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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:
参加 April 2009
7.5K フォロー中    31.6K ファン
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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