Most people are still trading $ARC like its launch week.
91% of DeFi TVL
already sitting in @Morpho and @aave tells you the real story here isnt memecoins, its credit markets forming faster than anyone priced in.
Launchpads got the attention while $USDC credit is quietly becoming the actual base layer.
That rotation (launchpads to credit to RWA♻️) is the trade nobody is positioned for yet.
𝑩𝒖𝒕 𝒊𝒔 5 𝒅𝒂𝒚𝒔 𝒓𝒆𝒂𝒍𝒍𝒚 𝒆𝒏𝒐𝒖𝒈𝒉 𝒕𝒐 𝒔𝒆𝒑𝒂𝒓𝒂𝒕𝒆 𝒔𝒊𝒈𝒏𝒂𝒍 𝒇𝒓𝒐𝒎 𝒏𝒐𝒊𝒔𝒆 𝒐𝒏 𝒂 𝒏𝒆𝒘 𝒄𝒉𝒂𝒊𝒏 ?
#Arguspad went from a 2.8M pre launch MC to 16-17M while still running 11-20M a day after the hype faded.
#TollyLabs ( $TOLLY )Lis sitting on the 2nd deepest native token book I can find, backed by a launchpad plus trading terminal setup that actually makes sense long term.
Everything else copy pasted the launchpad model and died with the mainnet spike. These two didn’t, so right now thats a short list.
As usual, Once the initial mainnet hype fades, most of the launchpad tokens that popped off will fade with it. The ones still pulling real volume and holding liquidity after the hype clears are the actual signal, not the ones that spiked on day one and went quiet
91% of DeFi TVL
already sitting in @Morpho and @aave tells you the real story here isnt memecoins, its credit markets forming faster than anyone priced in.
Launchpads got the attention while $USDC credit is quietly becoming the actual base layer.
That rotation (launchpads to credit to RWA♻️) is the trade nobody is positioned for yet.
𝑩𝒖𝒕 𝒊𝒔 5 𝒅𝒂𝒚𝒔 𝒓𝒆𝒂𝒍𝒍𝒚 𝒆𝒏𝒐𝒖𝒈𝒉 𝒕𝒐 𝒔𝒆𝒑𝒂𝒓𝒂𝒕𝒆 𝒔𝒊𝒈𝒏𝒂𝒍 𝒇𝒓𝒐𝒎 𝒏𝒐𝒊𝒔𝒆 𝒐𝒏 𝒂 𝒏𝒆𝒘 𝒄𝒉𝒂𝒊𝒏 ?
#Arguspad went from a 2.8M pre launch MC to 16-17M while still running 11-20M a day after the hype faded.
#TollyLabs ( $TOLLY )Lis sitting on the 2nd deepest native token book I can find, backed by a launchpad plus trading terminal setup that actually makes sense long term.
Everything else copy pasted the launchpad model and died with the mainnet spike. These two didn’t, so right now thats a short list.
As usual, Once the initial mainnet hype fades, most of the launchpad tokens that popped off will fade with it. The ones still pulling real volume and holding liquidity after the hype clears are the actual signal, not the ones that spiked on day one and went quiet