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Okada_Research
@Okada_DeFi0x
Degen mode ON | Researcher & deep diver in DeFi | Hunting alpha in memecoins and Low - Mid Cap I @Virtuals_io Maxi I TG:
Joined April 2009
7.5K Following    31.6K Followers
Arc Day 1 was messy af on the token side, but the chain numbers are actually pretty wild. @Arc mainnet has only been live, and rn: – TVL: ~$334M – Stablecoins: ~$656M, ~99% dominated by USDC – DEX volume: ~$76M / 24h – App fees: ~$453K / 24h Circle also launched Arc with 100+ apps and 100+ institutional/ecosystem builders from Day 1. Ngl, the contrast is kinda funny. The chain itself is getting real liquidity, while a lot of Arc-native tokens got absolutely nuked after the mainnet hype. Classic CT: chain up, bags down lmao. For me, that doesn't mean the Arc trade is over. It just means the easy “ape everything before mainnet” phase is prob done. Now I'm watching which projects can actually survive the post-launch PvP: – $ARGUS – $FAZE – $TOLLY – and obviously $USDC flows, because liquidity is basically the heartbeat of this ecosystem rn. One thing I care about more than token PA here: where the money actually sits. A huge chunk of Arc TVL is already concentrated in lending. Morpho alone is around $225M+, while Aave is around $77M on Arc. So imo, don't confuse Arc infra adoption with Arc shitcoin performance. Same chain, completely different trade. I'm still watching $ARGUS, $FAZE and $TOLLY for a potential second wave, but no rush to ape rn. Let the chart cook, let weak hands/dev farms get flushed, then I'll decide what deserves a spot in the bag. Arc Day 2–7 should be way more interesting than Day 1.
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Arc public mainnet is in 1 day and the launchpad war already looks overcrowded. Circle’s L1 hasn’t even opened the doors yet and there are already 30+ pads fighting for day-one flow. I’ve been watching the pads that actually shipped something on testnet instead of just a landing page. Most of this list will be dead by week two but a few might survive, imo Here’s the early Arc launchpad watchlist I’m actually keeping on screen: 1/ @Longdotsupply Same stock-pair thesis that already worked on Robinhood Chain, now pointed at Arc: bridge tokenized stocks (NVDA, CRCL, etc.) over, then launch memes on top of those stocks. They already claimed ~30% of RH $CRCL supply got bridged across and $2M bridged atm 2/ @liftdotfun Top of the current “mainnet exposure” rankings for a reason. Simple token launch UX, already live as a pad surface. I’m hearing some alpha abt Lift that it has a solid backer. 3/ @ellipsefun It bridges real assets (gold, CRCL claims, etc.) and lets you launch tokens *quoted against those assets*, not just USDC. Gold-backed 1:1 bridge that kills the OTC premium rn. 4/ @circlewarp Warp is a launchpad + trading terminal with zero-fee CCTP bridging, and they just flipped on stock pairs using @Longdotsupply’s bridged shares. 28 tokens across 8 stocks already, LP locked forever at graduation. Classic curve path is still there, but the stock-quote layer is what makes this interesting for day one. 5/ @minarafun Uniswap v4 pool from block one, permanently locked LP, launch fee around 1 USDC, fees as low as 0.5–0.75%, and the creator can buy up to 80% in the same tx. Team has Circle Ventures history via NFTGo. 6/ @TollyLabs Direct full-supply into a locked USDC pool, no curve. They published code, which is rare in this meta, and they already showed the most meaningful testnet volume among the non-curve pads (~$1.8M traded, 200+ tokens). 7/ @actfunxyz Launchpad + AMM + NFT marketplace in one place. Not the cleanest product story, but they have been loud and shipping on Arc for months. 8/ @Arguspad Pad + watch terminal + board in one place. No curve, no migration, token goes straight into a Uniswap v4 pool from the launch tx, gas-only create, creator tax 0–10% with USDC rewards to holders. ~$2.3M all-time volume and they just printed a $2.1M vol day before public mainnet. 9/ @UBIdotFUN The only Uni v4 pad pitching 0% launch fee and a real UBI loop: fees route back to creators, traders and holders in USDC. Smaller account than the rest of this list, so this is the early/asymmetric one if the fee-share loop actually works. Day-one on Arc will be messy. Liquidity will be thin, a lot of these pads are still pre-mainnet vapor, and half of them will be farming their own token volume. So Dyor carefully!
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