Richiee

Good morning again,
I think the worst of the @arc market cooldown may be behind us after a strong launch run.
I used this cooldown to make some adjustments to my portfolio and put more focus on what matters most to me: utility!
This also meant rotation in some of my holdings and moving away from a few projects. Not because I believe they can’t succeed, but because I dont fully align with the way certain narratives are being pushed + certain behaviour.
My decisions are also influenced by how @Arc and @circle are positioning themselves within the blockchain ecosystem, and how projects overlap wi

I proudly present you 3 "bigger picture" charts:
$KAIRO $ARGUS and $TOLLY
Imo the three most solid utility projects on @arc
The issue here is not the chart nor the projects themselves. Your too focussed on quick price action instead of looking beyond that.
Yes i may get the " circle support " thing but when it comes to price action, these charts are actually not bad, not bad at all!

1/...... 🧵
I’ve spent many hours digging through on-chain data on @arc and I think I’ve found a pattern worth documenting and showing 🫡
I’m not a professional when it comes to on-chain investigations, and this thread is not intended as speculation about who may be behind these wallets or what may happen next.
It’s also extremely difficult to determine who actually controls a wallet based on on-chain data alone. I tried my very best to fact check all data!
I’m simply documenting what I’m seeing and found so far. If you spot any factual inaccuracies in this thread, please let me know. I’d gen

A lot of great utility projects are slowly cooking on @arc 👀
Valuations vary, but one thing I can say with confidence is that even the highest valuations today are still small compared to the size of the industry they’re building for.
We’re still incredibly early. With the right mindset, research, conviction and patience, I believe there’s a lot of potential for wealth creation and amazing tools to be build as this ecosystem continues to grow.
And yes, some of these projects are building similar products, but that doesn’t matter to me.
What matters is that they keep shipping, keep delivering

Just did my inspector thing again 😂
An early $KAIRO buyer that held a few % supply just sold out and was up about 15X. Huge congrats to you!
Why this is bullish to me and a blessing?
Early buyers taking profits creates opportunities for others to step in. The outcome is a more healthy token distribution. Its exactly what you want to see on any project showing such a curve in the chart ( dip aint even that massive but not the point) and real potential!
@kairo_market 💪💪💪

Let me tell you something:
@arc trading volumes and TVL are climbing on a daily base.
I see people talking about " i dont buy because high valuation ". Your thinking in terms of Arc blockchain itself but in overall, EVERYTHING on arc is still low cap!
Just saying, do with it whatever you want 🤝
@samconnerone @jerallaire @circle

Most people wrote off @synthra_finance because of an unfortunate incident. NOT ME!
I always give people and projects a second chance as long as they are transparant and honest to their community! Exactly what they did.
Look at $POLL now!
And to those who still cry about the airdrop not being fair etc etc, you clipped it way too early and never had conviction!
NGMI 🤝

Looked into token launches on @TollyLabs , @kairo_market is miles ahead of any other token!
You guys should start giving some r❤️ to each other!
$TOLLY 🤝 $KAIRO
Who else would love to see it happen?