Kans retweeted
we didn't trust banks, so we moved our money into crypto
we didn't trust cex's, so we moved our crypto into cold wallets
now we're finding out even hardware wallets can come with spyware
at this point, where the fuck are we supposed to keep our money?
Kans retweeted
Here’s a first look at the next chapter for Tolly Labs:
Custom V4s
Fully customizable taxes and revenue distribution, giving creators absolute control over how their token’s fees are structured and allocated.
Custom Presales
Token raises for both meme and utility projects, with configurable presale settings to support your launch.
NFT Launchpad & ERC-404s
Generate an entire collection from a single image, with up to 10,000 variations rendered directly onchain through a Solidity SVG renderer. ERC-404 contracts connect fungible token balances with individual NFTs.
More control for creators. More ways to launch.
Kans retweeted
nice, @arc just started following @TollyLabs.
good to see arc recognizing the teams that have been building from the early days.
combined with @jerallaire retweeting $TOLLY earlier, that’s a pretty strong signal to me.
we’re just getting started.
Kans retweeted
one thing i really like about @arc so far
utility is taking the lead
real products, real builders, real usage. trading terminals, payments, ai agents and infrastructure
very different from other chains where mostly memes take the lead
that gives me even more confidence in what arc is building, especially now that we’re approaching a bullmarket
we’re still early
Kans retweeted
study conviction.
$TOLLY.
Let me tell you about $TOLLY.
@TollyLabs is a launchpad on @arc. Also one of the first ones.
Remember $PONS on Robinhood chain? The launchpad token that almost hit $50M mcap?
$TOLLY is that, but the tokenomics are actually better.
Here's why:
Every token traded on the Tolly Labs terminal generates a 1% pool fee. That fee gets split across five routes:
64% goes to the creator.
12% goes to holders.
10% to the protocol.
9% buys $TOLLY and removes it from circulation.
5% buys back the project token.
And when you sell? The sell fee goes entirely to the pool. Nothing goes to the team.
Let that sink in.
Every buy on the platform burns $TOLLY supply.
Every sell rewards the pool.
More volume on the platform, more $TOLLY gets burned, more holders get rewarded.
$TOLLY is structurally up only.
And there's more.
The longer you hold, the higher your reward multiplier:
1x at start.
1.5x after 1 day.
2x after 2 days.
2.5x after 3 days.
3.5x after 7 days.
4.5x after 14 days.
6x after 30 days.
Maximum 6x reward weight. Just for holding.
Arc isn't even fully live yet.
This is pre-launch. The volume hasn't started. The rewards haven't kicked in at scale.
For the ones paying attention, this is the window.
See you on the other side.
Kans retweeted
Tolly V4 is live.
Launch a token against any supported onchain asset.
Creators can simply paste the contract address of the asset they want to pair against and deploy a new market directly on @arc .
Tokenized stocks. Wrapped BTC. Tokenized gold.
Tolly automatically handles pairing, pricing and USD valuation with no waiting for new base pairs to be added manually.
V4 also introduces configurable creator economics.
Creators can set a custom market tax of up to 10%, feeding more volume and fees into the Tolly flywheel: rewarding creators and holders, supporting the protocol and removing more TOLLY from supply.
Program the market, and the mechanics that govern it.
Kans retweeted
Binance are looking for an intro to the $tolly team bro
they going about it in a smart way
Get skin in the game first 🫡
Kans retweeted
Leading into our V4 integration, we have built out a new Modern UI for Tolly.
A refined Liquid Glass interface is now available across desktop and mobile, alongside the familiar Classic experience.
Switch between Modern and Classic instantly through Appearance settings.
All the tools needed for navigating @arc at your disposal, on your preferred interface.
tollylabs.com/
Kans retweeted
the thing that sold me on cove bot, deposit usdc once and you can buy on any chain with it, arc included.
no manual bridging, no separate wallets per chain, it just handles it.
simplest setup i've used for trading on telegram.
t.me/cove_trading_bot?start=…
Kans retweeted
why i think $TOLLY ends up #1 on @arc eventually
during the september 16th livestream, out of every terminal and launchpad out there, @TollyLabs was the only logo shown
@jerallaire earlier retweeted tolly labs (his first engagement on an arc project)
circle and arc clearly know what tolly labs is.
make of that what you want.
Kans retweeted
there won’t be enough $TOLLY for everyone.
insane volume on tolly terminal > huge buyback and burn > higher price.
almost 5% burned already and we’re just getting started.
@TollyLabs 🤝
Kans retweeted
Every chain launch has one launchpad that eats everything:
- Solana has: Pump Fun
- Robinhood has: PONS
- Arc has: @TollyLabs
I already made my bet. Tolly has been doing real volume before the doors even opened to the public (just Yesterday over $11M)
No bonding curve. Token launches in one transaction, full supply goes straight into a permanently locked USDC pool. Tradeable from block one.
TIME TO LOCK IN 🤝
Kans retweeted
We know traders love bubbles for tracking market action.
But what if the bubbles were actually tradable?
Tolly Bubbles lets you discover what’s moving, track the market in real time, and jump straight into the trade from the same view.
See it. Track it. Trade it.
Built on Arc.
Kans retweeted
bonkguy这次要跌落神坛了。他早上推的long.supply这个平台,是一个随时拥有rug权限、印假u的平台。
long.supply这个平台通过自己搭建跨链桥的形式,搭建了robinhood-arc链的股票代币的跨链桥,arc链上的股票代币并非官方发行,而是平台方发行。另外,跨链桥的底层协议并非wormhole或者L0等可靠协议。
这也就意味着:
1.项目方可以随时关闭跨链桥,并抽走robinhood链的锁定的资金。你相当于用自己的真U在arc链上换了假U,跟开链前的eUSD这个平台一样,而这个平台被官方紧急调查,最终倒闭。
2.这周正式开链之后,官方真正的股票代币部署到arc链上,这种虚假的股票代币叙事也就结束。
守护好你的钱袋子。 @theunipcs
@samconnerone 请调查。
some thoughts on Arc chain:
ppl building on Arc or related to Arc have reached out to me several times over the past few weeks
apparently, they want to get trenchers onto the chain early because they understand that memecoin activity is one of the fastest ways to bootstrap traction for a new chain
i mostly ignored them
i've been too busy to even keep track of all the messages i get these days, but more importantly, i've believed that onchain activity this cycle will be concentrated around Robinhood, BNB and Solana
that was my bias
until i learned that fomo will be integrating Arc shortly after launch
Seyong from fomo recently told me that the integration should happen within a few days of launch
and honestly, that changed my short-term bias on Arc
don't get me wrong
i still believe RH/BNB/SOL will be where the majority of the real action happens this cycle
but there's something important to consider:
fomo hasn't even integrated Hyperliquid, Tron or TON
and all three of those chains produced runners that reached $100m+
so if fomo is integrating Arc right out of the gate, i think there's a very real possibility that there will be some serious short-term money-making opportunities for trenchers
and that's the key distinction:
short term
i am NOT saying Arc is going to become the next BNB, Robinhood or Solana
i'm saying this is the first time fomo will be integrating a non-mainstream chain essentially from launch
that makes Arc a very interesting experiment
and i'm positioned accordingly
i bought the native token of the main launchpad on Arc, $LONG, along with the top 3 memecoins on the launchpad
my thesis is basically this:
1. fomo is integrating Arc
fomo is becoming one of the main crypto trading apps for retail this cycle
i originally ignored Arc entirely
the fomo integration changed that
2. Arc is actively trying to attract trenchers
multiple ppl building around Arc have reached out to top trenchers like myself
that suggests they understand how important early memecoin activity can be for a new chain
3. they appear to be trying the Robinhood playbook
i've also had a source tell me that Arc understands how important it is to have trenchers on the chain early and is actively focused on making that happen
essentially, they're borrowing a page from the Robinhood playbook
and i want to be super, super clear about this:
this is a degen, degen rabbit hole
this is a short-term adventure
i'm not rotating my core thesis away from RH/BNB/SOL
and i genuinely believe that RH/BNB/SOL is where you want to concentrate your energy this cycle... and that most other chains will likely be a waste of time on a long enough timeframe
so why am i touching Arc?
i'm simply betting that the combination of new chain + launchpad + trenchers + fomo integration could create some very interesting early opportunities
if you're interested in exploring it, you can either wait for the fomo integration later this week
or bridge over earlier through the main launchpad on Arc, Long
for those who want to bridge:
1. buy $CRCL on Robinhood (most tokens on Arc are paired against $CRCL):
dexscreener.com/robinhood/0x…
2. bridge your Robinhood Chain $CRCL to Arc using the bridge provided by the main launchpad:
long.supply/bridge
3. buy whatever you want through long.supply
IMPORTANT:
don't use trading bots like Basedbot or GMGN right now
they're routing through the wrong pools and you could end up losing a significant amount of your money to slippage
and if you're not on fomo yet, you really should hurry to get your account set up
if this thesis plays out, you don't want to be setting everything up after the opportunities have already appeared
join through my ref:
fomo.family/r/unipcs
i'm also doing a $350k giveaway for active fomo refs
so you could literally get rewarded for being early
again: this is a short-term degen experiment
but if you're a trencher, this is exactly the kind of setup i'd want on my radar before the masses arrive
Kans retweeted
let's talk about why @arc might end up bigger than robinhood chain.. and robinhood is already doing numbers.
robinhood built its chain on the back of a retail trading app, millions of users who already trusted the brand. that's why it's pulling this much volume right now, distribution did the heavy lifting.
arc is a different kind of bet. it's circle's own layer 1, mainnet live september 16th, with usdc as the native gas token. not retail hype, institutional infrastructure. validators include blackrock, visa, mastercard, kraken, ledger, uniswap labs.
and circle isn't some app with users, it's a company sitting top 2 in daily revenue across all of crypto, quietly, off usdc alone.
robinhood won on distribution. arc is walking in with distribution AND the infrastructure that actually moves money globally.
if retail trust built one chain this big, what happens when institutional trust builds the next one.
early.

















