Market Analyst || Trader || Front-running narratives || Focused on Value

Top 1% | Free TG ➡️
I’m getting tired of Winning nonstop! 😅 $WHEN pulled 7.6X from my TG call and honestly, I’m getting the feeling it’s still ridiculously cheap Initial entry was $174K and ATH is $1.3M, sitting currently at $780K+ $WHEN was initially created as the beta play to $IF but has now surpassed $IF across every metrics Smart money is positioning and several $IF whales are rotating into $WHEN The setup is getting more interesting We could be gearing up for the next major leg The signs are there. The thesis will play out soon Join here: t.me/Acee_Journal
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A month later and this thesis is still playing out… $BTC broke cleanly above its $82K resistance and it’s now trading around $86K, after briefly pushing above $87K yesterday $ETH has also seen significant growth, briefly touching $2.8K for the first time since earlier this year And now, CT is once again flooded with “gurus” giving their ominous takes on what the market is about to do Amid all the noise, my message remains the same: We’re currently closer to $150K than we are to $70K You don’t need to perfectly time the market. A disciplined DCA strategy will save you a cycle of missing out while the market keeps moving After experiencing several weeks of green, I wouldn’t be surprised to see a week or two of red candles. That’s not necessarily a bad thing. In fact, a healthy pullback could give the market space to reset before going higher For me, a retracement to the $79K-$81K zone seems reasonable Until then, stay positioned and don’t be shaken off And if you are, I’ll be here to remind you of your mistake 😇
Everyone is trying to pinpoint the exact Bitcoin bottom instead of taking advantage of the opportunity sitting right in front of them. That obsession is exactly why many people miss the best buying opportunities every cycle Bitcoin peaked at $126K in October 2025 and so far, has bottomed around $58K in late June 2026 (~55% below ATH). Historically, this sort of depth has marked slow reversals, not continuation. We’ve seen this story before… In November 2022, Bitcoin bottomed near $15K, down ~77% below its previous ATH. At the time, many were convinced $10K was inevitable. Quiet accumulation followed, then the 2024 spot ETF approval lit the fuse. Those who spent months waiting for lower prices ended up chasing a market that has already moved. Now, we’re seeing a very similar setup Despite the price volatility, on-chain data and sustained net exchange outflows don’t suggest large BTC selloffs. Instead, they point towards steady accumulation And unlike previous cycles, there's another major catalyst on the horizon: the CLARITY Act. If signed into law, it would represent the closest step the US has ever taken towards establishing a clear crypto market-structure law. Greater regulatory clarity could unlock new institutional participation and provide a stronger foundation for the next phase My point is: Nobody can predict the exact bottom Markets are unpredictable Rather than obsessing over “perfect entries” that may never come, a disciplined DCA strategy is the most effective way to winning in the next cycle
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Bitcoin is back above $80K. Still yet to break above it’s previous monthly high If we break and close above $82k-$83k then it’s easy mode till EOY $ETH is up ~5% in 24H trading above $2.5K On-chain activity has significantly picked up, adding an extra layer to the improving market structure. And capital flows are getting harder to ignore US spot ETFs pulled in nearly $980million last week, marking a third consecutive positive week. Institutional adoption isn’t letting up and large whales have been accumulating There’s another major development: The CLARITY ACT failed to pass the Senate, but the SEC has issued a temporary 5-year “Innovation Exemption” to allow the trading and tokenization of US stocks So while the legislative path has hit a temporary roadblock, the broader move toward bringing TradFi On-chain is still progressing. The easy days aren’t here yet, but trust me when I say we’re so close
Carl Moon 🌙
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What a record 🏆🙂‍↕️
Arc chain has 73 launchpads at 10m but no one wanna bid the memes
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It might not be clear to everyone yet, but $ODYS is showing all the markings of an ecosystem leader Look at the progress so far: • The biggest launchpad on Arbitrum • $27M+ in total volume • $217K paid out in creator rewards • $54K protocol revenue And a few days ago, @arbitrum followed @odysfun That’s not something to ignore I don’t see another launchpad on Arbitrum that has come close to matching what Odys has built so far If @arbitrum wants to accelerate growth, I think the best bet is finding ways to endorse and support $Odys ecosystem A $10m - $20m runner on Arbitrum could give it the exposure it needs and bring in serious attention. Right now, I believe $Odys is well positioned for this.
Stock pairs are live on odys 🩵 launch against $AAPL, $SPCX or $HOOD powered by rTokens @bitget who goes first?
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Every dip is an opportunity.
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Before Robinhood went mainnet, I don’t think CT was really paying attention. Even if some people were aware, it was probably only a small group. And I believe that was one of the reasons the L2 performance was so massive. Robinhood had a clear moat: distribution. A lot of the launches came after mainnet, including the launchpad, so there was still plenty of discovery and positioning left to happen. Arc Chain feels different. People have already done OTC to get positioned. Launchpads are already active, and a bunch of projects live waiting for mainnet. So what’s your edge as a trader here? FOMO? That’s not me. Maybe the edge is simply to observe, let the dust settle, and identify where the real value is once the noise fades. But I’ll tell you this for free: Arc Chain will probably be the next stable. I could still be wrong, of course. GL to everyone in the Arc trenches. As for me, I’m using this period to accumulate a few high-conviction plays on Robinhood and wait for the next leg.
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Arc mainnet goes live September 16th. Most people will focus on Circle, USDC, BlackRock, DTCC, Visa, Aave, Morpho and the institutional narrative. Personally, i will be looking at something slightly different, 👇 1. Where does the first wave of retail liquidity go? 2. Why? New chains don't become interesting to traders simply because the chain works. They become interesting when there are assets worth trading; and that's where Arc's launchpads, integrations, dexes, and toolingss around the ecosystem gets interesting. Built by @circle, Arc is positioning itself as the Economic OS for the internet, with a different approach unlike other Generic L1s, to becoming a settlement layer for stablecoin native finance, and the next generation of AI powered financial apps. It uses USDC as native gas, offering fast finality and institutional-grade infrastructure. Circle already has a massive distribution network around USDC. However, none of that automatically creates degen activity. This means that @arc still needs: Launches → liquidity → traders → volume → attention. A new chain can have the biggest institutions behind it and still be boring for traders if there is no market to trade. Arc mainnet will help builders and devs building financial apps, and integrating stablecoin flows and AI-Powered models with the tools for their ideas. I've mapped out some launchpads, DEXs, infra, tooling and trading apps to look out for that seems interesting to me. 𝙉𝘽: 𝙄'𝙢 𝙣𝙤𝙩 𝙫𝙤𝙪𝙘𝙝𝙞𝙣𝙜 𝙛𝙤𝙧 𝙖𝙣𝙮 𝙧𝙣, 𝙗𝙪𝙩 𝙮𝙚𝙖𝙝 𝙨𝙤𝙢𝙚 𝙤𝙧 𝙢𝙤𝙨𝙩 𝙤𝙛 𝙩𝙝𝙚𝙢 𝙩𝙝𝙖𝙩 𝙬𝙤𝙪𝙡𝙙 𝙗𝙚 𝙤𝙣 𝙩𝙝𝙚 𝙡𝙞𝙨𝙩 𝙢𝙖𝙮 𝙝𝙖𝙫𝙚 𝙨𝙤𝙢𝙚 𝙥𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙩𝙤 𝙤𝙣𝙗𝙤𝙖𝙧𝙙 𝙩𝙝𝙚 𝙣𝙚𝙭𝙩 𝙨𝙚𝙩 𝙤𝙛 𝙣𝙤𝙧𝙢𝙞𝙚𝙨, 𝙘𝙧𝙚𝙖𝙩𝙚 𝙩𝙝𝙚 𝙣𝙚𝙭𝙩 𝙨𝙚𝙩 𝙤𝙛 𝙢𝙞𝙡𝙡𝙞𝙤𝙣𝙖𝙞𝙧𝙚𝙨 𝙖𝙣𝙙 𝙞𝙣𝙛𝙧𝙖𝙨 𝙩𝙝𝙖𝙩 𝙘𝙤𝙪𝙡𝙙 𝙨𝙩𝙖𝙣𝙙𝙤𝙪𝙩 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙬𝙚𝙗3 𝙚𝙘𝙤𝙨𝙮𝙨𝙩𝙚𝙢 𝙞𝙣 𝙜𝙚𝙣𝙚𝙧𝙖𝙡. 1. 𝗟𝗔𝗨𝗡𝗖𝗛𝗣𝗔𝗗𝗦 Well, the main launchpads I'm looking forward to are; @circlewarp @Arguspad @THEARCASH @synthra_finance @Arcapefun @arcreactor_fun @TollyLabs @minarafun @Lolpad_ @kairence_ai @o1_exchange @UBIdotFUN Others are @actfunxyz, @Archemistdotfun, @peachlfg, @arcpad_meme, @akadotfun, @onmidotfun, @SharcFun, @Lazymemesfun, and @liftdotfun. The first launchpad that will consistently produces liquid markets + real volume + repeat users could become a major distribution layer for Arc 2. 𝗔𝗻𝗮𝗹𝘆𝘁𝗶𝗰𝘀/𝗖𝗵𝗮𝗿𝘁𝗶𝗻𝗴 @arclens_app @dexscreener @GeckoTerminal @TollyLabs @Sidoorxyz 3. 𝗗𝗲𝗳𝗶 𝗟𝗮𝘆𝗲𝗿 @lunya_io 4. 𝗗𝗲𝘅/𝗜𝗻𝗳𝗿𝗮/𝗔𝗴𝗴𝗿𝗲𝗴𝗮𝘁𝗼𝗿𝘀/𝗬𝗶𝗲𝗹𝗱𝘀 @Uniswap @aeroxyz @CurveFinance @DYORSWAPDEX @TowerExchange @ArcDEXScan @klik_evm @Flutchdotfun @lunexfinance 5. 𝗕𝗿𝗶𝗱𝗴𝗲 𝗜𝗻𝗳𝗿𝗮 @Xylonet_ @Longdotsupply 6. 𝗣𝗮𝘆𝗺𝗲𝗻𝘁𝘀 @Conduitonarc @cyclesmoney @wirexapp @ArrelTechnology @koshmoney @swaparc_app 7. 𝗡𝗙𝗧/𝗣𝟮𝗘 @Orixaxyz @PlayMossling 8. 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗕𝗼𝘁𝘀/𝗔𝗽𝗽𝘀 (Ref links attached) ○ Maestro Bot: (t.me/maestro?start=r-ironsid…) ○ Cove Bot (t.me/cove_trading_bot?start=…) ○ Fomo (on mainnet launch) ○ Basedbot (t.me/based_eth_bot?start=r_I…) ■ Other Integrations on Arc 1. Uniswap and Zerion; For swap execution, liquidity, token discovery, and composite market infra for the network. 2. FOMO Integration Post-Mainnet This particular integration of arc and fomo stands out. Arc gets a ready-made trading distribution layer thought fomo. 𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐭𝐡𝐢𝐬; 𝐀𝐫𝐜: 𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧-𝐧𝐚𝐭𝐢𝐯𝐞 𝐬𝐞𝐭𝐭𝐥𝐞𝐦𝐞𝐧𝐭 𝐅𝐎𝐌𝐎: 𝐑𝐞𝐭𝐚𝐢𝐥/𝐬𝐨𝐜𝐢𝐚𝐥 𝐭𝐫𝐚𝐝𝐢𝐧𝐠 𝐚𝐜𝐭𝐢𝐯𝐢𝐭𝐲 𝐔𝐒𝐃𝐂: 𝐍𝐚𝐭𝐢𝐯𝐞 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧 𝐜𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐓𝐨𝐤𝐞𝐧𝐬/𝐦𝐞𝐦𝐞𝐬 : 𝐀𝐬𝐬𝐞𝐭𝐬 𝐟𝐨𝐫 𝐮𝐬𝐞𝐫𝐬 𝐭𝐨 𝐭𝐫𝐚𝐝𝐞 New chains typically have a chicken-and-egg problem. No users → no liquidity → no trading → no reason for projects to build. A social trading platform like @fomo can partially break that loop. If FOMO brings its existing users to Arc chain, those users become potential buyers/traders of Arc-native assets, and that help creates an initial demand and a significant transaction activity for the ecosystem. 𝙏𝙝𝙚 𝙥𝙤𝙩𝙚𝙣𝙩𝙞𝙖𝙡 𝙡𝙤𝙤𝙥 𝙗𝙚𝙘𝙤𝙢𝙚𝙨: FOMO traders ↓ Arc ↓ Launchpads ↓ New assets ↓ DEX liquidity ↓ USDC volume ↓ More traders Then there is the other side of Arc to watch out for: Aave, Morpho, Chainlink, MetaMask, Fireblocks, Ledger, payments infrastructure and major financial institutions that are already affiliated with them. This means that Arc isn't launching as an empty chain waiting for an ecosystem to appear. It's launching with infrastructure for both sides of the market: 👇 𝐓𝐫𝐚𝐝𝐅𝐢 + 𝐃𝐞𝐅𝐢 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬 + 𝐫𝐞𝐭𝐚𝐢𝐥 𝐒𝐭𝐚𝐛𝐥𝐞𝐜𝐨𝐢𝐧𝐬 + 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐢𝐯𝐞 𝐚𝐬𝐬𝐞𝐭𝐬 If the Arc chain is able to develop a 𝙧𝙚𝙖𝙡 𝙡𝙖𝙪𝙣𝙘𝙝 → 𝙡𝙞𝙦𝙪𝙞𝙙𝙞𝙩𝙮 → 𝙩𝙧𝙖𝙙𝙞𝙣𝙜 → 𝙫𝙤𝙡𝙪𝙢𝙚 → 𝙖𝙩𝙩𝙚𝙣𝙩𝙞𝙤𝙣 𝙛𝙡𝙮𝙬𝙝𝙚𝙚𝙡, then the biggest opportunity may be sitting in the infrastructure underneath the tokens everyone is trading. The mainnet launching will give us this data, and with that the real Arc convicition builds up. Looking forward to it
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happy to be wrong but i dont think @arc trenches will be sustainable
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ARB reminds me of ZEC. Early last year, mert was bullposting ZEC and he was literally the only one on the timeline doing it. Then something clicked, and the views slowly shifted. No idea how long it'll take for ARB to click. But Arbitrum has a opportunity right now to ride its own catalysts by getting more aggressive in reshaping the narrative (+ buyback pls) That's the part I don't control.
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US Spot ETFs has been printing huge inflows since the June 2026 bloodbath BTC saw a sharp reversal in ETF inflows, and ETH has been showing a similar shift Here’s a breakdown of what’s happened over the past few weeks 👇 BTC ETFs In Aug 2026, $BTC ETFs recorded over $3.2B in net inflows, a huge contrast to the $172M recorded in July September started off rough with -$236M in outflows, but the days that followed were significantly stronger Look at the numbers 👇 → Sep 2: +$101.1M → Sep 3: +$730.9M → Sep 4: +$174.6M → Sep 8: -$46.6M September 3rd was the biggest BTC ETF inflow day since January 14th. The week ending September 4th brought $986.7M in net BTC ETF inflows with IBIT alone accounting for $691.5M ETH ETFs Eth has been showing a slightly similar pattern $ETH ETFs recorded 12 straight days of inflows going into September before finally seeing an outflow on September 8th The week ending September 4th finished at $215.3M in net inflows. Not as explosive as BTC, but it’s much steadier. And ETFs aren’t the only source of demand. Treasury companies are becoming an even bigger contributor. → On 31st August, Strategy added 4,603 BTC for $369.7M, ending its 10-week buying break → Strive also bought $143M worth of BTC. → On September 8th, BitMine added 28,086 ETH, bringing its treasury to 5.93M ETH. Nearly 5% of total ETH supply. → SharpLink is also putting $200M into ETH staking through Lido. The interesting part isn't simply who had more inflows. It’s where the conviction is coming from. BTC is seeing larger, more volatile flows. ETH is seeing steadier ETF demand and aggressive accumulation. Different structures, different flows, showing the same bigger signal: Institutional appetite is still very much alive
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Started sizing into $ROBINDOG some days back It’s the first launchpad meme on Robinhood OG CTO team is taking over and it has the support of @CryptoKaleo himself. The guy who took $HMM to over $40M ATH Ngl, $ROBINDOG has a pretty good upside potential from here. There’s a lot of risk but at least we’re betting on something solid. Position, or don’t. Your call 🤷 0x6399E2Bd8af62C0ac13f55613C3469b67332a6Fd @robindogex
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there's a reason everyone is suddenly loud about bill pay. it's the last part of money nobody fixed. the business version gets billy porter. the consumer version gets us. artisan.cash
Ramp made a real Broadway musical starring Billy Porter, Billy Zane and Jessica Billy Vosk. It’s a show about bills. By Bills. Starring Bills—with original songs, full choreography, and an actual Broadway playwright. In the 1950s and ’60s, America’s biggest companies staged lavish musicals about cars, appliances, and soda. Somewhere along the way, we lost our nerve. We’re bringing back the industrial musical. One night only, September 25, at the Broadhurst Theatre. billpaythemusical.com
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We see a ton of alphas pop out on Robinhood day after day. But with so many tokens launching, how do you quickly identify which ones are actually worth looking at? @RobinSightRH is an AI-powered on-chain intelligence and token scanner built for Robinhood Chain It is not a trading bot or signal service that tells you what to buy. Instead, RobinSight looks at the data the chart doesn’t show Data like: → Who holds the token → How wallets are connected (including funding sources) → Top holders behavior → Holder concentration metrics → Related wallet holdings → Live contract risk (mint functions, taxes, proxies, sell-path simulation, etc.) Most importantly, every claim is backed by on-chain evidence. RobinSight focuses on stacking multiple small edges instead of trying to force everything into one massive, unreadable “alpha” score. In just a four days of launch, here’s what they’ve achieved → 5,000+ scans with no paid KOLs. All organic! → Sight Profiles are live → Ranked scans & intelligence maps → Pons intelligence for unbounded tokens And it doesn’t end here The @RobinSightRH team has been relentless with execution Holding $SIGHT token gives you access to the tool across different tiers. You get to choose your preferred one I got in earlier, but I don’t think $SIGHT is done just yet CA: 0x9162fefe5b784bE862b826CABf52C0fa5a3F846a
Signals now report the developer's behaviour including burn, transfer, and sold events from the initial buys.
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