Broooo this was your best call by far holy shit

A few thoughts on Arc Chain.

I completely ignored Arc at first.

Over the past few weeks, several people building on or around Arc have reached out to me. Their message was pretty straightforward: they want trenchers on the chain early.

Why?

Because they understand something most new chains figure out too late:

Memecoin activity is one of the fastest ways to bootstrap attention, liquidity, and onchain traction.

I didn’t pay much attention. I’ve been too busy to keep up with every message I receive, and my thesis for this cycle has been pretty clear:

Robinhood. BNB. Solana.

That’s where I expected the majority of the real action to happen.

Then I found out that Fomo is integrating Arc shortly after launch.

Seyong from Fomo recently told me the integration should happen within a few days of launch.

And honestly, that changed my short-term view completely.

Let me explain why.

Fomo hasn’t even integrated Hyperliquid, Tron, or TON.

Yet all three chains have produced runners that reached $100M+ market caps.

Now, I’m not saying Arc is going to become the next BNB, Robinhood, or Solana.

I’m saying something much more interesting:

This could be the first time Fomo integrates a non-mainstream chain essentially from day one.

That creates a very different setup.

A brand-new chain.

A launchpad actively attracting trenchers.

Early liquidity.

And a major retail trading app potentially bringing users and attention to the ecosystem almost immediately.

If that combination works, I think there could be some serious short-term opportunities for people who are paying attention before the crowd arrives.

And that’s the key distinction:

SHORT TERM.

This is not a rotation away from my core RH/BNB/SOL thesis.

This is a degen experiment around a potentially interesting early-stage ecosystem.

Why I’m paying attention to Arc

1. Fomo is integrating Arc.

Fomo is becoming one of the more interesting retail crypto trading apps this cycle.

I originally ignored Arc entirely.

The Fomo integration changed that.

2. Arc appears to understand the importance of trenchers.

Multiple people building around Arc have reached out to top trenchers, including myself, because they want early memecoin activity on the chain.

That tells me they’re thinking about how to generate attention and liquidity from day one.

3. They’re seemingly taking notes from the Robinhood playbook.

I’ve also heard from a source that Arc understands how important early memecoin activity can be and is actively working to attract traders.

The strategy is simple:

Get the trenchers in early. Give the ecosystem activity. Build attention around the chain.

Whether that strategy works remains to be seen.

But it’s worth watching.

My positioning

I’ve bought the native token of Arc’s main launchpad, $LONG, along with the top three memecoins on the launchpad.

My thesis is essentially this:

New chain + launchpad + early trenchers + Fomo integration = a potentially interesting short-term opportunity.

That’s the bet.

Not a promise. Not a guarantee. Just an asymmetric setup I’m willing to explore with money I can afford to lose.

How to explore Arc early

You have two options:

Wait for the Fomo integration later this week.
Bridge over earlier through Arc’s main launchpad, $LONG.

For anyone who wants to bridge early:

1. Buy $CRCL on Robinhood Chain.

Most tokens on Arc are paired against $CRCL.

https://dexscreener.com/robinhood/0x654e4143e82a5824445ade0824351c2a9acd95a8

2. Bridge your Robinhood Chain $CRCL to Arc.

Use the bridge provided by the main launchpad:

https://long.supply/bridge

3. Explore the ecosystem.

You can find the available tokens and trading options through:

https://long.supply

cheeky vip cook 🙈

catelined?

For those willing to sit on a bag for a few weeks, $CATE looks seriously interesting.

I’ve got a feeling this one is gearing up for a $200–300M breakout soon.

The chart is looking absolutely insane, man. 👀

Scroll through FOMO’s Most Held and theres one token that stands out

Every other token on the list is already above $10M while $MEMESTOCK is sitting at $5.8M

Same table as the biggest tokens on the app, just with a lot more room to grow

Major repricing soon

Believe in something.

My first $TROLL buy was at $500K.

By $50M, everyone wished they had been early.

Then came the 80% retrace…

Suddenly, nobody wanted to be early anymore.

That’s the funny thing about conviction.

Everyone wants to claim they saw it before the crowd. Almost nobody has the stomach to hold through the pain, doubt, and red candles that actually make you early.

The biggest opportunities rarely feel obvious in the moment.

Now I’m looking at $CATE…

And the feeling is way too familiar.

yeah $Cate is cooking you're welcome

up like 98% from this timestamp

still confident here. All ember runners slowed down after their cook yesterday. I’m sitting on uranus.

Onward. Upward. Keep clicking

Like I said not discouraged. $BIKETYSON is my bet on Embers launchpad. lore + meteora launchpad + perfect for jupiter. thesis stands for me regardless of what price does short term

FsBVumZVsPyzLc6R74hPHbq8gQDgNKMmGGunqkHhpump

Take this entry

The $CATE and $USELESS barbell is how you make it on Solana over the next few months.

The past month has been one of the most explosive periods for memecoins since early 2025.

Robinhood coins went from virtually nothing to $100M+ valuations.

$PONS, $STONK, and other launchpad plays pushed even higher.

But with $BTC failing to reclaim its highs for over three weeks, we’re now watching many of those same coins retrace 50% or more.

So, what can we learn from the past few weeks?

1. Taking partial profits is king.

Momentum can disappear as quickly as it arrives. Corrections are inevitable, and no chart goes up forever. When the market gives you profits, lock some in. Don’t let greed turn a winning trade into a bag you hold through the entire drawdown.

2. Bitcoin still sets the tone.

No matter what anyone says, $BTC and the majors largely determine the health of the broader market.

$BTC moving up or consolidating? Memes have room to run.

$BTC dumping? Even the strongest narratives can struggle.

3. New retail capital is essential.

To sustain the kind of moves we’ve witnessed, the market needs fresh liquidity. New retail and institutional money entering crypto is what can turn short-lived rotations into trends that last for months or even years.

My overall take?

What we just witnessed could be a small preview of what’s ahead as $BTC moves toward $100K and fresh retail and institutional capital inevitably flows into the space.

Use this correction—whether it lasts days or weeks—to study the market, review your entries and exits, and understand the opportunities you missed.

The next impulsive bullish phase will come with its own set of opportunities.

Be ready for it.

GMGM