Guts @Gutslab

@theunipcs @deadshotXBT

@apecooks @synthra_finance no

I found a launchpad that could end up being one of the main LPs on Arc. No token yet, and they're planning to launch on mainnet day one probably the most stacked team I've seen so far. I'll share it here if it turns out they're not larping. because man, their CVs are unbelievable. they're the type of people who could probably raise a $30–50M seed round from the likes of YC or a16z. If they're actually serious about this and fully commit to it, they could build something insane.

@Arthur375283465 I'll be the one to share it first, and I've got no motion, so you'll have plenty of time to jump in unless they fuck it up

@Arthur375283465 no

remember this?

Guts @Gutslab

a day ago

so one guy is enough to bring $2m into a launchpad in 20 minutes you don't have any ideas of your own, do you?

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so one guy is enough to bring $2m into a launchpad in 20 minutes you don't have any ideas of your own, do you?

@theweb3jess try me

@_0xghost_ this is generally true, so to speak. but dev work is hard sometimes, and delays are normal, as long as they keep shipping what they promised

A guy who shills 10 different CAs in one day is nothing A guy who shills the same CA every day is someone you should be scared of

there are literally many reasons why ppl bundle and ngl sometimes bundling is actually the best way to control supply if the token has real potential so I can't say every bundle is some retarded scammy shit. no one is gonna bagwork 24/7 for a 1-2% bag imagine you own an irl company, spend all day every day building it, pushing it, dealing with everything and you only own 3% while random ppl who got there early own most of the upside after some point you're gonna be like why the fuck am I working this hard for everyone else's bag? but if the deployer owns 10-15%, then it changes everything. he can sell some at certain prices, make decent money, still hold a good chunk and still have a reason to keep working on it everyone else rotates, takes profits, moves to the next shit. the deployer is usually the guy who's still there bagworking because his upside is actually worth the effort same thing if you bundle supply with the right ppl. if you have friends who won't insta dump the second chart moves, they know how to bagwork, they have influence, they can bring attention and the product/team is actually good, then having a big part of the supply distributed between those ppl can be a very good thing at least you know the supply is sitting with ppl who actually want this shit to go higher instead of random guys waiting to dump their 4x bundling becomes bad when the intent is bad if the deployer bundles 15% and never planned to run it long term anyway, then yeah it's dogshit even if the narrative is good, he'll just dump that 15% for $10k-$50k at low caps, stop bagworking and move on and if it somehow goes higher later, cool, he still makes money from fees or whatever supply he has left now imagine the same guy only bought 1% he can't really make money, can't sell much, can't do shit with that supply and probably doesn't even care enough to keep working on it that's why I think ppl focus too much on the bundle % itself the real thing is intent >supply control is good if the ppl controlling it have good intent and actually want to build >supply control is bad if they're just waiting for someone else to become exit liquidity same bundle, completely different outcome so when I see a bundled token I don't instantly think scam I wanna know who owns it, why they own it and what they're gonna do with that supply when the chart starts moving

if you're trading lower caps, I think the best entries are usually at one of two extremes either insanely early, around 5k–10k mcap, or much later, once the token is already above 1m here's why. at 5k–10k mcap, you don't need much size to get meaningful exposure you can throw in $100, and if you're disciplined enough to cut around a 50% drawdown, you're risking roughly $50 but the upside is completely asymmetric if you're lucky, your thesis is right, and you're actually good at bag-working, that tiny position can turn into something fucking massive. six figs, seven figs, whatever the market decides to give you. you're risking small money for potentially absurd upside. that's the whole point of getting there before everyone else now look at the other side: entering above 1m mcap by that point, a lot of the early bundlers, insiders, and ultra-early holders have usually already taken decent money off the table. some of the nastiest supply has already rotated. so if the token still has strong fundamentals, good distribution, good attention, and you genuinely think it can go much higher, entering above 1m can make complete sense too but here's where people miss the bigger point: your exposure now depends heavily on your portfolio size. let's say you spend hours researching a token at 1m mcap. you build the greatest thesis of your life and correctly predict that it'll go to 10m. but your position is only $100. congrats, you were completely right and made roughly $900 in profit meanwhile, another guy might not give a single fuck about your thesis. he simply has more size. he puts $10k into the exact same token at 1m and sells around 10m same move. same thesis being validated by the market. completely different outcome. that's one of the biggest things I've learned: the play changes depending on the size you're playing with. if you have low liquidity, your edge has to come from being early. you need to spend your time trying to front-run literally everyone else. find the 5k–10k shit before the timeline sees it, get meaningful exposure with very little capital, and then bag-work the fuck out of it if the thesis starts playing out but if you're sitting on six or seven figures, you don't necessarily need to fight over every 5k mcap launch. you can wait until something proves itself, gets cleaner distribution, builds real momentum, and then size heavily into it above 1m. a 5x–10x with serious size can matter way more than finding a 100x with a $50 position. watching people trade on fomo makes this extremely obvious. you'll see people rotating every five minutes, forcing a new thesis onto every random piece of shit they see, constantly paying spreads and constantly losing money then you'll see people with tiny portfolios who actually have insane holding power and find things early, but never bag-work them, never build attention around their positions, and never take advantage of the fact that being early was their biggest edge in the first place and then you'll see bigger players doing almost the opposite: they don't need to discover everything firs they wait for something to show signs of life, then they size. there are so many lessons in watching how people behave in these markets it's not just about finding good tokens it's about psychology, social behavior, position sizing, timing, attention, liquidity, and understanding what kind of game your portfolio size actually allows you to play being right isn't enough. you need the right exposure when you're right.

building a bubblemap for ARC for y’all so you can see which tokens are bundled af

@game_for_one pls delete

Bet on people, not the product.

nobody really knows what the ceiling is for a meme. same goes for the downside I’ve found a strategy that works pretty well for me I buy things I actually have a thesis on, or things with strong lore if it’s a lower mcap, I usually just hold. once it’s done a few good Xs, I try to pull my initial out, lock in some profit, and let the rest ride until I feel like it’s getting close to the ceiling if it’s a higher mcap, I’ll DCA into it. if the thesis starts breaking or things go south, I just cut the loss one thing I always keep in mind: you can have the best thesis in the world and the token still might not go anywhere near where you expect so whenever you get the chance, take some profit, get your initial out, and let the rest ride

have you seen any memecoins run to billions in 2026? i honestly can’t think of one meanwhile pons and stonks are running insanely hard that tells me one thing -> people want tech tokens the narrative is shifting from funny memes -> actual working tech that brings value to holders I’m focusing on tech tokens from here on out

if you are into ARC, I highly recommend not blindly aping into everything there will be new launches on day 1 that could potentially run to a couple million, and many infras are already preparing for day 1 be early, but choose wisely

@kingmakerxbt I’m digging deeper and deeper I’ll share my thoughts here if I find anything worth mentioning

should I join FOMO?

@shachikyoto yeah, thinking of sharing my thesis on my bags there the UI just makes everything way easier to follow