come join the Giwa TG
t.me/+A2rBt_7JBm45Y…
I’ll probably spend less time setting this up since a couple of people stepped up to help with the TG, so I’ll leave most of it to them and focus more on finding opportunities on Giwa.
also, please read the pinned message when you join.
t.me/+A2rBt_7JBm45Y…
I’ll probably spend less time setting this up since a couple of people stepped up to help with the TG, so I’ll leave most of it to them and focus more on finding opportunities on Giwa.
also, please read the pinned message when you join.
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OK WOW
I’m verifying my Twitter account with @rariblecom. Check out my profile: app.rarible.com/user/0x931d06c…
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there are already 50+ launchpads launching on arc on day one
you can’t say only one of them will win. more than one probably can
but regardless, not all of them are going to become the main runners
most launchpads are basically copycats of each other. you can’t just expect one to magically be different and win the race because of the product alone
what you can do is choose the team you believe can execute the best, attract the most attention, and keep shipping when everyone else fades out
I’ve picked one launchpad to invest in
the full article will be out once they go live
ARC in 24 hours
you can’t say only one of them will win. more than one probably can
but regardless, not all of them are going to become the main runners
most launchpads are basically copycats of each other. you can’t just expect one to magically be different and win the race because of the product alone
what you can do is choose the team you believe can execute the best, attract the most attention, and keep shipping when everyone else fades out
I’ve picked one launchpad to invest in
the full article will be out once they go live
ARC in 24 hours
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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.
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.
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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.
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.
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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
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
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