binance has also made a $100M strategic investment in Circle.
circle.com/pressroom/binance…
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CryptoDoc retweeted
Projects like @kairo_market are actively buying TEN and announcing it for treasury!
Smart play from several projects because there is no need to sell TEN coin. It generates $USDC , dividend 100% paid to holders due to tax. They use the usdc to fuel their own token!
Get TEN ---> earn usdc , buy more TEN, earn more usdc.
Literally zero reasons to sell it 😂
@TenOnArc
Congratulations to all our holders!!! We made it!!! More to come, don't blink! THIS IS JUST THE START!
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I normally don’t post about plays this small, but $TEN deserves it.
@arc has been pretty quiet today, yet $TEN is slowly pushing higher.
I can see why holders aren’t rushing to leave: 10% tax goes back to holders as $USDC rewards, basically generating passive income while you hold.
Personally, I’ve already earned back almost my entire entry through rewards in roughly 24h. 😂
My remaining position is basically a moonbag that continues printing USDC for me.
High R/R play but deffo worth checking out.
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👀 The great thing about $TEN is, there's literally no reason to sell haha. I have my initial earned back already just by holding my complete TEN bag 😂
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