Building products @arcthecommunity Incubating @nocturnaldotxyz | Building Ignition Stellar #582
Joined May 2011
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Kups retweeted
The @HongKongFinTech x StartmeupHK starts today, so here's what our APAC Crypto Infrastructure Map says about the host city.
Across six markets, Hong Kong ranked highest (27) overall on the Builder Sentiment Index, modelled with @PreferencesAI.
But highest overall is not best for everyone. A payments company, an exchange and a token issuer will each read the map differently.
Use the report as your conversation starter during the week. Get the insights here: arc.xyz/cognitive-logs/2026-…
Kups retweeted
many have asked me how i can be so sure that $USELESS will be the first memecoin to hit $1 BILLION this cycle and THE meme of the cycle
here's why 👇
i've traded memecoins across multiple cycles and publicly traded:
• $16k to $20m+ on $BONK
• $6k to $1m+ on $WIF
• low 6 figs to $8m+ on $FARTCOIN
• low 6 figs to $1m+ each on $PNUT and solana:7GCihgDB8fe6KNjn2MYtkzZcRjQy3t9GHdC8uHYmW2hr
• several other low 6-figure positions to mid-7 and 8 figures
i also publicly predicted last cycle's memecoin runs, where $PEPE went from a few hundred million to $4B, then $11B, and $FLOKI went from a few hundred million to $3.5B
here's why i believe $USELESS is next:
1. it has shattered ceilings no other memecoin has come close to breaking
with its $450M ATH, $USELESS is the ONLY memecoin to hit an ATH above $400M since its launch almost 1.5 years ago
no other memecoin has even come close in that entire timeframe
not one!
2. the narrative is arguably the strongest imaginable
$DOGE at $12.8B? USELESS!
$PEPE at $1.9B? USELESS!
the entire $30B memecoin sector? USELESS!
hard to imagine a stronger memecoin narrative, past, present or future
3. its T1 CEX distribution is a massive advantage
$USELESS is already listed spot on several T1 exchanges, including Coinbase, Kraken, Upbit and Bitvavo
memecoins need serious liquidity to reach $1B+
and that liquidity isn't sitting in the trenches
you need major CEXs, their massive liquidity and their retail userbases to unlock that kind of upside
no other memecoin launched since $USELESS has achieved the same level of CEX distribution
purely from this angle, $USELESS is massively positioned to win
4. cult community + relentless mindshare
$USELESS has arguably had the most mindshare of any CT meme over the past 1.5 years
people dunk on the narrative, can't believe its outperformance, hate what they think it represents, or simply can't stop talking about it
either way, they keep talking about it
and the community remains completely unfazed by the endless FUD
many in the USELESS community genuinely believe $USELESS will FLIP $DOGE this cycle
that level of delusional optimism is EXACTLY what you want to see in the next $DOGE
5. volume, OI and whale accumulation are consistently outperforming
$USELESS is often the #1 or #2 most traded memecoin on top CEXs that have listed it
more often than not, it ranks second only to $DOGE
let that sink in: it's frequently doing more volume than memecoins worth multiples of its market cap
and this isn't a one-off
the same pattern shows up in OI and whale inflows
$USELESS has some of the strongest relative OI of any memecoin and is consistently among the most accumulated memecoins by whales on Solana
6. it consistently outperforms whenever the market shows signs of life
compare $USELESS against $BTC, $SOL, $USDT, $DOGE, $SHIB, $PEPE or virtually any established memecoin this year
the historical outperformance speaks for itself
and it isn't a fluke
it happens EVERY. SINGLE. TIME!
whenever the market catches a bid, $USELESS has repeatedly outperformed established memecoins
then a shiny new memecoin launches on a hot chain or catches a hot narrative, and everyone thinks THAT'S the coin
only for $USELESS to start outperforming the shiny new meta all over again
i've made insane amounts trading memecoins across THREE cycles, both privately and publicly
i've seen the biggest runners before they went parabolic
and i've NEVER been more convinced about a memecoin's potential to hit escape velocity and make a $DOGE-like move than i am with $USELESS
the market has already shown us what this thing can do
now imagine what happens when the next major memecoin rotation begins
$USELESS to $1B+ isn't some random fantasy to me
it's the thesis i'm betting on
Kups retweeted
Nocturnal is now a Featured App on @CantonNetwork!
We are officially live and available for download on Chrome Web Store.
RT @jaclynleezy: It's not common to find reports that dive deeper into Asia-specific insights.
For the many builders, operators and inves…
This quoted post is unavailable.
Kups retweeted
2026 APAC Crypto Infrastructure Map: Builder Sentiment & Market Readiness Across the Region
ARC × @PreferencesAI
Six markets. Nine sectors. A practical map for founders, allocators, institutions and practitioners of where crypto businesses can:
→ operate
→ access capital
→ bank
→ hire
→ find customers
→ deploy
Full report is live.
Get it here:
arc.xyz/cognitive-logs/2026-…
Kups retweeted
Every coin has its own journey.
There will always be ups and downs, corrections, moments of uncertainty, and periods when the market tests the patience of everyone holding.
But sometimes, the biggest opportunities come when the majority of people are too afraid to believe in what they are holding.
And for me, $USELESS is one of those coins that deserves attention when the market is filled with fear, doubt, and panic.
When a coin starts going down, people begin to question everything.
The same people who were once bullish suddenly become bearish.
The same people who believed in the vision start looking for an exit.
Some take profit too early, others sell because they are afraid of losing their gains, and many abandon their positions simply because they cannot handle the pressure of holding through a correction.
But the market has always been a game of patience, conviction, and timing.
Kups retweeted
Just as you'd head to Singapore for the best chilli crab, Thailand for stewed pork trotter rice or Hong Kong for the best wanton noodles, knowing where to go matters in crypto too.
The ARC × @PreferencesAI report, dropping on Wednesday, 14 October, offers an in-depth look at Crypto Infrastructure Map across APAC.
It's written for founders choosing where to incorporate and hire, allocators assessing where portfolio companies can realistically operate, institutions evaluating counterparty and underwriting risk, and practitioners seeking an honest picture of the region's progress.
Kups retweeted
APAC led global growth in on-chain transaction volume. Over that same period, however, its most established hubs steadily raised their barriers to entry.
So, which APAC market is "winning crypto"?
Vietnam ranks highest for builder conviction in our six-market analysis. Yet it ranks last overall on the Builder Sentiment Index (BSI), which gives greater weight to the conditions businesses need to operate.
How does the most optimistic market end up at the bottom?
That's one of the questions behind the 2026 APAC Crypto Infrastructure Map report, co-authored by ARC and @PreferencesAI, with insights from our network layer at @arcthecommunity.
Pairing qualitative field research with large-scale synthetic modelling, the report examines six markets: Hong Kong, Singapore, South Korea, Thailand, Malaysia and Vietnam.
It covers nine sectors: Stablecoins, RWA/DePIN, DeFi/prediction markets, AI, centralised exchanges, funders/VC, macro, robotics and launchpads.
The analysis looks at what it takes to build a crypto business, from licensing and banking access to capital, institutional infrastructure and talent. It also examines builders' expectations and whether conditions are improving.
Hong Kong and Singapore lead the BSI rankings, supported by their strengths in institutional infrastructure and capital depth. Vietnam ranks last despite leading on conviction, reflecting gaps in the infrastructure businesses need to operate once licensed.
The report also explores where each hub's strengths lie. Depending on your priorities, its findings point towards:
- Hong Kong for institutional issuance
- Singapore for raising and holding capital
- South Korea for reaching users at speed
- Vietnam for testing consumer product-market fit
- Malaysia for a faster, realistic path to licensing
- Thailand for tax-efficient retail distribution
The full ARC × PreferencesAI report drops on Wednesday, 14 October.
Kups retweeted
First-time founders and businesses looking to expand to APAC often ask us: "Where can a crypto business actually operate and grow?"
In APAC, a market might have users but limited access to capital. Another might have capital, but banking restrictions make it difficult to operate. Others have plenty of builders, yet institutional investors remain hesitant to deploy capital.
Honestly, there’s no straightforward answer.
If you were starting a crypto company in APAC today, where would you base it?
- Singapore
- Hong Kong
- South Korea
- Thailand
- Malaysia
- Vietnam
- Somewhere else
Kups retweeted
many have asked why i'm adamant that $USELESS is the next $DOGE / $PEPE and THE memecoin to watch this cycle
the answer is simple:
it's hard to fade data
i genuinely believe $USELESS has the strongest narrative of any memecoin
they're literally all useless
but my conviction through the bear market and even now isn't just about the narrative
it's about the data
look at today's trading volume on Coinbase, the biggest CEX in the US
$USELESS is doing MORE volume than $DOGE
an outlier? maybe
so let's look at Bitvavo, Europe's biggest CEX
$USELESS has done nearly 3x DOGE's volume today
now look at Kraken
the two are more or less neck-and-neck in trading volume
and here's the kicker:
besides $USELESS and $DOGE, no other memecoin appears in the top 50 most-traded cryptocurrencies across all three exchanges
now consider the difference in their valuations
- $USELESS: $186M
- $DOGE: $13.4B
that's a staggering 72x difference in market cap
let that sink in
$USELESS is consistently generating comparable trading volume to DOGE across major exchanges where they're both listed, and even OUTPERFORMING it in some cases
yet DOGE commands a 72x valuation premium
this is precisely why i've remained so resolute in my conviction through the bear market and continue to be now
short-term corrections will always shake people out
but volume, liquidity, attention and staying power are what separate the winners from the rest
and $USELESS has been demonstrating that strength for nearly two years
the market can ignore the data for only so long
when sentiment flips, don't be surprised if people suddenly start asking how they missed this
i've been telling you!
Kups retweeted
New product. New network. Same night shift.
Nocturnal is coming to @CantonNetwork as a new wallet.
Register for early access: forms.gle/dbHuCvTEQJjWQV9x8
Kups retweeted
From late August to early September, $USELESS ran 500% in two weeks.
Start: August 21, 2026 (0.050
End: September 4, 2026 (0.34)
The next 500% move will bring us to just below $2. This is nothing on a $300M MC coin.
Now that we are in phase 3 (see my pinned post) and we have consolidated here in the 0.3x zone for a while, I wouldn’t be surprised this next 500% move happens sooner than most expect.
THE TRAIN IS LEAVING THE STATION
$USELESS is this cycle's $DOGE / $SHIB / $PEPE type runner
the kind of generational memecoin runner that comes out of nowhere, catches almost everyone off guard, and then speedruns to a $10 BILLION+ market cap
by the time the masses realize what is happening, the easy money will already be gone
you either recognize the opportunity while it's still early or you watch everyone else make the move you wish you made
i think $USELESS is THAT coin
position accordingly
this train is leaving the station and it's not stopping for anyone
Kups retweeted
Looking for businesses to back or founders to build with? Meet ARC during TOKEN2049 week in Singapore.
ARC is a venture scaling network proudly based in Singapore. We work alongside founders to shape their products, build their brands, and reach new markets. We connect them with investors and partners who can get their products into customers’ hands, and operators with experience scaling businesses.
What makes ARC unique is that we’re backed by a collective of 888 curated builders and investors across Web2 and Web3, @arcthecommunity. Their experience, relationships, and support help the businesses in our ecosystem grow.
During TOKEN2049 week, we’ll be bringing together our members, the teams we’re incubating, fellow investors, and venture builders.
So, if you represent a family office exploring new businesses in Asia, are a founder looking to back other founders, or can help a company reach new customers, we’d like to meet you.
Send us a DM with what you’re looking to build or back, and our team will get back to you.
Kups retweeted
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is seeing EVERY key metric go parabolic right now
it just printed a NEW ATH in holders:
- 5,026 new holders in the LAST 24 HOURS
- 17,328 new holders in the LAST 7 DAYS
and this is an asset already listed on major T1s including Coinbase, Kraken, Upbit and Bithumb
that makes this kind of holder growth a VERY big deal
but the holder growth is only one piece of the puzzle
perps data is going absolutely vertical too
- Binance perps OI just hit an ATH
- perps volume is going crazy
- solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is now doing MORE perps volume than EVERY OTHER MEMECOIN IN THE WORLD on Binance
- that's more perps volume than $DOGE, ethereum:0x95ad61b0a150d79219dcf64e1e6cc01f0b64c4ce, $PEPE, solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN and solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv
- solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk now has BY FAR the most OI of any memecoin on Lighter
- it currently has MORE OI THAN DOGE + SHIB + PEPE COMBINED on Lighter
- OI on Hyperliquid is already ramping rapidly after listing yesterday
and the spot market is telling the exact same story
solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is now consistently the #1 most traded spot memecoin on Coinbase (#1 CEX in the US), Bitvavo (#1 CEX in Europe), Bithumb (#2 CEX in South Korea) and multiple other CEXs
meaning it's consistently doing MORE spot volume than DOGE, SHIB & PEPE on many of the biggest exchanges that have listed it
daily volume is now consistently around or above $200M
and we're still nowhere near the actual bull run
on top of all of this, solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk continues to lead the memecoin market in aggressive whale accumulation
read that again
EVERY major metric you can point to is going vertical
- holders ↑
- spot volume ↑
- perps volume ↑
- OI ↑
- whale accumulation ↑
- exchange activity ↑
the ONLY thing that hasn't caught up yet is price
and that's exactly what makes this setup so interesting
because when price finally catches up to the underlying fundamentals...
it won't need to move slowly
i think solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk is primed for an aggressive $PEPE-style run
ATHs first
then MULTI-BILLION dollar market cap
don't say you weren't warned
yet another solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk holder ATH today
- 2,287 new holders in the last 24 hours
- 4,549 new holders in the last 3 days
- 14,483 new holders in the last 7 days
USELESS has also gotten the following today:
- Upbit listing
- Hyperliquid listing
- Bithumb listing
- perps OI ATH
literally everything is aligning for an aggressively explosive, parabolic solana:Dz9mQ9NzkBcCsuGPFJ3r1bS4wgqKMHBPiVuniW8Mbonk run
this looks so eerily similar to $PEPE just before it pulled THE parabolic run of 2023!
