We'll probably see several 10M+ runners on Arc, everyone wants a piece of RH's pie rn

Real question is whether they can actually hold momentum, and whether they've got enough pull to keep people on-chain instead of rotating straight back to a better EVM with more volume and infrastructure that's already proven it can run coins to 9 figs

$MADE is still near entry

Already poked 1.5M a few times but got jeeted back. Didn’t flinch hard through yesterday’s Clarity Act nuke and Arc rotation

Solana and Toly already mentioned $MADE multiple times this month. Hard to see that just stopping

AnsemHack ends in 3 days and $MADE still has almost no real competition

Here's why Arc won't get the same PvE season Robinhood had

RH had a window. Solana farmer teams were still figuring out the new stack, so real players actually had room

That window is gone, rh already trades more like Solana than like week one

Arc is also EVM. Same teams, same playbook, day one. Already seeing the same RH projects show up on Arc same everything, just a different color scheme on the website

Those busy hunting for plays on Arc are missing the generational $STONK dip

GM

Arc already looks dead, back to better chains

Won't say I'm happy with how it played out despite how accurate the read was. Most people still lost money there, and they'll likely be less greedy with their SOL and RH plays too now

$STONK and $PONS both look ready for the next leg

$STONK's already up nicely from my yesterday bottom bid

When the two biggest launchpads start lining up like this, the rest of the market usually follows

Send $STONK

3 days left to tokenize for AnsemHack and $MADE already looks ahead of the field:
- 5090 is live and taking real inference
- first AMA is done and the agent is streaming
- $20M vol, ~$90k fees, spent through SP3ND into actual hardware
- SuperteamUSA is on it

Still extremely underpriced. Window closes Sunday

Key dates for $MADE:
20 Sept - no more submissions
1 Oct - winners chosen

Bought $WORM

Agents don’t read markets. they read text:
- metadata
- quotes
- other agents
- config files they never wrote

Then they sign

and that’s why the layer in front of the spend exists:
- offline payment checks
- config write guards
- launch attestations bound to exact bytes - change one character, the badge dies

fees from that work buy $WORM and burn it

priced in tokenized PLTR on purpose

0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d

What $WORM actually does:

Your agent can get tricked by text. Not hacked. just convinced

Convinced to send money to the wrong wallet
Convinced to buy a poisoned token
Convinced to rewrite its own config so the trick stays after you close the tab

$WORM is the layer that checks the spend before the signature lands

Every check is a fee. Fees buy $WORM and burn it, 4% of supply is already gone

0x3ba500f1ababbcf0f0247d06d1c56fd7e6c4c09d

$WORM is in the same job family as $GPS / $FORT / $ZAUTH

GPS - don’t run a dangerous action(ATH ~$290M)
FORT - don’t miss the bad tx(ATH ~$150M)
ZAUTH - don’t pay a dead endpoint(ATH ~$9M)
WORM - don’t sign whatever you just read

That’s how someone already drained ~$175k through an agent stack

https://x.com/MarcinRedStone/status/2053022211695624204

Not a hacked key. Just text an agent trusted, then a signature

With $WORM in front of the spend, that kind of tx gets refused

GM fam

Thanos wakes up to green bags
$WORM already did the morning for him

wow indeed, mitch

wow!

$WORM almost 3x from my call

Easy trade if you looked:
- Simple product
- Giga useful
- Obvious misprice

Higher is inevitable

Called the dip a dip

That’s all this was
Rotation noise, then the bid came back

Almost 2x from my bottom buy
$STONK still grinding like it was supposed to