Unpopular opinion: @arc is hot, but its eco looks like a copycat of Robinhood as you might know, i’ve spent the past few days digging through Arc projects before public mainnet the clearest signal: 50+ launchpads already exist well you know Robinhood started the tokenized stock + memecoin launchpad war with @ponsdotfamily, @longdotxyz and others then the same model then expanded to: - Solana: $STONK, $EMBER - BNB Chain: $BREW - Now Arc: dozens of similar platforms imho, launchpads are EAST TO FORK and there is a reason devs keep choosing this model → it generates REAL FEES only with a “low” effort current launchpad sector metrics: - $241.4M TVL - $77.3M fees in 7D - $25.2M revenue in 7D $PONS alone generated $45.9M in 7D fees and $7.5M in revenue on a new chain, a launchpad is one of the fastest ways to attract liquidity, create assets and capture trading fees i see the same pattern with gamified NFTs the narrative gained traction on Robinhood → now devs are bringing similar concepts to Arc and Ink my concern is the lack of native, differentiated protocols on Arc i’ve tried to find projects that could create a new category or narrative, but there are only a few most major Day-1 deployments are established DeFi protocols such as Uniswap, Aave and Fluid strong infra, but they are not uniquely Arc for now, my main Arc thesis is the LAUNCHPAD WAR i expect it to be brutal from the first day of public mainnet there may be more 50+ competitors, but I believe only 1-2 will survive and eventually control most of the volume that's why i worked hard to filter out the real leader this week S-tier rank projects are those i believe have a real edge before launch - @liftdotfun - @minarafun - @TradePools - @akadotfun - @Arguspad - @TollyLabs still to much, but i think at least one of them will outperform and thrive i could be completely wrong if Arc mainnet launches with several strong native protocols that are still under wraps @jerallaire might already notice this situation, real founder keeps building iykyk but i’d rather plan around the facts & signals available today than speculate about products i haven’t seen Arc will receive major attention at launch i wonder how quickly that attention converts into sustainable liquidity and how long it stays there hype may come and go very quickly be ready, be wise fam!